截至2026年1月28日收盘，尚太科技(001301)报收于75.93元，下跌0.87%，换手率2.22%，成交量4.13万 手，成交额3.12亿元。 当日关注点 1月28日主力资金净流出784.76万元；游资资金净流出600.77万元；散户资金净流入1385.53万元。 公司公告汇总 交易信息汇总 以上内容为证券之星据公开信息整理，由AI算法生成（网信算备310104345710301240019号），不构成 投资建议。 资金流向 来自交易信息汇总：1月28日主力资金净流出784.76万元，散户资金净流入1385.53万元。 来自公司公告汇总：尚太科技完成可转债募资，实际募集资金净额约17.20亿元，用于年产20万吨 锂电池负极材料一体化项目。 关于签订募集资金监管协议的公告 石家庄尚太科技股份有限公司经证监会同意，向不特定对象发行可转换公司债券，募集资金总额 1,734,000,000.00元，扣除发行费用后实际募集资金净额为1,719,663,962.26元。募集资金已于2026年1月 22日到账，并由中汇会计师事务所出具验资报告。公司及子公司山西尚太锂电科技有限公司在中国民生 银行、中国银行、交通银行 ...

近日，石家庄尚太科技股份有限公司披露《关于签订募集资金监管协议的公告》。公告显示，公司经证 监会同意，向不特定对象发行可转换公司债券，募集资金总额1,734,000,000.00元，扣除发行费用后实际 募集资金净额为1,719,663,962.26元。募集资金已于2026年1月22日到账，并由中汇会计师事务所出具验 资报告。公司及子公司山西尚太锂电科技有限公司在中国民生银行、中国银行、交通银行、中信银行开 设募集资金专项账户，用于年产20万吨锂电池负极材料一体化项目。公司与相关银行及保荐机构国信证 券分别签署了募集资金专户存储三方及四方监管协议，对募集资金的存放、使用和监管作出约定。 截至2026年1月28日收盘，尚太科技（001301）报收于75.93元，较前一交易日下跌0.87%，最新总市值 为198.03亿元。该股当日开盘76.01元，最高76.51元，最低74.25元，成交额达3.12亿元，换手率为 2.22%。 《关于签订募集资金监管协议的公告》 以上内容为证券之星据公开信息整理，由AI算法生成（网信算备310104345710301240019号），不构成 投资建议。 最新公告列表 ...

证券代码：001301 证券简称：尚太科技 公告编号：2026-012 石家庄尚太科技股份有限公司 关于签订募集资金监管协议的公告 本公司及董事会全体成员保证信息披露内容的真实、准确和完整，没有虚假记载、 误导性陈述或重大遗漏。 一、募集资金基本情况 经中国证券监督管理委员会出具的《关于同意石家庄尚太科技股份有限公司 向不特定对象发行可转换公司债券注册的批复》(证监许可〔2025〕2788 号)同意， 石家庄尚太科技股份有限公司（以下简称"公司"）本次向不特定对象发行可转 换公司债券 17,340,000 张，期限 6 年，每张面值人民币 100 元，募集资金总额人 民币 1,734,000,000.00 元，扣除尚未支付的承销及保荐费用 11,200,000.00 元（含 税，不含前期已支付的保荐费 800,000.00 元）后，实际收到募集资金金额为 1,722,800,000.00 元。上述募集资金已于 2026 年 1 月 22 日由保荐人（主承销商） 国信证券股份有限公司汇入公司指定募集资金专项账户内，中汇会计师事务所 （特殊普通合伙）对上述募集资金实收情况进行了审验，并出具了《验资报告》 （中汇会 ...

以下文章来源于鑫椤资讯 ，作者ICC 鑫椤资讯 . 专注于石墨行业、针状焦、石油焦、石墨电极、负极材料、硅基负极项目信息、产量信息、产能信息等行业资讯。 关注公众号，点击公众号主页右上角" ··· "，设置星标 "⭐" ，关注 鑫椤锂电 资讯~ 本文来源：鑫椤资讯 、封面：图虫创意 | | | | 2025年碳酸锂市场盘点： | | --- | | 2025年电解液市场盘点： | | 2025年铜箔市场盘点： | | 2025年钴酸锂市场盘点： | | 2025年三元材料市场盘点： | | 2025年磷酸铁锂市场盘点： | | 2025年三元前驱体市场盘点： | | 2025年六氟磷酸锂市场盘点： | | 2025年磷酸铁市场盘点： | | 2025年添加剂VC市场盘点： | | 2025年钠离子电池市场盘点： | | 2025年新型锂盐LIFSI市场盘点： | | 2025年隔膜市场盘点： | | 2025年锂电池市场盘点： | | 2025年铝箔市场盘点： | | 2025年储能电池市场盘点： | | 2025年储能系统市场盘点： | | 2025年磷酸锰铁锂市场盘点： | 2025年，据ICC鑫椤资讯统 ...

Core Viewpoint - The company, Shangtai Technology, announced the issuance of 1.734 billion yuan in convertible bonds, indicating a significant capital-raising effort to support its operations and growth [1] Group 1: Issuance Details - The company is issuing a total of 17.34 billion yuan in "Shangtai Convertible Bonds," with a face value of 100 yuan per bond, totaling 17.34 million bonds [1] - Existing shareholders have priority in subscribing to 12.4348 million bonds, amounting to 1.243 billion yuan, which represents 71.71% of the total issuance [1] - Online investors subscribed to 4.8328 million bonds, totaling 483.2 million yuan, while 72,400 bonds were not subscribed, amounting to 7.2385 million yuan [1] Group 2: Underwriting and Subscription - The underwriter (joint lead underwriter) has fully subscribed to the 72,400 bonds that were not taken up, amounting to 7.2389 million yuan, which represents a 0.42% underwriting ratio [1]

证券代码：001301 证券简称：尚太科技 公告编号：2026-011 本公司及董事会全体成员保证信息披露内容的真实、准确和完整，没有虚假记载、 误导性陈述或重大遗漏。 石家庄尚太科技股份有限公司（以下简称"发行人"或"公司"）向不特定 对象发行可转换公司债券（以下简称"可转债"）已获得中国证券监督管理委员 会证监许可〔2025〕2788 号文同意注册。国信证券股份有限公司（以下简称"国 信证券"、"保荐人（联合主承销商）"）为本次发行的保荐人（联合主承销商）， 兴业证券股份有限公司（以下简称"兴业证券"） 、中信证券股份有限公司（以 下简称"中信证券"） 为本次发行的联合主承销商（国信证券、兴业证券及中 信证券合称"联合主承销商"）。本次发行的可转债简称为"尚太转债"，债券 代码为"127112"。 石家庄尚太科技股份有限公司 向不特定对象发行可转换公司债券发行结果公告 保荐人（联合主承销商）：国信证券股份有限公司 联合主承销商：兴业证券股份有限公司 联合主承销商：中信证券股份有限公司 本次向不特定对象发行的可转债规模为 17.34 亿元，每张面值为人民币 100 元，共计 17,340,000 张，按面值 ...

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证券研究报告 电力设备与新能源 德国电动车补贴利好锂电产业链 华泰研究 2026 年 1 月 20 日│中国内地 动态点评 锂电需求有望上修，欧洲产业链相关标的弹性更大 我们预计政策可带动电动车新增需求在 0~80 万辆之间，按照单车带电量 60kWh 计算，对应电池新增需求 0~48GWh，占 26 年全球电池需求约 0~1.7%。看好锂电需求上修带来业绩增量，欧洲产业链相关标的弹性更大， 看好欧洲敞口大的相关环节标的，首选电池环节宁德时代、亿纬锂能，三元 正极当升科技，此外其余锂电产业链也有望受益于需求上修，推荐磷酸铁锂 环节湖南裕能、负极环节尚太科技、电解液环节天赐材料。 德国政府 1 月 19 日宣布，联邦政府气候与转型基金拨款 30 亿欧元，对新 购入电动汽车的家庭提供最高 6000 欧元的补贴，以推动其电动汽车产业发 展，这是德国在 2023 年底终止原有电动汽车购车补贴政策后，再次提供类 似补贴。我们认为政策意在扶持电动车产业发展，补贴倾向纯电汽车+中低 收入人群，看好锂电需求上修带来锂电产业链公司业绩增量，推荐宁德时代、 亿纬锂能、当升科技、湖南裕能、尚太科技、天赐材料。 政策意在扶持电动车产 ...

Investment Rating - The investment rating for the company is not explicitly stated in the provided content, but the analysis suggests a positive outlook based on the company's growth and market position. Core Insights - The company, 尚太科技, is a leading player in the lithium-ion battery anode materials sector, with a focus on integrated production and sales [16][31]. - The company has shown steady revenue growth since 2020, with a compound annual growth rate (CAGR) of 66.41% projected from 2020 to 2024, and a revenue of 5.229 billion yuan in 2024, representing a year-on-year increase of 19.10% [17][22]. - The net profit attributable to the parent company also reflects growth, with a CAGR of 53.11% from 2020 to 2024, achieving 838 million yuan in 2024, up 15.97% year-on-year [17][22]. - The company has a strong focus on R&D and has transitioned from processing services to independent development and production of anode materials, positioning itself well in the market [16][31]. Summary by Sections 1. Convertible Bond Basic Information - 尚太转债 has a total issuance scale of 1.734 billion yuan, with a net fundraising amount allocated for a project to produce 200,000 tons of lithium battery anode materials annually [3][12]. - The bond has a maturity of 6 years, with a current bond value of 97.64 yuan and a yield to maturity (YTM) of 1.86% [13][14]. - The initial conversion price is set at 84.71 yuan per share, with a conversion parity of 102.64 yuan, indicating a premium rate of -2.58% [13][14]. 2. Investment Subscription Suggestions - The subscription price for 尚太转债 is set at 100 yuan per bond, with a priority allocation for existing shareholders at 71.71% [15]. - The final amount allocated to public investors is 490.52 million yuan, representing 28.29% of the total issuance [15]. 3. Fundamental Analysis of the Underlying Stock 3.1 Financial Data Analysis - The company has maintained a stable sales net profit margin and gross profit margin, with sales net profit margins ranging from 16.03% to 26.97% from 2020 to 2024 [23]. - The sales gross profit margin has also shown resilience, with values between 25.72% and 41.65% during the same period [23]. 3.2 Company Highlights - 尚太科技 is recognized as a leading enterprise in the production of lithium-ion battery anode materials, with a comprehensive production process that includes raw material pretreatment, granulation, graphitization, carbonization, and finished product processing [31]. - The company has established a robust product line catering to various applications, from electric vehicles to consumer electronics, enhancing its competitive edge in the market [31].

1. Report Industry Investment Rating - No industry investment rating is provided in the report. 2. Core Viewpoints - The report analyzes the basic information of Shangtai Convertible Bond, including its issuance scale, bond - bottom valuation, conversion parity, and terms. It also conducts a fundamental analysis of the underlying stock, Shangtai Technology, highlighting its business transformation, revenue growth, and financial performance [3][16]. 3. Summary by Relevant Catalogs 3.1. Convertible Bond Basic Information - Shangtai Convertible Bond (127112.SZ) was available for online subscription on January 16, 2026, with a total issuance scale of 1.734 billion yuan. The net proceeds after deducting issuance fees will be used for a project with an annual production capacity of 200,000 tons of lithium - battery anode materials [3]. - The current bond - bottom valuation is 97.64 yuan, and the YTM is 1.86%. The bond has a 6 - year term, an AA +/AA+ credit rating, a face value of 100 yuan, and specific coupon rates from the first to the sixth year [3]. - The current conversion parity is 102.64 yuan, and the parity premium rate is - 2.58%. The conversion period is from July 22, 2026, to January 15, 2032, with an initial conversion price of 84.71 yuan per share [3]. - The convertible bond terms are standard. The total equity dilution rate is 7.28%, and the dilution rate for the tradable shares is 9.91%, indicating relatively low dilution pressure on the equity [3]. - The issuance price of Shangtai Convertible Bond is 100 yuan per bond. The original shareholders' priority subscription ratio is 71.71%, and the online winning rate is 0.0051678926% [3][15]. 3.2. Investment Subscription Suggestion - Shangtai Convertible Bond was issued at 100 yuan per bond on January 16, 2026. The original shareholders' priority subscription ratio was 71.71%, and the online public subscription accounted for 28.29% of the total issuance, with a winning rate of 0.0051678926% [3][15]. 3.3. Underlying Stock Fundamental Analysis 3.3.1. Financial Data Analysis - Shangtai Technology is a high - tech enterprise in the lithium - ion battery anode material industry. Since 2017, it has transformed from a graphite - processing service provider to an integrated R & D, production, and sales enterprise [16]. - From 2020 to 2024, the company's revenue had a compound growth rate of 66.41%, and the net profit attributable to the parent company had a compound growth rate of 53.11%. In 2024, the revenue was 5.229 billion yuan, a year - on - year increase of 19.10%, and the net profit attributable to the parent company was 838 million yuan, a year - on - year increase of 15.97% [3][17]. - The company's revenue mainly comes from the anode material business. From 2022 to 2024, the proportion of anode material sales revenue in the main business revenue was 90.51%, 89.61%, and 93.42% respectively, with an annual adjustment in product structure [22]. - From 2020 to 2024, the company's net sales margin and gross profit margin remained stable, the sales expense ratio decreased, the financial expense ratio increased, and the management expense ratio decreased [4]. 3.3.2. Company Highlights - Shangtai Technology is a leading enterprise in the lithium - ion battery anode material industry, with three production bases. It has a full - process, integrated production capacity and a high - quality customer system [31]. - The company has built a product matrix suitable for multiple application scenarios and fields, and its revenue compound growth rate in the past three years is better than the average level of comparable listed companies in the industry [31].