2026锂电关键材料及应用市场高峰论坛 会议背景 2026年，锂电行业正以磅礴之势开启新一轮周期性增长浪潮，其特征表现为需求端的强势复苏、全球 化版图的加速扩张、技术路线的颠覆性迭代，形成"量价齐升+技术跃迁"的螺旋式上升格局。 会议主办： 鑫椤资讯 会议时间： 2026年3月19-20日 会议地点： 江苏·常州 会议咨询： 13248122922（微信同） 据鑫椤资讯的预测，2025年全球锂电池产量将达到2250Gwh，2026年的增长率将达到30%，其中储能 领域增速更是有望达到48.3%，呈现出"海内外需求双轮驱动、上下游产业链协同爆发"的盛况。如此爆 发式的市场需求，对电芯及上游四大主材的需求产生了巨大的拉动作用。 然而，从当前有效产能情况来看，电芯及各种材料的远期供应存在着一定的缺口。面对明确的供应缺 口，如何保障稳定、高效的供应链，将成为抓住这轮确定性增长的关键。 -广告- 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~ 会议议题 为把握锂电行业这一轮发展机遇，鑫椤资讯将于 2026年3月19日-20日 (19日报到)举办 2026锂电关键 材料及应用市 ...

Group 1 - The core point of the news is that Shangtai Technology's stock has increased by 5.07%, reaching a price of 82.70 yuan per share, with a trading volume of 1.42 billion yuan and a turnover rate of 1.08%, resulting in a total market capitalization of 21.568 billion yuan [1] - Shangtai Technology, established on September 27, 2008, and listed on December 28, 2022, specializes in the research, production, and sales of lithium-ion battery anode materials and carbon products [1] - The company's main business revenue composition includes: anode materials at 91.57%, graphitized coke at 4.29%, others at 3.62%, and diamond carbon source at 0.52% [1] Group 2 - From the perspective of major fund holdings, Guoshou Anbao Fund has a significant position in Shangtai Technology, with the Guoshou Anbao Stable Ji Mixed A Fund holding 10,000 shares, accounting for 1.05% of the fund's net value, ranking as the seventh largest holding [2] - The Guoshou Anbao Stable Ji Mixed A Fund, established on December 26, 2017, has a latest scale of 73.628 million yuan, with a year-to-date return of 9.17%, ranking 5859 out of 8170 in its category [2] - The fund has achieved a return of 66.43% since its inception [2]

Core Viewpoint - Changjiang Chenda (Hubei) New Energy Industry Investment Partnership (Limited Partnership), a shareholder holding more than 5% of the shares, has completed a share reduction plan, selling 5,192,900 shares of Shangtai Technology, accounting for 1.9911% of the company's total share capital [1] Summary by Category - Shareholder Activity - The major shareholder has reduced its stake in Shangtai Technology through centralized bidding transactions from November 17, 2025, to December 19, 2025 [1] - Share Reduction Details - The total number of shares reduced is 5,192,900, which represents 1.9911% of the current total share capital of the company [1]

证券代码：001301 证券简称：尚太科技 公告编号：2025-166 石家庄尚太科技股份有限公司 关于持股 5%以上股东减持计划实施进展暨减持完毕的公告 本公司持股 5%以上股东长江晨道（湖北）新能源产业投资合伙企业（有 限合伙）保证向本公司提供的信息内容真实、准确、完整，没有虚假记载、 误导性陈述或重大遗漏。 本公司及董事会全体成员保证公告内容与信息披露义务人提供的信息一 致。 石家庄尚太科技股份有限公司（以下简称"公司"或"尚太科技"）于 2025 年 10 月 25 日披露了《关于持股 5%以上股东减持股份的预披露公告》（公告编号： 2025-111），5%以上股东长江晨道（湖北）新能源产业投资合伙企业（有限合伙） （以下简称"长江晨道"）计划自减持计划预披露公告之日起 15 个交易日之后的 3 个月内（即 2025 年 11 月 17 日至 2026 年 2 月 16 日，根据中国证券监督管理 委员会或深圳证券交易所相关规定禁止减持的期间除外）以集中竞价交易方式或 大宗交易方式减持本公司股份合计不超过 5,193,925 股（占公司当时总股本剔除 回购专用账户股份数量不超过 2.0000%）。 公司 ...

Core Viewpoint - Shangtai Technology has received approval from the China Securities Regulatory Commission to issue convertible bonds worth up to 1.734 billion yuan, aimed at funding a project to produce 200,000 tons of lithium battery anode materials annually [1][2]. Group 1: Company Overview - Shangtai Technology is a leading manufacturer of lithium-ion battery anode materials, with a fully integrated production process that includes raw material preprocessing, granulation, pre-carbonization, graphitization, carbonization, and finished product processing [1][2]. - The company has been focusing on expanding its production capacity to meet the growing demand from downstream customers and to strengthen its market position [1][3]. Group 2: Financial Performance - As of September 30, 2025, the total assets of Shangtai Technology reached 11.02 billion yuan, an increase of 18.94% compared to the end of 2024 [1][5]. - The company reported a revenue of 5.506 billion yuan in the first three quarters of 2025, representing a year-on-year growth of 52.09%, with a net profit of 711 million yuan, up 23.08% [5][6]. Group 3: Production Capacity and Utilization - The company plans to invest approximately 3.993 billion yuan in the new project, which is expected to be completed within 18 months and will add 200,000 tons of anode material capacity [2][4]. - Shangtai Technology's production capacity utilization rates for graphitization furnaces and anode materials have remained high, with rates of 97.63% and 120.39% respectively in the first three quarters of 2025 [3][6]. Group 4: Research and Development - The company has invested a total of 562 million yuan in R&D over the past four years, with annual R&D expenses exceeding 100 million yuan [5][6]. - R&D expenses have shown significant growth, with a year-on-year increase of 94.00% in 2022 and 40.50% in 2024 [6].

Core Points - The company Shijiazhuang Shangtai Technology Co., Ltd. has received approval from the China Securities Regulatory Commission for the issuance of convertible bonds to unspecified investors [1][2] - The stock price of Shangtai Technology closed at 78.63 yuan, down 3.4% from the previous trading day, with a total market capitalization of 20.507 billion yuan [1] - The approval for the bond issuance is valid for 12 months from the date of registration and must comply with the submitted documents and issuance plan [1] Company Performance - On the trading day, the stock opened at 81.07 yuan, reached a high of 81.07 yuan, and a low of 78.52 yuan, with a trading volume of 2.43 billion yuan and a turnover rate of 1.89% [1] Regulatory Approval - The company must report any significant events to the Shenzhen Stock Exchange and fulfill its information disclosure obligations as per regulations [1]

Core Viewpoint - The company, Shijiazhuang Shangtai Technology Co., Ltd., has received approval from the China Securities Regulatory Commission (CSRC) to issue convertible bonds to unspecified investors, indicating a strategic move to raise capital for future growth [1][2]. Group 1 - The CSRC has granted approval for the company to register the issuance of convertible bonds [1]. - The company is required to implement the issuance strictly according to the submitted documents and issuance plan to the Shenzhen Stock Exchange [1]. - The approval is valid for 12 months from the date of registration [2]. Group 2 - The company must report any significant events to the Shenzhen Stock Exchange promptly until the issuance is completed [2]. - The board of directors will handle the issuance matters within the specified timeframe and fulfill information disclosure obligations as per the approval and relevant regulations [2].

Group 1 - CICC is planning to absorb and merge Dongxing Securities and Xinda Securities through a share swap, with trading resuming on December 18, 2025 [1] - Victory Energy's major shareholder plans to transfer 29.99% of its shares to Qiteng Robotics, with no plans for asset restructuring in the next 12 months [2] - China Metallurgical Group intends to repurchase A-shares worth 1 to 2 billion yuan at a price not exceeding 4.9 yuan per share [3] Group 2 - Boten Co. plans to acquire part of the Yifeng Yunding Fund for 1 yuan, with a commitment to fulfill a 20 million yuan capital contribution [4] - Tongyou Technology has initiated a 50 million yuan accounts receivable factoring business [5] - Gaode Infrared has received approval to issue debt financing tools totaling up to 3 billion yuan [6] Group 3 - Zhengyu Industrial's application for a private placement of A-shares has been approved by the Shanghai Stock Exchange [7] - China CRRC signed contracts totaling approximately 53.31 billion yuan, accounting for 21.6% of its projected 2024 revenue [9] - High Energy Environment's director increased his stake by purchasing 56,100 shares [10] Group 4 - Shantou Technology received approval from the CSRC for a convertible bond issuance [11] - Puyang Co. plans to use up to 900 million yuan of idle funds for entrusted wealth management [12] - Huibai New Materials has been awarded a government subsidy of 3.8 million yuan, with the first installment of 2.12 million yuan already received [13] Group 5 - Jiayuan Technology's shareholders plan to transfer 2.51% of the company's shares through a pricing inquiry [14] - Lingpai Technology's subsidiary terminated a 125 million yuan procurement contract due to market changes [15] - Juguang Technology intends to use up to 200 million yuan of idle funds for cash management [16] Group 6 - Zhongwen Media's subsidiary terminated a 200 million yuan private equity fund subscription due to market changes [17] - Zhifei Biological's modified vaccine for monkeypox has received clinical trial acceptance [19] - GeKowei's subsidiary received a government subsidy of 60 million yuan, accounting for 32.12% of the company's audited net profit [20] Group 7 - Wantai Biological's application for a clinical trial of a respiratory syncytial virus vaccine has been accepted [21] - Haitai Technology plans to increase capital in its Thai joint venture from 500,000 to 3 million Thai baht [22] - Shanghai Airport signed contracts for the transfer of duty-free store operating rights [23] Group 8 - Del Shares received approval to issue shares for the acquisition of 100% of Aizhuo Intelligent [24] - Novozymes' products have obtained EU CE IVDR certification [25] - Shibai Testing's chairman's assistant plans to increase shareholding by 8 to 12 million yuan [26] Group 9 - Huitian New Materials plans to invest approximately 97.68 million yuan in a lithium battery anode glue project [27] - Pudong Construction's subsidiaries won contracts totaling 1.649 billion yuan [29] - Acolyte's subsidiary has entered trial production for a special high-temperature resistant resin project [30] Group 10 - Pingzhi Information's subsidiary signed a 38.25 million yuan computing power service contract [31] - Tianma Technology is required to pay 5.3625 million yuan in taxes and penalties [32] - Yahon Pharmaceutical's clinical trial application for GLX002 has been approved [34]

石家庄尚太科技股份有限公司 关于公司向不特定对象发行可转换公司债券申请获得中国 证券监督管理委员会同意注册批复的公告 证券代码：001301 证券简称：尚太科技 公告编号：2025-165 二、你公司本次发行应严格按照报送深圳证券交易所的申报文件和发行方 案实施。 三、本批复自同意注册之日起12个月内有效。 四、自同意注册之日起至本次发行结束前，你公司如发生重大事项,应及时 报告深圳证券交易所并按有关规定处理。 公司董事会将按照上述批复文件和相关法律法规的要求以及公司股东会的 授权，在规定期限内办理本次向不特定对象发行可转换公司债券的相关事项,并 及时履行信息披露义务，敬请广大投资者注意投资风险。 特此公告。 石家庄尚太科技股份有限公司 董事会 2025年12月18日 本公司及董事会全体成员保证信息披露的内容真实、准确、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"公司"）于近日收到中国证券监 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)）（以下简称"批复"）， 现将批复文件内容公告如 ...

Core Viewpoint - The company has received approval from the China Securities Regulatory Commission for the issuance of convertible bonds to unspecified investors, which is a significant step for its financing strategy [1] Group 1 - The approval is documented in the official notice with the reference number 证监许可〔2025〕2788号 [1] - The company is required to implement the bond issuance strictly according to the submitted documents and issuance plan to the Shenzhen Stock Exchange [1] - The approval is valid for 12 months from the date of registration consent [1]