关于完成工商登记并换发营业执照的公告 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"）分别于 2025 年 7 月 21 日 和 2025 年 8 月 11 日召开了第二届董事会第二十次会议和 2025 年第二次临时股 东会，审议通过了《关于变更注册资本同时修订<公司章程>并办理工商登记的 议案》，有关内容详见披露于巨潮资讯网（http://www.cninfo.com.cn）等指定信 息披露媒体的《关于变更注册资本同时修订<公司章程>并办理工商登记的公告》 （公告编号：2025-080）。 近日，公司完成了工商变更登记及修改《公司章程》备案程序，取得了石家 庄市行政审批局新换发的《营业执照》，现将相关情况公告如下： 一、《营业执照》的基本信息 名称：石家庄尚太科技股份有限公司 统一社会信用代码：91130130679932938G 注册资本：贰亿陆仟零捌拾万贰仟叁佰伍拾元整 类型：股份有限公司（上市、自然人投资或控股） 证券代码：001301 证券简称：尚太科技 公告编号：2025-109 石家庄尚太科技股份有限 ...

Core Viewpoint - The solid-state battery sector in the A-share market is experiencing a significant surge, driven by advancements in technology and promising applications in electric vehicles and low-altitude economy sectors [1]. Group 1: Market Performance - Jiangte Electric and Fengshan Group reached their daily limit up, while Dongsheng Technology saw an increase of nearly 8% [1]. - Other companies such as Better Ray, Shangtai Technology, and Xingyuan Materials also experienced gains [1]. - The market capitalization and year-to-date performance of key companies in the sector are as follows: - Jiangte Electric: Market Cap 18.3 billion, YTD Gain 44.80% - Fengshan Group: Market Cap 2.857 billion, YTD Gain 91.15% - Dongsheng Technology: Market Cap 37.5 billion, YTD Gain 72.13% - Better Ray: Market Cap 35 billion, YTD Gain 61.11% - Shangtai Technology: Market Cap 21.4 billion, YTD Gain 21.64% [2]. Group 2: Technological Advancements - Chinese scientists have recently made significant progress in solid-state battery technology, overcoming critical challenges in all-solid-state lithium batteries [1]. - The performance of solid-state batteries has seen a leap forward, with the potential to double the range from 500 kilometers to over 1000 kilometers for a 100-kilogram battery [1].

Investment Rating - The industry investment rating is "Positive" [2] Core Viewpoints - The demand for energy storage is on the rise, with significant investment opportunities in the energy storage sector [2][3] - China's new national commitment aims for non-fossil energy consumption to exceed 30% of total energy consumption by 2035, with wind and solar power capacity expected to reach over six times that of 2020, targeting 3.6 billion kilowatts [2][3] Summary by Relevant Sections Energy Storage Growth - New energy storage installations are expected to see sustained high growth, driven by clear growth in renewable energy generation over the next decade [3] - By the end of 2024, the cumulative installed capacity of new energy storage projects in China is projected to reach 73.76 million kilowatts, with an energy scale of 168 million kilowatt-hours, which is approximately 20 times that of the end of the 13th Five-Year Plan, and over 130% growth compared to the end of 2023 [3] Market Dynamics - The liberalization of the electricity market is anticipated to drive independent energy storage demand growth, with market transactions widening the price gap between peak and valley electricity, thereby enhancing the economic viability of energy storage [3] - Several provinces in China, including Inner Mongolia, Hebei, Gansu, Ningxia, and Shandong, have introduced capacity pricing and compensation policies, providing strong baseline returns for energy storage [3] Investment Recommendations - The report recommends focusing on the energy storage sector, highlighting companies such as Sungrow Power Supply, CATL, EVE Energy, Tongrun Equipment, Haibo Science and Technology, and Deye Co., Ltd. [3] - Material companies to watch include Tinci Materials, Dofluorid, Putailai, Shanta Technology, and Fulin Precision [3]

Group 1 - The solid-state battery industry is experiencing positive growth, with over 80% of listed companies showing revenue growth in the first half of 2025 compared to the same period in 2024 [2][3] - The fastest revenue growth in the lithium battery anode sector was recorded by Shangtai Technology, with a year-on-year increase of 61.83% in the first half of 2025 [2] - The overall trend for net profit in the lithium battery anode industry is positive, with 80% of listed companies reporting an increase in net profit compared to the first half of 2024 [3] Group 2 - The shipment volume data for the first half of 2025 shows a general positive growth trend, with a 120% increase in shipment volume for Suotong Development [4] - Approximately 50% of listed companies reported a shipment volume growth rate of over 20% in the first half of 2025 [4] - The shipment volume for Beiterui reached 26 million units in the first half of 2025, reflecting a year-on-year growth of 32.83% [5] Group 3 - Beiterui achieved a revenue of 7.838 billion yuan in the first half of 2025, representing an 11.36% year-on-year increase, while net profit decreased by 2.88% to 479 million yuan [8][9] - The gross margin for Beiterui increased by 1.34 percentage points, and the net margin increased by 0.41 percentage points compared to the first half of 2024 [9][10] - The company has a production capacity of 57.5 million tons per year for anode materials and 7.3 million tons per year for cathode materials [8] Group 4 - Shanshan Co., Ltd. reported a revenue of 9.858 billion yuan in the first half of 2025, with a net profit of 207 million yuan, marking a significant year-on-year increase of 1059.59% [14] - The gross margin and net margin for Shanshan Co., Ltd. improved compared to the first half of 2024, with gross margin increasing by 1.78 percentage points [14][15] - The company has established long-term stable partnerships with major battery manufacturers such as CATL and BYD [15] Group 5 - The overall revenue for the lithium battery anode sector in the first half of 2025 was 36.13 billion yuan, reflecting a 59.60% increase year-on-year, with net profit reaching 2.72 billion yuan, a 293.13% increase [22] - The gross margin and net margin for Zhongke Electric improved significantly, with gross margin increasing by 2.71 percentage points [22][23] - The company has established stable partnerships with major clients including CATL and BYD [23] Group 6 - Shangtai Technology reported a revenue of 3.388 billion yuan in the first half of 2025, a 61.83% increase year-on-year, with net profit reaching 479 million yuan, a 34.37% increase [27] - The company has entered the supply chain of major battery manufacturers such as CATL and BYD, enhancing its market presence [29] - The company has successfully completed the construction of its North Su Phase II project, significantly increasing its production capacity [24][26] Group 7 - Yicheng Energy achieved a revenue of 2.069 billion yuan in the first half of 2025, a 9.71% increase year-on-year, while net profit improved to -170 million yuan, a reduction in losses by 61.65% [38][39] - The company has established a production base for anode materials, enhancing its operational efficiency [36] - The gross margin for Yicheng Energy increased by 1.54 percentage points compared to the first half of 2024 [38] Group 8 - Suotong Development reported a revenue of 8.306 billion yuan in the first half of 2025, a 28.28% increase year-on-year, with net profit soaring by 1568.52% to 523 million yuan [43] - The company has seen significant improvements in both gross margin and net margin, with gross margin increasing by 6.98 percentage points [43][42] - The company’s anode product output reached 4.29 million tons, reflecting an 84.91% increase year-on-year [42] Group 9 - The overall market for lithium battery anode materials is characterized by high growth rates, with a concentration of major players dominating the market [49] - The global market concentration for lithium battery anode materials is over 60%, with Chinese companies maintaining a high market share [49] - The industry is witnessing a trend of strong players becoming stronger, with significant barriers to entry for new competitors [35]

Core Insights - The battery sector experienced a significant increase of 2.24% on the trading day, with Pylon Technologies leading the gains [1] - The Shanghai Composite Index closed at 3882.78, up 0.52%, while the Shenzhen Component Index closed at 13526.51, up 0.35% [1] Battery Sector Performance - Pylon Technologies (688063) saw a closing price of 74.24, with a remarkable increase of 19.99% and a trading volume of 251,500 shares, amounting to a transaction value of 1.779 billion [1] - Other notable performers included: - Fulin Precision (300432) with a closing price of 22.22, up 19.98%, and a transaction value of 509.8 million [1] - Defang Nano (300769) closed at 46.31, up 12.79%, with a transaction value of 2.106 billion [1] - Hunan YN (301358) closed at 60.42, up 12.01%, with a transaction value of 2.770 billion [1] Capital Flow Analysis - The battery sector experienced a net outflow of 208 million from institutional investors, while retail investors contributed a net inflow of 1.632 billion [2][3] - The capital flow for key stocks included: - EVE Energy (300014) with a net inflow of 528 million from institutional investors [3] - Fulin Precision (300432) saw a net outflow of 424 million from institutional investors [3] - Tianji Co. (002759) had a net inflow of 339 million from institutional investors [3]

证券代码：001301 证券简称：尚太科技 公告编号：2025-108 | 股东名称 减持方式 | 减持期间 | 减持均价 | 减持股数 | 减持数量占公 司总股本比例 | | --- | --- | --- | --- | --- | | | | | （万股） | （%） | | 集中竞价交 易 | 2025年8月 22日至2025 | 72.71 | 4.3750 | 0.0168 | | | 年9月26日 | | | | | 王惠广 | | | | | 2、股东本次减持计划前后持股情况 | 股东名 | 股份性质 | 本次减持计划前持有股份 | | 本次减持计划后持有股份 | | | --- | --- | --- | --- | --- | --- | | 称 | | 股数（股） | 占公司总股 | 股数（股） | 占公司总股 | | | | | 本比例 | | 本比例 | | 王惠广 | 合计持有股份 | 175,000 | 0.0671% | 131,250 | 0.0503% | 石家庄尚太科技股份有限公司 关于高级管理人员股份减持计划实施完毕的公告 公司高级管理人员王惠广先生保证向本公司提供的信 ...

尚太科技公告，公司高级管理人员王惠广先生减持计划已实施完毕，2025年8月22日至2025年9月26日通 过集中竞价交易减持4.38万股，减持均价72.71元/股，减持比例0.0168%。减持前持有17.5万股，占 0.0671%；减持后持有13.12万股，占0.0503%，其中有限售条件股份13.12万股，占0.0503%。 ...

南方财经9月25日电，尚太科技(001301.SZ)2025年9月24日公告，计划向不特定对象发行可转换公司债 券，募集资金总额不超过17.34亿元，用于年产20万吨锂电池负极材料一体化项目。公司近年来负极材 料业务持续扩张，2024年负极材料出货量达21.65万吨，同比增长54%；2025年上半年继续保持高速增 长。但行业竞争加剧导致产品均价从2022年的3.92万元/吨降至2024年的2.17万元/吨。2024年公司实现 营收52.29亿元，净利润8.38亿元。 公司同时针对深交所的问询函做出回复。关于产能消化问题，公司回应称，本次扩产与下游锂电池厂商 的产能规划相匹配。2024年全球锂电池出货量1545.1GWh，对应负极材料新增需求约153万吨，而行业 主要扩产项目合计约161万吨。公司2024年负极材料产能利用率达127.35%，在手订单充足；且新产品 聚焦快充、储能等高端需求，有效规避同质化竞争。关于重大安全生产事故的影响，公司披露2023年10 月和2024年11月分别发生一起安全事故，造成人员伤亡；公司因此受到行政处罚。无极县和昔阳县应急 管理局均已认定，事故不构成重大违法违规，不属于情节严重 ...

从基金十大重仓股角度 数据显示，建信基金旗下1只基金重仓尚太科技。建信环保产业股票A（001166）二季度持有股数27.98 万股，占基金净值比例为3.48%，位居第十大重仓股。根据测算，今日浮盈赚取约92.33万元。 9月24日，尚太科技涨5.01%，截至发稿，报69.19元/股，成交4.09亿元，换手率3.77%，总市值180.45亿 元。 资料显示，石家庄尚太科技股份有限公司位于河北省石家庄市无极县北苏镇无极县经济开发区尚太科技 北苏总部，成立日期2008年9月27日，上市日期2022年12月28日，公司主营业务涉及锂离子电池负极材 料以及碳素制品的研发、生产加工和销售。主营业务收入构成为：负极材料91.57%，石墨化焦4.29%， 其他3.62%，金刚石碳源0.52%。 建信环保产业股票A（001166）基金经理为黄子凌。 截至发稿，黄子凌累计任职时间4年152天，现任基金资产总规模13.02亿元，任职期间最佳基金回报 51.62%， 任职期间最差基金回报23.87%。 风险提示：市场有风险，投资需谨慎。本文为AI大模型自动发布，任何在本文出现的信息（包括但不 限于个股、评论、预测、图表、指标、理论、 ...

证券简称：尚太科技 证券代码：001301 关于石家庄尚太科技股份有限公司申请 向不特定对象发行可转换公司债券的 审核中心意见落实函的回复 保荐人（主承销商） （深圳市罗湖区红岭中路 1012 号国信证券大厦十六层至二十六层） 深圳证券交易所： 贵所于 2025 年 9 月 17 日出具的《关于石家庄尚太科技股份有限公司申请向 不特定对象发行可转换公司债券的审核中心意见落实函》（审核函〔2025〕120038 号）（以下简称"落实函"）已收悉，石家庄尚太科技股份有限公司（以下简称"发 行人"、"尚太科技"或"公司"）与国信证券股份有限公司（以下简称"国信证 券"或"保荐机构"）等相关方对落实函所列问题进行了逐项核查，现回复如下， 请予审核。 如无特别说明，本落实函回复使用的简称与《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募集说明书（上会稿）》中的释义相同。 | 审核问询函所列问题 | 黑体（不加粗） | | --- | --- | | 审核问询函所列问题答复 | 宋体 | | 对募集说明书的修改与补充 | 楷体（加粗） | 注：本落实函回复部分表格中单项数据加总数与表格合计数可能存在微小差异 ...