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 ...

Core Viewpoint - The global lithium battery production is projected to reach 2297 GWh in 2025, representing a year-on-year growth of 48.5%, driven by the increasing penetration of new energy vehicles and the rapid expansion of the energy storage market [2][3]. Lithium Battery Market Overview - The global anode material production is expected to reach 3.115 million tons in 2025, with a year-on-year increase of 43.7%. China's share in the anode material market has risen to 99.0% from 98.5% the previous year [3]. - Global sales volume of anode materials is projected at 3.0615 million tons, with China accounting for 98.4% [3]. Market Concentration - The concentration ratio (CR3) for global anode materials is 49.5%, remaining stable compared to the previous year. The CR6 ratio has slightly increased to 73.0% from 72.7%, indicating a slight rise in market concentration [5]. Key Players in the Anode Material Market - BETTERRY continues to lead the anode material industry for the sixteenth consecutive year due to its technological advantages and strong customer relationships. Other notable players include Shanghai Shanshan, which has seen a steady increase in market share, and companies like Zhongke Xingcheng and Shangtai Technology, which are gaining market presence [8]. - Companies such as Guangdong Kaijin and Jiangxi Zicheng are also making strides, with Zicheng focusing on profitable sales strategies [8]. Artificial Anode Material Trends - The penetration rate of artificial anode materials is expected to rise to 93% in 2025, with Shanghai Shanshan maintaining its leading position. The market for natural graphite, particularly overseas, is declining in both production and market share [11]. Silicon Anode Market Insights - The global silicon anode production is projected to reach 8600 tons in 2025, marking a 67% year-on-year increase. Key players in the domestic market include BETTERRY, Zhejiang Licheng, and others [15]. - The demand for silicon-based anodes is driven by the growth in consumer electronics and the increasing application in power batteries, particularly in new markets such as low-altitude economy and humanoid robots [16]. Future Market Outlook - The anode material market in 2026 is expected to follow three main trends: bottom recovery, technological upgrades, and accelerated international expansion. The rapid growth of the energy storage market will support demand alongside the power market [19]. - Key opportunities include the expansion of fast-charging anodes and the emergence of sodium batteries, which will create new demand for hard carbon anodes [20].

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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Investment Rating - The report maintains a "Buy" rating for several companies in the lithium battery supply chain, including Ningde Times, Yiwei Lithium Energy, and others, while recommending "Overweight" for companies like Dongsheng Technology [8][11]. Core Insights - The German government announced a €3 billion subsidy program for electric vehicle purchases, providing up to €6,000 per household to stimulate the electric vehicle industry, particularly benefiting pure electric vehicles and low-income families [1][2]. - The policy is expected to drive new electric vehicle demand between 0 to 800,000 units, translating to an additional battery demand of 0 to 48 GWh, which represents approximately 0 to 1.7% of the global battery demand in 2026 [3]. - The report highlights the potential for increased lithium battery demand, particularly benefiting companies with significant exposure to the European market, such as Ningde Times and Yiwei Lithium Energy [3]. Summary by Sections Policy Objectives - The policy emphasizes the environmental benefits and economic viability of electric vehicles, aiming to promote their adoption and support the automotive industry in Germany and Europe [10]. - Households with an annual income below €90,000 can apply for subsidies, which vary based on income and number of children, with higher subsidies for pure electric vehicles [10]. Expected Impact - The subsidy program is anticipated to enhance the penetration rate of pure electric vehicles, with the government expecting to allocate funds for the purchase of 800,000 vehicles [10]. - The report forecasts that the demand for lithium batteries will increase, leading to performance growth for companies in the lithium battery supply chain [3][10]. Company Recommendations - **Ningde Times (300750 CH)**: Target price of 566.18, rated "Buy" due to strong performance and market demand [11]. - **Yiwei Lithium Energy (300014 CH)**: Target price of 96.96, rated "Buy" based on expected volume and profit growth [11]. - **Dongsheng Technology (300073 CH)**: Target price of 75.57, rated "Overweight" due to positive developments in product lines [11]. - **Hunan Youneng (301358 CH)**: Target price of 112.98, rated "Buy" due to strong earnings forecast [11]. - **Shangtai Technology (001301 CH)**: Target price of 130.32, rated "Buy" based on anticipated demand growth [11].

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].