二、股东股份累计质押基本情况 | 证券代码：002125 | 证券简称：湘潭电化 | 公告编号：2026-011 | | --- | --- | --- | | 债券代码：127109 | 债券简称：电化转债 | | 湘潭电化科技股份有限公司 关于股东股份质押的公告 本公司及董事会全体成员保证信息披露的内容真实、准确和完整，没有虚 假记载、误导性陈述或重大遗漏。 湘潭电化科技股份有限公司（以下简称"公司"）近日接到控股股东湘潭电 化集团有限公司（以下简称"电化集团"）函告，获悉电化集团所持有的公司部 分股份被质押，具体事项如下： | 是 | 是否为 | 占其 | 占公 | 否 | | | | | | | | | | | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 是否为控股 | 限售股 | 所持 | 司总 | 为 | 股东 | 股东或第一 | 本次质押数 | （如 | 质押 ...

| 证券代码：002125 | 证券简称：湘潭电化 | 公告编号：2026-010 | | --- | --- | --- | | 债券代码：127109 | 债券简称：电化转债 | | 湘潭电化科技股份有限公司 对外担保进展公告 本公司及董事会全体成员保证信息披露的内容真实、准确和完整，没有虚 假记载、误导性陈述或重大遗漏。 一、担保情况概述 湘潭电化科技股份有限公司（以下简称"公司"）分别于 2025 年 4 月 21 日、5 月 13 日召开第九届董事会第五次会议和 2024 年度股东会，审议通过了《关 于 2025 年度对外担保额度预计的议案》，同意公司为合并报表范围内子公司向 银行等金融机构及非金融机构申请授信提供担保，预计新增担保额度不超过 86,000 万元。公司股东会授权公司董事长及其授权人士在担保额度范围内具体 办理担保事宜并签署相关协议及文件，在上述额度内发生的具体担保事项，不再 另行召开董事会或股东会。具体内容详见公司 2025 年 4 月 23 日刊登于《证券时 报》《中国证券报》《上海证券报》《证券日报》和巨潮资讯网上的《关于 2025 年度对外担保额度预计的公告》（公告编号：202 ...

湘潭电化科技股份有限公司 | 证券代码：002125 | 证券简称：湘潭电化 | 公告编号：2026-009 | | --- | --- | --- | | 债券代码：127109 | 债券简称：电化转债 | | 关于股东部分股份解除质押的公告 本公司及董事会全体成员保证信息披露的内容真实、准确和完整，没有虚 假记载、误导性陈述或重大遗漏。 湘潭电化科技股份有限公司（以下简称"公司"）近日接到控股股东湘潭电 化集团有限公司（以下简称"电化集团"）函告，获悉电化集团所持有公司的部 分股份解除质押，具体事项如下： | | 是否为控股 | 本次解除质 | 占其所 | 占公司 | | | | | --- | --- | --- | --- | --- | --- | --- | --- | | 股东 | 股东或第一 | 押股份数量 | 持股份 | 总股本 | 起始日 | 解除 | 质权人 | | 名称 | 大股东及其 | （股） | 比例 | 比例 | | 日期 | | | | 一致行动人 | | （%） | （%） | | | | | 电化 集团 | 是 | 17,000,000 | 9.14 | 2.70 | 2 ...

证券日报网讯 2月25日，湘潭电化在互动平台回答投资者提问时表示，截至2026年2月13日，公司股东 人数为57430户。 （文章来源：证券日报） ...

Core Viewpoint - The controlling shareholder of Xiangtan Electric (002125) has reduced its holdings in convertible bonds, leading to a decline in its equity stake, while the company focuses on its main business development amidst recent stock price adjustments and net capital outflows [1][2][4]. Company Situation - The company is closely monitoring international situations and the A-share market, emphasizing its commitment to core business development, technological innovation, and enhancing operational management and profitability for sustainable high-quality growth [3]. Stock Recent Trends - The company's stock price has experienced adjustments, with a decline of 2.07% on February 2, 2026, closing at 13.72 CNY per share, and a further drop of 2.84% on February 5, 2026, closing at 13.55 CNY per share. Year-to-date, the stock has fallen by 3.11%, with a 60-day decline of 11.08% [4]. Project Progress - On December 29, 2025, the company's board held a meeting to review proposals regarding the extension of fundraising investment projects, indicating adjustments in project timelines [5]. Industry Policy Status - The Ministry of Industry and Information Technology proposed policies in December 2025 to encourage leading companies in photovoltaic, wind power, and lithium battery sectors to expand internationally. Xiangtan Electric's manganese lithium and solid-state battery materials align with these policies, potentially benefiting from increased overseas demand and technological collaboration opportunities [6]. Performance and Operating Conditions - Financial data for the first nine months of 2025 shows the company generated revenue of 1.402 billion CNY, a year-on-year increase of 1.36%, while net profit attributable to shareholders decreased by 35.56% to 157 million CNY [7]. Institutional Holdings Analysis - As of September 30, 2025, Hong Kong Central Clearing Limited has become the third-largest circulating shareholder, indicating a shift in institutional holdings [8].

Group 1 - The company, Xiangtan Electric Chemical, stated that it will consider various factors such as investment strategy, market conditions, and funding needs when making future transactions [2] - The company emphasized that it will strictly adhere to regulatory requirements for information disclosure if any relevant transactions occur in the future [2]

Group 1 - The core viewpoint of the article is that Xiangtan Electric Chemical (002125.SZ) has clarified its position regarding manganese production, stating that it does not currently produce or sell battery-grade manganese sulfate [1] Group 2 - Manganese is categorized as a black metal in the industry [1] - The company is not involved in the production or sales of battery-grade manganese sulfate, indicating a specific focus on other areas of its business [1]

Group 1 - The core viewpoint of the article is that Xiangtan Electric Chemical (002125.SZ) has clarified its position regarding manganese production, stating that it does not currently produce or sell battery-grade manganese sulfate [1] Group 2 - Manganese is categorized as a black metal in the industry [1] - The company has no involvement in the production or sales of battery-grade manganese sulfate at this time [1]

Market Overview - On February 5, A-shares experienced a collective decline, with the Shanghai Composite Index falling by 0.64% to 4075.92 points, while the Shenzhen Component and ChiNext Index both dropped over 1.4% [1] - The total trading volume in the two markets was 2.18 trillion yuan, a decrease of approximately 304.7 billion yuan compared to the previous trading day [1] - Net outflow of main funds reached 83.662 billion yuan, with only a few sectors like food and beverage, and banking seeing inflows, while communication equipment and non-ferrous metals faced significant outflows [1] Hot Stocks - The top ten popular stocks on February 6 include: GCL-Poly Energy, Pingtan Development, Yunnan Tin Company, Shenjian Co., Jieli Rigging, Lio Technology, 263, Hengdian Film, Hunan Silver, and Yaowang Technology [2] Company Insights - GCL-Poly Energy's stock price fluctuations are driven by the surge in the space photovoltaic concept, with significant interest following news of SpaceX and Tesla's plans to achieve 100GW solar capacity within three years [3] - Pingtan Development benefits from favorable cross-strait policies, with the mainland announcing measures to normalize personnel exchanges, enhancing its business prospects tied to regional development [3] - Yunnan Tin Company shows signs of speculative trading, with rising international silver prices attracting attention, although its core business is primarily copper, leading to increased market volatility [3] - Shenjian Co. is positively impacted by the commercial aerospace sector's growth, supported by government policies and its role as a key supplier for major aerospace projects [4] - Jieli Rigging's stock performance is linked to the rising interest in commercial aerospace and marine engineering, with its products being utilized in significant national aerospace projects [4] - Lio Technology's stock is buoyed by its alignment with multiple trending topics, including AI marketing and digital services, attracting institutional interest [4] - Company 263's stock movements reflect its strong alignment with market trends, focusing on cloud services and exploring opportunities in the digital economy [5] - Hengdian Film's stock performance is driven by improved fundamentals and expectations for the upcoming Spring Festival film releases [5] - Hunan Silver's stock is influenced by various hot topics, although it has experienced significant volatility due to deviations from its fundamentals [5] - Yaowang Technology is gaining market attention through strategic transformations focused on digital marketing and AI applications [6]

Group 1 - The core point of the article is that Xiangtan Electric Chemical (002125) reported a total of 58,294 shareholders as of January 30, 2026 [1]