财通证券认为，2025年以来，固态电池技术持续获突破，多家车企计划于2027年左右开始搭载全固态电 池，行业产业化进程加快。随着中试线的陆续落地以及锂电扩产周期的重启，设备企业基本面有望持续 改善，继续看好产业周期与技术进步共振。 9月29日早盘，固态电池概念股活跃走强，截至发稿，万润新能、丰山集团、石大胜华、湘潭电化、万 向钱潮等股涨停，湖南裕能涨超18%，海博思创涨超16%，芳源股份涨超15%。 ...

Core Points - As of September 19, 2025, the number of shareholders for Xiangtan Electric Chemical (002125) is reported to be 68,738 households [1] Company Summary - Xiangtan Electric Chemical has provided an update on its shareholder count, indicating a significant engagement with investors [1]

Summary of Key Points Core Viewpoint - Xiangtan Electric Chemical has experienced a decrease in shareholder accounts and a decline in stock price amid recent trading activities, indicating potential shifts in investor sentiment and market dynamics [2]. Group 1: Shareholder and Stock Performance - As of September 20, the number of shareholders for Xiangtan Electric Chemical was 68,738, a decrease of 5,115 accounts compared to the previous period, representing a decline of 6.93% [2]. - The latest stock price for Xiangtan Electric Chemical is 13.72 yuan, reflecting an increase of 1.11%, although the stock has cumulatively decreased by 6.60% since the concentration of shares began [2]. - The stock experienced five days of increases and five days of decreases during the reporting period [2]. Group 2: Financing and Margin Data - As of September 23, the total margin balance for the stock was 536 million yuan, with a financing balance of 534 million yuan, indicating a reduction of 32.83 million yuan, or 5.79%, since the concentration of shares began [2]. Group 3: Financial Performance - In the first half of the year, Xiangtan Electric Chemical reported total revenue of 897 million yuan, representing a year-on-year increase of 4.79% [2]. - The net profit for the same period was 126 million yuan, showing a year-on-year decline of 18.21% [2]. - The basic earnings per share were 0.2000 yuan, with a weighted average return on equity of 4.13% [2].

Company Overview - Xiangtan Electric Chemical Co., Ltd. is located in Xiangtan City, Hunan Province, established on September 30, 2000, and listed on April 3, 2007 [1] - The company primarily engages in the production and sales of electrolytic manganese dioxide and electrolytic metal manganese, as well as urban sewage treatment [1] - The revenue composition includes electrolytic manganese dioxide (62.95%), spinel lithium manganese oxide (28.21%), sewage treatment (6.40%), other products (2.41%), and manganese tetroxide (0.03%) [1] Financial Performance - As of September 10, 2025, the company reported a revenue of 897 million yuan for the first half of 2025, representing a year-on-year growth of 4.79%, while the net profit attributable to shareholders decreased by 18.21% to 126 million yuan [2] - The company has distributed a total of 354 million yuan in dividends since its A-share listing, with 286 million yuan distributed over the past three years [3] Stock Performance - On September 23, the stock price of Xiangtan Electric Chemical fell by 2.05% to 13.86 yuan per share, with a trading volume of 100 million yuan and a turnover rate of 1.13%, resulting in a total market capitalization of 8.725 billion yuan [1] - Year-to-date, the stock has increased by 39.72%, but has seen a decline of 4.48% over the past five trading days [1] - The number of shareholders increased by 7.72% to 73,900, while the average circulating shares per person decreased by 7.17% to 8,523 shares [2] Institutional Holdings - As of June 30, 2025, the sixth largest circulating shareholder is the Southern CSI 1000 ETF, holding 3.5119 million shares, an increase of 688,500 shares compared to the previous period [3] - Hong Kong Central Clearing Limited has exited the list of the top ten circulating shareholders [3]

湘潭电化于2025年9月19日下午14:00 - 17:00，通过全景网"投资者关系互动平台"（https://ir.p5w.net）以 网络远程的方式，开展了投资者网上集体接待日活动。参与此次活动的为投资者网上提问，上市公司接 待人员包括董事、常务副总经理兼董事会秘书贺娟，财务总监张伏林以及证券事务代表王悦 。 活动中，投资者提出多个关键问题，公司管理层进行了详细解答。 在合资公司进展方面，针对与吉利集团控股的浙江远程新能源商用车集团有限公司合资成立的新公司， 公司回应称，该合资公司目前正在履行国家市场监督管理总局的经营者集中申报、审查，尚未完成工商 注册登记。合资公司将聚焦新能源材料领域，以新能源电池正极材料为基础开展前沿技术研究与创新， 业务延伸至负极、电解液等电池材料及绿色甲醇制备新技术等新能源材料产业链上下游核心技术领域， 为产业升级提供科技支撑。 市值管理也是投资者关注焦点。公司表示高度重视市值管理工作，目前采取的举措包括聚焦核心业务提 质增效；通过优化沟通渠道，向投资者清晰传递公司战略价值和成长潜力；在兼顾发展的同时保持稳定 现金分红，近三年现金分红总额占当年净利润的比例从20.12%提升到31 ...

湘潭电化科技股份有限公司投资者关系活动记录表 编号：2025-003 | □ | 特定对象调研 □ 分析师会议 | | --- | --- | | 投资者关系活动 □ | 媒体采访 □ 业绩说明会 | | 类别 □ | 新闻发布会 □ 路演活动 | | □ | 现场参观 | | √ | 其他 （投资者网上集体接待日活动） | | 参与单位名称及 | 投资者网上提问 | | 人员姓名 | | | 时间 | 2025 年 9 月 19 日 (星期五) 下午 14:00-17:00 | | 地点 | 公司通过全景网"投资者关系互动平台"（https://ir.p5w.net） | | | 采用网络远程的方式召开业绩说明会 | | 上市公司接待人 | 董事、常务副总经理兼董事会秘书 贺娟 | | 员姓名 | 财务总监 张伏林 | | | 证券事务代表 王悦 | | | 1、公司与吉利集团控股的浙江远程新能源商用车集团有限 | | | 公司合资成立的新公司进展如何了？新公司的主要业务方向是 | | | 什么？是否涉及到固态电池的开放与应用？谢谢。 | | | 回答：尊敬的投资者您好！该合资公司目前在履行国家市场 | | ...

Company Overview - Xiangtan Electric Chemical Co., Ltd. is located in Xiangtan City, Hunan Province, established on September 30, 2000, and listed on April 3, 2007. The company primarily engages in the production and sales of electrolytic manganese dioxide and electrolytic metal manganese, as well as urban sewage treatment [1][2]. Financial Performance - For the first half of 2025, Xiangtan Electric achieved operating revenue of 897 million yuan, representing a year-on-year growth of 4.79%. However, the net profit attributable to shareholders decreased by 18.21% to 126 million yuan [2]. - The company has cumulatively distributed 354 million yuan in dividends since its A-share listing, with 286 million yuan distributed over the past three years [3]. Stock Performance - As of September 19, the stock price of Xiangtan Electric was 14.19 yuan per share, with a market capitalization of 8.932 billion yuan. The stock has increased by 43.04% year-to-date but has seen a decline of 5.59% over the last five trading days [1]. - The company has appeared on the "Dragon and Tiger List" twice this year, with the most recent appearance on June 25 [1]. Shareholder Information - As of September 10, the number of shareholders increased by 7.72% to 73,900, while the average circulating shares per person decreased by 7.17% to 8,523 shares [2]. - As of June 30, 2025, the sixth largest circulating shareholder is the Southern CSI 1000 ETF, holding 3.5119 million shares, an increase of 688,500 shares from the previous period [3].

湘潭电化（002125.SZ）9月19日在投资者互动平台表示，公司控股子公司广西立劲现有锰酸锂年产能4 万吨，其中可转债募投项目"年产3万吨尖晶石型锰酸锂电池材料项目"已完成一期2万吨已投入建设，募 投项目完成后公司锰酸锂年产能可达5万吨。公司现有电解二氧化锰年产能12.2万吨，四氧化三锰年产 能1万吨。 每经AI快讯，有投资者在投资者互动平台提问：请问广西立劲在可转债建设的项目完工后，将总共拥 有多少万吨的锰酸锂产能？公司总共有多少万吨的二氧化锰产能？将来如果锰基作为固态成功的话，我 们的四氧化三锰等其他锰源的产能有多少？我们的头号竞争对手的产能是什么情况？听说他们在湖北准 备建一个总共27万吨的生产基地？ （文章来源：每日经济新闻） ...

Group 1 - The company, Xiangtan Electric Chemical Co., Ltd., will participate in the "2025 Hunan Listed Companies Investor Online Collective Reception Day and Semi-Annual Performance Briefing" to enhance interaction with investors [1] - The event will be held online on September 19, 2025, from 14:00 to 17:00, allowing investors to engage through the "P5W Roadshow" website or related platforms [1] - Company executives will discuss the company's semi-annual performance, governance, development strategy, operational status, and sustainable development during the event [1]

| 证券代码：002125 | 证券简称：湘潭电化 | 公告编号：2025-053 | | --- | --- | --- | | 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 关于参加 2025 年湖南辖区上市公司投资者网上集体接待日 暨半年度业绩说明会活动的公告 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。 为进一步加强与投资者的互动交流，湘潭电化科技股份有限公司（以下简称 "公司"）将参加由湖南证监局、湖南省上市公司协会与深圳市全景网络有限公 司联合举办的"资本聚三湘 楚光耀新程——2025 年湖南辖区上市公司投资者 网上集体接待日暨半年度业绩说明会"活动，现将相关事项公告如下： 本次活动将采用网络远程的方式举行，投资者可登录"全景路演"网站 （https://rs.p5w.net），或关注微信公众号：全景财经，或下载全景路演 APP, 参与本次互动交流，活动时间为 2025 年 9 月 19 日（星期五） 14:00-17:00。届 时公司高管将在线就公司 2025 年半年度业绩、公司治理、发展战略、经营状况 和可 ...