格隆汇11月17日丨百川股份(002455.SZ)公布，2025年10月30日，郑铁江先生与郑渊博先生签署了《股 份转让协议》，郑铁江先生拟通过协议转让的方式向郑渊博先生转让其持有的无限售条件流通股325万 股，占公司总股本的0.55%。公司于2025年11月17日收到控股股东郑铁江先生出具的《关于终止协议转 让事项的告知函》，由于尚未实际履行《股份转让协议》，经双方协商一致，本次协议转让终止，双方 均不需要承担违约责任。本次终止协议转让不会导致公司控制权发生变更，不会对公司治理结构及日常 生产经营造成影响，不会对公司的经营业绩及财务状况产生不利影响，亦不存在损害公司及全体股东利 益的情形。 ...

百川股份公告，公司控股股东郑铁江先生与郑渊博先生签署的《股份转让协议》终止。郑铁江先生拟转 让的无限售条件流通股325万股，占公司总股本的0.55%，双方协商一致终止协议转让，无需承担违约 责任。本次终止不会导致公司控制权变更，不会对公司治理结构及日常生产经营造成影响。 ...

Group 1 - The core viewpoint of the news is that Baichuan Co., Ltd. has experienced fluctuations in stock price and trading volume, with a current market value of 4.641 billion yuan and a year-to-date stock price increase of 5.40% [1] - As of September 30, 2025, Baichuan Co., Ltd. reported a revenue of 4.277 billion yuan, reflecting a year-on-year growth of 9.40%, while the net profit attributable to shareholders decreased by 95.32% to 4.8067 million yuan [2] - The company has distributed a total of 550 million yuan in dividends since its A-share listing, with 65.3136 million yuan distributed over the past three years [3] Group 2 - The company operates in three main business segments: fine chemicals (75.51% of revenue), new materials (18.65%), and new energy (5.84%) [1] - As of September 30, 2025, the number of shareholders decreased by 3.01% to 78,200, while the average circulating shares per person increased by 3.10% to 6,638 shares [2] - Among the top ten circulating shareholders, Hong Kong Central Clearing Limited is the third largest, holding 5.5216 million shares, an increase of 2.6774 million shares compared to the previous period [3]

Core Points - Baichuan Co., Ltd. announced that its controlling shareholder, Mr. Zheng Tiejiang, has pledged part of his shares, totaling 4 million shares, which represents 6.01% of his holdings and 0.67% of the company's total share capital [1] Summary by Category Share Pledge - The pledged shares amount to 4 million, which is 6.01% of the shares held by the controlling shareholder [1] - This pledge accounts for 0.67% of the total share capital of Baichuan Co., Ltd. [1] Purpose of Pledge - The purpose of the share pledge is for personal funding needs [1]

Company Summary - Baichuan Co., Ltd. (SZ 002455) announced that its controlling shareholder, Zheng Tiejiang, has pledged 4 million shares, bringing the total pledged shares by Zheng and his spouse, Wang Yajuan, to 12 million shares, which accounts for 16.11% of their total holdings [1] - As of the announcement date, Baichuan's market capitalization is 4.7 billion yuan [1] Industry Overview - For the first half of 2025, Baichuan's revenue composition is as follows: fine chemicals account for 75.51%, new materials for 18.65%, and new energy for 5.84% [1]

证券代码：002455 证券简称：百川股份 公告编号：2025-084 债券代码：127075 债券简称：百川转 2 一、股东股份质押的基本情况 | 股东名 | 是否为控股股 东或第一大股 | 本次质押 数量（万 | 占其所持 | 占公司总 | 是否 为限 | 是否 为补 | 质押起始日 | 质押到期日 | 质权 | 质押用 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 称 | 东及其一致行 | | 股份比例 | 股本比例 | | 充质 | | | 人 | 途 | | | 动人 | 股） | | | 售股 | 押 | | | | | | 郑铁江 | 是 | 400.00 | 6.01% | 0.67% | 是 | 否 | 2025.11.13 | 2027.11.12 | 宋某 | 个人资 金需求 | | 合计 | | 400.00 | 6.01% | 0.67% | | | | | | | （一）股东股份质押的基本情况 上述质押股份未负担重大资产重组等业绩补偿义务。 （二）股东股份累计质押的情况 截至公告披露日 ...

Core Viewpoint - The company Baichuan Co., Ltd. confirmed that its subsidiary, Haiji New Energy, has a total lithium iron phosphate battery production capacity of 4GWh per year, with 2GWh being early-stage production capacity and another 2GWh large cell production line expected to be completed by the end of 2024, currently in the ramp-up phase [2] Group 1 - The total production capacity of Haiji New Energy is confirmed to be 4GWh per year [2] - 2GWh of the capacity is from early-stage production [2] - The remaining 2GWh large cell production line is set to be completed by the end of 2024 and is currently in the ramp-up phase [2]

Group 1 - The core viewpoint of the article highlights that Baichuan Co., Ltd. has invested in a lithium battery resource recycling facility with a capacity of 20,000 tons per year [2] - The company is actively involved in drafting several industry standards related to the recycling and safety of retired lithium batteries [2] - The specific standards include guidelines for dismantling and discharging retired power batteries, recycling technology for used lithium-ion battery electrode materials, and methods for calculating and detecting the recovery rate of valuable metals from retired batteries [2]

Core Viewpoint - Baichuan Co., Ltd. emphasized that specific business cooperation information should be monitored through the company's regular reports and official announcements [2] Group 1 - The company responded to investor inquiries on November 12, indicating the importance of official channels for business updates [2]

Core Viewpoint - The company announced that its investment in the production of iron phosphate and lithium iron phosphate products will result in an annual production capacity of 6,000 tons of lithium iron phosphate upon reaching full capacity [2] Group 1 - The company is actively investing in the construction of iron phosphate and lithium iron phosphate product projects [2] - The expected annual production capacity for lithium iron phosphate is 6,000 tons once the project is fully operational [2]