转自：前瞻产业研究院 电池回收行业主要上市公司：格林美(002340)、华友钴业(603799)、光华科技(002741)、芳源股份 (688148)、百川股份(002455)、赣锋锂业(002460)等 本文核心数据：中国电池回收行业融资事件数量、中国电池回收行业融资事件区域分布、中国电池回收 行业融资企业产品情况 1、中国电池回收行业投融资事件数量和金额波动变化 2018-2024年，中国电池回收行业融资事件数量和融资金额均呈现波动变化趋势，2022年融资事件达到7 件，为近年来融资事件最多的一年。2020年融资金额达到27.29亿元，为融资金额最高的一年。2024年融 资事件为1件，融资额在1亿元左右，均低于前4年水平。2025年截至11月3日，融资事件达到5件，金额 为5.25亿元。 注：统计时间截至2025年11月3日，下同。 2、中国电池回收行业投融资事件集中于战略轮、天使轮、A轮 2018-2025年，中国电池回收行业投融资事件汇总如下： | 时间 | 被投资方 | 投资轮次 | 投资金额 | 投资方 | | --- | --- | --- | --- | --- | | 2025/9/15 | ...

Core Insights - The electronic chemicals sector experienced a 2.17% increase on December 8, with Weiteou leading the gains [1] - The Shanghai Composite Index closed at 3924.08, up 0.54%, while the Shenzhen Component Index closed at 13329.99, up 1.39% [1] Stock Performance - Weiteou (6ISTOR) closed at 47.34, up 9.13% with a trading volume of 71,100 shares and a transaction value of 327 million yuan [1] - Zhongshi Technology (300684) closed at 45.20, up 7.93% with a trading volume of 297,200 shares and a transaction value of 1.332 billion yuan [1] - Guanghua Technology (002741) closed at 22.50, up 6.03% with a trading volume of 283,200 shares and a transaction value of 628 million yuan [1] - Six other companies in the sector also reported gains, with varying percentages and trading volumes [1] Capital Flow - The electronic chemicals sector saw a net inflow of 183 million yuan from institutional investors, while retail investors experienced a net outflow of approximately 26.96 million yuan [3]

| | 股份 | | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 002490 | 山东 | -0.43 | 2.1 1 | 7.13 | 7.20 | -0.90 | 6.90 | -4.10 | | | 墨龙 | | | | | | | | | 600367 | 红星 | -0.25 | 1.43 | 16.30 | 16.44 | -0.89 | 16.23 | -1.30 | | | 发展 | | | | | | | | | 600593 | 大连 | 0.04 | 1.68 | 46.77 | 47.18 | -0.86 | 45.19 | -4.21 | | | 圣亚 | | | | | | | | | 603228 | 景旺 | 5.15 | 1.78 | 63.55 | 64.10 | -0.86 | 65.33 | 1.91 | | | 电子 | | | | | | | | | 002492 | 恒基 | 3.52 | 3.18 | 7.76 | 7.83 | -0.84 | 7.93 | 1.2 ...

登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码：001333 证券简称：光华股份 公告编号：2025-054 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。 特此公告。 浙江光华科技股份有限公司董事会 2025年12月4日 一、 《公司章程》修订情况 浙江光华科技股份有限公司（以下简称"公司"）分别于2025年10月23日、2025年11月11日召开第三届董 事会第十四次会议和2025年第二次临时股东大会，审议通过了《关于修订〈公司章程〉的议案》，根据 《中华人民共和国公司法》《上市公司章程指引》《深圳证券交易所股票上市规则》《深圳证券交易所 上市公司自律监管指引第1号——主板上市公司规范运作》等法律法规、规范性文件的最新规定，结合 公司实际情况，对《公司章程》部分条款进行修订，具体内容详见公司于2025年10月27日披露于巨潮资 讯网（www.cninfo.com.cn）的《关于修订〈公司章程〉及制定、修订公司部分内部治理制度的公告》 （公告编号：2025-043）。 二、 《公司章程》备案登记完成情况 近日，公司已办理完成《公司章程》备案登记手 ...

供给稳定需求快速增长，行业短期或酝酿加工费上涨迹象。在铜粉领域，日韩企业在产品纯度、粒径控 制等尖端技术方面仍保持领先优势，当前国内江南新材（603124）和泰兴冶炼厂产能分别为3/1.45万 吨，光华科技（002741）产能超1万吨，预计2026年下半年国内厂商新增产能超过3万吨。今年年底到明 年上半年，在新产能投放出来之前，下游需求旺盛，行业供需格局紧张，铜粉加工费或酝酿涨价迹象。 项目审批资质约束，扩产周期相对较长。根据江南新材招股书公开披露，铜粉加工费约8400-10400元/ 吨，目前铜粉市场集中度较高，参与者较少。铜粉加工主要分为溶铜、蒸氨、烧结、粉体筛分四大工 序，核心设备包括溶铜罐、结晶罐、烘干煅烧机、分筛机等，目前设备环节国产化率大幅提升，资质审 批+扩产周期或超过1年。 中金发布研报称，AI驱动PCB产品向高厚径比、多盲埋孔升级，带动AI PCB电镀铜粉耗材需求旺盛， 量价齐升拉动行业利润快速增长，长期成长确定性强，行业短期产能紧俏，将迎来景气周期。 中金主要观点如下： AI PCB带动铜粉行业加工费利润快速增长。铜球铜粉是PCB电镀耗材，铜球和铜粉分别占PCB成本比重 的6%和13%。A ...

Core Viewpoint - Guanghua Technology's stock has shown significant growth this year, with a notable increase in revenue and net profit, indicating strong business performance and investor interest [1][2]. Financial Performance - As of September 30, Guanghua Technology achieved a revenue of 2.044 billion yuan, representing a year-on-year growth of 11.50% [2]. - The net profit attributable to shareholders reached 90.39 million yuan, marking a substantial increase of 1233.70% compared to the previous year [2]. Stock Market Activity - On November 28, Guanghua Technology's stock price rose by 2.03%, reaching 23.07 yuan per share, with a trading volume of 546 million yuan and a turnover rate of 5.64% [1]. - The stock has increased by 39.65% year-to-date, with recent gains of 4.20% over the last five trading days, 6.56% over the last twenty days, and 12.26% over the last sixty days [1]. Shareholder Information - As of September 30, the number of shareholders decreased by 2.27% to 58,500, while the average number of circulating shares per person increased by 2.32% to 7,290 shares [2]. - The total cash dividends distributed by Guanghua Technology since its A-share listing amount to 123 million yuan, with no dividends paid in the last three years [3]. Company Overview - Guanghua Technology, established on August 30, 1980, and listed on February 16, 2015, is based in Shantou, Guangdong Province [1]. - The company's main business includes the research, production, sales, and services of specialized chemicals, with PCB chemicals accounting for 68.18% of its revenue [1].

Core Viewpoint - The A-share market shows positive momentum with the Shanghai Composite Index at 3884.38 points, up 0.52%, and total trading volume reaching 815.37 billion yuan, indicating a strong market performance today [1]. Group 1: Market Performance - The Shanghai Composite Index is above its five-day moving average, reflecting a bullish trend [1]. - A total of 1706 A-shares have surpassed their five-day moving average, suggesting widespread positive sentiment among investors [1]. Group 2: Individual Stock Performance - Notable stocks with significant deviations from their five-day moving averages include: - Lian De Equipment (300545) with a deviation rate of 15.78% and a daily increase of 20.01% [1]. - Huarui Co., Ltd. (300626) with a deviation rate of 11.85% and a daily increase of 19.99% [1]. - Huazi Technology (300490) with a deviation rate of 11.15% and a daily increase of 15.39% [1]. - Other stocks with smaller deviations include: - Vision Smart (乖离率较小) and Tian'e Co., Ltd. (乖离率较小), which have just crossed their five-day moving averages [1].

Core Viewpoint - The solid-state battery concept is experiencing significant market activity, with multiple stocks, including Yishitong, reaching their daily limit up, indicating strong investor interest and potential growth in this sector [1] Group 1: Market Activity - The solid-state battery concept saw a surge in stock prices, with Yishitong hitting a 20% limit up [1] - Other companies such as Guosheng Technology and Daoming Optics also reached their daily limit up, showcasing a broad interest in the sector [1] - Additional companies including Liande Equipment, Jinyinhai, Zhongyi Technology, Penghui Energy, and Guanghua Technology followed suit with price increases [1] Group 2: Future Outlook - Semi-solid batteries are expected to be the pioneers in practical applications over the next few years [1] - Full solid-state batteries are projected to enter a significant pilot testing phase between 2026 and 2027, indicating a timeline for technological advancement and market readiness [1]

每经AI快讯，有投资者在投资者互动平台提问：请问公司能生产六氟磷酸锂吗？看到公司介绍了说能 生产氟化物。 （记者 胡玲） 光华科技（002741.SZ）11月25日在投资者互动平台表示，公司没有生产该产品。 ...

Core Viewpoint - Guanghua Technology's stock rose by 5.03% to 22.15 CNY per share, with a trading volume of 565 million CNY and a turnover rate of 6.07%, resulting in a total market capitalization of 10.3 billion CNY [1] Company Overview - Guanghua Technology Co., Ltd. is located at 295 Daxue Road, Shantou City, Guangdong Province, and was established on August 30, 1980, with its listing date on February 16, 2015 [1] - The company's main business involves the research, production, sales, and services of specialized chemicals, including PCB chemicals and chemical reagents [1] Revenue Composition - The revenue composition of Guanghua Technology is as follows: - PCB chemicals: 68.18% - Chemical reagents: 16.78% - Lithium battery materials: 5.78% - Green ring materials: 4.61% - Supporting trade: 3.02% - Others: 1.62% [1] Fund Holdings - According to data from the top ten holdings of funds, one fund under Everbright Prudential holds Guanghua Technology as a significant investment [2] - The Everbright Prudential Sunshine Three-Month Holding Period Mixed Fund (FOF) A (024040) held 43,400 shares in the third quarter, accounting for 0.18% of the fund's net value, ranking as the ninth largest holding [2] - The fund has a total scale of 416 million CNY and has achieved a return of 17.15% since its inception [2] Fund Manager Performance - The fund manager Zhao Hao has been in position for 85 days, with a total asset scale of 526 million CNY, achieving a best return of 2.6% and a worst return of 2.51% during his tenure [2] - Another fund manager, Zhang Yun, has been in position for 351 days, managing assets totaling 629 million CNY, with a best return of 17.15% and a worst return of 11.77% during his tenure [2]