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同兴科技:目前公司无发行可转债计划
Mei Ri Jing Ji Xin Wen· 2025-11-28 03:44
Core Viewpoint - The company, Tongxing Technology (003027.SZ), has confirmed that it currently has no plans to issue convertible bonds [1] Group 1 - An investor inquired about the company's plans for issuing convertible bonds on the investor interaction platform [1] - The company responded on November 28, stating that there are no plans for issuing convertible bonds at this time [1]
同兴科技:公司暂无碳捕集示范工程项目
Core Viewpoint - The company has not yet initiated any carbon capture demonstration projects but has signed three contracts for CCUS absorbents, with the first delivery made in September and the second in early November for a project in Vietnam [1] Group 1 - The company currently has no carbon capture demonstration projects [1] - Three contracts for CCUS absorbents have been signed [1] - The first contract was fulfilled in September, and the second contract was delivered in early November [1]
同兴科技:暂无碳捕集示范工程项目,CCUS吸收剂业务已签订3笔吸收剂合同
Mei Ri Jing Ji Xin Wen· 2025-11-26 08:13
(文章来源:每日经济新闻) 每经AI快讯,有投资者在投资者互动平台提问:公司曾在2024年年报中提及,2025年将争取落地首个 碳捕集示范工程。 目前2025年已近尾声,请问首个项目落地有何进展? 同兴科技(003027.SZ)11月26日在投资者互动平台表示,截至目前,公司暂无碳捕集示范工程项目。 但目前CCUS吸收剂业务已签订3笔吸收剂合同,首笔合同已于9月份供货,第二笔已于11月初供货越南 某碳捕集项目,相关进展请及时关注公司相关公告。 ...
同兴科技(003027.SZ):暂无碳捕集示范工程项目
Ge Long Hui· 2025-11-26 07:37
格隆汇11月26日丨同兴科技(003027.SZ)在互动平台表示,截至目前,公司暂无碳捕集示范工程项目。 但目前CCUS 吸收剂业务已签订3笔吸收剂合同,首笔合同已于 9 月份供货,第二笔已于 11 月初供货越 南某碳捕集项目。 ...
碳酸锂价格巨震牵动A股,后续受哪些因素影响?
Core Viewpoint - The recent volatility in lithium carbonate prices, which peaked above 100,000 yuan/ton before experiencing significant declines, has impacted related A-share market stocks, leading to a "roller coaster" effect in their performance [1][2]. Group 1: Price Fluctuations - Lithium carbonate futures prices have seen dramatic fluctuations, with the main contract dropping 2.88% on November 24 and a previous drop of 9% on November 19 after reaching over 100,000 yuan/ton [2]. - The lithium mining concept index in the A-share market fell by 4.93% on November 24, marking a second consecutive day of decline, with several stocks hitting the daily limit down [2]. Group 2: Company Responses - Salt Lake Co. reported stable operations in its 40,000-ton lithium salt project, achieving a daily output of 60-70 tons with a purity of over 99.7%, and is on track to exceed its annual production target of 3,000 tons [3]. - Xinhong Technology noted that rising lithium carbonate prices have increased cost pressures in the lithium battery supply chain, while sodium-ion batteries are gaining attention due to their cost advantages and safety features [3]. - Zhejiang Zhongtuo emphasized the positive impact of rising lithium carbonate prices on its performance, focusing on stable profitability through supply chain management and hedging strategies [3]. Group 3: Market Dynamics - Factors influencing lithium carbonate prices include improved fundamentals, seasonal demand strength, and recent adjustments in trading fees and position limits by exchanges, which have cooled market sentiment [4]. - As of November 20, weekly lithium carbonate production was approximately 22,100 tons, reflecting a month-on-month increase, while inventory levels decreased by about 2,052 tons [4]. - The market is expected to remain tight in supply and demand through December, with potential pressure on prices if the Jiangxiawo lithium mine resumes production [5]. Group 4: Long-term Outlook - From a long-term perspective, global lithium resource projects are expected to continue rapid release cycles until 2026, with energy storage potentially becoming a significant growth driver alongside electric vehicles, which may narrow the expected oversupply of lithium resources [5].
同兴科技:截至11月20日股东户数20089户
Zheng Quan Ri Bao Wang· 2025-11-24 09:44
证券日报网讯同兴科技(003027)11月24日在互动平台回答投资者提问时表示,截至2025年11月20日, 公司股东户数20089户。 ...
同兴科技股价涨6.56%,招商基金旗下1只基金位居十大流通股东,持有123.93万股浮盈赚取187.14万元
Xin Lang Cai Jing· 2025-11-20 01:51
Group 1 - The core viewpoint of the news is that Tongxing Technology's stock has seen a significant increase of 6.56%, reaching a price of 24.54 CNY per share, with a total market capitalization of 3.208 billion CNY [1] - Tongxing Technology specializes in providing comprehensive solutions for ultra-low emissions in non-electric industrial sectors, including steel, coking, and building materials [1] - The company's main revenue sources are from flue gas treatment projects and equipment (61.32%), catalysts (38.26%), and other supplementary products (0.30%) [1] Group 2 - Among the top circulating shareholders of Tongxing Technology, a fund under China Merchants Fund, specifically the China Merchants Quantitative Selected Stock Fund A (001917), has entered the top ten with 1.18% of the circulating shares [2] - The China Merchants Quantitative Selected Stock Fund A has achieved a year-to-date return of 34.98% and ranks 1131 out of 4208 in its category [2] - The fund manager, Wang Ping, has a tenure of over 15 years and has managed assets totaling 21.247 billion CNY, with the best fund return during his tenure being 272.68% [3]
同兴科技:近期碳酸锂价格上涨,一定程度上提升了锂电池产业链的成本压力
(编辑 袁冠琳) 证券日报网讯 同兴科技11月19日在互动平台回答投资者提问时表示,近期碳酸锂价格上涨,一定程度 上提升了锂电池产业链的成本压力,而钠离子电池作为锂电池在特定场景的重要补充,凭借原材料资源 丰富、成本优势显著及低温性能突出、安全性更高等特点,其市场关注度和产业化推进动力得到进一步 增强,这对钠电行业的发展具有积极意义。 ...
战略转型见成效 钠电与CCUS第二增长曲线快速推进
Core Viewpoint - The company has demonstrated significant performance improvements through strategic transformation, achieving a remarkable increase in net profit and focusing on core technologies and high-value products [1][2][3] Financial Performance - In the first three quarters, the company reported revenue of 562 million, a year-on-year increase of 38.52% - The net profit attributable to shareholders reached 61.98 million, up 217.88% year-on-year - The net profit excluding non-recurring items surged to 59.80 million, reflecting a staggering growth of 793.57% [2] Strategic Transformation - The company has undergone a name change from "Tongxing Environmental Protection" to "Tongxing Technology" to emphasize its focus on technological innovation [2] - The strategic focus includes organizational restructuring and resource allocation towards core technologies and high-value products, moving away from low-margin projects [3][4] Business Structure - The company operates under a "one body, two wings" strategy, where the core business is air pollution control, while CCUS and sodium battery businesses are the new growth engines [4][5] - The CCUS business is a natural extension of the main business, providing carbon capture solutions alongside air pollution control services [4][6] Future Growth Plans - The company plans to invest approximately 3.2 billion in a project to produce 100,000 tons of sodium battery anode materials and 6 GWh of battery cells, which is expected to enhance profitability and market competitiveness [6][7] - The company aims to achieve digital and intelligent upgrades in its main business, become a leading carbon capture technology service provider, and scale up sodium battery production within the next 3-5 years [8] Internationalization Strategy - The international strategy focuses on expanding product exports, deepening market presence in Southeast Asia, Europe, and the Middle East, and establishing local service systems [7] - The company plans to pursue acquisitions to strengthen its position in the low-carbon industry ecosystem, particularly in the sodium battery and CCUS sectors [7][8]
同兴科技环保装备生产基地
Group 1 - The article lacks substantial content and does not provide any relevant information regarding companies or industries [1][2]