（文章来源：证券日报） 证券日报网讯 12月11日，同兴科技在互动平台回答投资者提问时表示，截至2025年12月10日，公司股 东户数17063户。 ...

公司发布的三季报数据显示，前三季公司共实现营业收入5.62亿元，同比增长38.52%，实现净利润 6197.61万元，同比增长217.88%，基本每股收益为0.4700元，加权平均净资产收益率3.66%。（数据 宝） （文章来源：证券时报网） 同兴科技12月11日披露，截至12月10日公司股东户数为17063户，较上期（11月30日）减少1182户，环 比降幅为6.48%。这已是该公司股东户数连续第2期下降。 证券时报·数据宝统计，截至发稿，同兴科技收盘价为19.75元，下跌2.28%，本期筹码集中以来股价累 计下跌8.69%。具体到各交易日，3次上涨，6次下跌。 ...

Group 1 - The core point of the article is that Tongxing Technology (stock code: 003027) reported a total of 18,245 shareholders as of November 28, 2025 [1]

Core Insights - The company reported a decrease in the number of shareholders, with a total of 18,245 shareholders as of November 30, down by 1,844 from the previous period, representing a 9.18% decrease [2] - The latest stock price of the company is 21.14 yuan, reflecting a slight increase of 0.28%, but the stock has seen a cumulative decline of 8.56% since the concentration of shares began [2] - For the first three quarters, the company achieved a revenue of 562 million yuan, marking a year-on-year growth of 38.52%, and a net profit of 61.976 million yuan, which is a significant increase of 217.88% [2] Shareholder Information - As of November 30, the number of shareholders decreased to 18,245, a reduction of 1,844 from the previous period [2] - The decrease in shareholders corresponds to a 9.18% decline compared to the last reporting period [2] Stock Performance - The current stock price is 21.14 yuan, with a minor increase of 0.28% noted [2] - Since the concentration of shares began, the stock has experienced a total decline of 8.56%, with 3 days of increase and 6 days of decrease in stock price [2] Financial Performance - The company reported a total revenue of 562 million yuan for the first three quarters, which is a 38.52% increase year-on-year [2] - The net profit for the same period was 61.976 million yuan, reflecting a substantial year-on-year growth of 217.88% [2] - Basic earnings per share are reported at 0.4700 yuan, with a weighted average return on equity of 3.66% [2]

Group 1 - The core point of the article is that the company, Tongxing Technology, reported its order backlog as of the end of November, amounting to approximately 291 million yuan, with engineering orders constituting about 225 million yuan [2]. Group 2 - The company responded to an investor inquiry on an interactive platform regarding the breakdown of its order backlog, specifically in environmental engineering, catalysts, and absorbents [2].

Group 1 - The core point of the article is that Tongxing Technology (003027.SZ) has no sales orders for sodium battery cathode materials and cells as of now, and stakeholders should monitor future business developments through company announcements [1]

格隆汇12月3日丨同兴科技(003027.SZ)在投资者互动平台表示，截至11月底，公司在手订单约2.91亿 元，其中工程在手订单约2.25亿元。 ...

格隆汇12月3日丨同兴科技(003027.SZ)在投资者互动平台表示，截至11月底，公司在手订单约2.91亿 元，其中工程在手订单约2.25亿元。 ...

Investment Rating - The industry rating is "Overweight" (maintained) [5] Core Insights - The sodium-ion battery industry is transitioning from "industrialization year" to "scale application year" in 2025, with significant growth expected in various applications such as energy storage, start-stop systems, two-wheeled vehicles, and mid-low range electric vehicles [5][37] - The average price of sodium battery cells in 2025 is projected to be 0.52 yuan/Wh, expected to drop to 0.25 yuan/Wh by 2030 [5][37] - The global sodium battery market is anticipated to reach a scale of 1,051 GWh by 2030, with substantial contributions from energy storage and automotive sectors [5][39][40] Summary by Sections 1. Sodium-Ion Battery Material Segments - Key materials for sodium-ion batteries include layered oxides, polyanions, and Prussian blue, with polyanions expected to dominate the market by 2030 [5][16][51] - The production process for sodium-ion batteries is similar to that of lithium-ion batteries, with specific adjustments in material handling and processing [5][33][34] 2. Market Application Potential - The energy storage sector shows immense potential for sodium batteries, particularly in large-scale storage systems due to their long cycle life and safety features [5][37] - In the automotive sector, sodium batteries are expected to dominate the A00/A0 class microcars and economical family cars, with a projected market size of 410 GWh by 2030 [5][40][41] 3. Material Shipment Forecasts - For 2025, the total shipment of sodium battery positive materials is expected to reach 15,000 tons, with polyanion materials surpassing layered oxides in shipment volume [5][51] - The shipment of sodium battery negative materials is projected to be 141.9 million tons by 2030, with hard carbon remaining the mainstream choice [5][54] - The sodium battery electrolyte market is expected to see a shipment of 157.7 million tons by 2030, with prices decreasing from 28,000 yuan/ton in 2025 to 15,000 yuan/ton by 2030 [5][58] 4. Key Company Developments - CATL launched its sodium battery products in 2025, achieving energy densities of 175 Wh/kg and over 10,000 cycles, marking a significant advancement in battery technology [5][61] - BYD reported a sodium battery cell capacity of 200 Ah and a cycle life exceeding 10,000 cycles, showcasing superior performance compared to existing lithium batteries [5][64] - Transart Technology is expanding its sodium battery production capacity, targeting applications in electric two-wheelers and other sectors [5][66] - Weike Technology is focusing on the development and production of sodium battery products, emphasizing their application in energy storage and start-stop systems [5][67]

Core Viewpoint - Tongxing Technology (003027) has signed an investment cooperation framework agreement with the People's Government of Ping Shan County, Yibin City, Sichuan Province, to establish a production capacity of 100,000 tons of sodium battery cathode materials and 6 GWh of battery cells [1] Group 1 - The project will cover a total planned land area of approximately 380 acres [1] - The total planned investment for the project is approximately 3.2 billion yuan, with around 2 billion yuan allocated for the sodium battery cathode materials project and about 1.2 billion yuan for the battery cell project [1]