格隆汇9月23日丨翔丰华(300890.SZ)在互动平台表示，公司暂未布局锂金属相关技术。 ...

（文章来源：证券日报） 证券日报网讯翔丰华9月17日在互动平台回答投资者提问时表示，公司负极材料下游客户主要是锂电池 厂商，不直接向终端汽车厂供货。 ...

证券日报网讯翔丰华（300890）9月17日在互动平台回答投资者提问时表示，公司在硅基负极技术上持 续研究，致力于提升能量密度及循环寿命。目前相关产品已移交电池厂商测试，计划2025年小批量试 产。 ...

证券代码：300890 证券简称：翔丰华 公告编号：2025-61 债券代码：123225 债券简称：翔丰转债 上海市翔丰华科技股份有限公司 关于 2024 年度员工持股计划的锁定期届满的提示性公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有 虚假记载、误导性陈述或重大遗漏。 （二）员工持股计划实施情况 公司于 2024 年 9 月 20 日收到中国证券登记结算有限责任公司深圳分公司出 具的《证券过户登记确认书》，通过非交易过户的方式将"上海市翔丰华科技股 份有限公司回购专用证券账户"中的 1,305,100 股股票转入"上海市翔丰华科技 1 股份有限公司－2024 年员工持股计划"证券账户，过户股份数量占本公告披露 日公司总股本的 1.10%，过户价格为 16.99 元/股。详见《上海市翔丰华科技股 份有限公司关于 2024 年员工持股计划非交易过户完成的公告》（公告编号 2024-60）。 上海市翔丰华科技股份有限公司（以下简称"公司"）《2024 年员工持股 计划》（以下简称"员工持股计划"或"本期持股计划"）锁定期于 2025 年 9 月 20 日届满。根据《深圳证券交易所上市公司 ...

债券代码：123225 债券简称：翔丰转债 证券代码：300890 证券简称：翔丰华 公告编号：2025-60 上海市翔丰华科技股份有限公司 关于使用暂时闲置募集资金进行现金管理的进展公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整， 没有 虚假记载、误导性陈述或重大遗漏。 （一）产品基本情况 | 单位：万元 | | --- | | 受托机构 | 产品名称 | 产品 | 金额 | 资金来源 | 起始 | 终止 | 预期年化收益率 | 关联 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 名称 | | 类型 | | | 日期 | 日期 | | 关系 | | 上海浦东 | 利多多公司稳 | | | | | | | | | | 利 期 25JG3340 | | | | | 2025 | | | | 发展银行 | 个月看涨网 (3 | 保本浮 | | 闲置募集资 | 2025 | 年 11 | 0.70%或 1.75%或 | | | 股份有限 | | | | 金（含利息和 | 年 8 月 | | | | | | 点专属)人民币 | ...

Group 1 - The graphite electrode sector experienced a decline of 1.51% as of the market close on September 10, ranking among the top losers in the concept sector [1][2] - Within the sector, notable declines were observed in companies such as Putailai, Hesheng Silicon Industry, and Shangtai Technology, while companies like Daozhi Technology, Fuan Co., and Longjiang Transportation saw increases of 6.87%, 2.25%, and 1.41% respectively [1][2] - The graphite electrode sector faced a net outflow of 475 million yuan from major funds today, with 17 stocks experiencing net outflows, and 7 stocks seeing outflows exceeding 50 million yuan [2][3] Group 2 - The top net outflow stock was Zhongke Electric, with a net outflow of 159 million yuan, followed by Putailai, Xiangfenghua, and China Baoan with net outflows of 152 million yuan, 78.9 million yuan, and 60.4 million yuan respectively [2][3] - Conversely, the stocks with the highest net inflow included Daozhi Technology, Baosteel, and Fuan Co., with net inflows of 310 million yuan, 27.5 million yuan, and 16.3 million yuan respectively [2][3] - The trading volume for Zhongke Electric was 12.05%, while Putailai had a turnover rate of 4.64% [3]

Group 1 - The lithium battery sector has become a new choice for short-term capital, with significant stock price increases observed on September 5, where the Wind Power Battery Index rose by 9.64% [1] - The performance of various segments within the lithium battery industry shows a clear divergence, with the negative electrode materials and electrolyte sectors experiencing substantial revenue growth, while the positive electrode materials and lithium battery separators lagged behind [2][4] - The electrolyte sector demonstrated the most notable improvement in performance, with average revenue growth of 20.77% and net profit growth of 35.4% among the 11 sample companies analyzed [5][6] Group 2 - The core material, lithium hexafluorophosphate, showed significant performance improvements, with revenue growth of 16.07% and net profit growth of 40.87% [5] - Despite a decline in sales prices, the sales volume of electrolytes increased significantly, leading to a rise in sales revenue [5][6] - The negative electrode materials sector also saw revenue growth of 25.62% and net profit growth of 119.19%, although some companies faced challenges with declining profit margins [8][9] Group 3 - The positive electrode materials and separators faced weaker performance, with net profit declines of 54.38% and 1.3% respectively, indicating a broader trend of profit margin compression across the industry [9][10] - The overall trend shows that while some companies are experiencing revenue growth, many are struggling with declining profit margins, suggesting that the price bottom for lithium battery materials has not yet been reached [10] - The mixed operations of lithium battery companies complicate the reflection of industry conditions in their performance, as many companies engage in multiple segments [11][12]

证券日报网讯 9月3日晚间，翔丰华发布公告称，公司股东钟英浩女士持有公司股份5，951，473股（占 公司当前总股本的4.99%），计划减持公司股份不超过2，380，645股（不超过公司当前总股本的 2%），减持方式为通过集中竞价及大宗交易方式减持公司股份。减持期间为：通过集中竞价及大宗交 易方式减持的，自本公告披露之日起15个交易日后的3个月内（自2025年9月24日至2025年12月23日）进 行。 （文章来源：证券日报） ...

Group 1 - Hars has received approval from the China Securities Regulatory Commission for a stock issuance to specific targets [1] - Baolande's shareholders plan to reduce their holdings by up to 3% of the company's shares [1] - Zhichun Technology's controlling shareholder intends to reduce holdings by up to 2.35% of the company's shares [2] Group 2 - Yema Battery's actual controllers plan to reduce their holdings by up to 3% of the company's shares [3] - Fangda Carbon has paid a total of 51.93 million yuan in tax and late fees [3] - Robotech's subsidiary signed a contract worth approximately 946.5 million euros [4] Group 3 - Xinke Mobile's shareholders plan to reduce their holdings by up to 1% of the company's shares [5] - Tongcheng New Materials' shareholder plans to reduce holdings by up to 2.17% of the company's shares [6] - SF Holding has repurchased 1.185 million A-shares for a total amount of 49.78 million yuan [8] Group 4 - Changqing Technology plans to issue convertible bonds to raise no more than 800 million yuan [10] - Aishida's subsidiary signed a framework cooperation agreement for equipment procurement [11] - Dayu Water's subsidiary has become the first candidate for a major water supply project with a pre-bid amount of 161 million yuan [12] Group 5 - Wanlima signed a significant contract worth approximately 44.6 million yuan [13] - Tieliu Co. signed a framework agreement with a robotics research institute [14] - Gongda Keya won a project for smart heating renovation with an estimated investment of about 100 million yuan [15] Group 6 - Jiaxun Feihong signed an overseas project contract worth approximately 41.77 million yuan [16] - Xiangfenghua's shareholder plans to reduce holdings by up to 2% of the company's shares [17] - Bangjie Co.'s subsidiary has been applied for bankruptcy reorganization [18] Group 7 - *ST Lanhua plans to establish a joint venture company with a registered capital of 70 million yuan [19] - Zhongcheng Co. intends to purchase 100% equity of a clean energy company for 151 million yuan [19]

Key Points - The core viewpoint of the articles highlights significant corporate announcements, including project investments, contract awards, share buybacks, and operational data, indicating various companies' strategic movements and financial performance [1][2]. Company Announcements - Zhaoxiang Technology's sulfide solid electrolyte project is currently in the pilot test stage and has not yet generated sales revenue [1] - Gansu Energy plans to invest approximately 4.089 billion yuan in the construction of a 1 million kilowatt wind-solar integrated project in Minqin [1] - Donghong Co., Ltd. signed a contract worth 109 million yuan for the procurement of pressure steel pipes and accessories [1] - Zhangjiang Hi-Tech's subsidiary intends to transfer 100% equity and related debts of Shanghai Jixin Rui Architectural Technology [1] - Baipusais completed a share buyback, spending a total of 29.8504 million yuan to repurchase 612,700 shares [2] Operational Data - Changyuan Power reported a total power generation of 3.771 billion kilowatt-hours in August, a year-on-year decrease of 6.03% [2] - Jindi Group achieved a cumulative contract amount of 21.95 billion yuan from January to August, reflecting a year-on-year decline of 53.91% [2] Shareholding Changes - Shareholder Zhong Yinghao of Yongfenghua plans to reduce his holdings by no more than 2% [2] - Yidongxing and Zhao Yanxing of Baolande intend to collectively reduce their holdings by no more than 3% [2] - Guokai Manufacturing Fund and Guokai Science and Technology plan to reduce their holdings in Xinke Mobile by no more than 1% [2] Other Developments - Changqing Technology plans to issue convertible bonds to raise no more than 800 million yuan [2] - Tieliu Co., Ltd. signed a framework agreement with the Yangtze River Delta Hart Robot Industry Technology Research Institute [2]