（文章来源：每日经济新闻） 每经AI快讯，12月4日，海科新源(301292.SZ)公告称，股东国金证券－招商银行－国金证券海科新源员 工参与创业板战略配售集合资产管理计划持有公司557.41万股，占总股本的2.50%。该资管计划拟在公 告披露之日起15个交易日后的3个月内，通过大宗交易或集中竞价方式减持不超过557.41万股，占公司 总股本的2.50%，减持原因为投资变现安排。 ...

海科新源公告，董事张在忠持有50.06万股（0.2255%），拟自本公告披露之日起十五个交易日后的三个 月内，通过集中竞价或大宗交易方式合计减持不超过12.51万股（0.0564%）；董事吴雷雷持有11.55万 股（0.0520%），拟同期通过相同方式合计减持不超过28880股（0.0130%）。 ...

证券代码：301292 证券简称：海科新源 公告编号：2025-073 山东海科新源材料科技股份有限公司 关于公司部分董事减持股份预披露公告 公司董事张在忠先生，董事吴雷雷先生保证向本公司提供的信息真实、准 确、完整，没有虚假记载、误导性陈述或重大遗漏。 截至本公告日，董事张在忠先生、董事吴雷雷先生持有本公司股份的基本情 况如下： | 股东名称 | 职务 | 持股总数 | 持股比例（%） | 限售股数 | 无限售流通股 | | --- | --- | --- | --- | --- | --- | | | | （股） | | （股） | （股） | | 张在忠 | 董事 | 500,592 | 0.2255% | 375,444 | 125,148 | | 吴雷雷 | 董事 | 115,521 | 0.0520% | 86,641 | 28,880 | 注：公司当前总股本为 222,795,778 股，公司回购专用账户中的股份数量为 本公司及董事会全体成员保证公告内容与信息披露义务人提供的信息一 致。 特别提示： 持有本公司股份 500,592 股（占本公司总股本比例 0.2255%）的董事张在忠 先生计划自 ...

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。 公司股东国金证券－招商银行－国金证券海科新源员工参与创业板战略配售集 合资产管理计划保证向本公司提供的信息内容真实、准确、完整，没有虚假记载、误 导性陈述或重大遗漏。 本公司及董事会全体成员保证公告内容与信息披露义务人提供的信息一致。 证券代码：301292 证券简称：海科新源 公告编号：2025-072 山东海科新源材料科技股份有限公司 特别提示： 截至本公告披露日，山东海科新源材料科技股份有限公司（以下简称"公司"）股 东国金证券－招商银行－国金证券海科新源员工参与创业板战略配售集合资产管理计 划（以下简称"海科新源资管计划"）持有公司股份 5,574,079 股，占公司总股本的 2.50%， 限售期为自公司首次公开发行股份上市之日起 12 个月，已于 2024 年 7 月 8 日上市流通。 海科新源资管计划拟在本公告披露之日起 15 个交易日后的 3 个月内以大宗交易方式或 集中竞价交易方式减持本公司股份不超过 5,574,079 股（占公司总股本比例 2.50%）。 公司近日收到了股东员工战略配售资管计划 ...

证券日报网讯 12月3日，海科新源在互动平台回答投资者提问时表示，截至2025年11月28日股东人数为 33029户。 （文章来源：证券日报） ...

融资融券数据显示，该股最新（12月2日）两融余额为2.72亿元，其中，融资余额为2.72亿元，本期筹码 集中以来融资余额合计减少604.80万元，降幅为2.18%。 公司发布的三季报数据显示，前三季公司共实现营业收入36.53亿元，同比增长43.17%，实现净利 润-1.28亿元，同比增长40.06%，基本每股收益为-0.5700元。（数据宝） 海科新源12月3日披露，截至11月30日公司股东户数为33029户，较上期（11月20日）减少2575户，环比 降幅为7.23%。 证券时报·数据宝统计，截至发稿，海科新源收盘价为70.50元，下跌3.09%，本期筹码集中以来股价累 计上涨10.61%。具体到各交易日，5次上涨，4次下跌，其中，涨停1次。 ...

New Stock Listings - Jingchuang Electric (920035) listed at an issuance price of 12.10 on December 2, 2025[1] - Tianpu Co., Ltd. (605255) is in the offer period from November 20 to December 19, 2025[1] Market Alerts - ST Suwu (600200) enters the delisting arrangement period starting December 9, 2025[1] - Jianglong Shipbuilding (300589) reported severe abnormal fluctuations[1] Recent Announcements - Multiple companies including Beida Pharmaceutical (000788) and ST Green Health (002868) have recent announcements regarding their stock activities[1] - A total of 30 companies have been flagged for abnormal trading activities in the last week[2]

Group 1 - The lithium battery electrolyte index experienced a decline of 3% during intraday trading [1] - Most component stocks in the index showed downward movement, with Shida Shenghua dropping by 7.48% [1] - Haike Xinyuan fell by 5.17%, Tianji Co. decreased by 4.57%, and Duofuduo dropped by 4.17% [1] - Aok Co. saw a decline of 3.52% [1]

Core Viewpoint - The price of ethylene carbonate (EC) has rebounded due to a tight supply-demand relationship, leading to a potential recovery in industry profitability, with significant stock price increases for leading companies in the sector since September 2023 [2][5]. Group 1: Price Dynamics - The supply-demand relationship for battery-grade EC is currently in a "tight balance," with some manufacturers limiting orders or pausing quotes [2][3]. - The average price of battery-grade EC increased by 11.46% in November, while industrial-grade EC rose by 11.37% [3]. - Manufacturers are adjusting their strategies in response to rising EC prices, with some actively taking orders while others adopt limited order strategies or stop external quotes altogether [3][4]. Group 2: Industry Outlook - Analysts predict that the price increase of EC will have sustainability due to ongoing tight supply and strong downstream demand for electrolytes [4]. - The industry is currently in a phase of profitability recovery, with leading companies like Haike Xinyuan and Shida Shenghua experiencing significant stock price increases, although they have not yet achieved excess returns [5][6]. - It is expected that by 2026, the profitability of lithium battery solvents will improve significantly due to restrained capacity expansion among major enterprises [6]. Group 3: Demand and Capacity - The demand for EC is driven by the rapid growth in the energy storage and power battery markets, leading to increased procurement of electrolytes [3]. - By 2025, the total capacity for both battery-grade and industrial-grade EC is projected to exceed 2 million tons [6]. - The production of lithium battery additives is expected to drive an additional demand of over 300,000 tons of EC in 2026 [6].

Core Insights - On December 1, the Shanghai Composite Index rose by 0.65%, with institutional investors appearing on the trading lists of 28 stocks, net buying 14 and net selling 14 [1][2]. Institutional Trading Summary - The stock with the highest net buying from institutional seats was Beijing Junzheng, which closed at the daily limit with a trading volume of 6.298 billion yuan and a turnover rate of 16.86%. The net buying amounted to 250.7835 million yuan, with a net inflow of 575 million yuan throughout the day [2][5]. - Guangqi Technology also closed at the daily limit, with a trading volume of 3.972 billion yuan and a turnover rate of 3.75%. Institutional net buying reached 147.0652 million yuan, with a net inflow of 599 million yuan [2][5]. - Guangji Pharmaceutical saw a 3.09% increase, with a turnover rate of 32.25% and a trading volume of 1.031 billion yuan. Institutional net buying was 77.2069 million yuan, but there was a net outflow of 796,210 yuan [3][5]. Performance of Stocks - The average increase for stocks with institutional net buying was 8.35%, outperforming the Shanghai Composite Index. Strong performers included Huarong Chemical and Beijing Junzheng, both closing at the daily limit [3][5]. - Among the stocks with the highest net selling, Haike Xinyuan had the largest net selling amount of 141.8618 million yuan, with a net outflow of 204 million yuan [3][5]. Deep and Hong Kong Stock Connect Activity - On December 1, 19 stocks on the trading list had appearances from the Deep and Hong Kong Stock Connect, with net buying in stocks like Guangqi Technology and Beijing Junzheng, amounting to 603 million yuan and 361 million yuan respectively [7][8]. - Stocks that saw net selling included Jie Rui Co. and Zhongxing Communications, with net selling amounts of 176 million yuan and 1009.798 million yuan respectively [7][8].