NBSS(SH:600884) 2 1 Shi Ji Jing Ji Bao Dao·2025-10-05 15:01Group 1: Company Restructuring - The control dispute within the company, triggered by the sudden death of founder Zheng Yonggang, has concluded with the signing of a restructuring investment agreement involving the controlling shareholder, Ningbo Fucheng Group, and its subsidiary, Ningbo Pengze Trading [2][3] - The new actual controller, Ren Yuanlin, is expected to lead the company through challenges including performance recovery, industry integration, and strategic restructuring [2][3] - The restructuring investors plan to acquire a 23.36% stake in the company through a combination of direct acquisition and trust partnerships, with a total consideration of approximately 3.284 billion yuan [3] Group 2: Financial Performance - In the first half of 2025, the company reported a revenue of 9.858 billion yuan, a year-on-year increase of 11.78%, and a net profit of 207 million yuan, reflecting a significant growth of 1079.59% [7] - As of September 30, 2025, the company's stock price has increased by 113.42% year-to-date, reaching 15.9 yuan per share [7] Group 3: Industry Context - The lithium battery industry is experiencing a strong rebound, driven by global energy transition and electrification trends, benefiting companies like Ningbo Shanshan [7][11] - The company is actively expanding its global footprint, with a significant project in Finland aimed at enhancing its competitiveness in the European market [8] - The company holds 359 authorized patents in the anode materials field, showcasing its technological leadership and long-standing experience in the industry [9]