新华财经兰州12月10日电（记者张新新）记者从甘肃省政府新闻办9日举行的发布会上获悉，"十四 五"以来，甘肃企业通过资本市场直接融资达587.2亿元，省内上市公司营业收入从1774.2亿元跃升至 2331.59亿元，增幅31.42%；总市值达3544.5亿元，增长41.72%。 截至2025年三季度，甘肃全省A股上市公司达34家，"新三板"挂牌企业23家，证券期货账户突破400万 户，托管资产近3000亿元。甘肃省上市公司仅占规上企业总数的1.01%，贡献了超过20%的利润总额。 债券融资则呈现"量增、面扩、降本"的特点。五年来，甘肃全省企业通过交易所发行债券343.69亿元， 其中科创债实现"开门红"，3家企业发行56亿元。2025年债券加权平均利率低至2.20%，为企业节省融资 成本超亿元。 （文章来源：新华财经） "十四五"以来，甘肃省上市公司累计研发投入高达201.45亿元，较上一个五年增长50.49%，在关键核心 技术领域取得多项突破。与此同时，全省上市公司累计现金分红184.14亿元，增长36.75%。 2022年，兰州银行成功登陆深交所，成为甘肃首家A股上市银行，首发融资20亿元用于补充核心资本 ...

Summary of the Conference Call for Suotong Development Company Overview - Suotong Development has become the largest commercial prebaked anode supplier globally, with a production capacity of 3.46 million tons as of July 2025, targeting a signed capacity of 5 million tons by the end of the year [2][3] - The company is also expanding its anode materials business, currently with a capacity of approximately 80,000 tons, and has a production scale of over 2 billion film capacitors [2][3] Financial Performance - From 2020 to 2024, Suotong's revenue increased from 5.9 billion to 13.7 billion yuan, with a compound annual growth rate (CAGR) of 23.8% [2][6] - Net profit attributable to shareholders rose from 210 million to 270 million yuan during the same period, with a CAGR of 6.2% [2][6] - In the first three quarters of 2025, net profit surged by 202% year-on-year to 650 million yuan, with the prebaked anode business accounting for 90.75% of total revenue [2][6] Cost Control and Competitive Advantage - The company has implemented a petroleum coke blending system to reduce costs, achieving a unit cost of approximately 3,573 yuan per ton, which is 816 yuan lower than the industry average [2][7] - This system is planned to be rolled out across all production bases to further enhance cost advantages [7] Anode and Capacitor Business Development - The anode production capacity is set to reach 80,000 tons in 2025, with a year-on-year increase of 85% in the first half of the year [2][8] - Film capacitor production is also growing steadily, with a target of 1.8 billion units for the year [8] Solid Waste Lithium Extraction Technology - The company operates a solid waste lithium extraction demonstration line that processes 1,000 tons of aluminum slag annually, enhancing resource utilization and improving collaboration stability with downstream customers [4][9][12] Future Projects and Capacity Expansion - Planned projects include a 600,000-ton prebaked anode facility in Guangxi, a 320,000-ton facility in Jiangsu, and a joint project with EGA in the UAE [4][10][11] - By 2028, total prebaked anode capacity is expected to reach 4.98 million tons, with equity capacity of 3.49 million tons [11] Industry Challenges and Market Dynamics - The prebaked anode industry faces overall oversupply and regional differentiation, with a current effective capacity of 27.46 million tons against a demand of 21.5 million tons, resulting in a 28% oversupply rate [14] - The industry is shifting towards commercial prebaked anodes, with Suotong holding over 1/3 of the market share [15] International Market Importance - As domestic demand for electrolytic aluminum slows, overseas markets are becoming crucial, with projected overseas demand growth of 572,000 tons from 2025 to 2027 [16] - Suotong is actively expanding its international presence, with exports increasing from 1.13 million tons in 2019 to 2.17 million tons in 2024, and a 9% year-on-year growth in the first half of this year [16][17] Future Profitability Forecast - Revenue projections for 2025 to 2027 are 17.6 billion, 19.8 billion, and 20.9 billion yuan, with net profits of 1.1 billion, 1.2 billion, and 1.6 billion yuan respectively [20] - The company is expected to maintain a competitive price-to-earnings (PE) ratio compared to its peers, indicating significant future profit growth potential [20]

Core Viewpoint - Yunnan Diany Carbon Co., Ltd. has been established with a registered capital of 1 million RMB, indicating a new player in the carbon and graphite industry [1] Company Overview - The legal representative of Yunnan Diany Carbon Co., Ltd. is Zhang Yingming [1] - The company has a broad range of business activities, including the sale and manufacturing of graphite and carbon products, coal and its products, and various retail sectors [1] Business Scope - The company’s operational scope includes: - Sales of graphite and carbon products - Sales of coal and its products - Sales of pre-packaged food and health food - Retail of daily necessities, stationery, and arts and crafts [1] - Additional activities include: - Sales of clothing, accessories, and electronic products - Manufacturing of petroleum products (excluding hazardous chemicals) - Recycling of waste metals and processing of non-metallic waste [1] - The company also offers supply chain management services and information technology consulting [1]

8月27日，金博股份跌5.06%，截至发稿，报30.03元/股，成交3.42亿元，换手率5.39%，总市值61.31亿 元。 中加改革红利混合（001537）基金经理为黄晓磊、于成琨。 截至发稿，黄晓磊累计任职时间2年168天，现任基金资产总规模6868.41万元，任职期间最佳基金回报 6.09%， 任职期间最差基金回报-8.21%。 于成琨累计任职时间2年124天，现任基金资产总规模3938.8万元，任职期间最佳基金回报37.15%， 任 职期间最差基金回报-3.91%。 风险提示：市场有风险，投资需谨慎。本文为AI大模型自动发布，任何在本文出现的信息（包括但不 限于个股、评论、预测、图表、指标、理论、任何形式的表述等）均只作为参考，不构成个人投资建 议。 责任编辑：小浪快报 资料显示，湖南金博碳素股份有限公司位于湖南省益阳市鱼形山路588号，成立日期2005年6月6日，上 市日期2020年5月18日，公司主营业务涉及从事先进碳基复合材料及产品的研发、生产和销售。主营业 务收入构成为：光伏领域产品59.87%，锂电领域产品33.85%，半导体领域产品2.77%，交通领域产品 2.73%，其他(补充)0.79 ...

证券代码：688598 证券简称：金博股份 公告编号：2025-049 湖南金博碳素股份有限公司 本公司监事会及全体监事保证本公告内容不存在任何虚假记载、误导性陈述 或者重大遗漏，并对其内容的真实性、准确性和完整性依法承担法律责任。 一、监事会会议召开情况 湖南金博碳素股份有限公司（以下简称"公司"）第四届监事会第五次会 议于 2025 年 8 月 26 日以通讯会议方式召开，全体监事一致同意豁免本次会议 提前通知期限要求。会议应出席监事 3 人，实际出席监事 3 人。本次会议由监 事会主席游达明先生召集并主持，本次会议的召集和召开程序、出席会议人员 的资格和表决程序均符合《中华人民共和国公司法》和《湖南金博碳素股份有 限公司章程》（以下简称"《公司章程》"）等相关规定，会议形成的决议合 法、有效。 二、监事会会议审议情况 经与会监事投票表决，审议通过如下议案： （一）审议通过了《关于 2025 年半年度报告及摘要的议案》 内容：监事会认为公司 2025 年半年度报告的编制符合法律、行政法规、 《公司章程》、公司内部管理制度的各项规定，其编制程序、内容、格式符合 中国证券监督管理委员会和上海证券交易所的有关规 ...