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锂电负极龙头或将易主!民营船王接盘!
起点锂电· 2025-10-09 10:10
继永杉锂业易主后,"杉杉系"旗下杉杉股份(600884)也面临控股权变更。 9月30日晚间,宁波杉杉股份有限公司(下称"杉杉股份")公告披露,公司控股股东杉杉集团有限公司(下称"杉杉集团")及其全资子公司 宁波朋泽贸易有限公司、杉杉集团管理人(系浙江省宁波市鄞州区人民法院指定的杉杉集团和朋泽贸易合并重整案管理人,下称"管理人") 与江苏新扬子商贸有限公司、江苏新扬船投资有限公司、厦门TCL科技产业投资合伙企业(有限合伙)和中国东方资产管理股份有限公司深圳 市分公司等重整投资人组成的联合体签署了《重整投资协议》)。 | 倒计时28天 | | --- | | CINE2025固态电池展暨固态电池行业年会 | | 主办单位: 起点固态电池、起点锂电、SSBA固态电池联盟 | | 协办单位及固态年会总冠名: 茹天科技 | | 活动时间: 2025年11月6-8日 | | 活动地点: 广州南沙国际会展中心(2楼船厅及广州厅) | | 活动规模: 展商规模200+、参会企业2000+、专业观众20000+ | | 同期活动: 2025起点固态电池金鼎奖颁奖典礼、SSBA固态电池产业联盟理事会 | | 第一批展商及赞助商: ...
锂电负极行业首份半年报出炉,翔丰华毛利率下降6个百分点
Hua Xia Shi Bao· 2025-08-02 12:22
Core Viewpoint - Xiangfenghua (300890.SZ) reported its first half-year loss since its listing, with a revenue of 688 million yuan, a 2.8% year-on-year decline, and a net profit of -2.95 million yuan, a 107.7% year-on-year decrease, indicating significant challenges in the anode materials industry due to rising raw material costs and oversupply [3][4][5]. Company Performance - In the first half of 2025, Xiangfenghua's gross margin fell to 12.35%, down 6.23 percentage points from the previous year, while operating costs increased by 4.17 percentage points [5]. - The company experienced a significant drop in its net profit, with a non-recurring net profit of -14.80 million yuan, primarily due to non-operating income of 11.85 million yuan, including government subsidies [6][7]. - Xiangfenghua's market share is in the middle of the industry, with a production capacity utilization rate of 83.43% in 2024, and it shipped 68,900 tons that year [4]. Industry Context - The anode materials industry is facing oversupply and intense competition, leading to a divergence in performance among companies, with leading firms maintaining profitability while smaller firms struggle [4][10]. - The average gross margin for major listed companies in the industry was 22.26% in 2024, highlighting the pressure on margins due to rising costs and competitive pricing [5]. - The industry has seen a significant increase in production capacity, with output rising from 450,000 tons in 2020 to 1.89 million tons in 2024, resulting in a 320% increase [9]. Market Dynamics - The price of petroleum coke, a key raw material, surged over 70% in early 2025, impacting the cost structure of anode manufacturers [7]. - Despite a slight recovery in raw material prices in the second quarter, the overall profitability of the anode industry remains under pressure due to oversupply and price wars [8][9]. - High-end products are more profitable, with companies like Zhongke Electric maintaining profitability through premium offerings, while lower-end products struggle to generate profit [10].
这家锂电龙头业绩暴增6倍!
起点锂电· 2025-02-10 11:07
倒计时18天 2025起点锂电圆柱电池技术论坛 暨圆柱电池20强排行榜发布会 在行业下行周期中,2024年,锂电上下游企业普遍面临亏损难题。 目前,宁德时代、亿纬锂能等50家锂电企业2024年的业绩预告出炉。据统计,这50家企业中, 业绩预增的企业不到三成。 从电芯厂到四大主材再到上游锂盐板块,锂电行业进入深度调整期。不过,积极的一面在于, 以2024年为转折点,不少头部企业坚定反内卷思维,推进差异化竞争,已经取得一定成效。 活动主题: 聚集新技术 探索新工艺 主办单位: 起点锂电、起点研究院(SPIR) 活动时间: 2025年2月28日 活动地点: 深圳宝安登喜路国际酒店2楼国际厅 活动规模: 500+人 比如,比起在亏损中坚持的小厂,负极材料头部企业似乎从亏损中缓过来了一些。 湖南中科电气近日发布了2024年业绩预告, 预计实现盈利2.88亿元—3.25亿元,同比增长高达 590%—680%。 中科电气表示,2024年盈利增长主要是因为产销量提升和降本增效。 在负极行业竞争趋于白热化的背景下,作为TOP5负极材料企业,中科电气业绩上扬也为同行 企业提供一定信心。 01 业绩预增6倍 资料显示,中科电气成立 ...