分红方面，元力股份A股上市后累计派现3.32亿元。近三年，累计派现1.38亿元。 机构持仓方面，截止2025年9月30日，元力股份十大流通股东中，香港中央结算有限公司位居第八大流 通股东，持股480.25万股，为新进股东。 责任编辑：小浪快报 融券方面，元力股份12月29日融券偿还0.00股，融券卖出1.58万股，按当日收盘价计算，卖出金额25.01 万元；融券余量1.71万股，融券余额27.07万元，超过近一年90%分位水平，处于高位。 资料显示，福建元力活性炭股份有限公司位于福建省南平市延平区朱熹路8号，成立日期1999年5月21 日，上市日期2011年2月1日，公司主营业务涉及木质活性炭的研发、生产和销售。主营业务收入构成 为：活性炭78.29%，硅酸钠13.78%，硅胶7.33%，其他0.44%，热能0.16%。 截至9月30日，元力股份股东户数1.65万，较上期减少0.80%；人均流通股21951股，较上期增加0.80%。 2025年1月-9月，元力股份实现营业收入14.08亿元，同比增长0.82%；归母净利润1.73亿元，同比减少 18.61%。 12月29日，元力股份涨0.38%，成交额2.06 ...

第一，本次交易前，Clarimex是跨国企业Norit全球活性炭业务布局的重要组成部分，也是公司在墨西哥 的重要客户。Clarimex具备成熟的活性炭产线，销售网络已经实现对北美洲、拉丁美洲、南美洲的有效 覆盖，与元力股份在技术、市场、人才方面存在明显的互补性。本次交易完成后，公司成为Clarimex的 战略股东，通过与Clarimex在技术、市场、人才方面的强强联合、优势互补，可以更顺利实现活性炭业 务的出海布局。 格隆汇12月7日丨元力股份(300174.SZ)公告，2025年12月，南平元力与Norit签署股份购买协议(SPA)， 拟以自有资金2556万美元整购买Norit持有的Clarimex49%股权。本次交易已经公司第六届董事会第十一 次会议审议通过。本次交易不构成关联交易，也不构成重大资产重组，无需提交公司股东会审议。 公司拟通过本次收购Clarimex49%股权的交易实现业务出海，开启美洲市场业务布局，进一步巩固公司 在全球木质活性炭行业的市场地位： 第二，通过本次收购，公司实现在墨西哥本土的落地扎根，可以充分利用墨西哥丰富的木屑原材料资 源，实现对美洲市场的深度拓展，进一步巩固公司在全球木质 ...

Core Viewpoint - Yuanli Co., Ltd. plans to acquire 100% equity of Fujian Tongsheng New Materials Technology Co., Ltd. for a total consideration of 471 million yuan, marking a strategic deepening in the silica sector [1] Group 1: Transaction Details - The transaction will be financed through 80% shares and 20% cash, with a cash payment of 94.14 million yuan and a share payment of 377 million yuan at a price of 12.58 yuan per share, totaling 29.93 million shares issued [1] - The company will raise 100 million yuan through issuing shares to the actual controller, Lu Yuanjian, at a price of 13.18 yuan per share, issuing 7.59 million shares [1] - Post-transaction, the total share capital of Yuanli will increase to 401.7 million shares, with Lu Yuanjian and Wang Yan'an holding a combined 22.42% stake, ensuring stable control of the company [1] Group 2: Financial Performance of Tongsheng - Tongsheng has achieved revenues of 217 million yuan, 269 million yuan, and 124 million yuan for the years 2023, 2024, and the first half of 2025, respectively, with net profits of 18.48 million yuan, 50.96 million yuan, and 26.52 million yuan [2] - The company holds 35 valid patents, including 10 invention patents, and is recognized as a "specialized, refined, distinctive, and innovative" small and medium-sized enterprise in Fujian Province [2] Group 3: Strategic Benefits of the Acquisition - The acquisition will help Yuanli quickly fill gaps in its silica business and strengthen its "carbon & silica" industrial cycle layout, leveraging its position as the largest producer of wood-based activated carbon globally [2] - The transaction is expected to reduce recurring related-party transactions and avoid potential competition, enhancing the independence of the listed company [2] - Tongsheng's established sales network and stable customer resources will complement Yuanli's efforts in customer development and technology research, enhancing market competitiveness and providing new growth points [3]

Company Overview - Yuanli Co., Ltd. (SZ 300174) announced the convening of its sixth board meeting on November 27, 2025, to review various reports related to a transaction [1] - As of the report date, Yuanli's market capitalization stands at 5.7 billion yuan [1] Revenue Composition - For the first half of 2025, Yuanli's revenue composition is as follows: - Wood-based activated carbon accounts for 78.64% - Silicates account for 21.2% - Thermal energy accounts for 0.16% [1]

11月24日，元力股份盘中下跌2.02%，截至11:00，报15.56元/股，成交9446.64万元，换手率1.65%，总 市值56.67亿元。 元力股份所属申万行业为：基础化工-化学制品-其他化学制品。所属概念板块包括：小盘、超级电容、 污水处理、节能环保、储能等。 截至9月30日，元力股份股东户数1.65万，较上期减少0.80%；人均流通股21951股，较上期增加0.80%。 2025年1月-9月，元力股份实现营业收入14.08亿元，同比增长0.82%；归母净利润1.73亿元，同比减少 18.61%。 分红方面，元力股份A股上市后累计派现3.32亿元。近三年，累计派现1.38亿元。 机构持仓方面，截止2025年9月30日，元力股份十大流通股东中，香港中央结算有限公司位居第八大流 通股东，持股480.25万股，为新进股东。 责任编辑：小浪快报 资金流向方面，主力资金净流入423.83万元，特大单买入372.95万元，占比3.95%，卖出549.37万元，占 比5.82%；大单买入2303.99万元，占比24.39%，卖出1703.74万元，占比18.04%。 元力股份今年以来股价涨7.37%，近5个交易日跌 ...

Core Insights - Yuanli Co., Ltd. experienced a stock price increase of 3.08% on November 17, with a trading volume of 380 million yuan [1] - The company reported a financing net purchase of 16.84 million yuan on the same day, with a total financing balance of 558 million yuan, representing 8.80% of its market capitalization [1] - For the period from January to September 2025, Yuanli Co., Ltd. achieved a revenue of 1.408 billion yuan, a year-on-year increase of 0.82%, while the net profit attributable to shareholders decreased by 18.61% to 173 million yuan [2] Financing and Margin Trading - On November 17, Yuanli Co., Ltd. had a financing buy amount of 62.87 million yuan and a financing repayment of 46.02 million yuan, resulting in a net financing purchase of 16.84 million yuan [1] - The current financing balance of 558 million yuan is above the 90th percentile of the past year, indicating a high level of financing activity [1] - The margin trading data shows that on November 17, 100 shares were repaid while 500 shares were sold short, with a short selling amount of 8,700 yuan [1] Shareholder and Dividend Information - As of September 30, 2025, Yuanli Co., Ltd. had 16,500 shareholders, a decrease of 0.80% from the previous period, with an average of 21,951 circulating shares per shareholder, an increase of 0.80% [2] - The company has distributed a total of 332 million yuan in dividends since its A-share listing, with 138 million yuan distributed over the last three years [2] - Hong Kong Central Clearing Limited is the eighth largest circulating shareholder, holding 4.8025 million shares as a new shareholder [2]

Group 1 - Yuanli Co., Ltd. (SZ 300174) held its sixth board meeting on October 24, 2025, to discuss the proposal for the second extraordinary shareholders' meeting of 2025 [1] - For the first half of 2025, Yuanli's revenue composition was as follows: 78.64% from wood-based activated carbon, 21.2% from silicates, and 0.16% from thermal energy [1] - As of the report date, Yuanli's market capitalization was 6 billion yuan [1] Group 2 - A well-known brand spent 170 million yuan to acquire 2,000 shares of a target company with a registered capital of only 10,000 Hong Kong dollars, raising questions about the necessity of the acquisition [1]

Group 1 - The core viewpoint of the news is that Yuanli Co., Ltd. has experienced a decline in stock performance and financial metrics, indicating potential challenges in its business operations [1][2] Group 2 - On September 30, Yuanli Co., Ltd. saw a stock price decrease of 0.36% with a trading volume of 117 million yuan [1] - The financing data shows that on the same day, the company had a financing buy-in amount of 16.05 million yuan and a financing repayment of 17.97 million yuan, resulting in a net financing outflow of 1.92 million yuan [1] - As of September 30, the total balance of margin trading for Yuanli Co., Ltd. was 560 million yuan, which accounts for 9.24% of its market capitalization, indicating a high level of financing [1] - The company had a low short-selling balance, with only 100 shares available for short selling and a total short-selling balance of 1,665 yuan, which is below the 20th percentile of the past year [1] Group 3 - As of June 30, the number of shareholders for Yuanli Co., Ltd. was 16,700, a decrease of 0.16% from the previous period, while the average circulating shares per person increased by 0.13% to 21,776 shares [2] - For the first half of 2025, Yuanli Co., Ltd. reported a revenue of 940 million yuan, a year-on-year decrease of 4.5%, and a net profit attributable to shareholders of 118 million yuan, down 19.95% year-on-year [2] - Since its A-share listing, Yuanli Co., Ltd. has distributed a total of 332 million yuan in dividends, with 138 million yuan distributed over the past three years [2]

Group 1 - Yuanli Co., Ltd. (SZ 300174) announced the convening of its sixth board meeting on August 26, 2025, to review the special report on the management and use of raised funds for the first half of 2025 [1] - For the first half of 2025, Yuanli's revenue composition was as follows: 78.64% from wood-based activated carbon, 21.2% from silicates, and 0.16% from thermal energy [1] Group 2 - The pet industry is experiencing a significant boom, with a market size of 300 billion yuan, leading to a surge in stock prices of related listed companies [1]

Group 1: Company Performance and Market Position - The company has seen steady growth in the sales of wood-based activated carbon, with an increasing market share despite significant declines in coal prices over the past two years [2][3]. - The company’s new energy carbon materials, including supercapacitor carbon and hard carbon, have achieved mass production and sales, gaining favor among downstream application manufacturers [2][3]. - The company’s active carbon production capacity exceeded 140,000 tons by the end of 2024, up from over 80,000 tons at the end of 2019 [4][6]. Group 2: Financial Performance and Profitability - The company reported a decline in net profit for Q1 2025 compared to the previous year, attributed to the sale of Yuanhe Chemical last year, although the gross margin remained stable [3][4]. - The company is focused on enhancing operational efficiency and profitability through various strategies, including mergers and acquisitions, stock incentives, and cash dividends [4][6]. Group 3: Future Growth and Expansion Plans - The company plans to continue expanding its production capacity for activated carbon and is currently constructing a project for an annual output of 2,000 tons of porous carbon [4][5]. - The carbonization method for white carbon black is part of the company's circular economy strategy, which is expected to significantly enhance overall efficiency [3][6]. - The company is exploring collaborations with solid-state battery manufacturers and is optimistic about the future growth potential of bamboo-based carbon in the environmental sector [3][4].