硅碳类负极材料

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翔丰转债盘中下跌2.02%报136.657元/张,成交额3336.08万元,转股溢价率18.62%
Jin Rong Jie· 2025-08-27 06:21
资料显示,上海市翔丰华科技股份有限公司成立于2009年6月,2020年9月17日在深交所创业板上市(股票 简称"翔丰华",股票代码"300890")。公司是一家集研发、生产和销售锂离子电池用高端石墨类、硅碳类 负极材料以及高温气冷堆用核石墨和石墨烯等新型碳素材料为一体的高新技术企业。产品广泛应用于新 能源汽车、储能电站、消费电子、电动工具、电动自行车等诸多领域。客户主要包括比亚迪(弗迪电 池)、LG新能源、国轩高科、三星SDI、宁德时代等多家全球知名锂电池企业。 根据最新一期财务数据,2025年1月-6月,翔丰华实现营业收入6.876亿元,同比下跌2.8%;归属净利 润-294.59万元,同比下跌107.7%;扣非净利润-0.148亿元,同比下跌159.65%。 截至2025年8月,翔丰华筹码集中度较集中。股东人数2.266万户,人均流通股4792股,人均持股金额 14.5万元。 资料显示,翔丰转债信用级别为"AA-",债券期限6年(第一年0.30%,第二年0.50%,第三年1.00%,第四年 1.50%,第五年2.00%,第六年3.00%),对应正股名称为翔丰华,转股开始日为2024年4月16日,转股价 2 ...
翔丰转债盘中下跌2.04%报132.179元/张,成交额3352.45万元,转股溢价率16.21%
Jin Rong Jie· 2025-07-04 02:31
Group 1 - The company, Shanghai Xiangfenghua Technology Co., Ltd., was established in June 2009 and listed on the Shenzhen Stock Exchange's ChiNext board on September 17, 2020, under the stock code "300890" [2] - The company specializes in the research, production, and sales of high-end graphite and silicon-carbon anode materials for lithium-ion batteries, as well as nuclear graphite and graphene for high-temperature gas-cooled reactors, serving various sectors including new energy vehicles and consumer electronics [2] - Major clients include well-known global lithium battery companies such as BYD, LG Energy, Guoxuan High-Tech, Samsung SDI, and CATL [2] Group 2 - For the first quarter of 2025, the company reported a revenue of 306 million yuan, a year-on-year decrease of 8.08%, and a net profit attributable to shareholders of -8.15 million yuan, a year-on-year decline of 163.61% [2] - The company's non-recurring net profit for the same period was -10.3 million yuan, reflecting a year-on-year drop of 188.57% [2] - As of April 2025, the company's shareholder concentration is relatively high, with 21,670 shareholders, an average of 5,012 circulating shares per person, and an average holding amount of 131,300 yuan [2] Group 3 - The convertible bond of Xiangfeng has a credit rating of "AA-" and a maturity of 6 years, with interest rates increasing from 0.30% in the first year to 3.00% in the sixth year [1] - The bond's conversion price is set at 27.44 yuan, with a conversion premium rate of 16.21% [1] - The bond was trading at 132.179 yuan per unit, with a transaction volume of 33.5245 million yuan on July 4 [1]