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固态电池板块反复活跃,三祥新材7天6板,谁在做相关布局?

juggiyuji,2024niangutaidianchi(ban)youwangshixiandaguimozhuangche,quannianzhuangjiliangyouwangchaoguo5gwh。

图片来源:图虫

界面新闻记者 | 庞宇

4yue3ri,gutaidianchigainianchixuhuoyue。sanxiangxincai(603663.sh)、jiangsuguotai(002091.sz)、dongfanggaoye(002167.sz)panzhongyiduzhangting,duozhigeguchonggaohouhuiluo。

jiezhidangrishoupan,sanxiangxincaidacheng7tian6ban,chengweidangrigutaidianchibankuaiweiyihuifengbiaode;jiangsuguotaijiqikongguzigongsiruitaixincai(301238.sz)fenbiedazhang6.37%、16.18%;liyuanheng(688499.sh)、chuanyikeji(002866.sz)denggenzhang。

xiaoximianshang,jinqi,gutaidianchisaidaobuduanshifanglihaoxinhao。

zhongguokexueyuanxincailiaoyanjiusuodegutaidianchijishuchengweiyejiejiaodian。3yue8ri,zhongguokexueyuanyuanshichenjunjieshoucaifangshibiaoshi,tuanduiyijingyanfachu400washimeigongjindegutaidianchi,zheigenmuqianshichangshangzuixianjinde300washimeigongjindelilizidianchinengliangmiduxiangbiyaochaochu30%。gaixiaoxixunsuzhenfenleyejiehetouzizhe。

ciwai,jushangqijituanxiaoxi,chaojizhinengjiaochezhiyil6dingdang4yue8rifabu,gaichexinglvxiandazaixingyeshougeliangchanshangchede“chaokuaichonggutaidianchi1.0”,caiyongchaogaolizidiandaolvfuhegutaidianjiezhihexingyeshouchuangdeganfagutaidianjiezhiyitichengxinggongyijishu,tupo1000gonglichaozhangxuhang。

youyuyejierenweililizidianchiyijingdaodajixian,gutaidianchijinnianyizhibeishiweiyixiangjuyougemingxingdejishu。erbangutailuxianduiyuxianyouyetaililizidianchitixigengxiao,beishizuoquangutaideguoduluxian。

yudangjindeyetailidianchixiangbi,gutaidianchicaiyonggutaidianjiezhi,juyouanquanxinghao、rongliangmidugaoyijishiyongshoumingzhangdengyoushi,yincibeishouzhuipengbingguangfanyingyongyuwulianwangshebei、wurenjiashiqicheshenzhihangkongqijianshang。baokuofengtian、baoma、dazhong、yulai、zhangan、biyadi、shangqi、guangqidengzaineideguoneiwaizhimingcheqi,junzaijiasubujugutaidianchijishuluxian。

zaicibeixia,zi3yue26riyilai,agugutaidianchigainianchixuhuoyue,duozhigainiangugujialianxuzhangting。

muqian,yiyouduojiagongsifabugujiayidonggonggao,bingzaihudongpingtaihuiyinggutaidianchixiangguanqingkuang。buguo,daduoshugongsiduiyugutaidianchidebujuzhengchuyuyanfatourujieduan。

4yue3rishoupan7tian6bandesanxiangxincaishoudaojianguangongzuohan,shangjiaosuojiugongsijinqigujiabodongqingkuangmingquejianguanyaoqiu,shejiduixiangweishangshigongsi、dongshi、jianshi、gaojiguanlirenyuan、konggugudongjishijikongzhiren。

三祥新材4月2日晚发布的股票交易异常波动公告显示,公司已开展固态电解质的研发。固态电池领域锆基材料为公司锆系产品下游的细分应用,公司与下游客户仍处于产品送样检测及优化阶段,尚未形成规模化销售,该领域业务收入占公司主营收入比例较小,预计占比不足1%,对公司短期业绩影响有限。2023年前三季度,公司营业收入8.42亿元,同比增加15.09%;归母净利润8194.55万元,同比减少35.7%。4月3日晚间,该公司再度发布股票交易风险提示公告称,2024年3月26日至2024年4月3日,公司股票交易价格涨幅累计达79.89%,股票价格近期涨幅较大,可能存在短期涨幅较大后的下跌风险。

sanxiangxincaishiyijiazhuanzhuyugaoxizhipindenggongyexincailiaodeyanfa、shengchanhexiaoshoudeqiye,zhuyaochanpinweidianrongyanghuagao、haimiangao、yanglvhuagaojitezhongtaocideng。2023nianbannianbaoxianshi,zaihuaxuegaolingyu,gongsideyanglvhuagaoxiangmuzhengzaituijinzhong,touzideyanglvhuagaodexiayouchanyenamiyanghuagaoyishunlitouchan。julejie,namiyanghuagaozaixuduolingyujuyouguangfanyingyong,liruzuoweigutaidianjiezhicailiao。

4yue3riyiduchongshangzhangtingbanderuitaixincaicengyu3yue30rizaihudongpingtaibiaoshi,shuangsanfujiajihuangxianyaanli(litfsi)shigongsizhongyaodexinxingliyanchanpinzhiyi,muqiangaichanpinzaigutaililizidianchidengxinxingdianchizhongyixingchengpiliangxiaoshou。

zuoweililizidianchidianjieyexingyedetoubuqiye,ruitaixincaiyijingjinrulghuaxue、ningdeshidaiyijixinnengyuankejidengtoubuchangshangdegongyingshangxulie。tongshigongsizaigutaidianchi、liliudianchiyijinalizidianchidengxinxingdianchifangmianjiecunzaixiangyingbuju。gongsidelilizidianchidianjieyetianjiajiyiliyanleitianjiajiweizhu,baokuoshuangsanfujiajihuangxianyaanli(litfsi)、erfucaosuanpengsuanli(lidfob)yijisanfujiahuangsuanli(licf3so3)deng。

4yue3ritongyangchonggaohuiluodedongfanggaoyeyujinrifabugupiaojiaoyiyichangbodongdegonggaocheng,gongsimuqianrengchuyutigongyangpingongyixiegutaidianchicailiaochangjiayanfadejieduan。gongsichenglilezhuanmendejishuyanfaxiaozu,jiadaduiyingyongyugutaidianchidianjiezhideyanghuagaochanpindejishuyanfahetouru。

dongfanggaoyeshizhuanyecongshigaojigaoxiliezhipindeyanfa、shengchanhejingyingdezhongdiangaoxinjishuqiye,gongsichanpinbaokuogaokuangsha、guisuangao、lvyanghuagao、dianronggaodeng。yejiyugaoxianshi,shoudaogaoxingyejingqizhouqixiaxingyingxiang,gongsiyuji2023nianjinglirunweikuisun4500wanyuanzhi6750wanyuan,tongbiyouyingzhuankui,2022nianqiyingli9900wanyuan。

huaxizhengquan3yue31riyanbaoxianshi,jinqiduojiaqiyedegutaidianchizaixingnengtisheng、liangchanjindudengfangmianbuduantuijin,youwangjiasu(ban)gutaidianchidechanyehuajincheng。juggiyuji,2024niangutaidianchi(ban)youwangshixiandaguimozhuangche,quannianzhuangjiliangyouwangchaoguo5gwh。

guangdazhengquanyezai3yue26ribaogaozhichu,rujinbangutaidianchiguaidianyizhi,2030nianzuoyouquangutaidianchiyouwangshixianshangyehua。luoshidaochanyelianjutihuanjieshang,guangdazhengquanrenweigutaidianjiezhi、guitanfujijiganfadianjigunyashebeiyouwangshouyi。

数据来源:上市公司公告 制图:界面新闻证券组庞宇
未经正式授权严禁转载本文,侵权必究。

三祥新材

  • 三祥新材:子公司辽宁华锆签署2.45亿元核级海绵锆销售合同
  • 机构风向标 | 三祥新材(603663)2024年二季度持仓机构仅5家

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固态电池板块反复活跃,三祥新材7天6板,谁在做相关布局?

juggiyuji,2024niangutaidianchi(ban)youwangshixiandaguimozhuangche,quannianzhuangjiliangyouwangchaoguo5gwh。

图片来源:图虫

界面新闻记者 | 庞宇

4yue3ri,gutaidianchigainianchixuhuoyue。sanxiangxincai(603663.sh)、jiangsuguotai(002091.sz)、dongfanggaoye(002167.sz)panzhongyiduzhangting,duozhigeguchonggaohouhuiluo。

jiezhidangrishoupan,sanxiangxincaidacheng7tian6ban,chengweidangrigutaidianchibankuaiweiyihuifengbiaode;jiangsuguotaijiqikongguzigongsiruitaixincai(301238.sz)fenbiedazhang6.37%、16.18%;liyuanheng(688499.sh)、chuanyikeji(002866.sz)denggenzhang。

xiaoximianshang,jinqi,gutaidianchisaidaobuduanshifanglihaoxinhao。

zhongguokexueyuanxincailiaoyanjiusuodegutaidianchijishuchengweiyejiejiaodian。3yue8ri,zhongguokexueyuanyuanshichenjunjieshoucaifangshibiaoshi,tuanduiyijingyanfachu400washimeigongjindegutaidianchi,zheigenmuqianshichangshangzuixianjinde300washimeigongjindelilizidianchinengliangmiduxiangbiyaochaochu30%。gaixiaoxixunsuzhenfenleyejiehetouzizhe。

ciwai,jushangqijituanxiaoxi,chaojizhinengjiaochezhiyil6dingdang4yue8rifabu,gaichexinglvxiandazaixingyeshougeliangchanshangchede“chaokuaichonggutaidianchi1.0”,caiyongchaogaolizidiandaolvfuhegutaidianjiezhihexingyeshouchuangdeganfagutaidianjiezhiyitichengxinggongyijishu,tupo1000gonglichaozhangxuhang。

youyuyejierenweililizidianchiyijingdaodajixian,gutaidianchijinnianyizhibeishiweiyixiangjuyougemingxingdejishu。erbangutailuxianduiyuxianyouyetaililizidianchitixigengxiao,beishizuoquangutaideguoduluxian。

yudangjindeyetailidianchixiangbi,gutaidianchicaiyonggutaidianjiezhi,juyouanquanxinghao、rongliangmidugaoyijishiyongshoumingzhangdengyoushi,yincibeishouzhuipengbingguangfanyingyongyuwulianwangshebei、wurenjiashiqicheshenzhihangkongqijianshang。baokuofengtian、baoma、dazhong、yulai、zhangan、biyadi、shangqi、guangqidengzaineideguoneiwaizhimingcheqi,junzaijiasubujugutaidianchijishuluxian。

zaicibeixia,zi3yue26riyilai,agugutaidianchigainianchixuhuoyue,duozhigainiangugujialianxuzhangting。

muqian,yiyouduojiagongsifabugujiayidonggonggao,bingzaihudongpingtaihuiyinggutaidianchixiangguanqingkuang。buguo,daduoshugongsiduiyugutaidianchidebujuzhengchuyuyanfatourujieduan。

4yue3rishoupan7tian6bandesanxiangxincaishoudaojianguangongzuohan,shangjiaosuojiugongsijinqigujiabodongqingkuangmingquejianguanyaoqiu,shejiduixiangweishangshigongsi、dongshi、jianshi、gaojiguanlirenyuan、konggugudongjishijikongzhiren。

三祥新材4月2日晚发布的股票交易异常波动公告显示,公司已开展固态电解质的研发。固态电池领域锆基材料为公司锆系产品下游的细分应用,公司与下游客户仍处于产品送样检测及优化阶段,尚未形成规模化销售,该领域业务收入占公司主营收入比例较小,预计占比不足1%,对公司短期业绩影响有限。2023年前三季度,公司营业收入8.42亿元,同比增加15.09%;归母净利润8194.55万元,同比减少35.7%。4月3日晚间,该公司再度发布股票交易风险提示公告称,2024年3月26日至2024年4月3日,公司股票交易价格涨幅累计达79.89%,股票价格近期涨幅较大,可能存在短期涨幅较大后的下跌风险。

sanxiangxincaishiyijiazhuanzhuyugaoxizhipindenggongyexincailiaodeyanfa、shengchanhexiaoshoudeqiye,zhuyaochanpinweidianrongyanghuagao、haimiangao、yanglvhuagaojitezhongtaocideng。2023nianbannianbaoxianshi,zaihuaxuegaolingyu,gongsideyanglvhuagaoxiangmuzhengzaituijinzhong,touzideyanglvhuagaodexiayouchanyenamiyanghuagaoyishunlitouchan。julejie,namiyanghuagaozaixuduolingyujuyouguangfanyingyong,liruzuoweigutaidianjiezhicailiao。

4yue3riyiduchongshangzhangtingbanderuitaixincaicengyu3yue30rizaihudongpingtaibiaoshi,shuangsanfujiajihuangxianyaanli(litfsi)shigongsizhongyaodexinxingliyanchanpinzhiyi,muqiangaichanpinzaigutaililizidianchidengxinxingdianchizhongyixingchengpiliangxiaoshou。

zuoweililizidianchidianjieyexingyedetoubuqiye,ruitaixincaiyijingjinrulghuaxue、ningdeshidaiyijixinnengyuankejidengtoubuchangshangdegongyingshangxulie。tongshigongsizaigutaidianchi、liliudianchiyijinalizidianchidengxinxingdianchifangmianjiecunzaixiangyingbuju。gongsidelilizidianchidianjieyetianjiajiyiliyanleitianjiajiweizhu,baokuoshuangsanfujiajihuangxianyaanli(litfsi)、erfucaosuanpengsuanli(lidfob)yijisanfujiahuangsuanli(licf3so3)deng。

4yue3ritongyangchonggaohuiluodedongfanggaoyeyujinrifabugupiaojiaoyiyichangbodongdegonggaocheng,gongsimuqianrengchuyutigongyangpingongyixiegutaidianchicailiaochangjiayanfadejieduan。gongsichenglilezhuanmendejishuyanfaxiaozu,jiadaduiyingyongyugutaidianchidianjiezhideyanghuagaochanpindejishuyanfahetouru。

dongfanggaoyeshizhuanyecongshigaojigaoxiliezhipindeyanfa、shengchanhejingyingdezhongdiangaoxinjishuqiye,gongsichanpinbaokuogaokuangsha、guisuangao、lvyanghuagao、dianronggaodeng。yejiyugaoxianshi,shoudaogaoxingyejingqizhouqixiaxingyingxiang,gongsiyuji2023nianjinglirunweikuisun4500wanyuanzhi6750wanyuan,tongbiyouyingzhuankui,2022nianqiyingli9900wanyuan。

huaxizhengquan3yue31riyanbaoxianshi,jinqiduojiaqiyedegutaidianchizaixingnengtisheng、liangchanjindudengfangmianbuduantuijin,youwangjiasu(ban)gutaidianchidechanyehuajincheng。juggiyuji,2024niangutaidianchi(ban)youwangshixiandaguimozhuangche,quannianzhuangjiliangyouwangchaoguo5gwh。

guangdazhengquanyezai3yue26ribaogaozhichu,rujinbangutaidianchiguaidianyizhi,2030nianzuoyouquangutaidianchiyouwangshixianshangyehua。luoshidaochanyelianjutihuanjieshang,guangdazhengquanrenweigutaidianjiezhi、guitanfujijiganfadianjigunyashebeiyouwangshouyi。

数据来源:上市公司公告 制图:界面新闻证券组庞宇
未经正式授权严禁转载本文,侵权必究。