证券代码：603612 证券简称：索通发展 公告编号：2025-070 索通发展股份有限公司 股东减持股份结果公告 本公司董事会、全体董事及相关股东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、准确性和完整性承担法律责任。 重要内容提示： 股东持股的基本情况 本次减持股份计划实施前，宁波宁聚资产管理中心（有限合伙）－宁聚映山 红 3 号私募证券投资基金（以下简称"宁聚映山红 3 号"）持有索通发展股份有 限公司（以下简称"公司"）无限售条件流通股 27,100,000 股，占公司总股本的 5.44%，股份来源为协议转让。 | 股东名称 | 宁波宁聚资产管理中心（有限合伙）－宁聚映山红 号私 3 | | | | --- | --- | --- | --- | | | 募证券投资基金 | | | | 股东身份 | 控股股东、实控人及一致行动人 直接持股 5%以上股东 | □是 √是 | √否 □否 | | | 董事、监事和高级管理人员 | □是 | √否 | | | 其他：不适用 | | | | 持股数量 | 27,100,000股 | | | | 持股比例 | 5.44% | ...

格隆汇12月9日丨索通发展(603612.SH)公布，近日，公司收到股东宁聚映山红3号出具的《关于减持计 划实施完毕暨实施情况的告知函》。截至2025年12月8日，宁聚映山红3号通过集中竞价方式减持公司股 份498万股，占公司总股本的0.9998%。宁聚映山红3号本次减持计划实施完毕。 ...

Group 1 - The core point of the article is that Su Tong Development (SH 603612) announced the completion of a share reduction plan, where Ning Ju Ying Shan Hong No. 3 reduced its holdings by 4.98 million shares, accounting for 0.9998% of the company's total share capital [1] - As of the first half of 2025, the revenue composition of Su Tong Development is as follows: the anode segment accounts for 95.62%, the cathode segment for 4.02%, and the capacitor segment for 0.99%, with inter-segment offsets accounting for -0.63% [1] - The current market capitalization of Su Tong Development is 12 billion yuan [1]

Group 1 - The core point of the announcement is that the shareholder, Ningbo Ningju Asset Management Center (Limited Partnership) - Ningju Yingshanhong No. 3 Private Securities Investment Fund, has completed a share reduction plan, selling 4.98 million shares of the company, which accounts for 0.9998% of the total share capital [1] - The share reduction occurred between October 30, 2025, and December 8, 2025, through a centralized bidding method [1] - The selling price ranged from 23.9 yuan per share to 29.03 yuan per share, resulting in a total reduction amount of 125 million yuan [1] Group 2 - After the reduction, the shareholder holds 22.12 million shares, decreasing their ownership percentage to 4.4408% [1] - The share reduction plan has been fully implemented [1]

（文章来源：证券日报） 证券日报网讯 12月8日，索通发展在互动平台回答投资者提问时表示，截至11月28日，公司股东总数为 46962户。 ...

Group 1 - The non-metal materials sector increased by 0.89% on December 8, with Changjiang Materials leading the gains [1] - The Shanghai Composite Index closed at 3924.08, up 0.54%, while the Shenzhen Component Index closed at 13329.99, up 1.39% [1] - Key stocks in the non-metal materials sector showed various performance metrics, with Changjiang Materials closing at 26.97, up 3.41% [1] Group 2 - The net capital outflow from the non-metal materials sector was 67.39 million yuan, while retail investors saw a net inflow of 63.30 million yuan [3] - The table of capital flow indicates that institutional investors had a significant outflow, contrasting with the inflow from retail investors [3]

Group 1 - The core point of the announcement is that the company has received a decision from the National Market Supervision Administration stating that no further antitrust review will be conducted on the establishment of a joint venture with Huayang New Materials Technology Group [2] - The joint venture, Shanxi Suotong Huayang Carbon Materials Co., Ltd., aims to build a 200kt/a high current density energy-saving carbon material and waste heat power generation project in Yangquan City, Shanxi Province [1][2] - The establishment of this joint venture is intended to enhance the company's prebaked anode production capacity, strengthen market competitiveness, and improve the overall efficiency of the industrial cluster [1][2] Group 2 - The company will fulfill its information disclosure obligations in accordance with relevant securities regulatory requirements as the situation progresses [2] - Investors are encouraged to pay attention to the company's announcements on the Shanghai Stock Exchange and designated information disclosure media [2]

Industry Overview - The average market price of prebaked anodes reached 5638 CNY/ton on December 3, marking a significant increase of 5.82% from the previous day and achieving three consecutive days of price rises [1] - Since July, the cumulative increase in prebaked anode prices has exceeded 15% [1] - The price of petroleum coke is currently stabilizing at a high level, with the latest market average at 3115 CNY/ton, while some negative electrode coke prices continue to rise [1] - Raw material costs, including coal tar, are expected to remain high, contributing to a favorable environment for prebaked anode prices [1] - The demand for prebaked anodes is strong due to the continuous rise in electrolytic aluminum prices and stable increases in operating capacity, which has reached 44.14 million tons [1] - New production capacity from electrolytic aluminum enterprises in Xinjiang is expected to further increase the demand for prebaked anodes [1] Company Insights - Suotong Development is the world's largest commercial prebaked anode supplier, with a current production capacity of 3.46 million tons expected to reach approximately 5 million tons by the end of 2025, alongside negative electrode capacity of 80,000 tons and calcined coke capacity of 1.3 million tons [1] - Tianshan Aluminum has an annual production capacity of 600,000 tons of prebaked anodes, sufficient to meet the entire carbon anode demand of its current electrolytic aluminum capacity [2]

证券代码：603612 证券简称：索通发展 公告编号：2025-069 索通发展股份有限公司 关于收到《经营者集中反垄断审查不实施进一步审查决定书》 的公告 公司近日收到国家市场监督管理总局《经营者集中反垄断审查不实施进一步 审查决定书》（反执二审查决定〔2025〕714 号），具体内容如下： "根据《中华人民共和国反垄断法》第三十条规定，经初步审查，现决定， 对索通发展股份有限公司与华阳新材料科技集团有限公司新设合营企业案不实施 进一步审查。你公司从即日起可以实施集中。该案涉及经营者集中反垄断审查之 外的其他事项，依据相关法律办理。" 公司将根据相关事项进展情况，按照有关证券监管要求，及时履行信息披露 义务，敬请广大投资者关注公司在上海证券交易所网站（www.sse.com.cn）及指定 信息披露媒体发布的相关公告，理性投资并注意投资风险。 特此公告。 索通发展股份有限公司董事会 2025 年 12 月 4 日 本公司董事会及全体董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、准确性和完整性承担法律责任。 索通发展股份有限公司（以下简称"公司"）与华阳新材料科技集团有限公 ...

Market Overview - The non-metal materials sector experienced a decline of 0.46% on December 2, with Ningxin New Materials leading the drop [1] - The Shanghai Composite Index closed at 3897.71, down 0.42%, while the Shenzhen Component Index closed at 13056.7, down 0.68% [1] Stock Performance - Longgao Co., Ltd. (605086) saw a significant increase of 9.35%, closing at 40.35 with a trading volume of 102,400 shares and a transaction value of 396 million [1] - Jiangsu Materials (001296) increased by 1.16%, closing at 27.05 with a trading volume of 150,400 shares and a transaction value of 402 million [1] - Other notable declines included Ningxin New Materials (920719) down 2.58% to 12.85, and Lianrui New Materials (688300) down 1.09% to 56.21 [2] Capital Flow Analysis - The non-metal materials sector saw a net outflow of 29.69 million from main funds, while retail investors contributed a net inflow of 37.43 million [2] - The main funds showed a significant outflow from stocks like Ningxin New Materials, which had a net outflow of 4.70 million, representing 14.27% of its trading volume [3] - Retail investors showed a positive net inflow in stocks like Quartz Co. (603688), which had a net inflow of 11.10 million, accounting for 7.12% of its trading volume [3]