近来，锂电池核心原材料碳酸锂涨势迅猛，从年中5.8万元/吨的历史低点强势回升，四季度突破10万元/ 吨关口，12月期货主力合约更攀升至超13万元/吨高位，带动锂电产业链从下游需求到上游材料的全面 回暖，推动行业走出此前深度调整周期，正式迈入复苏提速通道。 本轮锂电产业复苏背后是多重核心驱动力的共振。全球储能需求超预期放量，叠加动力电池出货量增长 预期持续向好下，当前锂电产业链供给端呈现趋紧态势，产业链盈利空间持续修复，行业格局从"以价 换量"的内卷模式转向高质量发展新阶段。据Global Market Insights测算，全球储能系统市场规模2024年 已站上6687亿美元基点，预计2034年将飙升至5.12万亿美元，2025-2034年CAGR高达21.7%；而Fortune Business Insights研究指出，2025年，全球动力电池市场规模为822.1亿美元，预计该市场将从2026年的 1010.2亿美元增长到2034年的5252.9亿美元，预测期内CAGR为22.88%。 面对锂电产业高速增长的战略机遇，西磁科技已构建起覆盖普通永磁除铁设备、自动永磁除铁设备、电 磁除铁设备的全品类产品线，具 ...

（文章来源：证券日报） 证券日报网讯 12月15日晚间，西磁科技发布公告称，公司于2025年12月12日召开第四届董事会第四次 会议，审议通过了《关于使用自有资金支付募投项目人员费用并以募集资金等额置换的议案》，同意公 司募集资金投资项目（简称"募投项目"）实施主体在募投项目实施期间根据实际情况使用自有资金支付 募投项目人员费用，并以募集资金等额置换。 ...

证券日报网讯 12月15日晚间，西磁科技发布公告称，2025年12月12日，公司第四届董事会第四次会议 审议通过了《公司2026年度使用自有闲置资金用于委托理财的议案》。在2026年度，公司及子公司拟使 用不超过人民币16，000万元的闲置自有资金购买安全性高的理财产品。公司及其子公司在任意一天持 有的理财产品余额合计不超过人民币16，000万元（仅本金，不含投资收益）。在上述额度内，资金可 以循环滚动使用。 （文章来源：证券日报） ...

证券日报网讯12月15日晚间，西磁科技发布公告称，公司将于2026年1月4日召开2026年第一次临时股东 会。 ...

Core Insights - The company, Ximic Technology, is focusing on automating and smartizing its permanent and electromagnetic iron removal equipment to enhance competitiveness and reduce delivery times [1][4] - The lithium battery industry is experiencing significant growth, with the global market projected to increase from $13.9 billion in 2024 to $55.52 billion by 2032, reflecting a CAGR of 18.9% [3] - The battery recycling market is emerging as a lucrative opportunity, expected to grow from $5.41 billion in 2024 to $24.15 billion by 2032, with a CAGR of 20.60% [4] Company Strategy - Ximic Technology plans to expand its applications in the lithium battery sector, including battery manufacturing and recycling, leveraging its existing relationships with key overseas clients [1][3] - The company aims to enhance its product offerings by penetrating new technology fields such as solid-state batteries and sodium-ion batteries, thereby broadening its growth potential [2][4] - The company is committed to increasing the automation and intelligence of its production lines, which aligns with the needs of modern smart factories and unmanned workshops [4][5] Market Trends - The global push for green energy and the dual carbon goals are driving the lithium battery industry's growth, creating a favorable environment for companies like Ximic Technology [2][5] - The strategic direction of Ximic Technology aligns with national policies encouraging investment in green energy projects, particularly in the context of the Belt and Road Initiative [1][2]

Core Points - Xici Technology announced the investment of 2 million yuan in wealth management products, specifically "Zhou Zhou Xin Stable 2" from Shanghai Pudong Development Bank, with an expected annual yield of 1.60% [2] Group 1 - The total amount invested by the company in wealth management products is 2 million yuan [2] - The investment is made using idle self-owned funds [2] - The wealth management product has no fixed term [2]

Group 1: Industry Overview - The demand for power, energy storage, and consumer electronics is strong, driving improvements in the supply-demand relationship within the industry [1] - The lithium battery supply-demand inflection point has been reached, with a projected 30% increase in global lithium carbonate demand by 2026, potentially leading to further price increases if growth reaches 40% [1] - The lithium battery industry is experiencing a high level of demand, which is reshaping the supply-demand dynamics and driving profitability across the entire industry chain [1] Group 2: Company Profile - Ximic Technology - Ximic Technology focuses on magnetic filtration equipment and has developed a comprehensive product line that includes automatic permanent magnet and electromagnetic separation devices, catering to the lithium battery industry's equipment needs [2] - The company is actively expanding its market presence by enhancing existing market potential and penetrating new markets, particularly in the lithium battery supply chain and large chemical sectors [2] - Ximic Technology is implementing a "profit-sharing for volume" strategy, prioritizing deep cooperation with leading clients in the new energy sector, which may impact short-term profitability but is expected to build long-term competitive advantages [3] Group 3: Market Trends and Innovations - The company’s products are increasingly being applied in key processes such as lithium salt preparation and battery manufacturing, with ongoing developments in solid-state batteries and battery recycling [3] - The solid-state battery market is projected to reach 229.2 billion yuan by 2030, with significant growth expected in the battery recycling sector, which could exceed 280 billion yuan by 2028 [3] - Ximic Technology has made significant advancements in R&D, with new products like the micro slurry electromagnetic separator entering trials with leading battery manufacturers [4] Group 4: Future Outlook - The global lithium battery market is expected to grow from $13.9 billion in 2024 to $55.52 billion by 2032, with a compound annual growth rate of 18.9%, providing a vast opportunity for industry players [4] - Ximic Technology's strategic positioning in emerging high-growth areas such as solid-state batteries and battery recycling is expected to solidify its long-term growth foundation [4] - As the industry supply-demand inflection point continues to evolve, Ximic Technology is poised to benefit from industry growth and achieve both performance and valuation enhancements [4]

Market Overview - The specialized equipment sector experienced a decline of 1.34% on the previous trading day, with Xici Technology leading the losses [1] - The Shanghai Composite Index closed at 3865.23, down 0.62%, while the Shenzhen Component Index closed at 12895.11, down 2.54% [1] Stock Performance - Notable gainers in the specialized equipment sector included: - DeGuoTe (300950) with a closing price of 40.57, up 19.99% on a trading volume of 184,900 shares and a transaction value of 702 million [1] - ShangGongShenBei (600843) closed at 13.73, up 10.02% with a trading volume of 999,700 shares and a transaction value of 1.362 billion [1] - HeTaiJiDian (001225) closed at 52.20, up 10.01% with a trading volume of 22,200 shares and a transaction value of 114 million [1] - Major decliners included: - Xici Technology (920061) closed at 37.91, down 7.06% with a trading volume of 34,400 shares and a transaction value of 133 million [2] - AoMeiSen (920080) closed at 31.70, down 7.04% with a trading volume of 82,400 shares and a transaction value of 268 million [2] - FanMaiKeJi (688312) closed at 28.08, down 6.96% with a trading volume of 53,800 shares and a transaction value of 157 million [2] Capital Flow - The specialized equipment sector saw a net outflow of 625 million from institutional investors, while retail investors contributed a net inflow of 1.37 billion [2] - Specific stock capital flows indicated: - ShangGongShenBei (600843) had a net inflow of 518 million from institutional investors, while retail investors had a net outflow of 219 million [3] - DeGuoTe (300950) experienced a net inflow of 167 million from institutional investors, with retail investors seeing a net outflow of 731 million [3] - China Electric Research (688128) had a net inflow of 88.52 million from institutional investors, while retail investors had a net outflow of 798 million [3]

证券代码：836961 证券简称：西磁科技 公告编号：2025-112 宁波西磁科技发展股份有限公司 自有闲置资金委托理财进展公告 本公司及董事会全体成员保证公告内容的真实、准确和完整，没有虚假记 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个 别及连带法律责任。 一、 授权委托理财情况 （一）审议情况 宁波西磁科技发展股份有限公司（以下简称"公司"）于 2024 年 12 月 13 日召开第三届董事会第十八次会议，2024 年 12 月 31 日召开 2024 年第二次临 时股东会，审议通过了《公司 2025 年度使用自有闲置资金用于委托理财的议 案》，根据公司资金使用情况，在确保公司日常运营和资金安全的前提下，公 司及其子公司拟使用不超过人民币 16,000 万元的闲置自有资金购买安全性高 的理财产品。在上述额度内，资金可以循环滚动使用。相关内容详见公司在北 京证券交易所（www.bse.cn）披露的《委托理财的公告》（公告编号：2024-112）。 （二）披露标准 根据《北京证券交易所股票上市规则》相关规定，交易的成交金额占上市 公司最近一期经审计净资产的 10%以上，且超过 1, ...

证券代码：836961 证券简称：西磁科技 公告编号：2025-111 宁波西磁科技发展股份有限公司 自有闲置资金委托理财进展公告 本公司及董事会全体成员保证公告内容的真实、准确和完整，没有虚假记 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个 别及连带法律责任。 一、 授权委托理财情况 （一）审议情况 宁波西磁科技发展股份有限公司（以下简称"公司"）于 2024 年 12 月 13 日召开第三届董事会第十八次会议，2024 年 12 月 31 日召开 2024 年第二次临 时股东会，审议通过了《公司 2025 年度使用自有闲置资金用于委托理财的议 案》，根据公司资金使用情况，在确保公司日常运营和资金安全的前提下，公 司及其子公司拟使用不超过人民币 16,000 万元的闲置自有资金购买安全性高 的理财产品。在上述额度内，资金可以循环滚动使用。相关内容详见公司在北 京证券交易所（www.bse.cn）披露的《委托理财的公告》（公告编号：2024-112）。 （二）披露标准 根据《北京证券交易所股票上市规则》相关规定，交易的成交金额占上市 公司最近一期经审计净资产的 10%以上，且超过 1, ...