锂矿概念昨日大涨，今日出现回调，永杉锂业、中矿资源跌逾5%，融捷股份、赣锋锂业跌逾3%，天齐 锂业跌近2%。 ...

Core Viewpoint - The recent suspension of mining operations in the Jiangxi Yichun area has significantly impacted lithium carbonate prices, with expectations of price fluctuations in the near future due to supply disruptions [1][9]. Group 1: Company Responses - Ningde Times confirmed the suspension of mining operations at the Jiangxi project after the mining license expired on August 9, stating that they are in the process of renewing the license and that the overall impact on the company's operations is minimal [1][9]. - Analysts suggest that if Ningde Times fully absorbs the cost pressure from rising lithium prices, a 10,000 yuan increase per ton could lead to a 4% decline in the company's gross margin, although the impact is considered manageable [10]. Group 2: Market Reactions - On August 11, lithium mining stocks surged, with companies like Jiangte Electric and Yongshan Lithium Industry hitting the daily limit up [2][4]. - The main contract for lithium carbonate futures reached a limit increase, trading at 81,000 yuan per ton, reflecting an 8% rise from the previous closing price of 75,000 yuan [5][6]. Group 3: Supply and Demand Dynamics - The suspension at the Jiangxi mine, which contributes approximately 10,000 tons per month (12.5% of domestic production), is expected to create a supply gap of several thousand tons per month, particularly as demand for lithium carbonate is anticipated to remain strong due to policies supporting electric vehicle purchases [9]. - Market analysts predict that lithium prices may rise above 80,000 yuan per ton in the coming days due to supply disruptions, before stabilizing in the range of 70,000 to 80,000 yuan per ton [8][9].

【导读】宁德时代回应宜春项目矿区停产问题， 碳酸锂主力合约涨停， 锂矿概念股大涨 中国基金报记者 张舟 过去几周，江西大厂矿区停产消息备受关注，成为扰动碳酸锂价格走向的核心原因之一。 8 月 9 日，多方渠道消息证实，江西宜春枧下 窝矿区采矿端停产。不过，周末宁德时代并未回应。 8 月 11 日上午， 宁德时代在互动平台正式回应：公司在宜春项目采矿许可证 8 月 9 日到期后，确已暂停了开采作业。 宁德时代表示： " 公司正按相关规定尽快办理采矿证延续申请，待获得批复后将尽早恢复生产，该事项对公司整体经营影响不大。 " 碳酸锂期货主力合约涨停 锂矿概念股大涨 8 月 11 日，国内商品期市开盘，碳酸锂主力合约涨停，报 81000 元 / 吨。宁德时代枧下窝锂矿停产，工业硅上涨 3.26% 。 | < W | | GFEX碳酸锂 | | | | --- | --- | --- | --- | --- | | | LC.GFE | | | | | 81000 | | 昨结 75000 | 开盘 81000 | 万得 盘口 | | +6000 | +8.00% 现手 | 总手 3.06万 | | 1 | | 最高价 ...

证券代码：603399 证券简称：永杉锂业 公告编号：2025-047 锦州永杉锂业股份有限公司 2024 年股票期权激励计划首次授予部分第一个行权期 行权结果暨股票上市公告 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、准确性和完整性依法承担法律责任。 重要内容提示： 一、本次股票期权行权的决策程序及相关信息披露 锦州永杉锂业股份有限公司（以下简称"公司"）于 2025 年 4 月 15 日召开了 第五届董事会第三十三次会议和第五届监事会第二十八次会议，审议通过了《关 于 2024 年股票期权激励计划首次授予股票期权第一个行权期符合行权条件的议 案》，公司董事会认为 2024 年股票期权激励计划（以下简称"本激励计划"）首次 授予股票期权第一个行权期行权条件已达成，公司董事会同意符合条件的激励对 象进行股票期权行权，第一个可行权期可行权激励对象总人数合计 63 名，可行权 数量合计 625.28 万份。具体内容详见公司于 2025 年 4 月 16 日发布的《永杉锂业 关于 2024 年股票期权激励计划首次授予股票期权第一个行权期符合行权条件的公 告》 ...

Group 1 - The company, Yongshan Lithium Industry (603399.SH), confirmed that it has not issued any announcement regarding the suspension and maintenance of its lithium salt production line in August [2] - The company's lithium salt business segment is currently operating well [2]

Group 1 - The company Yongshan Lithium Industry (603399.SH) clarified on the interactive platform that it is not part of the Xiaomi automotive supply chain [1] - The company's main product, battery-grade lithium hydroxide, has a core customer, Ruixiang New Materials, which is a supplier to CATL (Contemporary Amperex Technology Co., Limited) [1]

Group 1 - The A-share lithium mining sector continues to rise, with Yongshan Lithium Industry hitting the daily limit, Tianqi Lithium rising over 5%, and other companies like Tibet Mining, Weiling Co., Shengxin Lithium Energy, and Yongxing Materials also experiencing gains [1] - The main contract for lithium carbonate has seen an intraday increase of 6%, currently priced at 75,820 yuan per ton [1]

Group 1 - Lithium mining stocks experienced significant intraday fluctuations, with Yongshan Lithium Industry hitting the daily limit up, and companies such as Rongjie Co., Tibet Mining, Tianqi Lithium, Shengxin Lithium Energy, and Tianhua New Energy also seeing gains [1] - The main contract for lithium carbonate on the Shanghai Futures Exchange rose nearly 5% during the day, after previously dropping over 3% [1]

Group 1 - The lithium mining sector is experiencing a significant rally, with Yongshan Lithium Industry (603399) hitting the daily limit up [1] - Tianqi Lithium (002466) has seen an increase of over 5%, indicating strong market interest [1] - Other companies such as Tibet Mining (000762), Weiling Co., Ltd. (002667), Shengxin Lithium Energy (002240), and Yongxing Materials (002756) are also witnessing upward movement in their stock prices [1] Group 2 - There is a notable influx of dark pool capital into these stocks, suggesting increased investor confidence and potential for further growth [1]

Core Viewpoint - The company, Jinjou Yongshan Lithium Industry Co., Ltd., anticipates a significant net loss for the first half of 2025, primarily due to declining lithium salt prices and market conditions [2][3]. Group 1: Performance Forecast - The company expects a net profit attributable to shareholders of the parent company to be between -172.5 million RMB and -116 million RMB for the first half of 2025 [2][3]. - The forecasted net profit, excluding non-recurring gains and losses, is projected to be between -196 million RMB and -132 million RMB [2][3]. Group 2: Previous Year Comparison - In the same period last year, the company reported a total profit of 95.96 million RMB and a net profit attributable to shareholders of the parent company of 66.82 million RMB [5]. - The net profit, after excluding non-recurring gains and losses, was -8.30 million RMB [5]. Group 3: Reasons for Expected Loss - The lithium salt market continues to experience an oversupply, leading to further price declines, which adversely affects the company's operations despite efforts to increase production and optimize costs [7]. - The company faces reduced gross margins and increased inventory impairment risks in its lithium salt segment [7]. Group 4: Non-Recurring Gains and Losses - The expected non-recurring gains and losses for the period are estimated to be between 16 million RMB and 23.5 million RMB, primarily due to benefits from VAT policies and other government subsidies [8]. Group 5: Accounting and Other Influences - The accounting treatment is not expected to have a significant impact on the company's performance forecast [9]. - There are no other significant factors that could materially affect the performance forecast [9].