11月20日，永杉锂业跌0.81%，成交额11.44亿元。两融数据显示，当日永杉锂业获融资买入额1.09亿 元，融资偿还8626.57万元，融资净买入2277.16万元。截至11月20日，永杉锂业融资融券余额合计2.96 亿元。 融资方面，永杉锂业当日融资买入1.09亿元。当前融资余额2.96亿元，占流通市值的4.69%，融资余额 超过近一年90%分位水平，处于高位。 责任编辑：小浪快报 资料显示，锦州永杉锂业股份有限公司位于辽宁省凌海市大有乡双庙农场，成立日期2003年6月18日， 上市日期2012年8月24日，公司主营业务涉及钼产品业务、锂产品业务和影视业务。主营业务收入构成 为：钼产品收入74.02%，锂产品收入25.33%，其他(补充)0.65%。 截至9月30日，永杉锂业股东户数4.78万，较上期增加7.58%；人均流通股10727股，较上期减少7.04%。 2025年1月-9月，永杉锂业实现营业收入39.32亿元，同比减少17.02%；归母净利润-1.63亿元，同比减少 421.90%。 分红方面，永杉锂业A股上市后累计派现2.82亿元。近三年，累计派现2.07亿元。 融券方面，永杉锂业11月20 ...

Market Overview - A-shares experienced a mixed performance with major indices rising while nearly 4200 stocks declined, indicating a market divergence [1][10] - The trading volume decreased significantly to 1.73 trillion yuan from 1.95 trillion yuan in the previous session [2][10] - The market is expected to maintain this volatile divergence for 1 to 2 months, with a potential turning point in mid to late December [1][10] Sector Performance - Defensive sectors such as natural gas, rare resources, lithium mining, and gold saw significant gains, while retail, trade, and media sectors faced substantial declines [4][8] - Among 31 primary industries, only 10 sectors closed in the green, with non-ferrous metals rising by 2.39% [5][8] - The defense industry emerged as a strong performer, with stocks like Jianglong Shipbuilding and Yaguang Technology hitting the daily limit up [6][8] Stock Highlights - Notable gainers included Jianglong Shipbuilding (20.03% increase), Yaguang Technology (19.93% increase), and Dahai Defense (14.16% increase) [6][9] - The non-ferrous metals sector recorded a trading volume of 120.9 billion yuan, with a year-to-date increase of 75.63% [5][7] - Defensive stocks such as banks and energy companies attracted significant investment, reflecting a shift in market sentiment towards lower-risk assets [10][12] Investment Sentiment - The market is characterized by a shift from growth to defensive investment strategies, driven by external risks and policy expectations [1][10] - Institutional investors are increasingly reallocating funds from high-growth technology stocks to more stable, dividend-paying sectors as year-end approaches [11][12] - The upcoming Nvidia earnings report is anticipated to influence the sentiment in the AI sector, with expectations of a neutral impact on A-share technology stocks [13][14]

每经AI快讯，永杉锂业盘中涨停，涨幅10.03%，成交额超2亿元。 （文章来源：每日经济新闻） ...

锦州永杉锂业股份有限公司 简式权益变动报告书 上市公司名称：锦州永杉锂业股份有限公司 股票上市地点：上海证券交易所 股票简称：永杉锂业 股票代码：603399 信息披露义务人：上海钢石股权投资有限公司 住所：中国（上海）自由贸易试验区东方路985号24楼J室 通讯地址：中国（上海）自由贸易试验区东方路985号24楼J室 股份变动性质：股份减少（司法拍卖划转） 签署日期：2025 年 11 月 18 日 信息披露义务人声明 一、信息披露义务人是依据《中华人民共和国证券法》、《上市公司收购管 理办法》、《公开发行证券的公司信息披露内容与格式准则第 15 号—权益变动 报告书》及其他相关法律、法规等规定编写本权益变动报告书。 二、信息披露义务人签署本报告书已获得必要的授权和批准。 三、依据《中华人民共和国证券法》、《上市公司收购管理办法》的规定， 本报告书已全面披露了信息披露义务人在锦州永杉锂业股份有限公司拥有权益 的股份变动情况。 四、截至本报告书签署之日，除本报告书披露的持股信息外，信息披露义务 人没有通过任何其他方式增加或减少在锦州永杉锂业股份有限公司拥有权益的 股份。 五、本次权益变动是根据本报告所载明的资 ...

证券代码：603399 证券简称：永杉锂业 公告编号：2025-060 锦州永杉锂业股份有限公司 关于原持股5%以上股东部分股份被司法拍卖完成过户 并解除质押、司法标记、司法冻结暨权益变动跨越5% 整数倍的提示性公告 本公司董事会及全体董事成员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个别及连带责任。 重要内容提示： 2025 年 10 月 30 日至 2025 年 10 月 31 日，锦州永杉锂业股份有限公司 （以下简称"公司"、"永杉锂业"）原持股 5%以上股东上海钢石股权投资有 限公司（以下简称"上海钢石"）持有的公司 50,000,000 股股票于京东网络司 法拍卖平台司法拍卖成交，其中 15,000,000 股股票竞买人为魏巍，成交价格为 131,838,000 元人民币；15,000,000 股股票竞买人为王梓旭，成交价格为 137,102,000 元 人 民 币 ； 10,000,000 股 股 票 竞 买 人 为 顾 斌 ， 成 交 价 格 为 90,429,000 元人 民币 ；5,000,000 股股 票竞 买人为 赵亮 思，成 交价 ...

永杉锂业公告，2025年10月30日至2025年10月31日，公司原持股5%以上股东上海钢石股权投资有限公 司持有的公司5000万股股票于京东网络司法拍卖平台司法拍卖成交。其中，1500万股股票竞买人为魏 巍，成交价格为1.32亿元人民币；1500万股股票竞买人为王梓旭，成交价格为1.37亿元人民币；1000万 股股票竞买人为顾斌，成交价格为9042.9万元人民币；500万股股票竞买人为赵亮思，成交价格为4489.6 万元人民币；500万股股票竞买人为张宇，成交价格为4530.3万元人民币。 ...

永杉锂业公告，信息披露义务人上海钢石股权投资有限公司因司法拍卖被动减少持股，其持股比例从 10.45%下降至0.69%。上海钢石及其一致行动人宁波炬泰合计持股比例从23.69%下降至13.93%。 ...

南财智讯11月18日电，永杉锂业公告，因司法拍卖划转，上海钢石股权投资有限公司及其一致行动人宁 波炬泰投资管理有限公司合计持有的公司股份从121,366,527股减少至71,366,527股，占公司总股本的比 例从23.69%下降至13.93%。本次权益变动后，上海钢石持有公司股份比例由10.45%降至0.69%，其一致 行动人宁波炬泰持股数量相应调整。本次变动不会导致公司控制权发生变化，且相关股份已完成过户登 记。 ...

Core Insights - The energy metals sector experienced a significant increase of 5.08% on November 17, with Shengxin Lithium Energy leading the gains [1] - The Shanghai Composite Index closed at 3972.03, down 0.46%, while the Shenzhen Component Index closed at 13202.0, down 0.11% [1] Company Performance - Shengxin Lithium Energy (002240) closed at 35.93, up 10.01% with a trading volume of 918,100 shares and a transaction value of 3.251 billion [1] - Rongjie Co., Ltd. (002192) also saw a rise of 10.01%, closing at 59.35 with a transaction value of 2.130 billion [1] - Tianqi Lithium (002466) increased by 9.87%, closing at 62.20 with a transaction value of 9.551 billion [1] - Yongxing Materials (002756) rose by 8.86%, closing at 56.28 with a transaction value of 2.258 billion [1] - Ganfeng Lithium (002460) increased by 7.48%, closing at 74.04 with a transaction value of 9.520 billion [1] Market Capital Flow - The energy metals sector saw a net inflow of 2.779 billion from main funds, while retail funds experienced a net outflow of 1.77 billion [2] - The main funds' net inflow for Ganfeng Lithium was 726 million, accounting for 7.62% of its trading volume [3] - Tianqi Lithium had a net inflow of 717 million from main funds, representing 7.51% of its trading volume [3] - Huayou Cobalt (603799) recorded a net inflow of 497 million from main funds, which is 5.69% of its trading volume [3]

Group 1 - The core viewpoint of the news is that lithium carbonate futures have surged, reaching a new high since July 2024, driven by strong demand and supply dynamics in the market [2][4][6] - As of November 17, the main contract for lithium carbonate closed at 95,200 yuan/ton, marking a nearly 30% increase since mid-October [2][4] - The strong performance in lithium carbonate prices has led to significant gains in related sectors, particularly energy metals and battery manufacturers, with companies like Shengxin Lithium Energy and Rongjie Co. hitting the daily limit up [2][4] Group 2 - Supply dynamics show a trend of "domestic production increase and import contraction," with September imports down by 10.3% and exports down by 59.12% [4][5] - Domestic lithium carbonate production in October was 51,530 tons, a 9.31% increase month-on-month, but the operating rate was only 43%, indicating constraints in capacity release [4][5] - Demand is being driven by a significant increase in the production and sales of new energy vehicles, with October production reaching 1.772 million units, a 9.59% month-on-month increase [4][5] Group 3 - Inventory levels are decreasing, with October lithium carbonate monthly inventory at 84,234 tons and a weekly inventory of 120,472 tons, indicating a trend of supply-demand improvement [5] - Analysts suggest that while short-term demand is strong, there are concerns about potential supply pressures in the long term due to high operating rates and new capacities coming online [5][6] - Predictions indicate that if demand growth exceeds 30% next year, prices could potentially break through 150,000 yuan/ton, with a possibility of reaching 200,000 yuan/ton if supply cannot keep pace [6]