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 ...

Core Insights - The company announced that from October 30 to October 31, 2025, 50 million shares held by a major shareholder, Shanghai Gangshi Equity Investment Co., Ltd., will be auctioned on the JD Network judicial auction platform [1] Summary by Categories Shareholder Actions - 50 million shares will be auctioned, with various buyers participating in the auction [1] - The buyers and their respective purchase amounts include: - Wei Wei: 15 million shares for 132 million RMB - Wang Zixu: 15 million shares for 137 million RMB - Gu Bin: 10 million shares for 90.429 million RMB - Zhao Liangsi: 5 million shares for 44.896 million RMB - Zhang Yu: 5 million shares for 45.303 million RMB [1]

Core Points - Shanghai Gangshi Equity Investment Co., Ltd. has seen its shareholding in Yongshan Lithium Industry decrease from 10.45% to 0.69% due to judicial auction [1] - The combined shareholding of Shanghai Gangshi and its concerted party Ningbo Jutai has dropped from 23.69% to 13.93% [1] Summary by Category - **Shareholding Changes** - Shanghai Gangshi's shareholding reduced significantly from 10.45% to 0.69% [1] - The total shareholding of Shanghai Gangshi and Ningbo Jutai decreased from 23.69% to 13.93% [1]

Core Viewpoint - Yongshan Lithium Industry announced a significant change in shareholding due to judicial auction, impacting the ownership structure but not the control of the company [1] Shareholding Changes - Shanghai Gangshi Equity Investment Co., Ltd. and its concerted party Ningbo Jutai Investment Management Co., Ltd. reduced their combined shareholding from 121,366,527 shares to 71,366,527 shares, decreasing their ownership percentage from 23.69% to 13.93% [1] - Following this change, Shanghai Gangshi's shareholding percentage dropped from 10.45% to 0.69%, with corresponding adjustments made to Ningbo Jutai's holdings [1] Control Implications - The change in shareholding will not result in a change of control for the company, and the relevant shares have completed the transfer registration [1]

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]

Core Viewpoint - The article highlights the significant surge in lithium mining stocks following a sharp increase in lithium carbonate futures prices, indicating a bullish sentiment in the market for lithium-related companies [2][4][5]. Lithium Market Dynamics - On November 17, lithium carbonate futures reached a limit-up price of 95,200 yuan/ton, marking a 9% increase and the highest level since July 2024 [4]. - The chairman of Ganfeng Lithium, Li Liangbin, projected that global lithium carbonate demand will rise to 1.55 million tons in 2025, up from an earlier estimate of 1.45 million tons, with a supply capacity of over 1.7 million tons, indicating a surplus of around 200,000 tons [7]. - Li also forecasted a 30% increase in demand for lithium carbonate in 2026, potentially reaching 1.9 million tons, with supply growth of approximately 250,000 tons, suggesting a balance in supply and demand and potential price increases [7]. Stock Performance - Several lithium mining stocks experienced significant gains, with multiple companies hitting their daily price limits. For instance, Yahua Group and Zhongmin Resources both saw a 10% increase, while Tianqi Lithium and Ganfeng Lithium rose by 9.87% and 7.48%, respectively [6][5]. - The overall A-share market showed volatility, with the Shanghai Composite Index down by 0.46% and a total of 2,584 stocks rising, while 2,726 stocks fell [9]. Other Market Trends - Local stocks in Fujian province also saw a notable rise, with over 20 stocks hitting their daily limits, including Haixia Innovation and Pingtan Development, both increasing by 20% [11]. - The AI application sector showed active performance, with companies like 360 and Xuanyuan International reaching their daily limits [13]. - The military industry sector experienced a midday surge, with stocks such as Jianglong Shipbuilding and Aerospace Development also hitting their limits [14]. Sector Adjustments - The pharmaceutical sector faced a collective downturn, with companies like Shuoshi Biology dropping over 10% [16].

Market Overview - The energy metals sector experienced a decline of 1.32% on November 12, with Boqian New Materials leading the drop [1] - The Shanghai Composite Index closed at 4000.14, down 0.07%, while the Shenzhen Component Index closed at 13240.62, down 0.36% [1] Stock Performance - Notable stock performances included: - Jidian Mining (600711) closed at 11.10, up 0.63% with a trading volume of 1.1145 million shares and a transaction value of 1.234 billion [1] - Ganfeng Lithium (002460) closed at 67.88, up 0.21% with a trading volume of 682,000 shares [1] - Boqian New Materials (605376) closed at 49.32, down 2.61% with a trading volume of 39,800 shares and a transaction value of 197 million [2] Capital Flow - The energy metals sector saw a net outflow of 744 million from institutional investors, while retail investors contributed a net inflow of 711 million [2] - The capital flow for specific stocks included: - Jidian Mining had a net inflow of 64.415 million from institutional investors [3] - Ganfeng Lithium experienced a net outflow of 67.128 million from institutional investors [3] - Boqian New Materials had a significant net outflow of 18.9704 million from institutional investors [3]

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。 证券代码：603399 证券简称：永杉锂业 公告编号：2025-059 锦州永杉锂业股份有限公司 关于持股5%以上股东部分股份被司法拍卖的进展公告 重要内容提示： 本次被司法拍卖的标的是锦州永杉锂业股份有限公司（以下简称"公司" "永杉锂业"）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"）持有的公司无限售流通股 50,000,000 股，占上海钢石持有公司股份总 数的 93.43%，占公司总股本的 9.76%，目前上述股份处于司法轮候冻结状态。 截至本公告披露日，本次司法拍卖网拍阶段已经结束，本次司法拍卖股 票竞买成交 50,000,000 股，占上海钢石持有公司股份总数的 93.43%，占公司总 股本的 9.76%。拍卖标的最终成交以深圳市宝安区人民法院出具的拍卖成交裁定 为准。后续仍涉及缴纳竞拍余款、法院执行法定程序、股权变更过户等环节，最 终结果存在一定的不确定性，敬请广大投资者注意投资风险。 本次司法拍卖前，上海钢石持有公司 53,516, ...

Core Insights - Yongshan Lithium Industry (603399.SH) released its Q3 2025 report on October 31, 2025, indicating significant institutional investment in the company [1] Institutional Holdings - As of October 30, 2025, three institutional investors disclosed holdings in Yongshan Lithium, totaling 223 million shares, which represents 43.60% of the company's total equity [1] - The institutional investors include Pingtan Yongrong Zhisheng Investment Co., Ltd., Ningbo Jutai Investment Management Co., Ltd., and Shanghai Gangshi Equity Investment Co., Ltd. [1] - Compared to the previous quarter, the total institutional holding percentage decreased by 0.34 percentage points [1] Public Fund Participation - In this reporting period, 16 public funds were not disclosed compared to the previous quarter, including notable funds such as Guojin Quantitative Multi-Factor A, Guojin Quantitative Selected A, and several rare metal ETFs [1]