（记者 曾健辉） 每经AI快讯，厦钨新能1月27日晚间发布2025年度业绩快报，营业收入约200.34亿元，同比增加 47.84%；归属于上市公司股东的净利润约7.55亿元，同比增加41.83%；基本每股收益1.5元，同比增加 18.11%。 每经头条（nbdtoutiao）——国际金价冲破5000美元！7年涨了280%，什么时候才见顶？专家：关键还 看美元，重点关注国际货币体系、降息和科技革命 免责声明：本文内容与数据仅供参考，不构成投资建议，使用前请核实。据此操作，风险自担。 每日经济新闻 ...

人民财讯1月27日电，厦钨新能(688778)1月27日发布2025年度业绩快报，2025年实现营业总收入200.34 亿元，同比增长47.84%；归属于母公司所有者的净利润7.55亿元，同比增长41.83%；基本每股收益1.5 元。报告期内，公司紧抓国家换机补贴政策机遇，并顺应3C消费设备AI化带来的电池电量升级趋势， 推动公司钴酸锂市场份额持续提升，全年实现钴酸锂销量6.53万吨，同比增长41.31%；在动力领域，公 司积极拓展市场，实现动力电池正极材料(包括三元材料、磷酸铁锂及其他)销量7.74万吨，同比增长 47.83%。 ...

证券代码：688778 证券简称：厦钨新能 公告编号：2026-004 厦门厦钨新能源材料股份有限公司 关于2025年度计提资产减值准备的公告 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。 根据《企业会计准则》以及厦门厦钨新能源材料股份有限公司（以下简称"公 司"）的会计政策、会计估计的相关规定，为了真实、准确地反映公司截至 2025 年 12 月 31 日的财务状况和 2025 年度的经营成果，本着谨慎性原则，公司对截 至 2025 年 12 月 31 日公司及下属子公司的资产进行了减值测试，对存在减值迹 象的资产相应计提了减值准备，现将有关事项公告如下： 一、计提资产减值准备情况概述 2025 年，公司计提资产减值准备 20,547.08 万元。具体情况如下表所示： 单位：万元 | 序号 | | 项目 | 2025 | 年计提金额 | 备注 | | --- | --- | --- | --- | --- | --- | | 1 | 资产减值损失 | | | 11,732.35 | 存货跌价损失 | | 2 | 信用减 ...

证券代码：688778 证券简称：厦钨新能 公告编号：2026-003 厦门厦钨新能源材料股份有限公司 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。 本公告所载 2025 年度主要财务数据为初步核算数据，未经会计师事务所审 计，具体数据以厦门厦钨新能源材料股份有限公司（以下简称"公司"）2025 年年度的定期报告为准，提请投资者注意投资风险。 一、2025 年度主要财务数据和指标 单位：人民币万元 项目 本报告期 上年同期 增 减 变 动 幅度（％） 调整前 调整后 调整后 营业总收入 2,003,365.33 1,329,679.03 1,355,083.62 47.84 营业利润 87,505.02 51,323.33 55,665.95 57.20 利润总额 85,787.38 50,786.74 55,074.50 55.77 归属于母公司所有者的净利润 75,489.95 49,407.38 53,225.56 41.83 归属于母公司所有者的扣除非 经常性损益的净利润 70,544.85 44,691.30 ...

报告期内，公司作为全球钴酸锂行业的龙头企业，紧抓国家换机补贴政策机遇，并顺应3C消费设备AI 化带来的电池电量升级趋势，推动公司钴酸锂市场份额持续提升，全年实现钴酸锂销量6.53万吨，同比 增长41.31%；在动力领域，公司持续巩固在高电压、高功率三元材料方面的技术实力，同时依托水热 法磷酸铁锂的差异化优势，积极拓展市场，实现动力电池正极材料（包括三元材料、磷酸铁锂及其他） 销量7.74万吨，同比增长47.83%。 格隆汇1月27日丨厦钨新能(688778.SH)公布2025年度业绩快报，报告期内，公司实现营业收入200.34亿 元左右，同比增长47.84%；实现利润总额8.58亿元左右，同比增长55.77%；实现归属于母公司所有者的 净利润7.55亿元左右，同比增长41.83%；实现归属于母公司所有者的扣除非经常性损益的净利润7.05亿 元左右，同比增长57.85%。 ...

厦钨新能公告称，2025年公司实现营业收入200.34亿元，同比增长47.84%；利润总额8.58亿元，同比增 长55.77%；归属于母公司所有者的净利润7.55亿元，同比增长41.83%；扣非净利润7.05亿元，同比增长 57.85%。报告期末，总资产219.31亿元，较上一年末增长46.36%；归属于母公司的所有者权益91.91亿 元，较上一年末增长3.41%。主要因产品销量同比增长，钴酸锂销量6.53万吨，同比增41.31%；动力电 池正极材料销量7.74万吨，同比增47.83%。上述数据未经审计。 ...

Investment Rating - The report does not provide specific investment ratings for the industry sectors mentioned [2]. Core Insights - The overall industry strategy focuses on the simultaneous rise in energy storage volume and price, with ongoing themes in space and AI [3]. - The new energy vehicle supply chain is entering an upward cycle, benefiting companies like CATL and EVE Energy due to the electrification upgrade and optimization of energy storage patterns [3]. - By the end of December 2025, China's electric vehicle charging infrastructure is expected to reach 20.092 million units, a year-on-year increase of 49.7% [3]. - Global energy storage battery shipments are projected to reach 640 GWh in 2025, a year-on-year increase of 82.9%, with CATL maintaining a leading position [3][25]. - The solid-state battery sector is entering a critical phase of engineering and industrialization, with companies like Xiamen Tungsten and Peking University Technology benefiting [4]. Summary by Sections Energy Storage and New Energy - The energy storage trend continues to improve, with companies like Sungrow Power and Huaneng Power benefiting from a significant increase in domestic procurement, which exceeded 100 GWh for the first time [5]. - The average price of lithium battery storage systems has rebounded by 6.39% to 0.5226 yuan/Wh [5]. - AI expansion and global grid upgrades are driving demand for power equipment, benefiting companies like TBEA and Sanyuan Electric [5]. Lithium Carbonate and Battery Materials - The supply and demand for lithium carbonate are exceeding expectations, with companies like Salt Lake Potash and Hunan Youneng benefiting from favorable market conditions [4]. - The cost of phosphoric iron lithium cathode materials has increased, with processing fees rising by 318.7 yuan/ton compared to November averages [4][27]. AI and Robotics in New Energy - The integration of AI and humanoid robots in the new energy sector is gaining traction, with companies like Zhejiang Rongtai and Keda Li benefiting from advancements in robotics [7]. - Tesla's shift towards becoming a robotics company is expected to create new growth cycles, with significant implications for the automotive industry [7][26]. Market Trends and Projections - The report highlights that the global energy storage battery shipment is expected to reach 1,090 GWh in 2026, a year-on-year increase of 70% [25]. - The market for commercial energy storage products is evolving, with larger capacity batteries becoming mainstream and driving innovation in the sector [29].

1月25日，记者从厦门上市公司协会获悉，截至23日， 厦门辖区境内上市公司总市值突破万亿元，达10154.3亿元，资本正为厦门产业发展注入强劲的动 能。 资料图 厦门钨业以945.72亿元总市值稳居榜首，盛屯矿业、厦钨新能、亿联网络等企业紧随其后，跻身市值前十阵营，涵盖有色金属、新能源、电子信息、食品 制造等多个领域，勾勒出厦门产业发展的多元版图。 市值增幅是企业发展活力的体现， 乾照光电以285.91%的市值涨幅，成为2025年厦门上市公司中的"增长先锋"，市值达360.49亿元； 紧随其后的依次为盛 屯矿业、延江股份、厦门钨业、嘉戎技术，它们在各自赛道实现市值大幅攀升，成为厦门产业创新发展的鲜活样本。 优质企业聚集 促进资本与产业同频共振 万亿元市值的背后 是厦门上市公司深耕主业 内容来源：厦门日报 厦门钨业居市值榜首 乾照光电成"增长先锋" 市值规模跨越式增长 截至目前 厦门百亿元市值上市企业达到31家 较2025年初新增12家 头部企业引领效应凸显 上市后备企业库再扩容 稳健经营的坚实根基 更是资本运作与产业发展同频共振的成果 2025年， 辖区26家次上市公司完成226.6亿元再融资，为技术升级、业 ...

Core Viewpoint - The LMFP (Lithium Manganese Iron Phosphate) market is poised for explosive growth in 2025, with a projected shipment increase of 275% year-on-year, despite current production capacity exceeding actual demand. The expansion efforts by leading companies indicate a strong belief in the material's potential [2][11]. Group 1: Market Dynamics and Growth - In 2025, the domestic LMFP shipment volume is expected to exceed 30,000 tons, marking a significant increase from previous years, driven by technological advancements and performance improvements [2][11]. - Major companies like Hunan YN and others are investing heavily in LMFP production, with plans to significantly increase capacity, indicating confidence in future demand [1][10]. - The LMFP market is projected to reach 80,000 tons by 2026, with expectations of further growth to 500,000 tons by 2030, translating to a market size exceeding 20 billion yuan [11][14]. Group 2: Technological Advancements - Companies have made significant breakthroughs in LMFP technology, addressing previous performance limitations such as low density and poor cycle life, which have historically hindered its adoption [4][5]. - Innovations like the second-generation LMFP battery from Guoxuan High-Tech have improved energy density and charging capabilities, enhancing the battery's appeal for electric vehicles [5][6]. - The introduction of new manufacturing processes, such as solid-phase synthesis, has improved the material's conductivity and stability, further supporting its commercialization [5][6]. Group 3: Application and Market Penetration - LMFP batteries are now being utilized in various applications, including passenger and commercial vehicles, with significant adoption rates in the light vehicle sector [6][7]. - The low-temperature performance of LMFP batteries allows for broader application, particularly in colder climates, enhancing their competitiveness in the market [9][10]. - Companies like EVE Energy and Guoxuan High-Tech are successfully integrating LMFP materials into their product lines, indicating a shift towards more advanced battery technologies [7][9]. Group 4: Cost and Supply Chain Considerations - The cost advantages of LMFP, due to the abundance of manganese compared to nickel and cobalt, allow for a 10%-15% reduction in battery costs when mixed with high-nickel materials [10][15]. - The rapid expansion of LMFP production capabilities, with over 30 companies involved, is creating a competitive landscape that benefits downstream battery manufacturers [10][15]. - The supply chain for manganese is becoming increasingly critical, as demand for LMFP rises, necessitating strategic partnerships for resource acquisition [17].

聚焦涨价环节、AI+【太平洋新能源-周展望系列】（20260123） [太阳]进一步聚焦涨价环节、AI+，碳酸锂、AIDC、AI应用是核心。 [玫瑰]电动车产业链： 1、电动车、储能等下游结构性向好，宁德时代、亿纬锂能等受益。1）近期多家车企密集披露2026年销量目标， 零跑汽车（100万辆，同比增约67.6%）、蔚来（45.64万-48.9万辆，同比增40%-50%）、小米汽车（55万辆，同比 增约34%）、鸿蒙智行（100万-130 聚焦涨价环节、AI+【太平洋新能源-周展望系列】（20260123） [太阳]进一步聚焦涨价环节、AI+，碳酸锂、AIDC、AI应用是核心。 [玫瑰]电动车产业链： 1、电动车、储能等下游结构性向好，宁德时代、亿纬锂能等受益。1）近期多家车企密集披露2026年销量目标， 零跑汽车（100万辆，同比增约67.6%）、蔚来（45.64万-48.9万辆，同比增40%-50%）、小米汽车（55万辆，同比 增约34%）、鸿蒙智行（100万-130万辆，上限同比增约120%）等新势力车企聚焦"规模跃升"。2）鑫椤锂电数据 显示2025年全球锂电池产量达2297GWh，同比大增48.5%， ...