| 证券代码：000155 | 证券简称：川能动力 | | 公告编号：2026-002 号 | | --- | --- | --- | --- | | 债券代码：148936 | 债券简称：24 | 川新能 | GCV01 | 四川省新能源动力股份有限公司 关于向专业投资者公开发行公司债券申请 获得中国证券监督管理委员会同意注册批复的公告 二、本次发行公司债券应严格按照报送深圳证券交易所的募集说 明书进行。 三、本批复自同意注册之日起 24 个月内有效，公司在注册有效 期内可以分期发行公司债券。 本公司及董事会全体成员保证信息披露内容的真实、准确、完整，没有虚 假记载、误导性陈述或重大遗漏。 经四川省新能源动力股份有限公司（以下简称"公司"）2025 年第 1 次临时股东会审议批准，同意公司向深圳证券交易所申请注册 发行公司债券总额度不超过人民币 20 亿元（具体内容详见公司于 2025 年 8 月 29 日披露的《关于申请注册发行债务融资工具和公司债 券的公告》，公告编号：2025-052 号）。近日，公司收到中国证券 监督管理委员会《关于同意四川省新能源动力股份有限公司向专业投 资者公开发行公司债券注册的 ...

Group 1 - The A-share market saw a strong performance in lithium mining stocks, with notable gains from companies such as Chuaneng Power, which rose over 7%, and Tibet Summit and Guocheng Mining, which increased by over 6% [1] - The main contract for lithium carbonate surged by more than 5%, reaching a new high of 178,000 yuan per ton [1] Group 2 - Chuaneng Power's stock increased by 7.72%, with a total market capitalization of 25.8 billion yuan and a year-to-date increase of 19.83% [2] - Tibet Summit's stock rose by 6.47%, with a market cap of 19 billion yuan and a year-to-date increase of 37.83% [2] - Guocheng Mining's stock increased by 6.38%, with a market cap of 34.6 billion yuan and a year-to-date increase of 5.00% [2] - Other notable performers include Dazhong Mining (up 5.37%), Yiyaton (up 5.36%), and Ganfeng Lithium (up 4.54%) [2]

Group 1 - The A-share market saw a strong performance in lithium mining stocks, with notable gains from companies such as Chuaneng Power, which rose over 7%, and Tibet Summit and Guocheng Mining, which increased by over 6% [1] - The main contract for lithium carbonate surged by over 5%, reaching a new high of 178,000 yuan per ton [1] Group 2 - Chuaneng Power's market capitalization is 25.8 billion yuan, with a year-to-date increase of 19.83% [2] - Tibet Summit has a market capitalization of 19 billion yuan and a year-to-date increase of 37.83% [2] - Guocheng Mining's market capitalization stands at 34.6 billion yuan, with a year-to-date increase of 5.00% [2] - Other companies like Dazhong Mining and Yiyaton also reported gains of over 5%, with market capitalizations of 48.7 billion yuan and 15.3 billion yuan respectively [2] - Ganfeng Lithium, with a market capitalization of 153.1 billion yuan, saw a year-to-date increase of 16.11% [2] - Yongxing Materials and Aolian Electronics reported increases of 4.29% and 4.21% respectively, with market capitalizations of 29.5 billion yuan and 3.22 billion yuan [2] - The overall trend indicates a positive momentum in the lithium sector, supported by the MACD golden cross signal [2]

Group 1 - The core viewpoint of the articles highlights the strong performance and upward trends in the rare metals market, driven by increasing demand and supply constraints [1][2][3] Group 2 - As of January 23, 2026, the CSI Rare Metals Theme Index (930632) rose by 1.28%, with key stocks like Western Materials hitting the daily limit up and others like Chuaneng Power and Zhuhai Group also showing significant gains [1] - The top ten weighted stocks in the CSI Rare Metals Theme Index accounted for 59.54% of the index, with companies such as Luoyang Molybdenum, Northern Rare Earth, and Ganfeng Lithium leading the list [1] - The rare metals ETF fund (561800) saw a 1.41% increase, with a maximum intraday rise exceeding 2%, and recorded a turnover rate of 6.48% with total transactions of 14.6183 million yuan [1] - The price of battery-grade lithium carbonate increased by 4,000 yuan to 152,500 yuan per ton on January 20, 2026, reflecting a more than 28% rebound from the year's low, driven by surging storage demand and supply constraints [2] - New energy storage technologies are expanding rapidly, with lithium battery shipments in China reaching 430 GWh in the first three quarters of 2025, a year-on-year increase of 99.07% [2] - The supply-demand dynamics for rare metals are undergoing significant changes, with tungsten concentrate prices rising by 4.3% week-on-week to 507,000 yuan per ton, and prices for praseodymium-neodymium oxide and dysprosium oxide also increasing [3] - The CS Rare Metals Index, tracked by the rare metals ETF fund, is one of the highest in energy metal content, particularly lithium and cobalt, and is expected to benefit from ongoing market trends [3]

Group 1 - The core point of the article is that Chuaneng Power (SZ000155) reached its daily limit with a price of 14.26 yuan, reflecting a 9.26% increase and a total market capitalization of 26.142 billion yuan, driven by growth in lithium battery business, state-owned enterprise resource integration, and rich project reserves [1] Group 2 - Chuaneng Power's lithium battery production capacity has significantly increased, with the Lijiagou lithium mine achieving an annual output of 180,000 tons of concentrate and 45,000 tons of lithium salt, leading to a staggering 1210.80% year-on-year increase in net profit in Q3 2025 [1] - The new controlling shareholder, Sichuan Energy Development Group, has integrated resources from the Energy Investment Group and Chuan Investment Group, which may create synergistic effects [1] - The company has received approval for a 2.5 billion yuan debt financing tool, enhancing its financial strength, and its wind power business benefits from high-altitude wind resource advantages, with 2.07 million kilowatts of wind and photovoltaic projects expected to be operational by 2026 [1] - The renewable energy and lithium battery sectors are currently market hotspots, with potential capital inflows driving stock price increases [1] - Technical analysis suggests that significant inflows of main funds and a breakthrough of key resistance levels could also contribute to the stock's limit-up performance [1]

Group 1 - The lithium extraction sector in the salt lake region is experiencing a significant rise, with notable stock performance [1] - Chuaneng Power (000155) reached its daily limit increase, indicating strong investor interest [1] - Ganfeng Lithium (002460) saw an increase of over 6%, reflecting positive market sentiment [1] Group 2 - Other companies in the sector, including Longhua Technology (300263), Tibet Zhufeng (600338), Jinyuan Co. (000546), and Tibet Urban Investment (600773), also experienced stock price increases [1]

Group 1 - The lithium mining index increased by 3% during intraday trading on January 23 [1] - Chuaneng Power and Dazhong Mining both saw their stock prices rise by over 7% [1] - Guocheng Mining and Rongjie Co. experienced stock price increases of over 5% [1] - Tibet Summit's stock price rose by over 4% [1]

Core Viewpoint - The company anticipates a significant increase in its lithium battery business revenue by 2026, driven by the production of lithium mines starting in the second half of 2025 and trial production of De'A Lithium by the end of 2025 [2]. Group 1 - The company has indicated that its lithium mine will commence production in the second half of 2025 [2]. - De'A Lithium is expected to begin trial production by the end of 2025 [2]. - The revenue from the company's lithium battery business is expected to see a substantial increase in 2026 compared to the same period, influenced by market supply and demand, as well as price fluctuations [2].

每经AI快讯，有投资者在投资者互动平台提问：公司在建7个风电光伏项目，目前进度如何，预计何时 能投产？ 川能动力（000155.SZ）1月20日在投资者互动平台表示，公司在建风电光伏项目，总装机规模约97万千 瓦，预计自2026年起陆续建成投产。 （文章来源：每日经济新闻） ...

Group 1 - The core viewpoint of the article is that the company's lithium mining business is projected to account for approximately 50% of its revenue by 2026, based on current market prices and production estimates [2] - The company has a lithium concentrate production capacity of 180,000 tons per year and a lithium salt production capacity of 45,000 tons per year, with revenues derived from both lithium concentrate and lithium salt sales [2] - The company adheres to accounting standards and does not recognize prior period costs in the current period, addressing investor concerns about discrepancies between net profit margin and gross profit margin for the lithium business [2]