据天眼查APP显示，藏格矿业股份有限公司成立于1996年06月25日。注册资本157022.5745万人民币。 （数据宝） 9月17日藏格矿业大宗交易一览 | 成交量 | 成交金额 | 成交价 | 相对当日收盘 | | | | --- | --- | --- | --- | --- | --- | | （万 | （万元） | 格 | 折溢价（%） | 买方营业部 | 卖方营业部 | | 股） | | （元） | | | | | 84.02 | 4654.71 | 55.40 | 0.00 | 财通证券股份有限公司杭 | 浙商证券股份有限公司缙 | | | | | | 州文二西路证券营业部 | 云永宁星座证券营业部 | 藏格矿业9月17日大宗交易平台出现一笔成交，成交量84.02万股，成交金额4654.71万元，大宗交易成交 价为55.40元。该笔交易的买方营业部为财通证券股份有限公司杭州文二西路证券营业部，卖方营业部 为浙商证券股份有限公司缙云永宁星座证券营业部。 进一步统计，近3个月内该股累计发生7笔大宗交易，合计成交金额为2.60亿元。 证券时报·数据宝统计显示，藏格矿业今日收盘价为55.40元，下跌0. ...

Group 1 - The core focus of the company remains on the development and operation of upstream resources related to potassium and lithium after Zijin Mining's acquisition [2] - The company has previously participated in the lithium battery supply chain through its stake in Chongqing Junli, which has since been deregistered [2] - The company indicates that further details regarding plans for the lithium battery downstream supply chain will be provided in future announcements [2]

责任编辑：小浪快报 第1笔成交价格为55.40元，成交84.02万股，成交金额4,654.71万元，溢价率为0.00%，买方营业部为财 通证券股份有限公司杭州文二西路证券营业部，卖方营业部为浙商证券股份有限公司缙云永宁星座证券 营业部。 进一步统计，近3个月内该股累计发生7笔大宗交易，合计成交金额为2.6亿元。该股近5个交易日累计上 涨1.11%，主力资金合计净流出7585.33万元。 9月17日，藏格矿业收跌0.27%，收盘价为55.40元，发生1笔大宗交易，合计成交量84.02万股，成交金 额4654.71万元。 ...

9月17日，藏格矿业大宗交易成交84.02万股，成交额4654.71万元，占当日总成交额的8.07%，成交价 55.4元，较市场收盘价55.4元持平。 | 交易日期 | 证券代码 | 证券简称 | 成交价格 | 成交量 | 成交金额 买方营业部 | 卖方营业部 | | --- | --- | --- | --- | --- | --- | --- | | | | | (元) | (万股/万份) | (万元) | | | 2025-09-17 | 000408 | 藏格矿业 | 55.40 | 84.02 | 4,654.71 财通证券股份有限 | 浙商证券股份有限 | | | | | | | 公司杭州文二西路 | 公司缙云永宁星座 | | | | | | | 证券营业部 | 证券营业部 | | 权益类证券大宗交易(协议交易) | | --- | ...

Market Overview - On September 17, the energy metals sector rose by 0.63% compared to the previous trading day, with Boqian New Materials leading the gains [1] - The Shanghai Composite Index closed at 3876.34, up 0.37%, while the Shenzhen Component Index closed at 13215.46, up 1.16% [1] Stock Performance - Boqian New Materials (605376) closed at 56.52, with a gain of 4.40% and a trading volume of 132,400 shares, amounting to a transaction value of 746 million yuan [1] - Other notable performers included: - Ganfeng Lithium (002460) at 49.95, up 3.42% with a volume of 951,100 shares [1] - Shengxin Lithium Energy (002240) at 18.53, up 2.49% with a volume of 296,000 shares [1] - Yongxing Materials (002756) at 35.16, up 0.80% with a volume of 76,600 shares [1] - Tianqi Lithium (002466) at 44.79, up 0.67% with a volume of 438,800 shares [1] Capital Flow - The energy metals sector experienced a net outflow of 108 million yuan from institutional investors, while retail investors saw a net inflow of 19.53 million yuan [2] - The capital flow for key stocks included: - Ganfeng Lithium had a net inflow of 238 million yuan from institutional investors [3] - Shengxin Lithium Energy saw a net inflow of 65.21 million yuan from retail investors [3] - Boqian New Materials had a net inflow of 44.15 million yuan from institutional investors [3] Summary of Key Stocks - Ganfeng Lithium (002460) had a significant net outflow from retail investors amounting to 273 million yuan [3] - Shengxin Lithium Energy (002240) faced a net outflow of 35.20 million yuan from retail investors [3] - Tianqi Lithium (002466) experienced a net outflow of 17.93 million yuan from institutional investors [3]

Core Insights - The energy metals sector experienced a decline of 0.93% on September 16, with Cangge Mining leading the drop [1] - The Shanghai Composite Index closed at 3861.87, up 0.04%, while the Shenzhen Component Index closed at 13063.97, up 0.45% [1] Sector Performance - The energy metals sector saw significant individual stock movements, with notable gainers and losers [1] - Boqian New Materials (605376) had a closing price of 54.14, up 8.39%, with a trading volume of 182,500 shares and a transaction value of 965 million yuan [1] - Cangge Mining (000408) closed at 55.55, down 2.15%, with a trading volume of 106,600 shares and a transaction value of 593 million yuan [2] Capital Flow Analysis - The energy metals sector experienced a net outflow of 1.763 billion yuan from main funds, while retail investors saw a net inflow of 1.544 billion yuan [2][3] - The capital flow data indicates that while main funds withdrew, retail investors were actively buying into the sector [2][3] Individual Stock Capital Flow - Boqian New Materials saw a net inflow of 41.65 million yuan from main funds, while Cangge Mining had a net outflow of 10.76 million yuan [3] - Significant outflows were noted in stocks like Rongjie Co. (002192) and Shengxin Lithium Energy (002240), with net outflows of 43.24 million yuan and 66.67 million yuan respectively [3]

Core Insights - The energy metals sector saw an increase of 0.83% on September 15, with Ganfeng Lithium leading the gains [1] - The Shanghai Composite Index closed at 3860.5, down 0.26%, while the Shenzhen Component Index closed at 13005.77, up 0.63% [1] Energy Metals Sector Performance - Ganfeng Lithium (002460) closed at 48.66, up 4.49% with a trading volume of 1.0531 million shares [1] - Tianqi Lithium (002466) closed at 45.31, up 2.91% with a trading volume of 664,200 shares [1] - Other notable performers include: - Boqian New Materials (605376) at 49.95, up 2.82% [1] - Canggu Mining (000408) at 56.77, up 0.82% [1] - Shengxin Lithium Energy (002240) at 18.30, up 0.77% [1] Capital Flow Analysis - The energy metals sector experienced a net outflow of 121 million yuan from institutional investors, while retail investors saw a net inflow of 127 million yuan [2] - The detailed capital flow for key stocks includes: - Ganfeng Lithium had a net inflow of 174 million yuan from institutional investors [3] - Tianqi Lithium saw a net inflow of 148 million yuan from institutional investors [3] - Canggu Mining had a net inflow of 26.97 million yuan from institutional investors [3]

Investment Rating - The report maintains an "Accumulate" rating for the non-ferrous metals sector [5]. Core Insights - The report highlights a continuous increase in the prices of various metals, particularly electrolytic cobalt and polysilicon, while lithium concentrate prices have seen a decline. This indicates a mixed outlook for different segments within the new materials industry [1][2][4]. Summary by Relevant Sections Non-Ferrous Metals - Electrolytic cobalt price is at 271,000 CNY/ton, up 3.0% week-on-week, with a price ratio of electrolytic cobalt to cobalt powder at 0.87, up 1.4% [1][10]. - Lithium concentrate (Li2O 5%) price is at 700 USD/ton, down 3.58% week-on-week [1]. - The price of lithium iron phosphate and 523-type cathode materials is stable at 343,000 CNY/ton and 1,147,000 CNY/ton, respectively [1]. Photovoltaic New Materials - Polysilicon price is at 6.45 USD/kg, up 4.0% week-on-week, indicating a recovery in the solar materials market [2]. - EVA price remains stable at 10,800 CNY/ton, reflecting a low position since 2013 [2]. Nuclear Power New Materials - Uranium price is at 59.58 USD/lb, up 4.0% week-on-week, indicating a positive trend in nuclear materials [2]. Consumer Electronics New Materials - The price of cobalt tetroxide is at 214,200 CNY/ton, up 0.56% week-on-week, while lithium cobalt oxide price remains stable at 175.0 CNY/kg [3]. - Silicon carbide price is stable at 5,300 CNY/ton, reflecting steady demand in the electronics sector [3]. Investment Recommendations - The report suggests focusing on the metal new materials sector, particularly lithium and cobalt, due to price increases and supply disruptions. Companies like Salt Lake Co., Zangge Mining, and Huayou Cobalt are highlighted as potential investment opportunities [4].

Investment Rating - The report maintains a "Positive" investment rating for the industry [9] Core Insights - The report emphasizes the recovery of the silver-gold ratio and the simultaneous rise in copper and aluminum prices due to both domestic and international factors [5][6] - Weak employment data in the U.S. has led to increased expectations for a 50 basis point rate cut in September, which is expected to boost precious metals [5][6] - The report suggests that while gold remains a focus for investment, the recovery of the silver-gold ratio indicates potential for silver as well [5][6] Summary by Sections Precious Metals - The report highlights the weak performance of the U.S. labor market and its implications for precious metals, particularly gold and silver [5][6] - It suggests that gold stocks may experience a quarterly-level resonance in terms of price, valuation, and style due to anticipated rate cuts [5][6] - For silver, the report advises attention to its potential to converge with gold as inflation expectations rise [5][6] Industrial Metals - Industrial metals have seen a broad increase, with LME copper rising by 1.7% and aluminum by 3.8% [6][27] - The report notes that domestic policies aimed at stabilizing growth are expected to enhance demand outlook [6] - It indicates that while demand for copper and aluminum may decline in the second half of the year, supply constraints will limit the extent of this decline [6] Strategic and Minor Metals - The report discusses the strategic reassessment of rare earths and tungsten, with a focus on their long-term value due to government policies and market dynamics [7] - It highlights the upward price trend for cobalt and nickel, driven by supply constraints and increasing demand in the battery sector [7] - The report also mentions the bottoming out of lithium prices, with a cautious outlook on future price movements [7]

Core Insights - Cangge Mining's stock price increased by 2.04% on September 12, reaching 56.89 CNY per share, with a total market capitalization of 89.33 billion CNY [1] - The company has seen a significant stock price increase of 112.82% year-to-date, with a 14.86% rise over the past 20 days [1] Financial Performance - For the first half of 2025, Cangge Mining reported a revenue of 1.678 billion CNY, a year-on-year decrease of 4.74%, while net profit attributable to shareholders was 1.8 billion CNY, reflecting a year-on-year increase of 38.80% [2] - Cangge Mining has distributed a total of 9.629 billion CNY in dividends since its A-share listing, with 5.998 billion CNY distributed over the past three years [3] Shareholder Information - As of July 18, 2025, the number of shareholders for Cangge Mining increased to 29,400, with an average of 53,435 circulating shares per person, a decrease of 4.22% [2] - Major shareholders include Hong Kong Central Clearing Limited and Shenwan Hongyuan Securities, with both increasing their holdings compared to the previous period [3]