（文章来源：证券日报） 证券日报网讯 1月23日，金圆股份发布公告称，控股股东金圆控股解除质押14，800，000股，占其持股 6.38%，同日再质押14，000，000股用于自身生产经营。 ...

金圆环保公告称，近日控股股东金圆控股将其持有的部分公司股份办理解除质押并重新质押。解除质押 股份1480万股，占其所持股份比例6.38%，占公司总股本1.90%，质权人为华夏银行杭州之江支行。重 新质押股份1400万股，占其所持股份比例6.04%，占公司总股本1.80%，质押用途为自身生产经营。截 至公告披露日，金圆控股及其一致行动人累计质押股份1.60亿股，占其所持股份比例67.89%，占公司总 股本20.60%，且不存在平仓风险等情况，对公司无影响。 ...

金圆环保股份有限公司 关于控股股东部分股份解除质押及办理质押的公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚 假记载、误导性陈述或重大遗漏。 金圆环保股份有限公司（以下简称"公司"、"上市公司"）近日接到公司 控股股东金圆控股集团有限公司（以下简称"金圆控股"）函告，获悉金圆控股 将其持有的部分公司股份办理了解除质押并办理了质押业务，具体事项如下： 证券代码：000546 证券简称：金圆股份 公告编号：2026-002 号 三、股东股份累计质押的情况 截至本公告披露日，金圆控股及其一致行动人杭州金圆盛汇企业管理有限公 司（曾用名"杭州开源资产管理有限公司"）（以下简称"金圆盛汇"）所持质 押股份情况如下： | | | | | | | | | 已质押股份情况 | 未质押股份情况 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 股东 名称 | 持股数量 （股） | 持股 比例 | 本次质押前 质押股份数 | 本次质押后 质押股份数 | 占其所 持股份 | 占公司 总股本 | 已质押 股份限 ...

1月23日，A股市场锂矿股走强，其中，川能动力涨超7%，西藏珠峰、国城矿业涨超6%，大中矿业、怡 亚通涨超5%，赣锋锂业、永兴材料、奥联电子、金圆股份涨超4%，德方纳米、新迅达、江特电机、西 部矿业、华友钻业、融捷股份涨超3%。消息面上，碳酸锂主力合约一度涨超5%，报178000元/吨，创阶 段新高。 | 代码 | 名称 | | 涨幅% ↓ | 总市值 | 年初至今涨幅% | | --- | --- | --- | --- | --- | --- | | 000155 | 川能动力 | 本 | 7.72 | 258亿 | 19.83 | | 600338 | 西藏珠峰 | | 6.47 | 190亿 | 37.83 | | 000688 | 国城矿业 | 1 | 6.38 | 346亿 | 5.00 | | 001203 | 大中矿业 | | 5.37 | 487亿 | 3.62 | | 002183 | 怡亚通 | 1 | 5.36 | 153亿 | 23.95 | | 002460 | 赣锋锂业 | 1 | 4.54 | 1531亿 | 16.11 | | 002756 | 永兴材料 | 1 | 4.29 ...

格隆汇1月23日｜A股市场锂矿股走强，其中，川能动力涨超7%，西藏珠峰、国城矿业（维权）涨超 6%，大中矿业、怡亚通涨超5%，赣锋锂业、永兴材料、奥联电子（维权）、金圆股份（维权）涨超 4%，德方纳米、新迅达（维权）、江特电机、西部矿业、华友钻业、融捷股份涨超3%。消息面上，碳 酸锂主力合约一度涨超5%，报178000元/吨，创阶段新高。 | 代码 | 名称 | | 涨幅% ↓ | 总市值 | 年初至今涨幅% | | --- | --- | --- | --- | --- | --- | | 000155 | 川能动力 | | 7.72 | 258亿 | 19.83 | | 600338 | 西藏珠峰 | | 6.47 | 190亿 | 37.83 | | 000688 | 国城矿业 | 1 | 6.38 | 346亿 | 5.00 | | 001203 | 大中矿业 | | 5.37 | 487亿 | 3.62 | | 002183 | 怡亚通 | 4 | 5.36 | 153亿 | 23.95 | | 002460 | 赣锋锂业 | 1 | 4.54 | 1531亿 | 16.11 | | 002756 ...

Investment Rating - The report maintains a "Positive" investment rating for the environmental protection industry, consistent with the previous rating [2]. Core Insights - Environmental companies are actively expanding into upstream mining sectors to create a second growth curve, leveraging synergies between resource control and environmental services [3][18]. - The integration of environmental and mining operations is expected to enhance resource security, optimize costs, and improve compliance with environmental regulations [18]. - The report highlights specific companies such as GaoNeng Environment, BeiJieTe, and LongJing Environment as key players in this strategic shift towards mining [19][20][25]. Market Performance - As of January 16, the environmental sector saw a 0.3% increase, outperforming the broader market, which declined by 0.45% [10]. - Sub-sectors within the environmental industry showed varied performance, with water treatment and environmental equipment sectors performing well, while air treatment and resource recovery sectors faced declines [13][16]. Industry Dynamics - Recent regulatory developments include the issuance of guidelines for the recycling and utilization of used batteries from electric vehicles, aimed at establishing a comprehensive management system [29]. - The report discusses the importance of industrial green microgrid construction as a means to promote low-carbon transitions in industrial energy use [30]. Company Announcements - GaoNeng Environment announced the acquisition of a 45.2% stake in three mining companies, gaining exploration rights to several gold mines with a total proven gold content of 4,474 kg [19]. - BeiJieTe has secured mining rights for copper and lithium in Xinjiang, aligning with national policies promoting ecological restoration and green development [20][21]. - LongJing Environment is focusing on green mining and new energy equipment, leveraging its relationship with Zijin Mining to enhance its project capabilities [25]. Investment Recommendations - The report suggests that the "14th Five-Year Plan" will sustain high demand for energy conservation and environmental protection, with water and waste incineration sectors expected to see stable profitability [53]. - Key recommendations include companies like HanLan Environment, XingRong Environment, and HongCheng Environment, with additional attention on companies such as WangNeng Environment and JinYuan Co [53].

Market Overview - The environmental governance sector experienced a decline of 0.16% on January 16, with Jin Yuan Co. leading the drop [1] - The Shanghai Composite Index closed at 4101.91, down 0.26%, while the Shenzhen Component Index closed at 14281.08, down 0.18% [1] Top Performers - Zhongchuang Environmental (300056) saw a closing price of 8.87, with a significant increase of 7.38% and a trading volume of 498,600 shares, amounting to 435 million yuan [1] - Chaoyue Technology (301049) closed at 24.22, up 6.46%, with a trading volume of 65,000 shares and a transaction value of 156 million yuan [1] - Haitan Co. (603759) closed at 11.70, increasing by 4.93%, with a trading volume of 313,600 shares and a transaction value of 360 million yuan [1] Underperformers - Jin Yuan Co. (000546) closed at 6.12, down 8.38%, with a trading volume of 819,800 shares and a transaction value of 517 million yuan [2] - Yuhua Tian (300815) closed at 24.45, down 5.63%, with a trading volume of 231,700 shares and a transaction value of 579 million yuan [2] - Jingyuan Environmental (688096) closed at 8.93, down 4.80%, with a trading volume of 105,600 shares and a transaction value of 9.54 million yuan [2] Capital Flow - The environmental governance sector saw a net outflow of 270 million yuan from institutional investors, while retail investors experienced a net inflow of 654,710 yuan [2] - The top net inflows from institutional investors were seen in Zhongchuang Environmental (300056) with 60.69 million yuan, and Fulongma (603686) with 53.39 million yuan [3] - Conversely, significant net outflows were recorded for retail investors in Zhongchuang Environmental (300056) with -72.41 million yuan and Fulongma (603686) with -50.22 million yuan [3]

证券代码：000546 证券简称：金圆股份 公告编号：2026-001 号 金圆环保股份有限公司 关于控股股东部分股份解除质押及办理质押的公告 二、本次股份质押的基本情况 | | 是否为控股 | | 占其 | 占公 | 是否 | 是否为 | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 股东 名称 | 股东或第一 大股东及其 | 本次质押股 份数量（股） | 所持 股份 | 司总 股本 | 为限 | 补充质 | 质押 起始日 | 质押 到期日 | 质权人 | 质押 用途 | | | 一致行动人 | | 比例 | 比例 | 售股 | 押 | | | | | | 金圆 | 是 | 13,640,000 | 5.88% | 1.75% | 否 | 否 | 2026 年 1 | 办理解除 质押手续 | 华夏银行股份 有限公司杭州 | 自身 生产 | | 控股 | | | | | | | 月 13 日 | 之日 | 之江支行 | 经营 | 三、股东股份累计质押的情况 截至本公告披露日，金圆控股及其一致行动人杭州 ...

Group 1 - Ganfeng Lithium is a global leader in the lithium industry, with a comprehensive resource layout covering spodumene, salt lakes, and clay, and its lithium carbonate production capacity is among the top in the industry [1] - Tianqi Lithium controls the world's largest spodumene mine, Greenbushes, with a self-sufficiency rate of 100%, and its full industry chain layout enhances profitability amid rising lithium carbonate prices [2] - Salt Lake Industry holds the largest lithium resource in China at the Qarhan Salt Lake, with a low extraction cost of 30,000 to 40,000 yuan per ton, and plans to reach a production capacity of 40,000 tons of lithium carbonate by 2025 [3] Group 2 - Zangge Mining has a significant advantage in the Tibetan salt lake resource layout, with a planned capacity of 50,000 tons per year and a self-sufficiency rate exceeding 80% [4] - Shengxin Lithium Energy owns Asia's largest hard rock lithium mine and has a long-term supply agreement with CATL, ensuring stable sales amid rising lithium prices [5] - Rongjie Co. focuses on lithium resource development and processing, optimizing its mining technology to enhance resource utilization and reduce costs [6] Group 3 - Tibet Mining has exclusive mining rights to the Zabuye Salt Lake, one of Asia's largest lithium salt lakes, which provides a cost advantage as lithium carbonate prices rise [7][8] - Yahua Group ranks second in lithium extraction from lepidolite in A-shares, with an annual capacity of 45,000 tons, and has established long-term partnerships with several battery manufacturers [9] - Zhongmin Resources has a strong presence in both spodumene and salt lake lithium extraction, actively expanding overseas projects to enhance market competitiveness [10] Group 4 - Jiangte Motor, located in Yichun, known as "Asia's Lithium Capital," has a lepidolite extraction capacity of 30,000 tons per year and holds proprietary low-cost extraction technology [11] - Xizang City Investment has lithium carbonate reserves of 3.9 million tons from two salt lakes, utilizing a low-cost extraction method that positions it well for profit during price increases [12] - Yongxing Materials focuses on lithium salt production and has a diversified supply chain that allows it to respond quickly to market changes [13] Group 5 - Huayou Cobalt is a global leader in cobalt products and has developed an integrated supply chain for nickel, cobalt, and lithium resources, ensuring stable supply for battery materials [14] - Hanrui Cobalt has a synergistic business model for cobalt and lithium, ensuring raw material self-sufficiency and benefiting from the growth of the lithium battery industry [15] - Tengen Cobalt focuses on the research, production, and sales of cobalt and lithium products, maintaining stable sales through partnerships with leading battery manufacturers [16] Group 6 - Luoyang Molybdenum is the second-largest cobalt producer globally and is actively expanding its lithium resource layout, benefiting from the growth in lithium battery demand [17] - Greeenmei is a leader in battery recycling, achieving over 95% recovery rates and integrating lithium resource recovery into its business model [18] - Northern Rare Earth is the largest supplier of light rare earths and is diversifying into lithium and other energy metals, leveraging its resource advantages [19] Group 7 - Jinli Permanent Magnet has advanced technology that reduces the use of heavy rare earths and is expanding into lithium-related energy metal businesses [20] - Wanhua Chemical is actively involved in the lithium battery materials sector, providing chemical support for lithium carbonate production and benefiting from the growing demand in the lithium battery industry [21] - China Aluminum is leveraging its mining experience to develop lithium resources, ensuring quality and reducing operational costs amid rising lithium prices [22] Group 8 - Jiangxi Copper is expanding into lithium and cobalt, utilizing its mining expertise to enhance its energy metal business [23] - Huayu Mining is focusing on lithium resource development in Tibet, leveraging its regional advantages to enhance its lithium salt processing projects [24] - Shengda Resources is actively acquiring lithium resources and enhancing its energy metal business through strategic partnerships [25] Group 9 - Boqian New Materials, while primarily focused on nano-level metal powder materials, is involved in the lithium battery sector and is expected to see significant profit growth by 2026 [26] - Yongshan Lithium focuses on lithium salt product development and has optimized its production processes to enhance product quality and efficiency [27] - Dazhong Mining is transitioning into the lithium sector, utilizing its mining expertise to explore and develop lithium resources [28] Group 10 - Jinyuan Co. is transforming into the lithium battery sector, focusing on lithium resource development and processing through strategic acquisitions [29] - Weiling Co. is extending its business into the lithium battery supply chain, providing equipment and technical support for lithium mining and processing [30] - Tianhua Super Clean is deeply engaged in lithium battery materials, with a strong production capacity and established relationships with leading battery manufacturers [31]

金圆股份（000546.SZ）1月12日在投资者互动平台表示，公司捌千错盐湖提锂项目目前处于试生产阶 段，试生产出的产品为工业级或电池级碳酸锂，该项目正处于对设备运行进行调试、提升生产效率的循 序渐进过程。公司主营业务及所处行业情况敬请查阅定期报告相关内容。 （文章来源：每日经济新闻） 每经AI快讯，有投资者在投资者互动平台提问：公司捌千错项目，目前预计什么时候能投产？目前产 能利用率达到多少？项目工艺是否得到持续优化中？碳酸锂纯度达到多少？高海拔的核心困境是否已经 有了解决方案？公司在固废领域处于国内什么级别水平？ ...