Group 1 - The energy metals sector increased by 4.02% on February 3, with Boqian New Materials leading the gains [1] - The Shanghai Composite Index closed at 4067.74, up 1.29%, while the Shenzhen Component Index closed at 14127.1, up 2.19% [1] - Key stocks in the energy metals sector showed significant price increases, with Boqian New Materials rising by 8.49% to a closing price of 91.00 [1] Group 2 - The main capital inflow in the energy metals sector was 77.59 million yuan, while retail investors saw a net inflow of 17 million yuan [1] - Boqian New Materials had a net inflow of 71.92 million yuan from main capital, with a 5.07% share of the total [2] - Retail investors showed a net outflow of 1.12 billion yuan from Shengxin Lithium Energy, despite a net inflow of 68.88 million yuan from main capital [2]

在近日举办的"筑基强国路——中国制造'十四五'成就展"上，一件件凝聚创新智慧的展品、一组组彰显 发展成效的数据，都在展示着石化化工等制造业五年来的奋进与蜕变——高端制造频获突破、新材料向 高端化跃升、工业机器人向智能化进阶。 石化装备技术亮点纷呈 "十四五"期间，我国石化化工行业在重点技术、重大装备领域取得显著成就。 在海洋工程装备展区，一批油气领域的国之重器引起观众驻足。"梦想号"大洋钻探船能够进行全球海域 无限航区作业，拥有1.1万米深海能源资源钻探能力。JSD6000深水起重铺管船可在3000米超深水海域进 行海上油气铺管作业，范围覆盖全球主要海域。"深海一号"能源站搭载近200套关键油气处理设备，全 球首创半潜平台立柱储油，最大储油量近2万立方米，实现了凝析油生产、存储和外输一体化功能。 "海葵一号"则以数字化赋能海洋开发。作为集成海洋一体化监测、数据集成等多系统的圆筒型浮式生产 储卸油装置，"海葵一号"最大储油量达6万吨。不仅如此，它在国内首次采用新型天然气脱硫装置和双 燃料发电机，利用油田伴生气提升了海上油田绿色节能水平。 走到能源装备展区，国内首台拥有自主知识产权的110兆瓦级重型燃气轮机"太行 ...

Market Overview - The lithium mining sector experienced a collective adjustment on January 30, with the sector dropping over 6%, and companies like Jinyuan Co., Weiling Co., Western Mining, and Tibet Mining seeing declines exceeding 9% [1] - On the same day, lithium carbonate futures continued to decline, with the main contract LC2605 falling by 10.99% to close at 148,200 yuan/ton [1] Supply and Demand Dynamics - The lithium carbonate market has maintained a tight balance between supply and demand due to factors such as production halts, continued subsidies for electric vehicles, and strong energy storage orders [3] - As of January 30, the weekly production of lithium carbonate was 21,569 tons, a decrease of 638 tons from the previous week, while demand remained robust, particularly in energy storage batteries [3] - The market is experiencing a de-stocking trend, with a weekly reduction of 1,414 tons in lithium carbonate inventory [3] Regulatory Environment - The Guangxi Futures Exchange has implemented strict market supervision measures in response to recent price volatility, emphasizing the importance of risk management and compliance among trading firms [5] - The exchange has taken action against clients who exceeded trading limits in lithium carbonate futures, signaling a strong stance against market manipulation [5] - Analysts believe that the recent regulatory measures aim to cool speculative trading without significantly impacting legitimate hedging needs of real enterprises [6] Market Sentiment - Current market sentiment has noticeably cooled, with lithium carbonate prices showing weakness and expected to fluctuate at high levels until new driving factors emerge [3] - The recent price decline is viewed as a correction of previously excessive optimism, with regulatory bodies preferring to respect market self-regulation mechanisms [7][8]

Core Viewpoint - The company is currently producing a small amount of rubidium and cesium mixed salt from the Zabuye Phase II project, which does not yet meet the conditions for external sales [1] Group 1 - The Zabuye Phase I project only extracts lithium concentrate, while other resources are returned to the salt lake with the tail brine [1] - The company plans to recover these resources through the Phase II project for comprehensive utilization, ensuring no resource waste [1]

登录新浪财经APP 搜索【信披】查看更多考评等级 股票代码：000762 股票简称：西藏矿业 编号：临2026-001 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。 一、本期业绩预计情况 1.业绩预告期间:2025年1月1日至2025年12月31日 2.业绩预告情况:预计净利润为负值 1.报告期内，公司主要产品锂精矿、铬铁矿受产量和资源禀赋变化影响，销量和售价较去年同期出现下 滑； 2.扎布耶二期投产后尚处在产能爬坡阶段，产能未能释放。 四、风险提示 报告期内，公司生产经营活动正常。根据《深圳证券交易所股票上市规则》第9.3.1条"上市公司出现下 列情形之一的，交易所对其股票交易实施退市风险警示:(一)最近一个会计年度经审计的利润总额、净利 润、扣除非经常性损益后的净利润三者孰低为负值，且扣除后的营业收入低于3亿元"的规定，如果公司 经审计的2025年度财务数据触及上述规定的指标，公司股票交易可能在2025年年度报告披露后被实施退 市风险警示(股票简称前冠以"*ST"字样)。经初步判断，预计2025年度扣除后营业收入超过3亿元，本次 业绩预告亏损但暂未触及退 ...

Core Viewpoint - Tibet Mining (000762) is expected to report a significant net profit loss for the year 2025, with projections indicating a loss between 20 million to 40 million yuan, representing a year-on-year decline of 117.90% to 135.80% [1] Financial Performance - The company anticipates a net profit loss of 30 million to 60 million yuan after excluding non-recurring gains and losses, which reflects a year-on-year decrease of 139.29% to 178.58% [1]

中证报中证网讯(记者吴科任)1月30日晚，西藏矿业（000762）发布2025年年度业绩预告，将由盈转 亏。公司预计2025年归母净利润为-4000万元至-2000万元，2024年对应为11174.38万元；预计2025年扣 非净利为-6000万元至-3000万元，2024年对应为7635.20万元；预计2025年实现扣除后营业收入3.2亿元 至3.9亿元，同比下降36.95%-48.26%。 值得一提的是，2025年年尾，西藏矿业"一把手"出现变动。根据当时公告，因工作调整，张金涛申请辞 去公司第八届董事会董事、董事长及战略委员会召集人、提名委员会委员等职务，辞职后将不在公司及 控股子公司担任任何职务。 西藏矿业表示，2025年，公司主要产品锂精矿、铬铁矿受产量和资源禀赋变化影响，销量和售价较2024 年出现下滑；同时，扎布耶二期投产后尚处在产能爬坡阶段，产能未能释放。 扎布耶二期于2025年9月投产，达产后可年产碳酸锂1.2万吨。"目前扎布耶二期产量暂不稳定，我们在 积极协调各合作方攻坚项自，力争早日实现达标达产。"西藏矿业近日回复投资者提问时表示。 ...

每经头条（nbdtoutiao）——核电建设热潮下，设备厂忙到"飞起"！订单已排至2028年，员工三班倒， 产线24小时不停 每经AI快讯，西藏矿业1月30日晚间发布业绩预告，预计2025年归属于上市公司股东的净利润亏损2000 万元~4000万元，同比由盈转亏。基本每股收益亏损0.038元至0.077元。上年同期基本每股收益盈利0.21 元。业绩变动主要原因是，报告期内，公司主要产品锂精矿、铬铁矿受产量和资源禀赋变化影响，销量 和售价较去年同期出现下滑；扎布耶二期投产后尚处在产能爬坡阶段，产能未能释放。 （记者 王晓波） ...

格隆汇1月30日丨西藏矿业(000762.SZ)公布，预计2025年亏损2,000万元至4,000万元，比上年同期下降 117.90%至135.80%，扣非亏损3,000万元至6,000万元，营业收入33,000万元至40,000万元。报告期内， 公司主要产品锂精矿、铬铁矿受产量和资源禀赋变化影响，销量和售价较去年同期出现下滑；扎布耶二 期投产后尚处在产能爬坡阶段，产能未能释放。 ...

Core Viewpoint - Tibet Mining (000762.SZ) has disclosed its 2025 annual performance forecast, expecting a net loss attributable to shareholders of between 20 million to 40 million yuan, and a net loss of 30 million to 60 million yuan after deducting non-recurring gains and losses [1] Financial Performance - The company anticipates a net loss of 20 million to 40 million yuan for the year 2025 [1] - The expected net loss after excluding non-recurring items is projected to be between 30 million to 60 million yuan [1]