中证报中证网讯（王珞）12月30日，盐湖股份（000792）发布公告，为加快推进世界级盐湖产业基地建 设，推动盐湖产业整合融合，妥善解决同业竞争问题，持续提升上市公司质量，公司与中国盐湖签署了 《青海盐湖工业股份有限公司与中国盐湖工业集团有限公司关于五矿盐湖有限公司之股权转让协议》 （以下简称"《股权转让协议》"）。 根据《股权转让协议》约定，公司拟以支付现金方式收购五矿盐湖51%股权，交易价格为人民币 460516.23万元（最终交易价格参照经有权国资监管机构备案的评估值确定）。本次交易完成后，公司 将成为五矿盐湖的控股股东，五矿盐湖将纳入公司合并报表范围。 公告显示，五矿盐湖的主要产品为碳酸锂、磷酸锂、氢氧化锂和氯化钾，目前已建成碳酸锂产能1.5万 吨/年、磷酸锂产能0.2万吨/年、氢氧化锂产能0.1万吨/年以及钾肥产能30万吨/年。根据《青海省冷湖行 委一里坪盐湖锂矿2024年储量年度报告》，截至2024年末，五矿盐湖氯化锂保有资源量为164.59万吨， 氯化钾保有资源量为1463.11万吨。 目前盐湖股份已形成500万吨/年钾肥生产能力，产能规模位列全球第四；碳酸锂年产能达4万吨，另有4 万吨/年基础 ...

12月31日，A股三大股指微幅高开，其中沪指涨0.09%，报3968.73点，深成指涨0.17%，报13627.26点， 创业板指涨0.15%，报3247.74点，科创50指数涨0.54%，报1367.17点。家电、房地产、消费电子等板块 指数涨幅居前；教育板块竞价活跃，凯文教育高开涨超5%，豆神教育高开近5%，中公教育、科德教 育、创业黑马等均高开。 盘面上，市场焦点股嘉美包装（10板）竞价涨停，商业航天概念股大业股份（5板）高开9.94%、泰尔 股份（4板）高开6.31%，机器人概念股锋龙股份（5板）竞价涨停、天奇股份（4板）高开5.29%、步科 股份（科创板2板）高开2.70%，钠电池概念股恒大高新（3板）高开1.88%，AI智能体概念股正和生态 （5天3板）低开2.02%，液冷服务器概念股宏英智能（2板）高开3.74%、统一股份（2板）低开3.40%， 数字货币概念股御银股份（2板）低开1.75%。 公司新闻 天普股份：鉴于近期公司股票价格短期波动较大，且公司股价累计涨幅较大，自8月22日至12月30日累 计上涨718.39%，期间已累积巨大交易风险，现已严重偏离上市公司基本面，为进一步维护投资者利 ...

盛新锂能：拟20.8亿元收购启成矿业30%股权，后者300万吨/年木绒锂矿正在推进开发建设 【投资经营】 【重要事项】 盐湖股份：拟46.05亿元现金收购五矿盐湖51%股权，加快推进世界级盐湖产业基地建设 中伟股份：锁定5-6亿湿吨镍矿资源的供应，掌控碳酸锂资源量超1000万吨 泰和科技：拟通过改造原磷酸铁锂生产装置生产磷酸焦磷酸铁钠，形成年产1万吨磷酸焦磷酸铁钠生产 规模 乾照光电：砷化镓太阳能电池相关产品已批量应用于国内在轨运行的大型商业航天星座组网卫星 星宸科技：车规级激光雷达SPAD芯片SS905HP与SS901适用于L3及以上场景，第一批产品将于2026年 上半年量产 【签约合作】 罗博特科：与英伟达共同开发的全球首个300mm双面晶圆测试平台已完成可靠性测试 精测电子：拟向客户出售多台半导体前道量检测设备等，合同总计金额达到5.71亿元 金盘科技：签订海外数据中心项目合同，金额约6.96亿元 九丰能源：2025年已连续九次为海南商业航天发射场长征系列火箭发射提供特燃特气保障 昊志机电：部分产品已在头部商业航天公司实现小批量应用并形成小幅盈利 *ST名家：拟与专业投资机构共同投资GPU算力芯片项目并 ...

Group 1 - The National Development and Reform Commission (NDRC) and the Ministry of Finance have issued a notice regarding a 625 billion yuan special government bond plan to support the consumption of old goods in 2026 [2] - The new policy on individual sales of housing capital gains tax states that individuals selling homes purchased within two years will pay a 3% tax, while those selling homes purchased for over two years will be exempt from the tax starting January 1, 2026 [2] - The Ministry of Industry and Information Technology (MIIT) has released a digital transformation implementation plan for the automotive industry, aiming for significant integration of digital technologies by 2027 and achieving a high level of overall digital development by 2030 [3] Group 2 - Changjiang Electric Power announced a cash dividend distribution plan, proposing a payout of 2.1 yuan per 10 shares, totaling approximately 5.138 billion yuan [4] - Dongjie Intelligent has decided to terminate its major asset restructuring plan involving the acquisition of a controlling stake in Aobo (Beijing) Intelligent Technology, with no adverse impact on its business operations [4] - Mingde Biological has signed an agreement to acquire 100% of Wuhan Bikaier Rescue Supplies Co., which will enhance its emergency medical service capabilities [4] Group 3 - Salt Lake Co. plans to acquire a 51% stake in Wukuang Salt Lake Co. for 4.605 billion yuan, which will make Wukuang a subsidiary and included in the consolidated financial statements [9] - Guotou Zhonglu intends to purchase 100% of China Electronic Engineering Design Institute for 6.026 billion yuan through a share issuance, expanding its business into the electronic information industry [9] - The report from CITIC Securities indicates a positive outlook for domestic semiconductor silicon wafer companies due to increasing demand driven by capital expenditure and technological advancements [10]

A股并购重组市场持续活跃，多家公司发布重大公告。 12月30日晚，多家上市公司披露了关于并购重组的最新进展。其中，中能电气公告称，公司决定终止筹划收购山东达驰电气有限公司等65%股权及转让方对标的企 业享有的债权的重大资产重组事项。东杰智能公告称，公司决定终止筹划收购遨博（北京）智能科技股份有限公司控股权的重大资产重组事项，公司股票将于12月 31日开市起复牌。明德生物公告称，公司拟以现金方式收购武汉必凯尔救助用品有限公司100%股权，预计本次交易构成重大资产重组。 与此同时，A股新能源赛道也有大消息。其中，盐湖股份公告称，公司拟以46.05亿元现金收购五矿盐湖有限公司51%股权，交易完成后，五矿盐湖将成为公司的控 股子公司。盛新锂能公告称，公司拟通过全资子公司四川盛屯锂业有限公司以现金20.8亿元收购四川启成矿业有限公司30%股权，交易完成后，公司将持有启成矿 业100%股权。 终止重大资产重组 12月30日晚间，中能电气公告称，公司决定终止筹划重大资产重组事项。 据悉，中能电气原拟通过在山东产权交易中心摘牌并支付现金的方式，收购山东达驰电气有限公司、山东达驰高压开关有限公司、水发驰翔电气（山东）有限公司 ...

Group 1: Government Policies - The first batch of 625 billion yuan special long-term bonds for 2026 has been allocated in advance to support the consumption upgrade program for old goods [2][3] - The Ministry of Finance and the State Taxation Administration announced a new policy on personal housing sales tax, effective from January 1, 2026, where sales of homes purchased within two years will incur a 3% tax, while those over two years will be exempt [2][3] Group 2: Company Announcements - Changjiang Electric Power announced a cash dividend of 2.1 yuan per 10 shares, totaling approximately 5.138 billion yuan [5][6] - Dongjie Intelligent decided to terminate its major asset restructuring plan to acquire a controlling stake in Aobo (Beijing) Intelligent Technology, with no adverse impact on its operations [5][6] - Mingde Biological signed an agreement to acquire 100% of Wuhan Bikaier Rescue Supplies Co., which will become a wholly-owned subsidiary, enhancing its emergency medical services [5][6] - Salt Lake Co. plans to acquire a 51% stake in Wukuang Salt Lake Co. for 4.605 billion yuan, which will become a subsidiary upon completion [5][6] - Guotou Zhonglu intends to purchase 100% of China Electronic Engineering Design Institute for 6.026 billion yuan, expanding its business into the electronic information sector [5][6] Group 3: Industry Developments - The Ministry of Industry and Information Technology, along with other departments, released a digital transformation plan for the automotive industry, aiming for significant improvements in manufacturing efficiency by 2027 and achieving a high level of digital development by 2030 [14][15] - The semiconductor industry is expected to see increased demand for silicon wafers due to capacity expansion in wafer fabs, with a positive outlook for domestic silicon wafer companies [21] - The wind power sector is projected to experience optimistic demand growth in 2026, driven by rising prices for onshore wind turbines and accelerated industry exports [21]

Industry News - The Ministry of Finance and the State Administration of Taxation announced a new policy on the value-added tax for personal housing sales, effective from January 1, 2026. Homes sold within two years of purchase will incur a 3% VAT, while those sold after two years will be exempt from VAT [3]. - The Ministry of Education plans to continue promoting artificial intelligence in education, with related policy documents expected to be released next year [3]. - The Ministry of Industry and Information Technology and other departments issued a digital transformation implementation plan for the automotive industry, aiming for significant improvements in manufacturing capabilities and digital levels by 2027 [3]. - In November 2025, global automobile sales reached 8.59 million units, a year-on-year increase of 1%, with China's global market share rising to 40%, up 1 percentage point from the previous year [3]. - A new generation of the Honghu HH-200 commercial drone developed by Aviation Industry Corporation of China was unveiled, marking a breakthrough in low-altitude logistics transportation technology [4]. - In 2026, China will accelerate the construction of a digital economy, implementing the "East Data West Computing" project and fostering a national integrated data market [4]. - The Beijing Municipal Health Commission issued measures to support the innovation and development of the artificial intelligence industry in the healthcare sector for 2026-2027 [4]. Company News - Tianpu Co., Ltd. announced a cumulative stock price increase of 718.39% from August 22 to December 30, leading to a suspension for verification [5]. - Zijin Mining announced a projected net profit increase of 59%-62% for 2025, driven by rising sales prices of gold, copper, and silver [5]. - Wuzhou New Spring reported a recent reduction of 2.73% in total share capital by its controlling shareholder [5]. - Superjet Co., Ltd. announced the completion of its controlling shareholder's reduction plan [5]. - Jinpan Technology signed a contract for an overseas data center project worth approximately 696 million yuan [5]. - Shengxin Lithium Energy plans to acquire a 30% stake in Qicheng Mining for 2.08 billion yuan, with the latter's lithium mine under development [5]. - Mindray Bio-Medical Electronics announced a cash acquisition of 100% of Wuhan Bikaier Rescue Supplies Co., Ltd., expected to constitute a major asset restructuring [5]. - China National Airlines plans to purchase 60 Airbus A320NEO aircraft at a total catalog price of approximately 9.53 billion USD, with deliveries scheduled between 2028 and 2032 [5].

点评：盐湖股份拟斥资46.05亿元现金收购五矿盐湖51%股权，是盐湖资源整合的"关键落子"。此次收购 通过与同处青海的优质盐湖资产进行整合，实现技术、开采与产业链的深度协同。此举大幅提升了公司 在钾锂领域的行业集中度和话语权，加速了"世界级盐湖产业基地"的建设进程，进一步巩固了其作为行 业龙头的护城河与长期竞争力。 丨2025年12月31日星期三丨 NO.1 天齐锂业：董事兼高管邹军辞职 12月30日，天齐锂业公告称，公司董事兼副总经理、财务负责人邹军因个人职业规划原因申请辞去相关 职务，辞职后不再担任公司任何职务。其原定任期至2026年4月13日止。同时，公司于同日召开董事 会，同意聘任朱辉担任公司副总经理兼财务负责人，任期自董事会审议通过之日起至本届董事会任期届 满日止。 点评：天齐锂业财务负责人"正常交接"，邹军因个人原因提前离任，由朱辉接任，未导致董事人数不 足，公司强调不影响日常经营与决策，属于常规人事调整。在锂价低迷、行业出清背景下，市场对管理 层变动较敏感，但目前信息未释放利空信号，更多应视作公司内部梯队优化的延续，对公司基本面无实 质冲击。 NO.2 盐湖股份：拟46.05亿元现金收购五矿盐湖 ...

盐湖股份（000792）（000792）12月30日晚间公告，拟斥资46亿元向控股股东收购五矿盐湖有限公司 （下称"五矿盐湖"）51%股权，后者未来三年累计业绩承诺超21亿元。 公告显示，盐湖股份当日与控股股东中国盐湖签署了《股权转让协议》，公司拟以支付现金方式收购五 矿盐湖51%股权，交易价格为46.05亿元。本次交易完成后，公司将成为五矿盐湖的控股股东，五矿盐 湖将纳入公司合并报表范围，本次关联交易不构成重大资产重组。 盐湖股份表示，本次交易的目的是为了加快推进世界级盐湖产业基地建设，推动盐湖产业整合融合，妥 善解决同业竞争问题，持续提升上市公司质量。2024年，中国五矿曾出具了《关于避免同业竞争的承 诺》，承诺妥善解决五矿盐湖与公司间的同业竞争问题，本次交易是中国五矿积极履行资本市场承诺的 重要举措。 五矿盐湖主要通过一里坪盐湖从事盐湖锂、钾资源的开发，一里坪盐湖位于柴达木盆地中部盐湖带的中 西部。根据《青海省冷湖行委一里坪盐湖锂矿2024年储量年度报告》，截至2024年末，五矿盐湖氯化锂 保有资源量为164.59万吨，氯化钾保有资源量为1463.11万吨。 目前，五矿盐湖的主要产品为碳酸锂、磷酸锂、氢 ...

拟购五矿盐湖51%股权 盐湖股份再扩资源版图 ◎记者 李少鹏 若成功控股五矿盐湖有限公司（下称"五矿盐湖"），盐湖股份的行业龙头地位将得到进一步巩固。 盐湖股份12月30日晚发布公告，拟以46.05亿元现金收购控股股东中国盐湖工业集团有限公司（下称"中 国盐湖"）持有的五矿盐湖51%股权。交易完成后，五矿盐湖将成为公司的控股子公司，并纳入公司合 并报表范围。 盐湖股份欲控股五矿盐湖一事在市场预期之内。盐湖股份、五矿盐湖共同实控人中国五矿在2024年就作 出关于避免同业竞争的承诺，承诺妥善解决五矿盐湖与盐湖股份之间的同业竞争问题。 解决同业竞争 盐湖股份拿下五矿盐湖控制权 具体来看，盐湖股份与中国盐湖在12月30日签署了关于五矿盐湖股权转让的协议。根据转让协议，盐湖 股份拟以支付现金方式收购五矿盐湖51%股权，交易价格为46.05亿元。 公告显示，经采用资产基础法评估，五矿盐湖所有者权益账面价值为19.96亿元，评估值为90.3亿元，增 值70.34亿元，增值率为352.42%。由于中国盐湖为盐湖股份的控股股东，本次交易构成关联交易。 事实上，这笔交易主要是为解决盐湖股份及五矿盐湖实控人中国五矿旗下盐湖资源开发 ...