JIANGTE MOTOR(002176)

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碳酸锂价格创下近期新高 江特电机锂盐厂如约复工
Xin Lang Cai Jing· 2025-08-19 13:00
Core Viewpoint - The lithium carbonate price has surged due to the production halt at Ningde Times' Yichun mining area, leading to a recovery in the lithium salt market [1][2] Company Summary - Jiangte Electric (002176.SZ) announced that its wholly-owned subsidiary Yichun Yinli will resume production soon, with the lithium salt plant expected to be profitable given the current market conditions [1] - The company had previously announced a 26-day equipment maintenance period for Yichun Yinli starting July 25, aimed at improving operational efficiency and reducing costs [1] - In 2024, Jiangte Electric's revenue from lithium mining and salt manufacturing was reported at 1.049 billion yuan, accounting for 49.87% of total revenue, a decrease of 36.26% from 2023 [2] Industry Summary - Lithium carbonate is a key raw material for lithium batteries, widely used in electric vehicles, energy storage, and consumer electronics [2] - The price of battery-grade lithium carbonate has stabilized around 86,500 yuan/ton, with futures contracts showing an upward trend, reaching a peak of 90,100 yuan/ton [2] - Analysts suggest that lithium prices are unlikely to exceed 90,000 yuan/ton due to profitability concerns for global lithium mines, while prices above 80,000 yuan/ton are considered balanced for both upstream and downstream players [3] - South American countries like Chile and Argentina are planning to add significant lithium production capacity, which is expected to support global supply [3]
8月19日晚间公告 | 稀土公司金力永磁中报净利润翻倍;江特电机宜春银锂将复工复产
Xuan Gu Bao· 2025-08-19 12:06
Suspension - Dongjie Intelligent: The controlling shareholder of Zibo Jiangtu, Zibo Zhanheng, plans to transfer 99% of its fund shares, which may lead to a change in the actual controller of the company, resulting in stock suspension [1] Private Placement - Anfu Technology: Plans to raise 1.152 billion yuan to acquire 31% equity in Anfu Energy and raise matching funds [2] Share Buyback - Zhongshun Jierou: Adjusted the share buyback plan with a total fund amount of no less than 160 million yuan [3] External Investment and Daily Operations - Lianhuan Pharmaceutical: The newly built oral solution production line has passed the GMP compliance inspection for the first time [4] - Yiling Pharmaceutical: The new drug registration application for the traditional Chinese medicine Xiaorilianhua Qinggan Granules has been accepted [5] - Jiangte Motor: Yichun Yinli will officially resume production soon [5] - Aisidun: Signed a transaction framework agreement with Xinhongye to transfer 48% equity in Yangzhou Shuguang Optoelectronic Control [5] - Zhuochuang Information: Plans to issue shares overseas (H shares) and apply for listing on the main board of the Hong Kong Stock Exchange [6] - Dajin Heavy Industry: All single pile products for the largest offshore engineering project A phase have been delivered [7] - Hanyu Pharmaceutical: Signed multiple agreements related to the production and supply of Semaglutide injection [7] - Xinghuan Technology: Submitted an application for H share issuance and listing to the Hong Kong Stock Exchange [8] Performance Changes - Xianda Co., Ltd.: Net profit for the first half of the year reached 136 million yuan, a year-on-year increase of 2561.58% [9] - Jinli Permanent Magnet: Net profit for the first half of the year reached 305 million yuan, a year-on-year increase of 154.81% [10] - Shandong Glass Fiber: Net profit for the first half of the year was 8.7277 million yuan, turning from loss to profit [10] - Huace Film & TV: Net profit for the first half of the year reached 118 million yuan, a year-on-year increase of 65.05% [10] - Dazhu CNC: Net profit for the first half of the year reached 600 million yuan, a year-on-year increase of 83.82% [10] - Zhongjing Electronics: Net profit for the first half of the year was 570,000 yuan, turning from loss to profit [10]
江特电机: 关于子公司停产检修完成暨复产的公告
Zheng Quan Zhi Xing· 2025-08-19 09:17
证券代码:002176 证券简称:江特电机 公告编号:2025-044 二〇二五年八月二十日 江西特种电机股份有限公司 公司指定信息披露媒体为《证券时报》和巨潮资讯网(www.cninfo.com.cn)。 公司所有信息均以在上述指定媒体刊登的信息为准。敬请广大投资者理性投资, 注意风险。 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。 特此公告。 为进一步降低生产成本,确保生产设备后续的安全稳定运行,江西特种电机 股份有限公司(以下简称"公司")全资下属公司宜春银锂新能源有限责任公司 (以下简称"宜春银锂")于前期停产进行了设备检修。具体内容详见公司于 江西特种电机股份有限公司 董事会 (公告编号:2025-033)。 近日,公司接到宜春银锂通知,宜春银锂将于近日正式复工复产。 ...
江特电机(002176.SZ)下属公司宜春银锂近日将复工复产
Zheng Quan Zhi Xing· 2025-08-19 09:14
(原标题:江特电机(002176.SZ)下属公司宜春银锂近日将复工复产) 智通财经APP讯,江特电机(002176.SZ)公告,公司全资下属公司宜春银锂新能源有限责任公司(简称"宜 春银锂")于前期停产进行了设备检修。宜春银锂将于近日正式复工复产。 ...
江特电机下属公司宜春银锂近日将复工复产
Zhi Tong Cai Jing· 2025-08-19 08:53
江特电机(002176)(002176.SZ)公告,公司全资下属公司宜春银锂新能源有限责任公司(简称"宜春银 锂")于前期停产进行了设备检修。宜春银锂将于近日正式复工复产。 ...
江特电机:全资下属公司宜春银锂完成检修,将于近日正式复工复产
Mei Ri Jing Ji Xin Wen· 2025-08-19 08:53
每经AI快讯,8月19日,江特电机(002176)公告称,为进一步降低生产成本,确保生产设备后续的安 全稳定运行,公司全资下属公司宜春银锂于前期停产进行了设备检修。近日,公司接到宜春银锂通知, 宜春银锂将于近日正式复工复产。 ...
江特电机(002176) - 关于子公司停产检修完成暨复产的公告
2025-08-19 08:45
证券代码:002176 证券简称:江特电机 公告编号:2025-044 江西特种电机股份有限公司 (以下简称"宜春银锂")于前期停产进行了设备检修。具体内容详见公司于 2025 年 7 月 22 日披露的《关于子公司停产检修的公告》(公告编号:2025-033)。 近日,公司接到宜春银锂通知,宜春银锂将于近日正式复工复产。 公司指定信息披露媒体为《证券时报》和巨潮资讯网(www.cninfo.com.cn)。 公司所有信息均以在上述指定媒体刊登的信息为准。敬请广大投资者理性投资, 注意风险。 特此公告。 江西特种电机股份有限公司 董事会 二〇二五年八月二十日 关于子公司停产检修完成暨复产的公告 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。 为进一步降低生产成本,确保生产设备后续的安全稳定运行,江西特种电机 股份有限公司(以下简称"公司")全资下属公司宜春银锂新能源有限责任公司 ...
江特电机(002176.SZ):宜春银锂停产检修完成暨复产
Ge Long Hui A P P· 2025-08-19 08:45
格隆汇8月19日丨江特电机(002176.SZ)公布,为进一步降低生产成本,确保生产设备后续的安全稳定运 行,江西特种电机股份有限公司全资下属公司宜春银锂新能源有限责任公司(简称"宜春银锂")于前期停 产进行了设备检修。近日,公司接到宜春银锂通知,宜春银锂将于近日正式复工复产。 ...
江特电机:近日,公司接到宜春银锂通知,宜春银锂将于近日正式复工复产。
Xin Lang Cai Jing· 2025-08-19 08:37
Group 1 - The company, Jiangte Electric, has received notification from Yichun Silver Lithium that it will officially resume production soon [1]
电机板块8月19日涨2.46%,康平科技领涨,主力资金净流出2.94亿元
Zheng Xing Xing Ye Ri Bao· 2025-08-19 08:33
Market Overview - The electric motor sector increased by 2.46% compared to the previous trading day, with Kangping Technology leading the gains [1] - The Shanghai Composite Index closed at 3727.29, down 0.02%, while the Shenzhen Component Index closed at 11821.63, down 0.12% [1] Top Performers - Kangping Technology (300907) closed at 42.88, up 12.37% with a trading volume of 173,500 shares and a transaction value of 723 million yuan [1] - Jiangsu Yinli (300660) closed at 54.30, up 8.08% with a trading volume of 381,000 shares and a transaction value of 2 billion yuan [1] - Xiangdian Co. (600416) closed at 16.49, up 5.64% with a trading volume of 947,200 shares and a transaction value of 1.52 billion yuan [1] Underperformers - Ocean Motor (002249) closed at 8.12, down 3.10% with a trading volume of 2,096,300 shares [2] - Jiangte Motor (002176) closed at 9.28, down 2.11% with a trading volume of 146,710 shares [2] - Ananda (603350) closed at 42.51, down 1.94% with a trading volume of 65,000 shares [2] Fund Flow Analysis - The electric motor sector experienced a net outflow of 294 million yuan from institutional investors, while retail investors saw a net inflow of 208 million yuan [2] - The top net inflows from retail investors were observed in Kangping Technology and Jiangnan Yifan, while significant outflows were noted in Ocean Motor and Jiangsu Leili [3] Individual Stock Fund Flow - Kangping Technology had a net inflow of 42.06 million yuan from institutional investors, while retail investors had a net outflow of 66.55 million yuan [3] - Jiangsu Leili saw a net inflow of 71.27 million yuan from institutional investors, with retail investors experiencing a net outflow of 24.54 million yuan [3] - Xiangdian Co. had a net inflow of 18.2 million yuan from institutional investors, while retail investors had a net outflow of 13.3 million yuan [3]