证券日报网讯 12月5日，融捷股份在互动平台回答投资者提问时表示，公司如有并购重组相关事项，将 严格按照法律法规及时履行信息披露义务。 （文章来源：证券日报） ...

Investment Rating - The report rates the industry as "Positive" [4] Core Insights - The lithium price has shown a strong rebound due to supply constraints and increased demand from the energy storage sector, with battery-grade lithium carbonate prices rising from 61,300 CNY/ton to 85,700 CNY/ton in Q3 2025, marking an 11.92% increase from the previous quarter [12] - The overall revenue of 12 A-share lithium companies reached 39.718 billion CNY in Q3 2025, reflecting a year-on-year increase of 27.01% and a quarter-on-quarter increase of 12% [18] - The net profit attributable to shareholders for these companies surged to 5.328 billion CNY in Q3 2025, a significant year-on-year increase of 110% and a quarter-on-quarter increase of 65% [21] - The average gross margin for the companies was 24.7%, with a net margin of 13.42%, indicating a positive trend in profitability [29] Market Analysis - The lithium supply remains resilient despite production disruptions in regions like Jiangxi, with Q3 2025 lithium salt production reaching 328,500 tons, a year-on-year increase of 17.9% [14] - Global sales of new energy vehicles reached 5.4 million units in Q3 2025, a 23% increase year-on-year, driving demand for lithium [9] - Lithium salt inventory decreased from 150,000 tons to 130,000 tons in Q3 2025, indicating a trend of destocking in the industry [17] Financial Performance - The average cash ratio for the companies was 0.79, with a debt-to-asset ratio of 38.75%, indicating stable debt repayment capabilities [55] - Capital expenditures for the 12 companies totaled 16.943 billion CNY in the first three quarters of 2025, reflecting a year-on-year increase of 15.65% [49] - The four major expenses (sales, management, R&D, and financial costs) totaled 3.26 billion CNY in Q3 2025, with a notable increase in financial expenses [38]

证券日报网讯12月1日，融捷股份（002192）在互动平台回答投资者提问时表示，公司截至11月末的股 东户数约6.29万户。 ...

Core Viewpoint - The company has committed to reasonable planning and coordination of asset usage, with a focus on expanding mining capacity in collaboration with local government [1] Group 1 - The company has signed an agreement with local government to add 350,000 tons per year of mineral processing capacity by December 2024 [1] - The site selection for additional capacity is still under evaluation, and no specific locations have been confirmed yet [1] - Investors are advised to be aware of investment risks related to the ongoing site selection process [1]

Core Viewpoint - Rongjie Co., Ltd. is currently in the construction phase for its cathode materials business and in the planning phase for its anode materials business, with updates to be provided through company announcements or regular reports [1] Group 1: Business Operations - The subsidiary Rongda Lithium Industry is operating normally, while other projects under the company in Kangding have not yet been completed [1] - The company has addressed its competition with the controlling shareholder primarily in the lithium salt business since 2021 through a entrusted management approach [1] Group 2: Future Developments - Investors are encouraged to monitor the company's announcements or regular reports for further developments regarding its projects [1]

Core Insights - The energy metals sector experienced a 2.55% increase on November 28, with Shengxin Lithium Energy leading the gains [1] - The Shanghai Composite Index closed at 3888.6, up 0.34%, while the Shenzhen Component Index closed at 12984.08, up 0.85% [1] Sector Performance - Shengxin Lithium Energy (002240) closed at 35.26, up 7.17% with a trading volume of 821,600 shares [1] - Shengton Mining (600711) closed at 12.34, up 5.29% with a trading volume of 1,701,300 shares [1] - Other notable performers include: - Yongsan Lithium (6653309) at 11.77, up 3.79% - Tibet Mining (000762) at 27.66, up 3.13% - Huayou Cobalt (603799) at 61.83, up 2.74% [1] Capital Flow - The energy metals sector saw a net inflow of 761 million yuan from main funds, while retail funds experienced a net outflow of 301 million yuan [1] - Key capital flows include: - Huayou Cobalt (603799) with a net inflow of 281 million yuan from main funds [2] - Tianqi Lithium (002466) with a net inflow of 254 million yuan from main funds [2] - Shengton Mining (600711) with a net inflow of 161 million yuan from main funds [2]

（文章来源：证券日报） 证券日报网讯融捷股份11月26日在互动平台回答投资者提问时表示，公司主要公布每月末股东户数，公 司截至10月末的股东户数约5.20万户。 ...

Core Viewpoint - The company, Rongjie Co., stated that its production and operational activities are proceeding as planned and that relevant production information should be monitored through regular reports [2] Group 1 - The company is actively engaging with investors through an interactive platform [2] - The mining operations located in Ganzi Prefecture, Sichuan Province, are functioning normally [2]

融捷股份（002192.SZ）11月26日在投资者互动平台表示，公司生产经营工作按计划有序开展中，相关 生产经营信息请关注公司定期报告；公司位于四川省甘孜州的矿山一直正常生产经营中。 （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：公司目前产销如何？还有前几年川西甘孜州的矿怎么 样了？有进展么？ ...

Core Insights - Rongjie Co., Ltd. has seen a stock price increase of 73.44% year-to-date, but has recently experienced a decline of 12.99% over the past five trading days [2] - The company specializes in the lithium battery materials industry, with a primary focus on lithium mining, lithium salt processing, and lithium battery equipment manufacturing [2] - As of October 31, the number of shareholders increased to 52,000, with an average of 4,983 circulating shares per person [3] Financial Performance - For the period from January to September 2025, Rongjie Co., Ltd. reported revenue of 510 million yuan, representing a year-on-year growth of 26.21%, while net profit attributable to shareholders decreased by 21.22% to 144 million yuan [3] - The company has distributed a total of 495 million yuan in dividends since its A-share listing, with 375 million yuan distributed over the past three years [4] Market Activity - As of November 26, the stock price was 55.04 yuan per share, with a trading volume of 1.164 billion yuan and a turnover rate of 8.31% [1] - The stock has appeared on the "Dragon and Tiger List" twice this year, with the most recent net purchase of 224 million yuan on November 19 [2] Shareholder Composition - As of September 30, 2025, the second-largest circulating shareholder is Hong Kong Central Clearing Limited, holding 5.2546 million shares, an increase of 1.6942 million shares from the previous period [4] - Several ETFs are among the top ten circulating shareholders, with notable changes in their holdings [4]