Market Overview - The energy metals sector experienced a decline of 2.24% on September 10, with Tianqi Lithium leading the drop [1] - The Shanghai Composite Index closed at 3812.22, up 0.13%, while the Shenzhen Component Index closed at 12557.68, up 0.38% [1] Individual Stock Performance - Key performers in the energy metals sector included: - **Huangrui Aluminum**: Closed at 52.00, up 4.84% with a trading volume of 380,500 shares and a turnover of 1.943 billion yuan [1] - **Tianqi Lithium**: Closed at 43.93, down 5.00% with a trading volume of 884,400 shares and a turnover of 3.879 billion yuan [2] - **Ganfeng Lithium**: Closed at 47.05, down 3.78% with a trading volume of 1,182,000 shares and a turnover of 5.604 billion yuan [2] Capital Flow Analysis - The energy metals sector saw a net outflow of 1.187 billion yuan from institutional investors, while retail investors contributed a net inflow of 1.042 billion yuan [2] - Notable capital flows included: - **Huangrui Aluminum**: Institutional net inflow of 69.6985 million yuan, retail net outflow of 69.9433 million yuan [3] - **Tianqi Lithium**: Institutional net outflow of 441.184 million yuan, retail net inflow of 5137.46 million yuan [3] Summary of Trading Data - The trading data for various stocks in the energy metals sector indicated mixed performance, with some stocks experiencing significant declines while others showed resilience [1][2][3] - The overall sentiment in the energy metals sector appears cautious, influenced by broader market trends and individual stock performances [1][2]

证券日报网讯9月8日晚间，盛新锂能（002240）发布公告称，2025年9月5日，公司控股股东深圳盛屯集 团有限公司的一致行动人厦门屯濋将其质押给华西证券股份有限公司的615.5万股公司股份办理了解除 质押。 ...

证券代码：002240 证券简称：盛新锂能 公告编号：2025-054 盛新锂能集团股份有限公司 关于控股股东的一致行动人部分股份解除质押的公告 盛新锂能集团股份有限公司（以下简称"公司"）于近日接到公司控股股东 深圳盛屯集团有限公司的一致行动人厦门屯濋投资合伙企业（有限合伙）（以下 简称"厦门屯濋"）的通知，获悉厦门屯濋将其已质押的 615.5 万股公司股份解 除质押。现将具体情况公告如下： 本公司及董事会全体成员保证信息披露内容的真实、准确和完整，没有虚 假记载、误导性陈述或重大遗漏。 一、本次股份解除质押基本情况 2025 年 9 月 5 日，厦门屯濋将其质押给华西证券股份有限公司的 615.5 万股 公司股份办理了解除质押。 | 股东名称 | 是否为控股股东或第一 | 本次解除质押的 | 占其所持 | 占公司总 | 质押开始日期 | 质押解除日期 | 质权人/ | | --- | --- | --- | --- | --- | --- | --- | --- | | | 大股东及其一致行动人 | 股份数量（股） | 股份比例 | 股本比例 | | | 申请人等 | | 厦门屯濋 | 是 | 3,095 ...

9月8日，盛新锂能涨5.01%，截至发稿，报19.50元/股，成交8.66亿元，换手率5.35%，总市值178.48亿 元。盛新锂能股价已经连续3天上涨，区间累计涨幅12%。 资料显示，盛新锂能集团股份有限公司位于广东省深圳市福田区皇岗路5001号深业上城(南区)T1栋56 楼，成立日期2001年12月29日，上市日期2008年5月23日，公司主营业务涉及中纤板、林木的生产与销 售;稀土产品、氯化锂、电池级单水氢氧化锂、电池级碳酸锂的生产销售等新能源、新材料领域。主营 业务收入构成为：新能源100.00%。 长安鑫禧混合A（005477）成立日期2018年2月7日，最新规模6187.89万。今年以来收益7.84%，同类排 名6022/8248；近一年收益29.6%，同类排名4706/8051；成立以来亏损60.64%。 长安鑫禧混合A（005477）基金经理为江博文。 截至发稿，江博文累计任职时间1年62天，现任基金资产总规模4.18亿元，任职期间最佳基金回报 20.63%， 任职期间最差基金回报3.92%。 风险提示：市场有风险，投资需谨慎。本文为AI大模型自动发布，任何在本文出现的信息（包括但不 限于个股 ...

Core Viewpoint - The A-share market for lithium mining stocks experienced significant gains in the afternoon session, indicating strong investor interest and market momentum in this sector [1] Group 1: Stock Performance - XINWANDA saw an increase of over 14% [1] - Ganfeng Lithium reached a 10% limit up [1] - Yihui Lithium Energy rose by more than 9% [1] - Defang Nano and Tianqi Lithium both increased by over 8% [1] - Zhongmin Resources and Yongxing Materials both gained over 7% [1] - Dongyangguang, Shengxin Lithium Energy, Tibet Zhufeng, and Huayou Cobalt all rose by over 6% [1] - Rongjie Co., Naipu Mining, Guocheng Mining, Salt Lake Co., and Jiangte Electric all saw increases of over 5% [1]

Group 1 - The core point of the news is that Shengxin Lithium Energy's stock price increased by 5.23% to 18.31 CNY per share, with a trading volume of 593 million CNY and a turnover rate of 3.83%, resulting in a total market capitalization of 16.759 billion CNY [1] - Shengxin Lithium Energy, established on December 29, 2001, and listed on May 23, 2008, is located in Shenzhen, Guangdong Province. The company primarily engages in the production and sales of medium-density fiberboard, timber, rare earth products, lithium chloride, battery-grade monohydrate lithium hydroxide, and battery-grade lithium carbonate, focusing entirely on the new energy and new materials sectors [1] - The company's main business revenue composition is 100% from new energy [1] Group 2 - According to data from the top ten circulating shareholders of Shengxin Lithium Energy, a fund under Huaxia Fund holds 9.9943 million shares of Shengxin Lithium Energy, unchanged from the previous period, representing 1.15% of the circulating shares. The estimated floating profit today is approximately 9.0948 million CNY [2] - Huaxia Industry Prosperity Mixed Fund (003567), established on February 4, 2017, has a latest scale of 7.261 billion CNY. Year-to-date returns are 36.34%, ranking 1038 out of 8178 in its category; the one-year return is 80.3%, ranking 515 out of 7978; and since inception, the return is 318.44% [2]

Market Overview - On September 4, the energy metals sector declined by 0.94%, with Shengtu Mining leading the drop [1] - The Shanghai Composite Index closed at 3765.88, down 1.25%, while the Shenzhen Component Index closed at 12118.7, down 2.83% [1] Stock Performance - Notable stock performances included: - Shengxin Lithium Energy (002240) rose by 3.69% to close at 17.40, with a trading volume of 534,400 shares and a turnover of 930 million yuan [1] - Ganfeng Lithium (002460) increased by 1.30% to 40.55, with a trading volume of 868,300 shares and a turnover of 3.539 billion yuan [1] - Tianqi Lithium (002466) saw a 1.28% increase to 42.66, with a trading volume of 639,000 shares and a turnover of 2.750 billion yuan [1] - Other stocks like Huayou Cobalt (603799) and Tengyuan Mining (301219) experienced declines of 0.48% and 2.22%, respectively [1] Capital Flow Analysis - The energy metals sector experienced a net inflow of 138 million yuan from institutional investors, while retail investors saw a net inflow of approximately 86.95 million yuan [2] - Notable capital flows included: - Ganfeng Lithium had a net inflow of 2.92 billion yuan from institutional investors, but a net outflow of 1.37 billion yuan from speculative funds [3] - Tianqi Lithium recorded a net inflow of 1.86 billion yuan from institutional investors, with a net outflow of 1.35 billion yuan from speculative funds [3] - Huayou Cobalt had a net inflow of 72.96 million yuan from institutional investors, while speculative funds saw a net outflow of 85.87 million yuan [3]

Core Viewpoint - The company is experiencing positive progress in ramping up production capacity in Indonesia and has begun bulk supply to core customers after completing certification work [2] Production Capacity and Supply - The company plans to increase the supply of lithium salt products based on customer orders and the progress of other customer certifications, aiming to enhance capacity utilization and achieve full production as soon as possible [2] - In the solid-state battery sector, the company has a planned annual production capacity of 3,000 tons of metallic lithium, with 500 tons already constructed and mass production of ultra-thin and ultra-wide lithium strips underway [2] - The planned new project for 2,500 tons of metallic lithium has completed project filing, and preparations are progressing in an orderly manner, with construction set to begin soon [2] Mining and Project Development - In the first half of the year, the company made progress in the construction of the lithium mine selection and tailing project, obtaining land pre-examination and site selection opinions, as well as approval from the provincial development and reform commission [2] - Other related work for the mining project is also progressing in an orderly manner [2]

Core Viewpoint - The company held an online performance briefing on September 2, 2025, to discuss the development progress of the Muzhong lithium mine and the capacity utilization of its Indonesian project, revealing important operational updates and market conditions [1][2]. Group 1: Muzhong Lithium Mine Development - The Muzhong lithium mine's construction project has received land pre-examination and site selection opinions, as well as approval from the provincial development and reform commission, indicating orderly progress [3]. - The company is leveraging its experience in high-altitude lithium mining in western Sichuan to expedite the project and increase lithium resource supply [3]. Group 2: Indonesian Project Capacity Utilization - The Indonesian 60,000-ton lithium salt project has commenced bulk supply, with the company increasing supply volume based on customer certification progress to enhance capacity utilization [3]. - The company aims to achieve full production as soon as possible [3]. Group 3: Market Conditions and Performance Impact - Since July, lithium salt prices have rebounded due to supply concerns from "anti-involution" and mining rights issues, coupled with unexpected demand, leading to market recovery and improved company operations [3]. - The company plans to strengthen management, optimize costs, and enhance operational efficiency to improve performance in the second half of the year [3]. Group 4: Energy Storage Market Opportunities - The transition of the energy storage market towards market mechanisms, driven by domestic electricity market reforms and the removal of mandatory storage policies, is expected to create new opportunities for the energy storage industry [3]. Group 5: International Business and Profit Margins - The gross margin of overseas business has improved due to contributions from overseas factories, and the company will continue to expand its overseas market presence and enhance production capacity [3]. - The company’s main customers include leading industry players like BYD, ensuring stable order fulfillment despite a year-on-year decline in lithium salt sales due to market conditions [3]. Group 6: Financial Performance and Challenges - The lithium salt industry faced a downturn in the first half of the year, with product prices dropping from 75,000 yuan/ton at the beginning of the year to 61,000 yuan/ton by the end of June, negatively impacting the company's performance [3]. - The company recorded asset impairment provisions and foreign exchange losses, but saw a rebound in lithium salt prices starting in July, leading to improved business conditions [3]. Group 7: Solid-State Battery and Cost Reduction Initiatives - The company is developing key materials for solid-state batteries, with a planned capacity of 3,000 tons, of which 500 tons have been completed, and a new 2,500-ton project is in the preparation stage [3]. - The company is investing in multiple salt lake exploration projects in Argentina to improve production processes and conduct research and development [3]. Group 8: International Strategy - Internationalization is a core strategy for the company, with established domestic and overseas industrial chain layouts [3]. - The Indonesian 60,000-ton lithium salt project is the largest overseas lithium extraction project, which has begun bulk supply [3].

Group 1: Lithium Mining Development - The development of the Muzhong lithium mine has progressed with necessary approvals obtained, aiming for production to commence soon [2] - The company has successfully developed the Aoyinuo mine in high-altitude areas of Sichuan, leveraging this experience for the Muzhong project [2] Group 2: Production and Supply - The Indonesian lithium salt project has started bulk supply, with a good ramp-up in production capacity [3] - The company plans to increase lithium salt supply based on customer orders and certification progress [3] Group 3: Market Outlook and Performance - The lithium product market is expected to improve in the second half of 2025 due to supply concerns and demand exceeding expectations, leading to a rebound in lithium prices [3] - The company reported a revenue of 1.6 billion yuan and a loss of 800 million yuan in the first half of the year, primarily due to low product prices and accounting provisions [5] Group 4: Strategic Initiatives - The company is focusing on international expansion, with significant investments in lithium resources in Indonesia and plans to explore opportunities in Africa and Argentina [6] - The company is also enhancing its capabilities in solid-state battery materials, with a planned annual production capacity of 3,000 tons of lithium metal [5] Group 5: Technological Advancements - The company is actively improving production processes in its salt lake lithium extraction projects and is optimistic about the future of this sector [5] - There are no current plans for battery recycling, but the company is monitoring developments in this area [5]