Market Overview - On August 20, the energy metals sector rose by 0.43% compared to the previous trading day, with Tengyuan Cobalt leading the gains [1] - The Shanghai Composite Index closed at 3766.21, up 1.04%, while the Shenzhen Component Index closed at 11926.74, up 0.89% [1] Individual Stock Performance - Tengyuan Cobalt (301219) closed at 65.14, with a gain of 6.13% and a trading volume of 164,700 shares, amounting to a transaction value of 1.054 billion yuan [1] - Huayou Cobalt (603799) closed at 45.50, up 3.24%, with a trading volume of 890,600 shares and a transaction value of 4.040 billion yuan [1] - Other notable performers include: - Sai Rui Aluminum (300618) at 39.12, up 2.38% [1] - Cangge Mining (000408) at 50.22, up 0.76% [1] - Boqian New Materials (605376) at 46.52, up 0.61% [1] Fund Flow Analysis - The energy metals sector experienced a net outflow of 496 million yuan from institutional investors, while retail investors saw a net inflow of 314 million yuan [2] - Notable fund flows include: - Huayou Cobalt had a net inflow of 390 million yuan from institutional investors, but a net outflow of 123 million yuan from speculative funds [3] - Tengyuan Cobalt saw a net inflow of 119 million yuan from institutional investors and a net inflow of 470 million yuan from speculative funds [3] - Cangge Mining experienced a net outflow of 44 million yuan from institutional investors, with a net inflow of 3.234 million yuan from speculative funds [3]

Core Viewpoint - The lithium industry is experiencing significant performance divergence among companies, driven by low lithium carbonate prices, highlighting the importance of resource advantages and cost control capabilities for sustainable development [1][2]. Group 1: Performance Forecasts - Companies like Tianqi Lithium and Cangge Mining expect to achieve profitability in the first half of 2025, with Tianqi Lithium projecting a net profit of up to 155 million yuan, a 102.98% increase from the previous year [2]. - Zhongkuang Resources anticipates a net profit of 65 to 90 million yuan, representing a decline of approximately 80.97% to 86.26% compared to the previous year's 473 million yuan [2]. - Companies such as Ganfeng Lithium and Shengxin Lithium are expected to report losses, with Shengxin Lithium forecasting a loss of 720 to 850 million yuan, compared to a loss of 187 million yuan in the same period last year [2][3]. Group 2: Market Dynamics - The decline in lithium prices is cited as a primary reason for the performance downturn, with Ganfeng Lithium noting that the sales prices of lithium salts and battery products have continued to drop [3]. - The average price of battery-grade lithium carbonate was reported at 79,500 yuan per ton as of August 12, remaining below 100,000 yuan per ton [4]. - Analysts predict that the lithium market may achieve supply-demand balance next year, with potential price recovery, although the industry must first undergo a capacity clearing process [4]. Group 3: Strategic Adjustments - Companies are actively adjusting their operational strategies to cope with the downturn, focusing on cost reduction and efficiency improvements [6]. - Ganfeng Lithium is increasing production capacity through low-cost projects and technological advancements, while Tianqi Lithium is enhancing its internal control structure and management efficiency [6]. - Some companies are strategically increasing resource investments despite short-term cost pressures, positioning themselves for future price rebounds [7].

截至目前，公司已通过集中竞价方式回购股份数量27,351,330股，占公司总股本的2.99%；最高成交价 为17.74元/股，最低成交价为15.32元/股，支付的总金额为44,494.45万元（不含交易费用）。本次回购 金额不低于回购方案中的回购资金总额下限，且未超过回购资金总额上限，公司本次回购股份方案已实 施完毕，本次回购符合公司的回购股份方案及相关法律法规的要求。 登录新浪财经APP 搜索【信披】查看更多考评等级 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。 盛新锂能集团股份有限公司（以下简称"公司"）于2025年6月23日召开第八届董事会第二十次会议，审 议通过了《关于回购公司股份方案的议案》，同意公司使用自有资金及回购专项贷款以集中竞价方式回 购公司部分已发行的人民币普通股（A股）股票用于维护公司价值及股东权益。本次拟用于回购的资金 总额为不低于人民币40,000万元且不超过人民币50,000万元，回购价格不超过人民币17.75元/股，回购 股份的实施期限为自公司董事会审议通过本次回购方案之日起三个月内。具体情况详见公司分别于2025 年6月25日 ...

（文章来源：证券日报） 证券日报网讯盛新锂能8月18日在互动平台回答投资者提问时表示，公司在中国四川，以及津巴布韦、 阿根廷等地有布局锂矿资源。公司在江西没有锂矿。 ...

证券日报网讯 8月18日晚间，盛新锂能发布公告称，截至本公告披露日，公司本次回购股份方案已实施 完毕，截至目前，公司已通过集中竞价方式回购股份数量27，351，330股，占公司总股本的2.99%。 （文章来源：证券日报） ...

关于回购股份实施结果暨股份变动的公告 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。 证券代码：002240 证券简称：盛新锂能 公告编号：2025-048 盛新锂能集团股份有限公司 盛新锂能集团股份有限公司（以下简称"公司"）于2025年6月23日召开第 八届董事会第二十次会议，审议通过了《关于回购公司股份方案的议案》，同意 公司使用自有资金及回购专项贷款以集中竞价方式回购公司部分已发行的人民 币普通股（A 股）股票用于维护公司价值及股东权益。本次拟用于回购的资金 总额为不低于人民币40,000万元且不超过人民币50,000万元，回购价格不超过人 民币17.75元/股，回购股份的实施期限为自公司董事会审议通过本次回购方案之 日起三个月内。具体情况详见公司分别于2025年6月25日、2025年6月28日在巨 潮资讯网（www.cninfo.com.cn）披露的《关于回购公司股份方案暨取得金融机 构股票回购专项贷款承诺函的公告》《回购股份报告书》。 截至本公告披露日，公司本次回购股份方案已实施完毕，根据《上市公司 股份回购规则》《深圳证券交易所上市公司自律监管指 ...

Group 1 - The company, Shengxin Lithium Energy (002240.SZ), has completed a share buyback program, repurchasing a total of 27.35133 million shares, which represents 2.99% of its total share capital [1] - The highest transaction price during the buyback was 17.74 CNY per share, while the lowest was 15.32 CNY per share [1] - The total amount spent on the share buyback was 445 million CNY, excluding transaction fees [1]

Market Overview - The energy metals sector experienced a decline of 2.93% on August 14, with Shengtu Mining leading the drop [1] - The Shanghai Composite Index closed at 3666.44, down 0.46%, while the Shenzhen Component Index closed at 11451.43, down 0.87% [1] Individual Stock Performance - Jidian Mining (600711) closed at 7.51, down 5.06% with a trading volume of 2.7093 million shares and a transaction value of 2.131 billion [1] - Shengxin Lithium Energy (002240) closed at 17.56, down 3.94% with a trading volume of 590,400 shares and a transaction value of 1.051 billion [1] - Tianqi Lithium (002466) closed at 43.03, down 3.82% with a trading volume of 787,500 shares [1] - Yongxing Materials (002756) closed at 35.06, down 3.71% with a trading volume of 152,700 shares and a transaction value of 543 million [1] - Huayou Cobalt (603799) closed at 43.56, down 2.96% with a trading volume of 576,100 shares [1] Capital Flow Analysis - The energy metals sector saw a net outflow of 2.547 billion from main funds, while retail funds had a net inflow of 2.102 billion [1] - The table indicates that Tianqi Lithium had a main fund net outflow of 6.41 billion, with a retail net inflow of 5.19 billion [2] - Huayou Cobalt experienced a main fund net outflow of 5.98 billion, with a retail net inflow of 4.11 billion [2] - Shengtu Mining had a significant main fund net outflow of 474 million, while retail funds saw a net inflow of 311 million [2]

证券之星消息，8月13日能源金属板块较上一交易日下跌0.01%，盛新锂能领跌。当日上证指数报收于 3683.46，上涨0.48%。深证成指报收于11551.36，上涨1.76%。能源金属板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | 301219 | 腾远钻业 | 60.58 | 5.63% | 12.03万 | | 7.12亿 | | 6633209 | 永杉锂V | 10.84 | 3.73% | 71.69万 | | 7.67亿 | | 300618 | 塞锐铝业 | 38.00 | 2.12% | 12.78万 | | 4.82亿 | | 605376 | 博迁新材 | 41.42 | 1.52% | 5.75万 | | 2.35亿 | | 603799 | 华友钻业 | 44.89 | 1.47% | 51.41万 | | 22.97亿 | | 000408 | 藏格矿业 | 51.00 | 0.97% | 10.19万 | | 5.21亿 | | ...

Core Viewpoint - The article discusses the recent developments in the lithium market, particularly focusing on the impact of mining permit expirations and potential supply disruptions on lithium carbonate prices [4][5]. Group 1: Market Developments - On August 11, energy metals surged, with lithium mining stocks leading the gains, including companies like Shengxin Lithium Energy, Tianqi Lithium, and Ganfeng Lithium hitting the daily limit [4]. - Ningde Times announced that it has suspended mining operations at its Yichun project due to the expiration of its mining permit on August 9, and is in the process of renewing the permit [4]. Group 2: Supply and Demand Dynamics - There are concerns regarding eight lithium mining companies in Jiangxi that need to complete their resource verification reports by the end of September, which has been affecting lithium carbonate price trends [4]. - Analysts believe that the suspension of operations could positively impact the supply-demand balance in the lithium carbonate industry, with estimates suggesting a potential monthly impact of 7,000 to 8,000 tons of lithium carbonate equivalent due to permit approval delays [4]. Group 3: Price Expectations - Despite the potential for price increases due to supply disruptions, some analysts argue that the overall market remains oversupplied, and a significant price reversal may take time [5]. - Historical data indicates that when the Yichun mining area was previously suspended in January 2025, lithium carbonate prices ranged between 75,000 to 80,000 yuan per ton, driven by strong demand expectations [4].