Chengxin Lithium(002240)
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12月30日晚间公告 | 紫金矿业预告年报净利润增涨60%;天普股份停牌核查
Xuan Gu Bao· 2025-12-30 11:58
Suspension and Resumption - Tianpu Co., Ltd. has suspended trading due to a significant deviation of its stock price from the company's fundamentals. The company has no plans to engage in artificial intelligence-related business and has not signed any framework cooperation agreements with shareholder Zhonghao Xinying. There are no asset injection plans related to Zhonghao Xinying [1] Share Buybacks - Zhongju High-tech plans to repurchase shares worth between 300 million to 600 million yuan for cancellation and reduction of registered capital [2] - Baili Tianheng intends to repurchase shares valued at 100 million to 200 million yuan [2] Mergers and Acquisitions - Shengxin Lithium Energy plans to acquire 30% equity of Qicheng Mining for 2.08 billion yuan, aiming for 100% ownership. Qicheng Mining's subsidiary, Huirong Mining, holds mining rights for the Muro Lithium Mine, which has confirmed Li2O resources of 989,600 tons with an average grade of 1.62%, making it one of the highest-grade lithium mines in Sichuan, with a production scale of 3 million tons per year [3] - Mingde Bio plans to acquire 100% equity of Wuhan Bikaier Rescue Supplies Co., Ltd. in cash. The target company is one of the early adopters of international first aid concepts and technologies, focusing on emergency rescue business [3] - Yilake Co., Ltd. intends to acquire 51% equity of Minmetals Salt Lake for 4.605 billion yuan [3] - CITIC Special Steel's wholly-owned subsidiary, Taifu Technology, plans to acquire 100% equity of Fujing Special Co., Ltd. from Guangzhou Airport for 1.51 billion yuan. Fujing Special is one of the world's top three independent steel traders [3] - China National Pharmaceutical plans to acquire 70% equity of Zezheng Pharmaceutical for 525 million yuan. Zezheng Pharmaceutical specializes in the research and development of modified new drugs and complex formulations [3] External Investments and Daily Operations - Wanli Stone plans to establish a joint venture to develop and operate the Kuerdai Molybdenum Uranium polymetallic mine resources [4] - China Nonferrous Metals plans to invest 1.741 billion yuan in the expansion project of a lead-zinc mine with an annual capacity of 1.65 million tons [5] - Taihe Technology plans to transform its original lithium iron phosphate production facility to produce sodium iron phosphate, achieving an annual production capacity of 10,000 tons [5] - Zhaofeng Co., Ltd. intends to invest 1.53 billion yuan in the industrialization project of embodied intelligent robots and high-end precision components for automotive intelligent driving [5] - Datang Power plans to increase its investment in Datang Nuclear Power Company by 617 million yuan for projects including the Liaoning Xudabao Nuclear Power Project and Ningde Second Nuclear Power [5] - Huaxia Airlines plans to purchase three A320 series aircraft, with an estimated transaction amount of approximately 2.763 billion to 2.976 billion yuan [6] - Jingce Electronics plans to sell multiple semiconductor front-end testing equipment to customers, totaling 571 million yuan [7] - Tianyuan Co., Ltd. plans to invest 1.483 billion yuan in a project to build an annual production capacity of 100,000 tons of titanium dioxide using the chloride method [8] - Baiwei Storage plans to acquire 380,000 shares of Niu Xin Semiconductor for 2 million yuan, with the National Integrated Circuit Fund Phase II holding a 6.76% stake in the latter [9] - Jinpan Technology has signed a contract for a data center project with overseas clients, amounting to 98.992 million USD [9] Performance Changes - Zijin Mining expects a net profit attributable to shareholders of approximately 51 billion to 52 billion yuan for the fiscal year 2025, representing a year-on-year increase of about 59% to 62%. The sales prices of gold, copper, and silver have increased year-on-year [10]
盛新锂能:12月30日召开董事会会议
Mei Ri Jing Ji Xin Wen· 2025-12-30 11:58
每经头条(nbdtoutiao)——2025十大财经新闻出炉!护航、酣战、变局、狂飙分别指向哪些大事件? (记者 王晓波) 每经AI快讯,盛新锂能12月30日晚间发布公告称,公司第八届第二十七次董事会会议于2025年12月30 日在四川省成都市武侯区桂溪街道锦云西一巷成都交子金控大厦14楼公司会议室以现场与通讯表决相结 合方式召开。会议审议了《关于全资子公司收购启成矿业股权暨增加与关联方共同投资的议案》等文 件。 ...
盛新锂能:全资子公司拟20.8亿元收购启成矿业30%股权
Zheng Quan Shi Bao Wang· 2025-12-30 10:56
Core Viewpoint - The company Shengxin Lithium Energy plans to acquire a 30% stake in Sichuan Qicheng Mining Co., Ltd. for 2.08 billion yuan, aiming to gain 100% ownership of Qicheng Mining after the transaction [1] Group 1: Acquisition Details - The acquisition will be conducted through the company's wholly-owned subsidiary, Sichuan Shengtun Lithium Industry Co., Ltd. [1] - The transaction value is set at 2.08 billion yuan [1] Group 2: Resource and Production Information - Qicheng Mining holds a 70.97% stake in Huirong Mining, which possesses mining rights for the Muzhong Lithium Mine [1] - The Muzhong Lithium Mine has a confirmed Li2O resource of 989,600 tons with an average grade of 1.62%, making it one of the highest-grade lithium mines in Sichuan [1] - The production capacity of the Muzhong Lithium Mine is 3 million tons per year, and development is actively being advanced [1]
盛新锂能(002240.SZ):子公司拟收购启成矿业30%股权
Ge Long Hui A P P· 2025-12-30 10:41
Core Viewpoint - Shengxin Lithium Energy (002240.SZ) is enhancing its lithium resource supply capability by acquiring full ownership of Qicheng Mining through its subsidiary, Shengtun Lithium Industry, thereby increasing its self-sufficiency in lithium raw materials [1] Group 1: Company Structure and Ownership - Qicheng Mining is a holding subsidiary of Shengtun Lithium Industry, which is a wholly-owned subsidiary of Shengxin Lithium Energy, with Shengtun Lithium Industry and Taichen Mining holding 70% and 30% of Qicheng Mining, respectively [1] - Following the acquisition, Shengtun Lithium Industry will hold 100% of Qicheng Mining, increasing its control over Huirong Mining [1] Group 2: Resource and Production Details - Huirong Mining, a subsidiary of Qicheng Mining, holds mining rights for the Muzhong Lithium Mine, which has confirmed Li2O resources of 989,600 tons and an average grade of 1.62%, making it one of the highest-grade lithium mines in Sichuan [1] - The production scale of the Muzhong Lithium Mine is set at 3 million tons per year, and development is actively progressing [1] Group 3: Financial Transaction - Shengtun Lithium Industry plans to acquire the 30% stake in Qicheng Mining from Taichen Mining for 2.08 billion yuan [1]
盛新锂能:拟20.8亿元收购启成矿业30%股权 加大对惠绒矿业的控股权
Xin Lang Cai Jing· 2025-12-30 10:41
Core Viewpoint - The company, Shengxin Lithium Energy, plans to acquire a 30% stake in Sichuan Qicheng Mining Co., Ltd. for 2.08 billion yuan, which will result in full ownership of Qicheng Mining after the transaction is completed [1] Group 1: Acquisition Details - The acquisition will be executed through the company's wholly-owned subsidiary, Sichuan Shengtun Lithium Industry Co., Ltd. [1] - After the transaction, the company will hold 100% equity in Qicheng Mining [1] Group 2: Resource Information - Qicheng Mining's subsidiary, Huirong Mining, possesses mining rights for the Muzhong Lithium Mine, which has a confirmed Li2O resource of 989,600 tons with an average grade of 1.62% [1] - The Muzhong Lithium Mine is one of the highest-grade lithium mines in Sichuan, with a production capacity of 3 million tons per year [1] Group 3: Development Progress - The company is actively advancing the development and construction of the Muzhong Lithium Mine [1]
盛新锂能(002240) - 关于全资子公司收购启成矿业股权暨增加与关联方共同投资的公告
2025-12-30 10:31
证券代码:002240 证券简称:盛新锂能 公告编号:2025-098 盛新锂能集团股份有限公司 关于全资子公司收购启成矿业股权暨增加与关联方共 同投资的公告 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。 特别提示: 1、盛新锂能集团股份有限公司(以下简称"公司"或"盛新锂能")拟通 过全资子公司四川盛屯锂业有限公司(以下简称"盛屯锂业")以现金人民币 208,000.00万元收购四川启成矿业有限公司(以下简称"启成矿业"或"标的公 司")30%股权,本次交易完成后,公司持有启成矿业100%股权。 2、本次交易已经公司第八届董事会第二十七次会议审议通过。本次交易对 方四川泰宸矿业有限公司(以下简称"泰宸矿业")不构成公司的关联方,因此 本次股权收购事项不构成关联交易。本次股权收购完成后,公司将间接增加与关 联方的共同投资,本次增加关联共同投资事项构成关联交易,尚需获得股东会的 批准,与该关联交易有利害关系的关联人将回避表决。本次交易不构成《上市公 司重大资产重组管理办法》规定的重大资产重组。 3、本次交易的对价款公司以自有或自筹资金进行支付,本次交易会使公司 ...
盛新锂能(002240) - 关于召开2026年第一次(临时)股东会的通知
2025-12-30 10:30
证券代码:002240 证券简称:盛新锂能 公告编号:2025-099 盛新锂能集团股份有限公司 关于召开 2026 年第一次(临时)股东会的通知 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。 一、召开会议的基本情况 1、股东会届次:2026 年第一次(临时)股东会 2、股东会的召集人:董事会 3、本次会议的召集、召开符合《中华人民共和国公司法》《深圳证券交易所股票上市 规则》《深圳证券交易所上市公司自律监管指引第 1 号——主板上市公司规范运作》等法 律、行政法规、部门规章、规范性文件及《公司章程》的有关规定。 4、会议时间: (1)现场会议时间:2026 年 1 月 15 日 14:30 (2)网络投票时间:通过深圳证券交易所系统进行网络投票的具体时间为 2026 年 1 月 15 日 9:15-9:25,9:30-11:30,13:00-15:00;通过深圳证券交易所互联网投票系统投票的 具体时间为 2026 年 1 月 15 日 9:15 至 15:00 的任意时间。 5、会议的召开方式:现场表决与网络投票相结合。 6、会议的股权登记日:2026 年 ...
盛新锂能(002240) - 第八届董事会第二十七次会议决议公告
2025-12-30 10:30
证券代码:002240 证券简称:盛新锂能 公告编号:2025-097 同意公司于 2026 年 1 月 15 日(星期四)14:30 以现场表决与网络投票相结 本次会议以记名投票表决方式审议并通过了如下议案: 一、以 7 票同意,关联董事姚婧女士回避表决,关联董事李凯先生回避表 决、0 票反对、0 票弃权的表决结果审议通过了《关于全资子公司收购启成矿业 股权暨增加与关联方共同投资的议案》; 同意公司全资子公司四川盛屯锂业有限公司以现金人民币 208,000.00 万元 收购四川启成矿业有限公司(以下简称"启成矿业")30%股权,本次交易完成 后,公司将直接持有启成矿业 100%股权,并进一步加大对惠绒矿业的控股权。 本次股权收购事项不构成关联交易。本次股权收购完成后,公司将间接增加与关 联方的共同投资,本次增加关联共同投资事项构成关联交易。 上述议案已经公司独立董事专门会议审议通过。本议案尚需提交公司股东会 审议。 《关于全资子公司收购启成矿业股权暨增加与关联方共同投资的公告》同日 刊登于《中国证券报》《证券时报》和巨潮资讯网(www.cninfo.com.cn)。 二、以 9 票同意、0 票反对、0 票弃 ...
能源金属板块12月30日涨1.84%,盛屯矿业领涨,主力资金净流出1.53亿元





Zheng Xing Xing Ye Ri Bao· 2025-12-30 08:56
Group 1 - The energy metals sector increased by 1.84% on December 30, with Shengtu Mining leading the gains [1] - The Shanghai Composite Index closed at 3965.12, unchanged, while the Shenzhen Component Index rose by 0.49% to 13604.07 [1] - Key stocks in the energy metals sector showed varied performance, with Jidian Mining up by 4.72% and Ganfeng Lithium down by 1.79% [2] Group 2 - The main capital flow in the energy metals sector showed a net outflow of 153 million yuan from institutional investors and 158 million yuan from speculative funds, while retail investors had a net inflow of 311 million yuan [2][3] - Specific stock capital flows indicated that Huayou Cobalt had a net inflow of 490 million yuan from main funds, while Shengtu Mining experienced a net outflow of 961.26 million yuan [3] - The overall trading volume and turnover for key stocks in the sector varied, with Yongxing Materials achieving a turnover of 266.68 million yuan and Tianqi Lithium at 3.159 billion yuan [1][2]
新能源+AI周报(第37期):储能、锂电有望持续超预期,涨价、AI+提供弹性-20251229
Tai Ping Yang Zheng Quan· 2025-12-29 11:15
Investment Rating - The report does not provide specific investment ratings for sub-industries such as power station equipment, electrical equipment, power supply equipment, and new energy power systems [2]. Core Insights - The overall industry strategy indicates that energy storage and lithium batteries are expected to continue exceeding expectations, with price increases and AI+ providing flexibility. Emphasis is placed on the enhanced pricing power in the mid-to-upstream segments, suggesting that it is a favorable time for investment, focusing on the certainty of leading companies and the flexibility of upstream suppliers [3][6]. - The new energy vehicle supply chain is entering a new upward cycle, with strong pricing power in lithium battery segments benefiting companies like CATL, Hunan Youneng, Tianci Materials, and others. Recent data shows global lithium battery production reached 236.4 GWh in November 2025, a year-on-year increase of 44.6% [3][4]. - Solid-state batteries are highlighted as a key focus for 2026, with companies like Xiamen Tungsten and Putailai expected to benefit from advancements in production and cost control [4]. Summary by Sections Energy Storage and Lithium Batteries - The lithium battery sector is experiencing sustained high demand, with significant production increases projected. For instance, global energy storage battery production is expected to reach 960 GWh in 2026, up from 620 GWh in 2025, marking a 55% increase [3][36]. - A recent agreement between Zhongxin Innovation and Shengxin Lithium Energy to secure a five-year supply of 200,000 tons of lithium salt reflects the importance of upstream supply security in the lithium battery industry [3]. Solid-State Batteries - The solid-state battery segment is anticipated to see production ramp-up, with a focus on mass production processes and cost control. Recent IPO efforts by companies like Weilan New Energy indicate growing interest in this technology [4]. Photovoltaic and Energy Storage - The photovoltaic and energy storage sectors are expected to see gradual improvements in market conditions. Recent collaborations, such as between CATL and Siyuan Electric, aim to enhance energy storage capacity [5][6]. - The European energy storage market is projected to grow significantly, with 2,356 storage projects totaling 170.92 GW capacity identified, indicating a shift towards chemical energy storage solutions [5][26]. AI and New Energy - The integration of AI in the new energy sector is emphasized, with companies like Youbixun and Keda Li benefiting from advancements in robotics and AI technology [7]. - The report highlights a significant transformation in electricity pricing mechanisms, moving from government-set prices to market-driven pricing, which will impact energy storage investors and electricity users [24][25].