盛新锂能公告，公司全资子公司四川致远锂业有限公司通过增资扩股形式引入新的投资者兴银金融资产 投资有限公司。兴银投资以人民币5亿元向致远锂业增资，其中2.08亿元计入实收资本，2.92亿元计入资 本公积。增资后，致远锂业注册资本变更为8.33亿元，公司持有其75%股权，兴银投资持有25%股权。 公司放弃本次增资扩股的优先认购权。 ...

Core Viewpoint - Shengxin Lithium Energy (002240.SZ) announced a proposed cooperation framework agreement with Zhongchuang Xinhang for lithium salt product business from 2026 to 2030, involving the procurement of 200,000 tons of lithium salt products [1] Group 1 - The transaction constitutes a related party transaction [1] - The transaction is not expected to impact the company's operating performance for the current year [1] - The agreement is anticipated to have a positive impact on the company's future operating performance [1]

证券代码：002240 证券简称：盛新锂能 公告编号：2025-095 盛新锂能集团股份有限公司 关于控股股东的一致行动人进行股份质押的公告 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。 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深圳市盛屯汇泽贸易有限公司（以下简称 "盛屯汇泽"）的通知，获悉盛屯汇泽将其所持有的公司无限售流通股 425 万股 股份办理了股权质押登记手续。现将具体情况公告如下： 一、本次股份质押基本情况 2025 年 12 月 19 日，盛屯汇泽将其所持有的 425 万股公司股份质押给广发 银行股份有限公司深圳分行。 | | 股股东或 第一大股 | | 占其所 持股份 | 占公司 总股本 | 限售股 （如是， | 是否 | 质押起始 | 质押到期 | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | 是否为控 | 本次质押 | | | 是否为 | 为补 | | | | | | 股东名称 ...

Group 1 - The core viewpoint of the news is that Shengxin Lithium Energy has seen a stock price increase of 5.19%, reaching 33.62 yuan per share, with a trading volume of 1.8 billion yuan and a turnover rate of 6.13%, resulting in a total market capitalization of 30.772 billion yuan [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 sector [1] - The company's main business revenue composition is 100% from new energy [1] Group 2 - From the perspective of major fund holdings, Chang'an Fund has one fund heavily invested in Shengxin Lithium Energy. The Chang'an Xinxin Mixed A Fund (005477) reduced its holdings by 690,000 shares in the third quarter, retaining 662,900 shares, which accounts for 4.81% of the fund's net value, making it the third-largest holding [2] - The Chang'an Xinxin Mixed A Fund (005477) was established on February 7, 2018, with a latest scale of 64.3917 million. Year-to-date, it has achieved a return of 21.04%, ranking 3868 out of 8098 in its category; over the past year, it has returned 14.72%, ranking 4701 out of 8067; since inception, it has incurred a loss of 55.82% [2]

A股市场锂矿股拉升，其中，金圆股份（维权）涨超6%，藏格矿业、国城矿业（维权）涨超5%，盛新 锂能、大中矿业、西部矿业涨超3%。消息面上，碳酸锂主力合约日内大涨4%，现报111560元/吨。 | 代码 | 名称 | | 涨幅%↓ | 总市值 | 年初至今涨幅%。 | | --- | --- | --- | --- | --- | --- | | 000546 | 美国股份 | + | 6.47 | 56.30亿 | 46.86 | | 000408 | 藏格矿业 | + | 5.73 | 1243亿 | 190.97 | | 000688 | 国城矿业 | | 5.68 | 301亿 | 115.98 | | 002240 | 盛新锂能 | | 3.54 | 303亿 | 140.13 | | 001203 | 大中矿业 | 1 | 3.33 | 433亿 | 232.65 | | 002183 | 怡亚通 | 1 | 3.30 | 122亿 | 4.91 | | 603077 | 和邦生物 | | 3.23 | 198亿 | 9.80 | | 601168 | 西部矿业 | 1 | 3.17 | 612亿 ...

每经AI快讯，12月19日，锂板块拉升，盛新锂能涨超4%，西藏矿业、永杉锂业、赣锋锂业、天齐锂业 跟涨。 （文章来源：每日经济新闻） ...

锂板块直线拉升，盛新锂能涨超4%，西藏矿业、永杉锂业、赣锋锂业、天齐锂业跟涨。消息面上，碳 酸锂主力合约日内涨超4%。 ...

Group 1 - The energy metal sector is experiencing a surge in demand driven by a dual catalyst of supply restructuring and explosive demand, particularly in the context of energy storage [1][2] - Major resource countries are actively managing supply through policies such as quotas and licenses, aiming to gain control over resource pricing [1][2] - The demand for carbonated lithium in the energy storage sector is projected to reach approximately 345,000 tons by 2025 and is expected to exceed 500,000 tons by 2026, marking a tenfold increase from 2021 [2] Group 2 - In the lithium sector, the industry is undergoing a deep clearing with a slowdown in capital expenditure, indicating clear bottom signals. The sustained demand for energy storage is expected to drive a tight balance in global carbonated lithium supply and demand by 2026, making lithium prices more likely to rise [2][3] - Cobalt prices are entering an upward channel due to supply management, while nickel prices, despite being suppressed by high inventory, have dropped to deep cost curve levels, with Indonesia's supply management laying the groundwork for future price recovery [2][3] - The domestic production index control for rare earth materials is tightening supply, while resilient demand from downstream sectors such as new energy vehicles and wind power supports a strong price environment [2][3] Group 3 - Recommended companies in the lithium sector include Ganfeng Lithium, Tianqi Lithium, Zhongjin Lingnan Nonfemet Company, Yongxing Materials, and Shengxin Lithium Energy [3][4] - For cobalt and nickel, Huayou Cobalt is highlighted as a potential beneficiary due to strengthened supply-side policies and the industry being at a long-term bottom [3][4] - In the rare earth magnetic materials sector, companies such as Ningbo Yunsheng and Jieli Permanent Magnet are suggested as beneficiaries due to supply tightening and stable high-end demand [3][4]

Core Insights - Lithium carbonate futures prices have surged, approaching 110,000 yuan/ton, indicating a recovery cycle in the industry [2][3] - The A-share lithium mining sector has seen significant gains, with leading companies like Tianqi Lithium and Ganfeng Lithium experiencing notable stock price increases [3] - The domestic lithium carbonate spot price has also risen sharply, with battery-grade lithium carbonate quoted at 97,100 yuan/ton, marking a 62.18% increase from the year's low [3] Market Performance - On December 17, A-share lithium battery concept stocks collectively surged, with companies like Shengxin Lithium Energy and Dazhong Mining hitting their daily price limits, and over 10 billion yuan of net capital inflow into the lithium battery sector [5] - The announcement of the cancellation of 27 mining licenses in Yichun has raised concerns, although the specific impact on lithium mines remains unclear [5] Industry Trends - The lithium battery industry is experiencing a recovery cycle, driven by the high cost-performance ratio of lithium iron phosphate technology in the electric vehicle market and the push for solid-state batteries [7] - The energy storage battery sector is entering a phase of large-scale expansion, with demand expected to grow significantly due to the increasing share of renewable energy and the need for grid stability [7] Production and Export Growth - In the first 11 months of the year, China's production and sales of power and other batteries reached 1,468.8 GWh and 1,412.5 GWh, respectively, representing year-on-year growth of 51.1% and 54.7% [7] - Exports of power and other batteries totaled 260.3 GWh, a 44.2% increase year-on-year, with power batteries accounting for 65.2% of total exports [7] Future Outlook - Analysts are optimistic about the recovery of the lithium battery industry chain, with expectations of continued growth in overseas markets and robust demand for energy storage batteries [8] - Forecasts suggest that global sales of new energy vehicles will grow by approximately 17% by 2026, with a corresponding 20% increase in demand for power batteries [8] Financial Performance - A-share lithium battery concept stocks have shown significant recovery in performance, with a total net profit of 117.2 billion yuan in the first three quarters, a year-on-year increase of 26.97% [9] - Among the lithium battery concept stocks, several companies have reported over 100% growth in net profit, including Guoxuan High-Tech and Daosheng Technology [9][10]

12月17日，A股三大指数强势拉升，其中深证成指涨2.4%，创业板指涨3.39%。板块上，能源金属大爆 发，盛新锂能涨停，永杉锂业、融捷股份、西藏矿业等多只个股涨超5%跟涨。 光大期货认为，碳酸锂方面近期供给资源扰动，复产预期转弱带动价格走强，在中期视角下，即便淡季 价格有概率转弱，届时下游备货意愿或也将表现相对较强，且有正极产能规划带动需求预期，价格易涨 难跌，关注复产节奏和淡季排产环降幅度。 （文章来源：21世纪经济报道） 基本面上，锂价近期持续反弹，向上突破动能强劲。12月17日，广期所碳酸锂主力合约涨幅一度冲高至 7.75%，报10.88万元/吨，价格创下自2024年5月份以来的新高，年内累计涨幅超40%。 ...