Group 1 - On August 1, 34 listed companies repurchased stocks, indicating a trend of companies returning capital to shareholders [1] - Midea Group had the highest repurchase amount at 1.154 billion yuan, buying back 16.08 million shares [1] - Shengxin Lithium Energy repurchased stocks worth 113 million yuan, with a total of 7.07 million shares bought back [1] - AVIC Aircraft's stock repurchase amounted to 59.94 million yuan, with 4.76 million shares repurchased [1]

Market Overview - On August 1, the energy metals sector rose by 0.05% compared to the previous trading day, with ST Shengtun leading the gains [1] - The Shanghai Composite Index closed at 3559.95, down 0.37%, while the Shenzhen Component Index closed at 10991.32, down 0.17% [1] Stock Performance - ST Shengtun (600711) closed at 7.91, up 5.05% with a trading volume of 862,000 shares and a turnover of 668 million yuan [1] - Other notable performers included: - Shengxin Lithium Energy (002240) at 15.82, up 1.93% [1] - Yongxing Materials (002756) at 35.54, up 1.51% [1] - Rongjie Co., Ltd. (002192) at 34.97, up 1.33% [1] - Ganfeng Lithium (002460) at 36.18, up 0.50% [1] Capital Flow - The energy metals sector experienced a net outflow of 13.4468 million yuan from institutional investors, while retail investors saw a net outflow of 14.5 million yuan [2] - Conversely, speculative funds recorded a net inflow of 158 million yuan [2] Individual Stock Capital Flow - ST Shengtun had a net inflow of 1.07 million yuan from institutional investors, but a net outflow of 49.7793 million yuan from speculative funds and 57.5723 million yuan from retail investors [3] - Ganfeng Lithium (002460) saw a net inflow of 79.7184 million yuan from institutional investors, while retail investors experienced a net outflow of 97.8754 million yuan [3] - Other stocks like Rongjie Co., Ltd. and Yongxing Materials also showed mixed capital flows with varying degrees of net inflows and outflows from different investor types [3]

Core Viewpoint - The article analyzes the performance and market capitalization trends of major lithium mining companies in China over the past few years, suggesting that the strong players are likely to remain dominant in the future [2]. Market Capitalization Trends - The article compares the market capitalization of several companies including Tianqi, Rongjie, Shengxin, Ganfeng, Yongxing, and Zhongmin from July 2020 to the present [3]. - Key market capitalization points are highlighted, with Zhongmin set as the baseline (A), showing that other companies have varying multiples of this baseline [9][12][16][19][23]. Production Capacity Changes - Tianqi's equity capacity increased from 70,000 tons to 95,000 tons, with future expectations around 100,000 tons [24]. - Rongjie expanded from 5,000 tons to 25,000 tons, with equity capacity projected to reach 10,000 to 20,000 tons [24]. - Shengxin's capacity grew from 40,000 tons to 137,000 tons, with equity capacity expected to reach 25,000 to 30,000 tons [25]. - Ganfeng's equity capacity rose from over 40,000 tons to 110,000 tons, with total capacity at 260,000 tons and future expectations of 150,000 tons in equity [26]. - Yongxing's capacity increased from 10,000 tons to 30,000 tons, with equity capacity projected to reach 50,000 tons [26]. - Zhongmin's capacity grew from 3,000 tons to 70,000 tons, with equity capacity expected to reach 100,000 tons [26]. Industry Outlook - The article emphasizes that the lithium mining sector is interconnected, and the focus should be on the future growth of equity production capacity, which is crucial for long-term value [26]. - It notes that many high-quality mines have already been acquired, making it challenging to significantly increase equity capacity [27].

Group 1 - The company announced that its controlling shareholder, Shenzhen Shengtun Group Co., Ltd., has had a subsidiary, Xiamen Tunlan Investment Partnership (Limited Partnership), release 2.065 million shares from pledge [1] - The shares were previously pledged to Huaxi Securities Co., Ltd. and the release occurred on July 30, 2025 [1] - As of the announcement date, the total pledged shares held by the shareholder and its concerted parties were disclosed [2] Group 2 - The company has initiated a share repurchase plan approved on June 23, 2025, with a total fund allocation between RMB 400 million and RMB 500 million [5] - The repurchase price is capped at RMB 17.75 per share, and the implementation period is three months from the board's approval [5] - As of July 31, 2025, the company has repurchased 9,752,800 shares, representing 1.07% of the total share capital, with a total expenditure of RMB 156.1641 million [6][7]

Group 1 - The stock price of Shengxin Lithium Energy as of July 31, 2025, is 15.52 yuan, down by 0.79 yuan or 4.84% from the previous trading day's closing price [1] - The company operates in the energy metals sector, focusing on lithium ore resource development, lithium product production, and sales, including lithium mining, lithium salt processing, and lithium product R&D [1] - Shengxin Lithium Energy announced a share buyback of 9,752,800 shares, representing 1.07% of the total share capital, with a total buyback amount of 156 million yuan at a price range of 15.46 yuan to 16.52 yuan per share [1] Group 2 - The controlling shareholder's action, Xiamen Tunlan, has released the pledge on 2.07 million shares, which is 10.01% of its holdings and 0.23% of the company's total share capital [1] - As of the announcement date, Xiamen Tunlan has pledged a total of 13.26 million shares, accounting for 64.27% of its total holdings [1] - On July 31, 2025, the net outflow of main funds for Shengxin Lithium Energy was 94.52 million yuan, representing 0.7% of the market capitalization [1]

证券代码：002240 证券简称：盛新锂能 公告编号：2025-045 关于回购公司股份比例达到 1%暨回购进展公告 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 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。具体内容详见公司 2025 年 6 月 25 日、2025 年 6 月 28 日刊登 于《中国证券报》《证券时报》和巨潮资讯网（www.cninfo.com.cn）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》 。 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 ...

证券代码：002240 证券简称：盛新锂能 公告编 号：2025-044 | 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 | | | 质权人/ | | | | | | | | 股东名称 | | | | | | 质押开始日期 | | | 质 | | 押解除日期 | | | | | | | | | | | 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 | | | | | | | | 华西证券股 | | | | | | | | | | | 厦门屯濋 | 是 | | 2,065,000 | 10.01% | 0.23% | | 2023年11月1日 | | 2025 | | 年7月30日 | | | | | | | | | | | 份有限公司 | | | | | | | | | | | 二、股东股份累计质押情况 | | | | | | | | | | | | ...

证券日报网讯7月31日晚间，盛新锂能（002240）发布公告称，截至2025年7月31日，公司已通过集中竞 价方式累计回购股份数量9，752，800股，占公司总股本的1.07%。 ...

格隆汇7月31日丨盛新锂能(002240.SZ)公布，截至2025年7月31日，公司已通过集中竞价方式回购股份 数量9,752,800股，占公司总股本的1.07%；最高成交价为16.52元/股，最低成交价为15.46元/股，支付的 总金额为1.56亿元(不含交易费用)。 ...

关于回购公司股份比例达到 1%暨回购进展公告 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 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。具体内容详见公司 2025 年 6 月 25 日、2025 年 6 月 28 日刊登 于《中国证券报》《证券时报》和巨潮资讯网（www.cninfo.com.cn）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》。 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引第 9 号——回购股份》等法律法规的相关规定，回购股份占上市公司总股本 ...