| 流金科技 | 8.52% | 669.11 | | --- | --- | --- | | 亿能电力 | 6.03% | 536.97 | | 睿创微纳 | 20.00% | 468.47 | | 铜陵有色 | 9.94% | 393.23 | | 酉立智能 | 16.09% | 302.10 | | 捷佳伟创 | 20.00% | 218.12 | | 通宇通讯 | 9.99% | -897.49 | | 润贝航科 | 10.00% | -1270.60 | | 瑞华泰 | 20.01% | -1295.50 | | 天龙集团 | 6.66% | -1861.95 | | 迈为股份 | 20.00% | -2746.18 | | や峰化学 | -6.37% | -2926.25 | | 盛达资源 | 10.00% | -3050.23 | | 江化微 | 10.00% | -3136.00 | | 盈方微 | -5.83% | -3348.35 | | 金安国纪 | 10.00% | -4144.25 | | 乾照光电 | 20.01% | -5694.45 | | 天盛新材 | -7.06% | -6 ...

Core Insights - The energy metals sector experienced a significant increase of 3.95% on January 23, with Shengxin Lithium Energy leading the gains [1] - The Shanghai Composite Index closed at 4136.16, up 0.33%, while the Shenzhen Component Index closed at 14439.66, up 0.79% [1] Energy Metals Sector Performance - Shengxin Lithium Energy (002240) closed at 41.87, up 7.00% with a trading volume of 826,400 shares and a transaction value of 3.345 billion [1] - Yongxing Materials (002756) closed at 56.13, up 6.91% with a trading volume of 218,700 shares and a transaction value of 1.205 billion [1] - Ganfeng Lithium (002460) closed at 73.87, up 5.76% with a trading volume of 894,600 shares and a transaction value of 6.535 billion [1] - Huayou Cobalt (603799) closed at 78.65, up 5.54% with a trading volume of 784,400 shares and a transaction value of 6.035 billion [1] - Other notable performers include Rongjie Co. (002192) and Yongsan Lithium (603399), with increases of 5.18% and 4.16% respectively [1] Capital Flow Analysis - The energy metals sector saw a net inflow of 2.515 billion in main funds, while retail funds experienced a net outflow of 1.592 billion [2] - Ganfeng Lithium (002460) had a main fund net inflow of 830 million, but retail funds saw a net outflow of 452 million [3] - Huayou Cobalt (603799) recorded a main fund net inflow of 549 million, with retail funds experiencing a net outflow of 581 million [3] - Shengxin Lithium Energy (002240) had a main fund net inflow of 353 million, while retail funds saw a net outflow of 278 million [3]

Market Overview - The energy metals sector experienced a decline of 0.2% on January 22, with Yongxing Materials leading the drop [1] - The Shanghai Composite Index closed at 4122.58, up 0.14%, while the Shenzhen Component Index closed at 14327.05, up 0.5% [1] Stock Performance - Notable gainers in the energy metals sector included: - Boqian New Materials (605376) with a closing price of 77.74, up 5.07% and a trading volume of 158,000 shares, totaling 1.216 billion yuan [1] - Shengxin Lithium Energy (002240) closed at 39.13, up 4.82% with a trading volume of 1.0251 million shares, totaling 3.977 billion yuan [1] - Conversely, Yongxing Materials (002756) closed at 52.50, down 2.38% with a trading volume of 191,600 shares, totaling 1.012 billion yuan [2] Capital Flow - The energy metals sector saw a net outflow of 846 million yuan from institutional investors, while retail investors contributed a net inflow of 738 million yuan [2] - The detailed capital flow for selected stocks showed: - Boqian New Materials had a net inflow of 124 million yuan from institutional investors, accounting for 10.22% of its trading volume [3] - Yongxing Materials experienced a significant net outflow of 101 million yuan from institutional investors, representing 9.99% of its trading volume [3]

Group 1 - The core point of the news is that Shengxin Lithium Energy has seen a significant stock price increase, rising 5.76% to 39.48 CNY per share, with a total market capitalization of 36.136 billion CNY and a cumulative increase of 12.68% over three days [1] - Shengxin Lithium Energy, established on December 29, 2001, and listed on May 23, 2008, operates 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, with 100% of its revenue coming from the new energy sector [1] - The trading volume for Shengxin Lithium Energy reached 1.738 billion CNY, with a turnover rate of 4.97% [1] Group 2 - Chang'an Fund has a significant holding in Shengxin Lithium Energy through its Chang'an Xinxin Mixed A fund, which reduced its holdings by 690,000 shares to 662,900 shares, representing 4.81% of the fund's net value [2] - The fund has generated a floating profit of approximately 1.4252 million CNY today and a total of 2.7842 million CNY during the three-day stock price increase [2] - Chang'an Xinxin Mixed A fund was established on February 7, 2018, with a current scale of 64.3917 million CNY and has achieved a year-to-date return of 6.4% [2]

Group 1 - The company, Shengxin Lithium Energy, announced that its wholly-owned subsidiary, Suining Shengxin Lithium Industry Co., Ltd., plans to apply for a loan of up to 700 million RMB from China Everbright Bank Chengdu Branch, with a term not exceeding 13 months [2] - The loan is intended to support the business development needs of the subsidiary [2] - On January 21, 2026, the company signed a "Maximum Guarantee Contract" with Everbright Bank to provide joint liability guarantees for the loan [2]

1月21日，市场冲高回落，沪指午后一度翻绿。沪深两市成交额2.6万亿，较上一个交易日缩量1771亿。盘面上，市场热点快速轮动，全市场超3000只个股上 涨，90只股涨停。从板块来看，贵金属概念全天领涨，四川黄金、招金黄金涨停。芯片产业链爆发，华天科技、龙芯中科、至正股份等十余股涨停。锂矿概 念震荡反弹，盛新锂能、大中矿业、国城矿业涨停。油气概念表现活跃，惠博普、洲际油气涨停。下跌方面，大消费板块集体走弱，白酒方向领跌。银行板 块震荡下跌，农业银行跌近3%。截至收盘，沪指涨0.08%，深成指涨0.7%，创业板指涨0.54%。 今日全市场（不含ST股、退市股）共79股涨停，连板股总数8只，25股封板未遂，封板率为76%。焦点股方面，优必选入主的锋龙股份16连板，电网设备板 块广电电气4连板，黄金股四川黄金5天3板。 一、板块异动 二、涨跌停温度 三、涨跌家数 四、涨停揭秘 | | | | 金融界股灵通复盘(1.21) | | | --- | --- | --- | --- | --- | | 代码 | 简称 | 最终封板 | 几天儿板 | | | | | | 【国产芯片】 | | | 代码 | 简称 | 时间 | ...

Core Viewpoint - The price of lithium carbonate continues to rise, leading to improved performance and stock prices for lithium companies, with analysts generally optimistic about future market performance [1][20]. Price Trends - The lithium carbonate 2602 index reached a low of 58,480 in June 2025 and has since increased by 57.2% by the end of 2025, with a further rise of 38.4% to 165,300 by January 13, 2026 [3][20]. - The stock prices of lithium companies have shown significant gains, with increases ranging from 52.8% to 172% from 2025 to January 2026 [3][20]. Company Performance - Despite some lithium companies reporting losses in 2024, the ongoing rise in lithium product prices is gradually improving their fundamentals [1][20]. - For instance, Ganfeng Lithium reported a net profit of 25.52 million in the first three quarters of 2025 after a loss of 2.074 billion in 2024, while Tianqi Lithium turned a profit of 180 million in the same period after a loss of 7.905 billion in 2024 [6][23]. Analyst Predictions - Analysts have raised profit expectations for several lithium companies, with Ganfeng Lithium's net profit forecast for 2026-2027 increased to 13.53 billion and 29.97 billion respectively [17][34]. - Tianqi Lithium's net profit projections for the same period are expected to reach 17.91 billion, 28.27 billion, and 35.53 billion [17][34]. Market Dynamics - The lithium market is experiencing increased investment, with companies like Hunan Yuno and Longpan Technology planning significant projects to enhance lithium production capacity [31]. - However, there are concerns about potential oversupply as new projects come online, which could impact future pricing [31]. Regulatory Environment - Recent changes in export tax policies for battery products may temporarily boost demand but could lead to long-term pressure on lithium prices due to reduced profitability across the supply chain [32]. - The regulatory environment is tightening, with trading limits on lithium futures being implemented to curb speculative trading [33]. ESG Ratings - Ganfeng Lithium's ESG score is 8.32, lower than Tianqi Lithium's 8.88 and Yahua Group's 8.68, indicating potential governance issues that could affect investor sentiment [11][30].

每经AI快讯，盛新锂能1月21日晚间发布公告称，截至本公告日，公司及控股子公司实际发生的对外担 保余额（不含本次担保）为人民币约44.76亿元，占2024年12月31日经审计归属于母公司净资产的 37.21%。 每经头条（nbdtoutiao）——特朗普强要格陵兰岛，丹麦一养老基金率先清仓美债，美国资产全线下 跌！欧洲手握"金融核按钮"，双方会"鱼死网破"吗？专家解读→ （记者 王晓波） 免责声明：本文内容与数据仅供参考，不构成投资建议，使用前请核实。据此操作，风险自担。 ...

证券代码：002240 证券简称：盛新锂能 公告编号：2026-005 盛新锂能集团股份有限公司 关于为全资子公司遂宁盛新锂业有限公司的银行借款 提供担保的公告 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。 一、担保情况概述 盛新锂能集团股份有限公司（以下简称"公司"）全资子公司遂宁盛新锂业 有限公司（以下简称"遂宁盛新"）因业务发展需要，拟向中国光大银行股份有 限公司成都分行（以下简称"光大银行"）申请不超过人民币 7,000 万元（含 7,000 万元）借款，期限不超过 13 个月。2026 年 1 月 21 日，公司与光大银行签署了 《最高额保证合同》，为上述事项提供连带责任保证。 公司分别于 2025 年 3 月 21 日、2025 年 4 月 11 日召开第八届董事会第十八 次会议和 2024 年年度股东大会，审议通过了《关于对下属子公司提供担保额度 预计的议案》，同意公司（含下属子公司）在下属子公司向银行、融资租赁公司 等金融及类金融机构申请融资及日常经营需要时为其提供担保，担保总金额不超 过人民币 110 亿元，对外担保额度有效期为公司 202 ...

证券代码：002240 证券简称：盛新锂能 公告编号：2026-004 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。 | 深圳市盛屯益兴科 技有限公司 | 29,908,029 | 3.27% | 0 | 0% | 0% | 0 | 0% | 0 | 0% | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 厦门屯濋投资合伙 企业（有限合伙） | 20,625,452 | 2.25% | 0 | 0% | 0% | 0 | 0% | 0 | 0% | | 姚娟英 | 18,000,000 | 1.97% | 3,640,000 | 20.22% | 0.40% | 0 | 0% | 0 | 0% | | 福建省盛屯贸易有 限公司 | 8,586,525 | 0.94% | 8,586,525 | 100% | 0.94% | 0 | 0% | 0 | 0% | | 姚雄杰 | 7,981,635 | 0.87% ...