Market Overview - A-shares experienced a mixed performance on December 10, with the Shanghai Composite Index down 0.23%, barely holding above 3900 points, while the Shenzhen Component Index rose 0.29% and the ChiNext Index fell 0.02% [1][19] - The total trading volume in the Shanghai and Shenzhen markets was 1.78 trillion yuan, a decrease of over 120 billion yuan compared to the previous day [1][19] Sector Performance - The real estate sector saw a significant rebound, with the only ETF tracking the CSI 800 Real Estate Index (159707) rising by 3.73%, leading the market [1][20][23] - The non-ferrous metals sector was active, with the non-ferrous metals leading ETF (159876) increasing by 1.11% [1][20][26] - The agriculture, animal husbandry, and fishery sector experienced a surge, with the only ETF in this category (159275) rising by 1.03% [1][20] - The AI industry chain continued its upward trend, with the Huabao ChiNext AI ETF (159363) reaching a new high since its listing [1][20] - The commercial aerospace concept remained active, with the high-profile defense and military ETF (512810) closing up 0.85%, marking a near one-month high [1][20][13] Economic Indicators - The National Bureau of Statistics reported that the Consumer Price Index (CPI) in November slightly decreased by 0.1% month-on-month but increased by 0.7% year-on-year, marking the highest level in nearly 21 months [2][21] - Analysts noted that the increase in CPI was primarily driven by reduced tailing factors and rising food prices, indicating a steady recovery in demand [2][21] Future Outlook - Guotai Junan pointed out that the Chinese stock market may enter a new upward phase, with a potential cross-year rally expected from December to February, supported by favorable policies, liquidity, and fundamentals [2][22] - Galaxy Securities emphasized that the long-term positive logic for the A-share market remains unchanged, with regulatory adjustments expected to release more insurance funds into the market [3][22] Real Estate Sector Insights - The real estate sector's afternoon surge may be linked to discussions around mortgage interest subsidies, with several cities implementing such policies to lower home purchase costs [6][25] - Vanke's bondholder meeting was highlighted as crucial for the company's restructuring efforts, with new proposals aimed at reaching a consensus among stakeholders [6][25] - Citic Securities projected that 2026 could be a critical year for real estate companies as they work towards balance sheet recovery [6][25] Investment Recommendations - The real estate ETF (159707) is recommended for investment due to its focus on top-tier real estate companies, which are expected to show resilience amid industry challenges [6][26] - The non-ferrous metals leading ETF (159876) has seen significant net inflows, indicating strong investor interest and confidence in the sector's future performance [6][26]

Core Insights - The energy metals sector increased by 1.26% on December 10, with Shengxin Lithium leading the gains [1] - The Shanghai Composite Index closed at 3900.5, down 0.23%, while the Shenzhen Component Index closed at 13316.42, up 0.29% [1] Energy Metals Sector Performance - Shengxin Lithium (002240) closed at 32.33, up 5.97%, with a trading volume of 766,800 shares and a transaction value of 2.453 billion [1] - Other notable performers include: - Zangge Mining (000408) at 70.01, up 2.96%, with a transaction value of 1.015 billion [1] - BQ New Materials (605376) at 55.11, up 2.15%, with a transaction value of 574 million [1] - Yongxing Materials (002756) at 46.51, up 1.57%, with a transaction value of 664 million [1] - Ganfeng Lithium (002460) at 63.33, up 1.33%, with a transaction value of 3.694 billion [1] Capital Flow Analysis - The energy metals sector saw a net inflow of 456 million from main funds, while retail investors experienced a net outflow of 688 million [2] - Speculative funds contributed a net inflow of 232 million [2]

证券代码：002240 证券简称：盛新锂能 公告编号：2025-085 盛新锂能集团股份有限公司 关于非公开发行股份解除限售的提示性公告 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、本次可解除限售的数量为 46,630,917 股，占公司总股本的 5.09%。 2、本次解除限售的股份上市流通日期为 2025 年 12 月 15 日（星期一）。 一、公司非公开发行股份概况 经中国证券监督管理委员会（以下简称"中国证监会"）《关于核准盛新锂 能集团股份有限公司非公开发行股票的批复》（证监许可〔2022〕2889 号）核 准，盛新锂能集团股份有限公司（以下简称"公司"）向比亚迪股份有限公司 （以下简称"比亚迪"）非公开发行股票 46,630,917 股。 2022 年 12 月 13 日，本次非公开发行新增股份在深圳证券交易所上市，公 司总股本由 865,264,955 股增至 911,895,872 股。具体发行情况详见公司 2022 年 12 月 9 日刊登于巨潮资讯网（www.cninfo.com.cn）的《盛新锂能集团股份有限 公司非公开 ...

中信证券股份有限公司 关于盛新锂能集团股份有限公司 非公开发行限售股份上市流通的核查意见 中信证券股份有限公司（以下简称"中信证券"或"保荐人"）作为盛新锂 能集团股份有限公司（以下简称"盛新锂能"或"公司"）2022 年度非公开发行 A 股股票（以下简称"本次非公开发行"）的保荐人，根据《上市公司证券发行 注册管理办法》《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》等有关法律、法规和规范性文件的 要求，对公司本次非公开发行限售股份解禁上市流通的事项进行了核查，核查情 况如下： 一、公司非公开发行股份概况 经中国证券监督管理委员会（以下简称"中国证监会"）《关于核准盛新锂能 集团股份有限公司非公开发行股票的批复》（证监许可〔2022〕2889 号）核准， 公司向比亚迪股份有限公司（以下简称"比亚迪"）非公开发行股票 46,630,917 股。 2022 年 12 月 13 日，本次非公开发行新增股份在深圳证券交易所上市，公 司总股本由 865,264,955 股增至 911,895,872 股。具体发行情况详见公司 2022 年 12 月 9 日刊登于 ...

Core Viewpoint - The announcement from Shengxin Lithium Energy indicates that 46.6309 million shares, representing 5.09% of the company's total share capital, will be released from restrictions, with BYD as the shareholder [1] Group 1: Share Issuance Details - The number of shares to be released from restrictions is 46.6309 million [1] - This release accounts for 5.09% of the total share capital of the company [1] - The total share capital has increased from 911,895,872 shares to 915,293,872 shares since the formation of the restricted shares [1] Group 2: Compliance and Approval - As of the announcement date, shareholders have strictly adhered to the share restriction commitments [1] - There are no instances of non-operational occupation of company funds or illegal guarantees [1] - The sponsor institution, CITIC Securities, has approved the release of the restricted shares for public trading [1]

Group 1 - The lithium mining index increased by 2% during intraday trading, indicating a positive trend in the sector [1] - Most component stocks showed strong performance, with Shengxin Lithium Energy rising by 7.41%, Dazhong Mining by 5.46%, Yahua Group by 5.26%, Guocheng Mining by 4.73%, and Tianhua New Energy by 4.68% [1]

每日经济新闻 每经AI快讯，12月10日，能源金属板块拉升，盛新锂能涨超8%，博迁新材、永兴材料、赣锋锂业、天 齐锂业跟涨。 ...

Core Viewpoint - The energy metals sector experienced a significant increase of 2.94% on December 8, with Ganfeng Lithium leading the gains [1] Group 1: Market Performance - The Shanghai Composite Index closed at 3924.08, up 0.54%, while the Shenzhen Component Index closed at 13329.99, up 1.39% [1] - Ganfeng Lithium's stock price rose by 5.55% to 62.99, with a trading volume of 695,400 shares and a transaction value of 4.32 billion [1] - Other notable performers included Shengxin Lithium Energy, which increased by 5.41% to 31.20, and Tianqi Lithium, which rose by 4.02% to 53.10 [1] Group 2: Capital Flow - The energy metals sector saw a net inflow of 575 million from institutional investors, while retail investors experienced a net outflow of 710 million [1] - Ganfeng Lithium attracted a net inflow of 3.67 billion from institutional investors, but faced a net outflow of 1.19 billion from retail investors [2] - Shengxin Lithium Energy had a net inflow of 178 million from institutional investors, with a net outflow of 1.84 billion from retail investors [2]

Market Overview - The market showed a clear recovery signal with major indices rising: Shanghai Composite Index up 0.62%, Shenzhen Component Index up 1.55%, and ChiNext Index up 3.02% [1] - Over 3,500 stocks increased in value, with trading volume surging by over 298 billion compared to the previous day [1] Policy Impact - Recent regulatory changes, including adjustments to risk factors for insurance companies, are expected to release more margin, providing a boost to the market [1] - The Chairman of the China Securities Regulatory Commission (CSRC) indicated that regulatory measures will enhance capital space and leverage limits for brokerages, improving capital efficiency [1] Sector Performance Financial Sector - The financial sector, particularly securities and insurance, experienced significant gains, with major firms like Industrial Securities leading the rise [2][5] - The CSRC's announcement regarding the expansion of capital space for brokerages is anticipated to benefit their margin trading and derivative businesses [5] Commercial Aerospace - The commercial aerospace sector saw strong performance, with companies like Longzhou Co. and Shunhao Co. achieving consecutive gains [4] - The sector is buoyed by positive news regarding the upcoming launch of a satellite manufacturing facility in Wenchang, aiming for significant revenue growth by 2027 [4] CPO Concept - The CPO (Cloud-based Processing Operations) concept surged, with companies like Dongtian Micro and Tianfu Communication hitting historical highs [6] - The demand for AI computing power is driving the global optical module industry towards significant upgrades, creating opportunities in this sector [6] Institutional Insights - Citic Securities noted that before any unexpected changes in domestic demand, market fluctuations and structural opportunities will be common [8] - Guojin Securities highlighted that the market's main line will gradually become clearer, with a positive cycle expected between the relaxation of non-bank financial institutions' constraints and the recovery of overall profitability [8]

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。 重要提示： 1、本次股东会未出现否决提案的情形。 2、本次股东会不涉及变更以往股东会已通过决议的情形。 一、会议召开的情况 （一）会议召集人：公司第八届董事会 （六）会议的召集、召开与表决程序符合《中华人民共和国公司法》及《公司章程》等有关规定。 二、会议出席的情况 （一）出席的总体情况 （二）会议召开时间： 1、现场会议时间：2025年12月4日（周四）下午14:30开始 2、网络投票时间：2025年12月4日（周四） 其中，通过深圳证券交易所交易系统进行网络投票的具体时间为：2025年12月4日上午9:15－9:25，9:30 －11:30，下午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：2025年12月4日 上午9:15至下午15:00期间的任意时间。 （三）现场会议召开地点：四川省成都市武侯区桂溪街道锦云西一巷成都交易所大厦14楼公司会议室。 （四）会议召开方式：现场表决与网络投票相结合方式 （五）会议主持人：董事长周祎先生 ...