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（以下简称"盛屯集团"）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"）、厦门屯濋投资合伙企业（有限合伙）（以 下简称"厦门屯濋"）、深圳市盛屯实业发展有限公司（以下简称"盛屯实业"） 的通知，获悉盛屯汇泽、厦门屯濋分别将其质押给上海浦东发展银行股份有限公 司深圳分行的 145 万股、255 万股公司股份办理了解除质押。此外，盛屯汇泽、 盛屯实业、厦门屯濋分别将其所持有的公司无限售流通股 100 万股、350 万股、 60 万股股份办理了质押业务。现将具体情况公告如下： 一、本次股份解除质押基本情况 2025 年 6 月 16 日，盛屯汇泽、厦门屯濋分别将其质押给上海浦东发展银行 股份有限公司深圳分行的 145 万股、255 万股公司股份办理了解除质押。 | 股东名称 | 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 | 质押开始 | 质押解除 | 质权人/申请人等 | | --- | ...

一、本次股份解除质押基本情况 2025年6月16日，盛屯汇泽、厦门屯濋分别将其质押给上海浦东发展银行股份有限公司深圳分行的145万 股、255万股公司股份办理了解除质押。 ■ 二、本次股份质押基本情况 2025年6月16日，盛屯汇泽、盛屯实业分别将其持有的100万股、350万股公司股份质押给中国邮政储蓄 银行股份有限公司深圳南山区支行。2025年6月17日，厦门屯濋将其持有的60万股公司股份补充质押给 国都证券股份有限公司。 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。 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（以下 简称"盛屯集团"）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"）、厦门屯濋投资 合伙企业（有限合伙）（以下简称"厦门屯濋"）、深圳市盛屯实业发展有限公司（以下简称"盛屯实 业"）的通知，获悉盛屯汇泽、厦门屯濋分别将其质押给上海浦东发展银行股份有限公司深圳分行的145 万股、255万股公司股份办理了解除质押。此外，盛屯汇泽、盛屯实业、厦 ...

Group 1: Ganfeng Lithium - Ganfeng Lithium has established a closed-loop lithium ecosystem with an integrated layout across upstream lithium resource development, midstream lithium salt processing, and downstream lithium battery manufacturing and recycling [1][2] - The company has a lithium salt production capacity of over 150,000 tons LCE domestically and an additional 40,000 tons LCE from the Cauchari lithium salt lake in Argentina, totaling nearly 200,000 tons LCE [1][2] - Ganfeng Lithium is expanding its lithium salt processing capacity to meet growing demand while maintaining risk control and effective inventory management [1][2] Group 2: Tianqi Lithium - Tianqi Lithium focuses on strategic resource layout in China, Australia, and Chile, aiming to build leading-scale lithium compound production bases [6][7] - The company has a lithium concentrate production capacity of 162,000 tons per year at the Greenbushes lithium mine, with plans for further expansions [7] - Tianqi Lithium holds a 22.16% stake in SQM, the largest lithium salt lake producer globally, which enhances its investment returns [9] Group 3: Salt Lake Potash - Salt Lake Potash has a chlorate potassium production capacity of 5 million tons per year, playing a crucial role in stabilizing the potassium fertilizer market [11] - The company has a current lithium carbonate production capacity of 30,000 tons per year, with plans for a new integrated lithium salt project with a capacity of 40,000 tons per year [12] Group 4: Yongxing Materials - Yongxing Materials has established a dual business model of "new materials + new energy," optimizing its entire industry chain to reduce costs and enhance competitiveness [14][15] - The company has achieved a carbon lithium production cost of 50,000 yuan per ton, with expectations for further cost optimization [14] Group 5: Zhongjin Lingnan - Zhongjin Lingnan has diversified its operations into lithium and other mineral resources, with a focus on reducing costs in its lithium mining operations [16][17] - The company has significant lithium resources in Canada and Zimbabwe, with plans for further capacity expansions [18] Group 6: Self-owned Lithium Mines - The company has three production bases with a total lithium salt processing capacity of approximately 73,000 tons, with plans for further expansions [21] - The company has secured priority supply rights for the Li family lithium mine, which has a lithium oxide resource of approximately 50,220 tons [21][22] Group 7: Shengxin Lithium Energy - Shengxin Lithium Energy has established four major lithium resource layouts and five lithium product production bases, positioning itself as a leading player in the domestic lithium market [23][24] - The company has a lithium carbonate production capacity of 42,000 tons per year, with ongoing projects to increase capacity [25][26]

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厦门屯濋投资合伙企业（有限合伙）（以下 简称"厦门屯濋"）的通知，获悉厦门屯濋将其所持有的公司无限售流通股 450 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 证券代码：002240 证券简称：盛新锂能 公告编号：2025-031 | 股东名称 | 持股数量 | 持股比 | 累计质押股 | 占其所 | 占公司 | 已质押股份情况 | | 未质押股份情况 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | | | 份数量 | 持股份 | 总股本 | 已质押股份 | 占已质 | 未质押股 | 占未质 | | | （股） | 例 | （股） | 比例 | 比例 | 限售数量 | 押股份 | 份限售数 | 押股份 | | | | ...

Group 1 - The A-share energy metal sector experienced an initial surge, with significant gains observed in various companies [1] - Boqian New Materials reached the daily limit up, indicating strong investor interest and confidence [1] - Other companies such as Tengyuan Cobalt, Huayou Cobalt, Hanrui Cobalt, Ganfeng Lithium, and Shengxin Lithium Energy also saw increases in their stock prices, reflecting a broader positive trend in the sector [1]

Group 1: Report Core View - Carbonate lithium futures are in a weak and volatile state, with a total position reduction of 5,545 lots, indicating a weakening of capital gaming sentiment. Spot prices have increased, with electric carbonate rising by 50 to 60,250. Australian ore and lithium mica prices remain flat, while lithium iron phosphate has increased by 15 - 80 yuan, and ternary materials have decreased by 50 - 170. Overall, the industrial chain prices have changed slightly. Last week, the weekly production and inventory of carbonate lithium both increased, and the high supply pressure still persists. However, as the carbonate lithium price has dropped to 60,000, the short - selling momentum in the market has slowed down, and the rebound has not broken through the trend, indicating weak rebound momentum. Before the demand side picks up, it is expected that the carbonate lithium futures price will continue to fluctuate weakly at the bottom [7] Group 2: Industry News - On June 5th, Lithium Energy announced obtaining 6,150 hectares of mineral mining rights in Utah, known as the White Plains lithium brine project, with a total of 760 mining rights. The company believes this geological environment may contain lithium brine mineralization, and this acquisition is part of its strategy to resume trading on the Australian Securities Exchange [8] - On June 5th, Shengxin Lithium Energy stated in an institutional survey that its 60,000 - ton lithium salt project in Indonesia started trial production in 2024, and it is expected to start mass - supplying in the third quarter. The company is optimistic about the development prospects of solid - state batteries, has a 500 - ton metal lithium production capacity, and is promoting a new 2,500 - ton metal lithium production capacity project [8] - On June 3rd, BASF announced that its Black Mass plant in Schwarzheide, Germany, has been successfully put into commercial operation. It is one of the largest Black Mass commercial plants in Europe, with an annual processing capacity of up to 15,000 tons of scrap lithium - ion batteries and production waste, equivalent to about 40,000 electric vehicle batteries per year [9]

证券代码：002240 证券简称：盛新锂能 公告编号：2025-030 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厦门屯濋投资合伙企业（有限合伙）（以下 简称"厦门屯濋"）的通知，获悉厦门屯濋将其已质押的 391 万股公司股份解除 质押。现将具体情况公告如下： 一、股东股份解除质押基本情况 近日，厦门屯濋将其质押给华西证券股份有限公司的 391 万股公司股份（含 2023 年 11 月 14 日质押及之后补充质押的股份）办理了解除质押。 | 股东名称 | 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 | 质押开始日期 | 质押解 | 质权人/申请 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | 大股东及其一致行动人 | 股份数量（股） | | 股份比例 | 股本比例 | | 除日期 | 人等 | | 厦门屯濋 | 是 | | 3,910,000 | 18 ...

一、股权出售事项概述 证券代码：002240 证券简称：盛新锂能 公告编号：2025-029 盛新锂能集团股份有限公司 关于转让四川盛屯科技有限公司股权过户完成的公告 盛新锂能集团股份有限公司（以下简称"公司"）于 2025 年 3 月 21 日召开 第八届董事会第十八次会议，审议通过了《关于转让四川盛屯科技有限公司 50% 股权并购置办公用房暨关联交易的议案》，同意公司将持有的四川盛屯科技有限 公司 50%股权转让给公司控股股东深圳盛屯集团有限公司。本次股权转让事项完 成后，公司不再持有盛屯科技股权。具体内容详见 2025 年 3 月 22 日刊登于巨潮 资讯网（www.cninfo.com.cn）的《关于转让四川盛屯科技有限公司股权并购置 办公用房暨关联交易的公告》。 二、标的资产过户情况 截至本公告日，本次交易标的资产的过户手续已办理完毕，公司不再持有盛 屯科技股权。 三、备查文件 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。 2、盛屯科技的《营业执照》。 特此公告。 盛新锂能集团股份有限公司 董事会 二〇二五年六月六日 1、成都市双流区政务服务管理和 ...

Group 1: Mining Projects and Production - The Muliang Lithium Mine in Ganzi, Sichuan, has a production scale of 3 million tons/year, with a lithium carbonate equivalent of approximately 70,000 tons. The mine 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 [3] - The Sabi Star Mine in Zimbabwe has a production scale of 990,000 tons/year, capable of producing approximately 290,000 tons of lithium concentrate annually. The average grade is 1.98%, and the mine has resumed production after a temporary halt for technical upgrades [4] - The company holds a 52.20% stake in the Muliang Lithium Mine, which is expected to increase lithium concentrate supply by 70,000 tons/year upon completion [9] Group 2: Market Conditions and Strategic Decisions - The company is actively seeking high-quality lithium resource projects domestically and internationally due to the ongoing decline in lithium salt prices [5] - Future production adjustments at the Sabi Star Mine will depend on market changes, operational conditions, and the demand from the company's lithium salt factory [4] Group 3: Production Facilities and Innovations - The lithium salt project in Indonesia, with a capacity of 60,000 tons, began trial production in 2024, with core customer certifications progressing towards bulk supply expected in Q3 [6] - The company is investing in solid-state battery technology, with a current production capacity of 500 tons of metallic lithium and plans for a new 2,500-ton capacity project [7][8]

Investment Rating - The industry investment rating is optimistic, with a recommendation to buy [3][19]. Core Insights - The report highlights the production elasticity and profit elasticity of electrolytic aluminum companies, indicating that profitability will be a key competitive factor due to fixed production capacity [8]. - The report predicts a decrease in the volatility of alumina prices in 2025, which will enhance the profitability of companies like Yun Aluminum, Shenhuo, and Tianshan [8]. - The report provides forecasts for gold production from listed companies, with specific attention to the CAGR of production from 2024 to 2027 [10][11]. Summary by Sections Copper Industry - The report includes production data and forecasts for major copper companies, emphasizing the importance of proprietary mining data [6]. Electrolytic Aluminum - The report details the production capacity and market valuation of various electrolytic aluminum companies, noting that the lowest market value per ton of aluminum is approximately 21,000 RMB [8][9]. Gold Industry - The report presents a forecast of self-produced gold output for listed companies, with specific figures for total gold resources and market capitalization [10][11]. Lithium Industry - The report outlines the lithium resource rights and production forecasts for several companies, highlighting significant growth rates for companies like Ganfeng Lithium and Yongxing Materials [12]. Uranium Industry - The report discusses the production forecasts for uranium companies, particularly focusing on China General Nuclear Power Corporation, with a projected CAGR of 8.16% from 2024 to 2027 [14][15].