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 ...

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 | | | | ...

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]

Core Viewpoint - The lithium carbonate price is approaching 60,000 yuan per ton, with significant fluctuations observed in the lithium battery industry since 2010, currently experiencing a second wave of price volatility since 2020 [1][2] Industry Overview - Lithium carbonate prices have dropped significantly from a peak of nearly 600,000 yuan per ton in 2022 to around 60,000 yuan per ton currently, indicating a severe market correction [1][2] - The lithium industry has experienced two major price fluctuation cycles since 2010, with the first cycle from 2015 to 2019 and the current cycle starting in 2020 [1] Supply and Demand Dynamics - The recent decline in lithium carbonate prices is attributed to an increase in supply and lower-than-expected downstream demand, leading to a persistent supply-demand imbalance [2][3] - Current lithium carbonate prices have fallen below the breakeven point for processing companies, particularly affecting small and medium-sized enterprises, which may be forced to reduce or halt production [2][3] Price Trends and Forecast - Short-term forecasts indicate that lithium carbonate prices may continue to experience downward pressure due to high inventory levels and a lack of significant production cuts from salt lake operations [3][4] - Long-term projections suggest that lithium carbonate prices may stabilize between 50,000 to 80,000 yuan per ton, depending on supply-demand dynamics and technological advancements [4][5] Company Performance - Major lithium companies such as Tianqi Lithium, Ganfeng Lithium, and Shengxin Lithium have reported losses due to the declining lithium carbonate prices, while companies with low-cost salt lake lithium extraction technologies have managed to remain profitable [5] - The gross profit margins for lithium products vary significantly, with salt lake companies achieving margins around 50.68%, while other major players report much lower margins [5]

电池级碳酸锂价格走势图（元/吨） 郭晨凯 制图 ◎记者 李少鹏 "生活中已经开始享受夏日时光，但行业还在'寒冬'里挣扎。"谈及碳酸锂产业近况，A股某锂矿企业高 管感慨道。 结合碳酸锂价格走势，锂矿企业近况的确不容乐观。"我的钢铁网"5月15日数据显示，当日国产电池级 碳酸锂均价为65050元/吨。今年以来，电池级碳酸锂市场报价跌幅已超万元。目前每吨6.5万元的报 价，已跌破大多数碳酸锂生产企业的"盈亏线"。 对于锂价持续下行，下游需求不足或是主因，但有市场人士认为，贸易商"抛货"的情况对价格走势也造 成较大影响。"锂价连续下跌，手里有货的一些贸易商接连'抛货'，或导致锂价进一步下探。"有熟悉碳 酸锂行业的贸易人士表示，目前碳酸锂的供给增长高于下游需求，尽管锂价已到行业认知的底部，但短 期内上涨动力依旧不足。 跌跌不休 目前，已有一些企业因扛不住价格下跌而"倒下"。记者了解到，江西宜春某头部碳酸锂生产商2024年底 就已全面停工，目前该企业因拖欠供应商货款、未履行客户订单等问题已被诉至法院，企业已无法正常 运转。 事实上，锂价跌破7万元/吨，受冲击最大的当数生产成本相对较高的江西锂云母企业。记者采访得知， 除少 ...

Core Viewpoint - The company Shengxin Lithium Energy has been awarded the "Annual Brand Going Global Benchmark Award" for its innovative approach and international expansion in the lithium industry, particularly in the context of ESG performance [1][5]. Group 1: International Expansion and Production Capacity - Shengxin Lithium Energy has successfully established a lithium salt production base in Indonesia, with an annual capacity of 60,000 tons, marking it as the largest overseas lithium extraction project [3]. - The company has diversified its lithium resource projects across Africa and South America, including the production of 290,000 tons of lithium concentrate per year from the newly operational Sabi Star lithium-tantalum mine in Zimbabwe [2]. - The total lithium salt production capacity of the company has increased to 137,000 tons per year, enhancing its ability to serve global customers [3]. Group 2: ESG Performance and Recognition - The company has made significant efforts in ESG practices, including resource recycling, waste management, and local community development, which have been recognized internationally [6][8]. - Shengxin Lithium Energy's subsidiary, Max Mind, received the "Sustainable Development and Inclusive Development" award for its community support initiatives in Zimbabwe [8]. - The company has set ambitious goals for carbon neutrality by 2050 and has implemented various measures to reduce greenhouse gas emissions [5]. Group 3: Local Community Engagement - The company emphasizes local employment, achieving a local hiring rate of 93% in Indonesia, 86% in Zimbabwe, and 74% in Argentina [6]. - Shengxin Lithium Energy actively participates in community development projects, improving local infrastructure and providing essential services [6]. Group 4: Supply Chain Sustainability - The company is integrating ESG principles into its supply chain management, with 946 suppliers across various regions, promoting sustainable practices [7]. - Initiatives include supplier training and local procurement to enhance the sustainability of the supply chain [7].

锂价持续下跌至6.3万元/吨 锂价跌破7万元/吨，锂矿股上市公司一季度整体承压业绩出现分化。 据Wind统计，2025年一季度，A股锂矿板块21家上市公司中有14家盈利，7家亏损。5月9日，碳酸锂期 货主力合约再创新低，最低价跌至6.3万元/吨，已经接近"一体化"矿石提锂企业的成本线。 混沌天成期货分析认为，碳酸锂产能扩张周期延长、资源成本下移、需求增速受限等是导致碳酸锂供需 预期长期过剩，价格不断下跌的直接原因。 在这样的市场环境下，部分企业经营面临困境。一位矿业公司人士向第一财经记者透露，公司加工碳酸 锂所用的锂辉石为外购，目前成本抬升至高于现货售价，但生产却不能停，陷入了"卖一吨亏一吨"的局 面。 锂价跌破成本线，行业业绩分化 总体来看，Wind锂矿指数相关上市公司第一季度合计营收439.65亿元，同比增长16.03%；合计净利润 33.43亿元，同比增1340.4%。 同比2024年一季度业绩已有所好转，去年同期这些上市公司合计营收370.74亿元，同比下降39.93%；合 计净利润为亏损2.69亿元，同比降101.69%。 从企业营收情况来看，一季度仅1家公司营收超100亿元，为西部矿业（60116 ...

Investment Rating - The investment rating for the company is "Buy" (maintained) [3] Core Views - Due to fluctuations in lithium prices at the bottom range, the profit forecasts for 2025-2026 have been revised downwards. The expected net profits for 2025-2027 are -1.5 billion, 3.6 billion, and 9.0 billion respectively, with year-on-year growth rates of +76%, +335%, and +152%. The corresponding P/E ratios for 2026-2027 are projected to be 29x and 11x. The company possesses excellent lithium ore resources, and the Indonesian plant is about to ramp up production, hence the "Buy" rating is maintained [3] Financial Performance Summary - In Q1 2025, the company reported revenue of 690 million, a decrease of 43.4% year-on-year and 36.7% quarter-on-quarter. The net profit attributable to the parent company was -150 million, with a year-on-year decrease of 7.7% and a quarter-on-quarter increase of 3.2%. The gross profit margin was 3.2%, with a net profit margin of -22.5% [9] - The high expenses in Q1 led to losses, but the Indonesian smelting plant is expected to start large-scale shipments, with annual shipments projected to increase significantly. The estimated lithium salt shipments for Q1 were about 11,000 tons, a decrease of approximately 35% due to maintenance [9] - The company’s Q1 expense ratio increased significantly, with a total expense ratio of 29.4%, up 15.9 percentage points year-on-year and 22.6 percentage points quarter-on-quarter. Operating cash flow for Q1 was 350 million, a decrease of 23.5% year-on-year and 36.5% quarter-on-quarter [9] Revenue and Profit Forecasts - The total revenue forecast for 2023 is 7.951 billion, with a year-on-year decrease of 33.96%. The net profit attributable to the parent company is expected to be 702.24 million, with a year-on-year decrease of 87.35% [3][10] - The company anticipates a recovery in production from its own mines in Q2, with an expected self-supply rate of 30-40% for the year. The total expected production for 2025 is approximately 250,000 tons of concentrate, equivalent to 30,000 tons of LCE [9]