Group 1 - The A-share market saw a collective decline in lithium mining stocks, with major companies like Ganfeng Lithium, Tianqi Lithium, and others dropping over 4% [1] - The main contract for lithium carbonate experienced a significant drop of 6%, priced at 139,640 yuan per ton [1] Group 2 - Ganfeng Lithium (002460) decreased by 4.94%, with a total market value of 133.8 billion yuan and a year-to-date increase of 1.49% [2] - Tianqi Lithium (002466) fell by 4.87%, holding a market capitalization of 82.4 billion yuan and a year-to-date decline of 9.39% [2] - Zhongmin Resources (002738) saw a decline of 4.60%, with a market value of 57.6 billion yuan and a year-to-date increase of 1.59% [2] - Dongyangguang (600673) dropped by 4.58%, with a market capitalization of 84.6 billion yuan and a year-to-date increase of 25.32% [2] - Tianhua New Energy (300390) decreased by 4.37%, with a market value of 38.9 billion yuan and a year-to-date decline of 14.28% [2] - Other companies such as Guocheng Mining, Rongjie Co., and Yahua Group also experienced declines ranging from 3% to 4% [2]

Core Viewpoint - The company, Shengxin Lithium Energy, is actively pursuing strategic acquisitions and financial risk management through various hedging activities, while also facing fluctuations in market sentiment as indicated by recent trading data. Trading Information Summary - On February 4, 2026, Shengxin Lithium Energy's stock closed at 36.15 yuan, down 0.5%, with a turnover rate of 3.25%, trading volume of 296,700 shares, and a transaction value of 1.071 billion yuan [1] - The net outflow of main funds was 17.76 million yuan, while retail investors experienced a net outflow of 32.88 million yuan; however, speculative funds saw a significant net inflow of 50.64 million yuan [1][4] Company Announcements Summary - Shengxin Lithium Energy's board approved several resolutions, including a cash acquisition of 13.93% equity in Huirong Mining from Xiamen Chuangyi for 1.2597 billion yuan, which will result in 100% ownership of Huirong Mining [1][4] - The company plans to provide a guarantee limit of up to 15 billion yuan for its subsidiaries, effective for 12 months post shareholder approval [1][2] - The company intends to engage in commodity futures hedging with a margin limit of 1.5 billion yuan and foreign exchange hedging with a maximum contract value of 850 million USD, both subject to shareholder approval [1][2] Financial Overview of Huirong Mining - As of August 31, 2025, Huirong Mining reported total assets of approximately 901.90 million yuan, total liabilities of about 177.09 million yuan, and owner’s equity of around 724.81 million yuan [3] - The company recorded a net loss of approximately 162.63 million yuan for the first eight months of 2025, reflecting its financial condition and operational results [3]

Key Points - The core viewpoint of the news is the significant corporate announcements and financial performance reports from various companies, indicating strategic moves, partnerships, and financial results that may present investment opportunities. Group 1: Corporate Announcements - Ruixin Technology plans to acquire control of Wuhu Deheng and will suspend trading from February 5, 2026 [4] - Zhongwen Online intends to collaborate with Tencent on the authorization of animated micro-short dramas, with an expected cooperation amount of 23.2 million yuan [5] - Dabeinong's actual controller and chairman, Shao Genfu, passed away on February 3, 2026, at the age of 60, with the company confirming normal operations [6] Group 2: Financial Performance Reports - Silica Technology reported a total revenue of 3.752 billion yuan for 2025, a year-on-year increase of 18.76%, and a net profit of 281 million yuan, up 18.34% [7] - Huanxu Electronics reported a total revenue of approximately 59.2 billion yuan for 2025, a decrease of 2.46%, but a net profit increase of 12.16% to approximately 1.85 billion yuan [7] - Chongqing Beer reported a total revenue of approximately 1.472 billion yuan for 2025, a year-on-year increase of 0.53%, with a net profit of approximately 123 million yuan, up 10.43% [8] Group 3: Capital Increases and Restructuring - Tangyuan Electric received approval from the China Securities Regulatory Commission for a stock issuance to specific investors [9] - Chang'an Automobile is planning to repurchase shares with a total amount between 1 billion and 2 billion yuan [10] - Gaweida's board proposed a share repurchase plan with a total amount between 30 million and 35 million yuan [10] Group 4: Strategic Partnerships and Investments - Shengxin Lithium Energy's subsidiary plans to acquire a 13.93% stake in Huirong Mining for 1.26 billion yuan, aiming for full control [11] - Guangdong Construction won a bid for a project worth 1.524 billion yuan for a lithium battery manufacturing base [11] - Liyade plans to invest up to 100 million yuan in an industrial fund focused on non-listed companies in the commercial aerospace sector [11]

Key Points - JinkoSolar has not reported any revenue from "space photovoltaic" orders [1] - Shuangliang Energy has not yet engaged in any space photovoltaic-related business [1] - CITIC Bank has increased its investment in CITIC Financial Leasing Co., Ltd. by 2 billion yuan [1] - Palm Holdings has won a bid for the construction project of high-standard farmland in Shuyang District, Shangqiu City for 2025 [1] - Shanghai Pharmaceuticals plans to transfer its 30% stake in Amgen [1] - Huanxu Electronics expects a net profit of 1.853 billion yuan for 2025, a year-on-year increase of 12.16% [1] - Changan Automobile plans to repurchase shares worth 1 billion to 2 billion yuan [2] - Jinpu Garden plans to reduce its shareholding by no more than 2% [1] - Sileck's subsidiary has received a project confirmation letter from a client, with an expected procurement volume of approximately 360 million cylindrical battery shells [2] - Zhongwen Online intends to collaborate with Tencent on the authorization of animated micro-short dramas [2]

（编辑 任世碧） 证券日报网讯 2月4日，盛新锂能发布公告称，公司于2026年2月4日召开第八届董事会第二十八次会 议，审议通过了《关于开展外汇套期保值业务的议案》，根据公司及控股子公司经营及业务需求情况， 公司拟对未来所需的部分外汇开展外汇套期保值业务，该业务所需交易保证金（含占用金融机构授信额 度的保证金）上限不超过人民币1.5亿元或其他等值外币金额，任一交易日持有的最高合约价值不超过 8.5亿美元或其他等值金额货币。 ...

证券日报网讯 2月4日，盛新锂能发布公告称，公司于2026年2月4日召开第八届董事会第二十八次会 议，审议通过了《关于开展商品期货套期保值业务的议案》，该议案尚需提交股东会审议。公司及控股 子公司开展套期保值业务的保证金上限为15亿元人民币（不含期货标的实物交割款项），在前述保证金 额度内，资金可循环使用，且任一时点的持仓保证金金额不超过已审议额度。 （文章来源：证券日报） ...

证券日报网讯 2月4日，盛新锂能发布公告称，公司于2026年2月4日召开第八届董事会第二十八次会 议，审议通过了《关于全资子公司盛屯锂业收购惠绒矿业部分股权暨关联交易的议案》。公司全资子公 司四川盛屯锂业有限公司（简称"盛屯锂业"）拟以现金人民币125，970.00万元收购厦门创益盛屯新能 源产业投资合伙企业（有限合伙）（简称"厦门创益"）持有的雅江县惠绒矿业有限责任公司（简称"惠 绒矿业"或"标的公司"）13.93%股权，本次交易完成后，公司将100%控股惠绒矿业。本次交易对方厦门 创益为公司的关联方，本次股权收购事项构成关联交易，尚需获得股东会的批准。 （文章来源：证券日报） ...

格隆汇2月4日丨盛新锂能(002240.SZ)公布，公司全资子公司四川盛屯锂业有限公司（简称"盛屯锂业"） 拟以现金人民币12.6亿元收购厦门创益盛屯新能源产业投资合伙企业（有限合伙）（简称"厦门创益"） 持有的雅江县惠绒矿业有限责任公司（简称"惠绒矿业"或"标的公司"）13.93%股权，本次交易完成后， 公司将100%控股惠绒矿业。惠绒矿业拥有木绒锂矿的采矿权证，木绒锂矿已查明Li2O资源量98.96万 吨，平均品位1.62%，为四川地区锂矿品位最高的矿山之一，生产规模为300万吨/年，目前正在积极推 进矿山开发建设。 ...

（记者 曾健辉） 每经头条（nbdtoutiao）——特朗普的"完美人选"颠覆美联储？解码凯文·沃什的"新政构想"：左手放水 右手抽水，要靠AI驯服通胀，拒做美债"大买家" 每经AI快讯，盛新锂能2月4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 保余额为人民币约45.44亿元，占2024年12月31日经审计归属于母公司净资产的37.78%。 ...

雅江县惠绒矿业有限责任公司 审计报告 审计机构:山东舜天信诚会计师事务所 (特殊普通合伙) 雅江县惠绒矿业有限责任公司 审计报告及财务报表 (2024年1月1日-2025年8月31日) | 目 录 | 页 码 | | --- | --- | | 一、审计报告 | 1-3 | | 二、已审财务报表 | | | 1、合并及公司资产负债表 | 4-5 | | 2、合并及公司利润表 | દિ | | 3、合并及公司现金流量表 | 7 | | 4、合并所有者权益变动表 | 8-д | | 5、公司所有者权益变动表 | 10-11 | | 6、财务报表附注 | 12-75 | 三、附件 1、审计机构营业执照及执业许可证复印件 山东舜天信诚会计师事务所（特殊普通合伙） 济南市历下区华能路 38 号汇源大厦 708 邮编 250014 电话 0531-86981660 审 计 报 告 鲁舜审字[2026]第 0030 号 雅江县惠绒矿业有限责任公司： 一、审计意见 我们审计了雅江县惠绒矿业有限责任公司（以下简称"惠绒公司"或"公 司"）的财务报表，包括 2025 年 8 月 31 日、2024 年 12 月 31 日的合并及 ...