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% ...

盛新锂能公告称，全资子公司遂宁盛新因业务需要，拟向光大银行申请不超7000万元借款，期限不超13 个月。2026年1月21日，公司与其签署《最高额保证合同》，提供连带责任保证。遂宁盛新最近一期经 审计资产负债率低于70%，公司此前已获担保额度授权，本次担保后，该类子公司可用担保额度为 32.17亿元。截至公告日，公司对遂宁盛新担保总额（不含本次）为13.21亿元。另外，2025年1 - 9月， 遂宁盛新营收12.52亿元，净利润4055.52万元。 ...

| 代码 | 简称 | 今日涨跌幅（%） | 今日换手率（%） | 主力资金流量（万元） | | --- | --- | --- | --- | --- | | 601899 | 紫金矿业 | 2.20 | 1.89 | 82244.29 | | 002240 | 盛新锂能 | 9.99 | 8.02 | 67428.20 | | 000657 | 中钨高新 | 10.00 | 7.32 | 54251.25 | | 002460 | 赣锋锂业 | 3.50 | 5.58 | 45654.84 | | 002466 | 天齐锂业 | 3.26 | 4.30 | 39373.46 | | 600988 | 赤峰黄金 | 9.81 | 8.64 | 29614.09 | | 600547 | 山东黄金 | 8.20 | 2.36 | 28793.23 | | 601600 | 中国铝业 | 0.83 | 2.03 | 28752.27 | | 600531 | 豫光金铅 | 6.86 | 14.71 | 27614.38 | | 000688 | 国城矿业 | 10.01 | 3.42 | 27462.26 | ...

Volatility - A total of 12 stocks in the A-share market experienced a volatility exceeding 20% today, with Jin Sun and Jin Modern leading the list [1] Turnover Rate - There were 6 stocks in the A-share market with a turnover rate exceeding 40% today, with Guangdian Electric and Hongbaoli at the forefront [1] Main Capital Flow - Main capital saw a net inflow into the electronics and non-ferrous metals sectors, while experiencing a net outflow from the power equipment and national defense sectors [1] - The stocks with the highest net inflow included China Great Wall (14.27 billion), New Yisheng (12.14 billion), Huaten Technology (10.87 billion), Tongfu Microelectronics (10.17 billion), and Shengxin Lithium Energy (6.68 billion) [1] - The stocks with the highest net outflow included Xinwei Communication (17.59 billion), Shanzi Gaoke (10.52 billion), Zhongji Xuchuang (8.39 billion), Goldwind Technology (8.15 billion), and Xiangnong Xinchuan (7.8 billion) [1]

Core Insights - The energy metals sector experienced a significant increase of 2.31% on January 21, with Shengxin Lithium Energy leading the gains [1] - The Shanghai Composite Index closed at 4116.94, up 0.08%, while the Shenzhen Component Index closed at 14255.12, up 0.7% [1] Energy Metals Sector Performance - Shengxin Lithium Energy (002240) closed at 37.33, with a rise of 9.99% and a trading volume of 731,900 shares, amounting to a transaction value of 2.661 billion yuan [1] - Rongjie Co., Ltd. (002192) saw a closing price of 58.30, up 6.74%, with a trading volume of 246,500 shares and a transaction value of 1.413 billion yuan [1] - Yongxing Materials (002756) closed at 53.78, increasing by 6.52%, with a trading volume of 262,800 shares and a transaction value of 1.406 billion yuan [1] - Other notable performers included Tibet Mining (000762) with a 3.83% increase, Ganfeng Lithium (002460) up 3.50%, and Tianqi Lithium (002466) up 3.26% [1] Capital Flow Analysis - The energy metals sector saw a net inflow of 2.055 billion yuan from main funds, while retail investors experienced a net outflow of 1.226 billion yuan [1] - Main funds showed significant net inflows in Shengxin Lithium Energy (6.70 billion yuan) and Ganfeng Lithium (6.03 billion yuan), while retail investors had notable outflows in these stocks [2] - The overall trend indicates a preference for institutional investment in the energy metals sector, contrasting with retail investor behavior [2]