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狂飙的锂电江湖:超320个超级项目总投资超10000亿元
鑫椤锂电· 2025-06-20 08:22
Core Viewpoint - The article discusses the investment budgets and cumulative input ratios of various companies in the lithium battery and related materials industry, highlighting significant projects and their financial allocations across different regions in China and abroad [3][5][6]. Company Summaries Ningde Times - Investment budget in East China: 122.81 billion RMB with a cumulative input ratio of 57.42% - Investment budget in overseas regions: 61.74 billion RMB with a cumulative input ratio of 21.23% - Total investment budget: 333.94 billion RMB [3]. Yiwei Lithium Energy - Total investment budget: 69.48 billion RMB with a cumulative input ratio of 99.15% in East China [5]. - Significant projects include high-end positive electrode materials and various production bases [5]. Guoxuan High-Tech - Investment projects include a 10,000-ton lithium battery negative material construction project in Inner Mongolia [6]. - Specific financial details were not disclosed [6]. Xinwanda - Total investment budget: 54.74 billion RMB with various production bases across multiple regions [6]. - Notable projects include a 20GWh new lithium battery R&D and production base [6]. Ganfeng Lithium - Total investment budget: 49.41 billion RMB with significant projects in lithium battery production and lithium salt lake projects [7]. - Cumulative input ratios for various projects indicate strong progress [7]. Star Source Materials - Total investment budget: 28.15 billion RMB with a focus on high-performance lithium-ion battery separators [8]. - Projects include a 10 billion square meters lithium-ion battery coating separator project [8]. Huayou Cobalt - Investment in nickel hydroxide and battery-grade lithium salt projects with significant cumulative input ratios [9]. - Total investment budget includes various projects aimed at enhancing production capacity [9]. Other Companies - Multiple companies such as Enjie, Peking University, and others are also highlighted with their respective investment budgets and project details, indicating a robust growth trajectory in the lithium battery sector [10][11][12][13][14][15][16][17][18][19][20][21][22][23].
稀土相关出口许可申请审查有望加快,稀土ETF嘉实(516150)红盘蓄势,京运通10cm涨停
Sou Hu Cai Jing· 2025-06-20 03:34
规模方面,稀土ETF嘉实近2周规模增长5.68亿元,实现显著增长,新增规模位居可比基金第一。份额方面,稀土ETF嘉实近1周份额增长3950.00万份,实现 显著增长。资金流入方面,拉长时间看,稀土ETF嘉实近5个交易日内有3日资金净流入,合计"吸金"1.15亿元。 截至6月18日,稀土ETF嘉实近1年净值上涨30.55%,指数股票型基金排名376/2857,居于前13.16%。从收益能力看,截至2025年6月19日,稀土ETF嘉实自成 立以来,最高单月回报为41.25%,最长连涨月数为4个月,最长连涨涨幅为83.89%,上涨月份平均收益率为9.64%。 数据显示,截至2025年5月30日,中证稀土产业指数前十大权重股分别为北方稀土、中国稀土、卧龙电驱、领益智造、厦门钨业、格林美、包钢股份、中国 铝业、金风科技、盛和资源,前十大权重股合计占比57.28%。 流动性方面,稀土ETF嘉实盘中换手2.74%,成交6681.43万元。拉长时间看,截至6月19日,稀土ETF嘉实近1周日均成交1.22亿元,居可比基金第一。 截至2025年6月20日 11:00,中证稀土产业指数上涨0.39%,成分股科恒股份上涨16.63% ...
稀土战略价值日益突出,稀土ETF嘉实(516150)近5日“吸金”2.69亿元,丰元股份10cm涨停
Xin Lang Cai Jing· 2025-06-19 05:52
流动性方面,稀土ETF嘉实盘中换手2.75%,成交6789.27万元。拉长时间看,截至6月18日,稀土ETF嘉实近1周日均成交1.51亿元,排名可比基金第一。 规模方面,稀土ETF嘉实近1周规模增长6994.64万元,实现显著增长,新增规模位居可比基金第一。份额方面,稀土ETF嘉实最新份额达21.67亿份,创近1 年新高,位居可比基金第一。 资金流入方面,稀土ETF嘉实最新资金净流入919.64万元。拉长时间看,近5个交易日内有4日资金净流入,合计"吸金"2.69亿元。 截至6月18日,稀土ETF嘉实近1年净值上涨30.55%,指数股票型基金排名376/2857,居于前13.16%。从收益能力看,截至2025年6月18日,稀土ETF嘉实自成 立以来,最高单月回报为41.25%,最长连涨月数为4个月,最长连涨涨幅为83.89%,上涨月份平均收益率为9.64%。 截至2025年6月19日 13:30,中证稀土产业指数下跌1.59%。成分股方面涨跌互现,丰元股份10cm涨停,科恒股份上涨9.17%,盛新锂能上涨8.02%;宁波韵升 领跌,北矿科技、安泰科技跟跌。稀土ETF嘉实(516150)回调蓄势。 数据显示,截 ...
稀土ETF嘉实(516150)近1周新增规模同类居首!机构:稀土有望迎来盈利、估值双击
Sou Hu Cai Jing· 2025-06-18 05:53
截至2025年6月18日 13:23,中证稀土产业指数下跌2.19%。成分股方面涨跌互现,领益智造领涨2.56%,铂科新材上涨0.55%,卧龙电驱上涨0.40%;中科磁 业领跌,宁波韵升、北矿科技跟跌。稀土ETF嘉实(516150)回调蓄势。 流动性方面,稀土ETF嘉实盘中换手2.9%,成交7190.30万元。拉长时间看,截至6月17日,稀土ETF嘉实近1周日均成交1.74亿元,居可比基金第一。 规模方面,稀土ETF嘉实近1周规模增长2.44亿元,实现显著增长,新增规模位居可比基金第一。份额方面,稀土ETF嘉实近1周份额增长2.22亿份,实现显 著增长,新增份额位居可比基金第一。 资金流入方面,拉长时间看,稀土ETF嘉实近5个交易日内有4日资金净流入,合计"吸金"3.38亿元。 截至6月17日,稀土ETF嘉实近1年净值上涨34.53%,指数股票型基金排名284/2854,居于前9.95%。从收益能力看,截至2025年6月17日,稀土ETF嘉实自成 立以来,最高单月回报为41.25%,最长连涨月数为4个月,最长连涨涨幅为83.89%,上涨月份平均收益率为9.64%。 数据显示,截至2025年5月30日,中证稀土 ...
钴出口禁令再延2个月!
鑫椤锂电· 2025-06-16 01:45
关注公众号,点击公众号主页右上角" ··· ",设置星标 "⭐" ,关注 鑫椤锂电 资讯~ 本文来源: 雪球网,作者Hugo777 一、事件驱动:出口禁令延期为何引爆钴板块? 2025 年 6 月, 刚果(金)政府拟延长钴出口禁令 2 个月 (原禁令自 2025 年 2 月 24 日起暂停出口 4 个月), 消息推动华友钴业、寒锐钴业等标的单日涨幅超 7%。核心逻辑在于: 供给冲击测算:刚果(金)2024 年钴产量 22 万吨(占全球 75.9%),月均出口 1.8 万吨,若禁令延长至 6 个 月,累计影响出口量达 10.8 万吨,相当于中国 2024 年钴需求量的 84%(12.8 万吨)。 价格历史映射:2024 年首次禁令期间,钴价从 16 万元 / 吨飙升至 23 万元 / 吨,涨幅 43.7%,此次延期引发市 场对短期价格反弹的预期。 | 指标 | 2024 年实际 | 2025 年禁令延长 6 个月预测 | | --- | --- | --- | | 刚果(金) 钻出口量 | 22 万吨 | 10.8 万吨(减少 51%) | | 中国钻元素供给量 | 16.9 万吨 | 10.4 万吨(同比 - ...
中证稀土产业指数下跌1.08%,前十大权重包含卧龙电驱等
Jin Rong Jie· 2025-06-13 11:25
据了解,中证稀土产业指数选取涉及稀土开采、稀土加工、稀土贸易和稀土应用等业务相关上市公司证 券作为样本,以反映稀土产业上市公司证券的整体表现。该指数以2011年12月31日为基日,以1000.0点 为基点。 从指数持仓来看,中证稀土产业指数十大权重分别为:北方稀土(14.63%)、中国稀土(6.14%)、卧 龙电驱(4.72%)、厦门钨业(4.56%)、领益智造(4.4%)、盛和资源(4.32%)、格林美 (4.27%)、包钢股份(4.2%)、中国铝业(4.2%)、金风科技(4.14%)。 金融界6月13日消息,上证指数低开低走,中证稀土产业指数 (稀土产业,930598)下跌1.08%,报 1793.49点,成交额341.23亿元。 数据统计显示,中证稀土产业指数近一个月上涨5.22%,近三个月上涨1.03%,年至今上涨14.51%。 资料显示,指数样本每半年调整一次,样本调整实施时间分别为每年6月和12月的第二个星期五的下一 交易日。每次调整的样本比例一般不超过20%。权重因子随样本定期调整而调整,调整时间与指数样本 定期调整实施时间相同。在下一个定期调整日前,权重因子一般固定不变。特殊情况下将对指数进行 ...
格林美: 格林美股份有限公司主体及“23格林G1”2025年度跟踪评级报告
Zheng Quan Zhi Xing· 2025-06-12 09:27
Core Viewpoint - The credit rating agency Oriental Jincheng has maintained the credit rating of Greenmei Co., Ltd. at AA+ with a stable outlook, reflecting the company's strong market position and operational capabilities in the new energy materials and urban mining sectors [3][4][9]. Company Overview - Greenmei Co., Ltd. specializes in the manufacturing of new energy battery materials and urban mining, forming a dual-track business model that emphasizes both sectors [10][11]. - The company is controlled by Shenzhen Huifengyuan Investment Co., Ltd., with key stakeholders being Xu Kaihua and Wang Min [11][15]. Financial Performance - As of March 2025, the company's total assets amounted to 723.20 billion, with equity of 251.85 billion and a profit of 16.18 billion [13]. - The company has seen a significant increase in its revenue from urban mining operations, benefiting from a robust waste recycling network [8][16]. Market Position and Competitive Advantage - Greenmei holds a leading position in the market for nickel resources, with a production capacity of 150,000 tons per year established in Indonesia, ranking among the top three globally in MHP nickel production [7][8]. - The company has a strong focus on research and development, enhancing its technological and scale advantages in the industry [7][9]. Industry Analysis - The new energy materials industry is expected to grow significantly due to the increasing demand for electric vehicles, with the market for power batteries and materials projected to expand [18][19]. - The competition in the new energy supply chain is intensifying, with major players concentrated in China, where companies like Greenmei are positioned to leverage their resource and technological advantages [20][21]. Future Outlook - The stable credit rating outlook suggests that the company is likely to benefit from the rapid development of the new energy vehicle industry and government policies promoting recycling and resource recovery [9][14]. - The urban mining sector is anticipated to grow as the market for battery recycling expands, driven by the increasing volume of retired batteries [28][29].
格林美(002340) - 格林美股份有限公司主体及“23格林G1”2025年度跟踪评级报告
2025-06-12 08:28
信用等级通知书 东方金诚债跟踪评字【2025】0070 号 格林美股份有限公司: 东方金诚国际信用评估有限公司根据跟踪评级安排对贵公司及发行 的"23 格林 G1"的信用状况进行了跟踪评级,经信用评级委员会 评定,此次跟踪评级维持贵公司主体信用等级为 AA+,评级展望为 稳定,同时维持"23 格林 G1"的信用等级为 AA+。 东方金诚国际信用评估有限公司 信评委主任 二〇二五年六月十日 东方金诚债跟踪评字【2025】0070 号 信用评级报告声明 为正确理解和使用东方金诚国际信用评估有限公司(以下简称"东方金诚")出具的 信用评级报告(以下简称"本报告"),声明如下: 1.本次评级为委托评级,东方金诚与评级对象不存在任何影响本次评级行为独立、客 观、公正的关联关系,本次项目评级人员与评级对象之间亦不存在任何影响本次评级 行为独立、客观、公正的关联关系。 2.本次评级中,东方金诚及其评级人员遵照相关法律、法规及监管部门相关要求,充 分履行了勤勉尽责和诚信义务,有充分理由保证本次评级遵循了真实、客观、公正的 原则。 3.本评级报告的结论,是按照东方金诚的评级流程及评级标准做出的独立判断,未受 评级对象和第三方组 ...
格林美:公司赴港上市工作正有序推进中,公司将严格按照相关法律法规及时履行信息披露义务。
news flash· 2025-06-09 07:14
格林美:公司赴港上市工作正有序推进中,公司将严格按照相关法律法规及时履行信息披露义务。 ...
稀土ETF基金(516150)午后上涨2.21%,成分股科恒股份20cm涨停!
Xin Lang Cai Jing· 2025-06-04 05:41
Group 1 - The liquidity of the rare earth ETF fund shows a turnover of 2.48% with a transaction volume of 45.44 million yuan, ranking first among comparable funds over the past year [3] - The rare earth ETF fund has seen a significant scale increase of 29.37 million yuan in the past week, also ranking first among comparable funds [3] - The fund's share increased by 4 million shares in the past week, marking a significant growth and leading among comparable funds [3] - Over the past nine trading days, the rare earth ETF fund has attracted a total of 17.00 million yuan in inflows [3] - The latest price-to-earnings ratio (PE-TTM) of the index tracked by the rare earth ETF fund is 29.14, which is at a historical low, being in the bottom 11.02% of the past year [3] Group 2 - According to a report from Morgan Stanley, each humanoid robot requires approximately 0.9 kg of rare earth metals, indicating a potential demand for rare earth minerals worth 800 billion dollars due to the humanoid robot revolution [3] - Minmetals Securities predicts a significant year-on-year revenue increase and a substantial turnaround in net profit for the rare earth magnetic materials industry in Q1 2025, driven by improved supply-demand dynamics [4] - The supply of rare earth mining and separation quotas is expected to slow down significantly in 2024, while demand from downstream sectors like energy and robotics remains strong [4] - The top ten weighted stocks in the CSI Rare Earth Industry Index account for 57.28% of the index, including companies like Northern Rare Earth and China Rare Earth [4] - Investors can also access rare earth investment opportunities through the rare earth ETF linked fund (011036) [4]