Group 1 - On February 4, a total of 7 companies had their restricted shares unlocked, with a total unlock volume of 16.5497 million shares, equating to a market value of 18.4 million yuan based on the latest closing price [1] - The companies with the highest unlock volumes were Zhongshe Consulting, Greenme, and Jiyang Precision, with unlock shares of 9.6029 million, 2.4657 million, and 1.7435 million shares respectively [1] - In terms of unlock market value, Zhongshe Consulting, Guoyuan Technology, and Jiyang Precision led with unlock values of 78.1674 million yuan, 31.7012 million yuan, and 24.0427 million yuan respectively [1] Group 2 - Regarding the proportion of unlock shares to total share capital, Zhongshe Consulting, Guoyuan Technology, and Jiyang Precision had the highest unlock ratios at 6.26%, 1.23%, and 0.65% respectively [1]

登录新浪财经APP 搜索【信披】查看更多考评等级 近日，公司已完成上述事项的工商变更登记手续，并已取得深圳市市场监督管理局换发的《营业执 照》。具体变更登记事项如下： ■ 二、备查文件 1、格林美股份有限公司营业执照； 证券代码：002340 证券简称：格林美 公告编号：2026-015 格林美股份有限公司关于公司完成工商 变更登记并换发营业执照的公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假记载、误导性陈述或重大遗 漏。 一、变更事项基本情况 格林美股份有限公司（以下简称"公司"）第七届董事会第八次会议、2025年第五次临时股东会审议通过 了《关于变更注册地址、修订〈公司章程〉并办理工商变更登记的议案》，同意公司根据战略规划及未 来发展需要，将注册地址由"深圳市宝安区宝安中心区兴华路南侧荣超滨海大厦A栋20层2008号房"变更 为"深圳市宝安区新安街道海旺社区宝兴路88号星通大厦4301"，同时对《格林美股份有限公司章程》中 注册地址等相关条款作相应修订并办理工商变更登记。具体内容详见公司在巨潮资讯网 （www.cninfo.com.cn）披露的《关于变更注册地址、修订〈公司章程〉 ...

证券代码：002340 证券简称：格林美 公告编号：2026-015 格林美股份有限公司 格林美股份有限公司（以下简称"公司"）第七届董事会第八次会议、2025 年第五次临时股东会审议通过了《关于变更注册地址、修订<公司章程>并办理工 商变更登记的议案》，同意公司根据战略规划及未来发展需要，将注册地址由"深 圳市宝安区宝安中心区兴华路南侧荣超滨海大厦 A 栋 20 层 2008 号房"变更为"深 圳市宝安区新安街道海旺社区宝兴路 88 号星通大厦 4301"，同时对《格林美股 份有限公司章程》中注册地址等相关条款作相应修订并办理工商变更登记。具体 内容详见公司在巨潮资讯网（www.cninfo.com.cn）披露的《关于变更注册地址、 修订<公司章程>并办理工商变更登记的公告》（公告编号：2025-110）、《2025 年第五次临时股东会决议公告》（公告编号：2025-119）。 近日，公司已完成上述事项的工商变更登记手续，并已取得深圳市市场监督 管理局换发的《营业执照》。具体变更登记事项如下： | 变更（备案）类别 | 修订前 | 修订后 | | --- | --- | --- | | | 深圳市宝安区宝安 ...

电池ETF汇添富（159796）标的指数成分股多数回调，格林美跌超5%，先导智能、欣旺达等跌超3%，阳光电源、国轩高科等跌超1%，三花智 控、宁德时代等微跌。 | 序号 | 代码 | 名称 | 申万一级行业 | 涨跌幅 | 估算权重 ▼ | | --- | --- | --- | --- | --- | --- | | 1 | 002050 | 三花智控 | 家用电器 | -0.39% | 8.29% | | 2 | 300274 | 阳光电源 | 电力设备 | -1.32% | 8.19% | | 3 | 300750 | 宁德时代 | 电力设备 | -0.29% | 7.59% | | 4 | 300014 | 亿纬锂能 | 电力设备 | -1.35% | 5.53% | | 5 | 300450 | 先导智能 | 电力设备 | -3.47% | 4.38% | | 6 | 002709 | 天赐材料 | 电力设备 | -1.65% | 3.97% | | 7 | 002340 | 格林美 | 电力设备 | -5.69% | 3.30% | | 8 | 002074 | 科研制 | 电力设备 | -1.1 ...

Market Overview - The battery sector experienced a decline of 1.45% on the previous trading day, with Fangyuan Co., Ltd. leading the drop [1] - The Shanghai Composite Index closed at 4015.75, down 2.48%, while the Shenzhen Component Index closed at 13824.35, down 2.69% [1] Individual Stock Performance - Fangyuan Co., Ltd. saw a significant drop of 6.29%, closing at 8.20, with a trading volume of 202,600 shares and a turnover of 170 million yuan [2] - Other notable declines included Zhongwei New Materials at -5.81% and Hong Technology at -5.73% [2] - Conversely, Penghui Energy increased by 1.81%, closing at 46.00, with a trading volume of 371,300 shares and a turnover of 1.745 billion yuan [1] Capital Flow Analysis - The battery sector experienced a net outflow of 1.689 billion yuan from main funds, while retail investors saw a net inflow of 914 million yuan [2][3] - Major stocks like Yiwei Lithium Energy and Penghui Energy had mixed capital flows, with Yiwei Lithium Energy seeing a net inflow of 250 million yuan from main funds [3] - Retail investors showed a significant net inflow into stocks like Zhiyu Technology, despite overall sector outflows [3]

Summary of the Conference Call for Greenme (格林美) Company Overview - **Company**: Greenme (格林美) - **Industry**: Nickel and Cobalt Recycling, Tungsten Recovery, Battery Recycling Key Points and Arguments Nickel Project Performance - The Indonesian MHP project shipped over 110,000 tons in 2025, with the company's equity share around 50%-55% and costs controlled between $8,500 and $9,000 per ton. Nickel price increases have ensured project profitability, with total shipments expected to reach 140,000-150,000 tons by 2026, and the company's equity share projected at 75,000-80,000 tons [2][4][8] Tungsten Recovery Business - The tungsten recovery business is expected to grow significantly, with recovery volume projected to increase to around 10,000 tons by 2025, driven by rising tungsten prices. This segment's revenue is anticipated to improve substantially due to price increases and capacity expansion [2][4][8] Strategic Adjustments - The company is adjusting its precursor strategy by reducing low-margin products and shifting focus to high-nickel and ultra-high-nickel products. The cobalt tetroxide business is expected to grow steadily, with annual shipments of over 20,000 tons and a normal growth rate of 5%-10% anticipated for 2026 [2][4][8] Appliance Recycling and Scrap Vehicle Business - The appliance recycling business is expected to be divested in 2026, with an estimated loss of over 100 million yuan impacting 2025 profits. The scrap vehicle business is reducing losses, projected to decrease from over 150 million yuan in 2023 to below 100 million yuan in 2024, and is expected to synergize with the battery recycling business [5][6] Battery Recycling Business - The battery recycling segment has maintained profitability and is expanding, with a nearly 50% year-on-year increase in recovery volume expected in 2025. The business is projected to continue its strong profitability in 2026 due to rising lithium prices [7][8] Nickel Price Forecast - The company expects nickel prices to stabilize in the range of $18,000-$19,000 per ton in 2026, with a projected increase of about 20% compared to 2025. The Indonesian government is implementing quota controls to stabilize the nickel resource market [3][10][15][16] Financial Costs and Impact - Financial costs are calculated based on investment intensity, working capital needs, and turnover rates. The company faces higher costs in foreign operations due to dollar-denominated expenses [9] Market Dynamics and Government Regulations - The Indonesian government controls approximately 60% of global nickel resources and aims to prevent significant price drops through regulatory measures. This aligns with the government's goal of promoting the development of new energy applications through industrial upgrades [16][17] New Capacity and Project Progress - New projects in collaboration with Vale began construction in 2025, with an expected completion date by the end of 2026. However, potential policy adjustments may delay the timeline [18][19] Recovery Business Details - The company recycles various products, including scrap tools and hard alloys, primarily containing tungsten and cobalt. The annual shipment volume is expected to reach 10,000 tons by 2026, with a gross margin maintained between 15%-20% [20][21] Market Share and Competitive Position - The market share for the company's APP terminal products is estimated to be between 10%-20%, although specific data requires confirmation from business departments [23] Pricing Strategies - The company has established long-term pricing agreements with suppliers, with coverage ratios between 60%-70%. The pricing for long-term contracts has increased compared to the previous year [26] Impact of Competitors - The new projects by Qingshan Company are not expected to significantly impact Greenme, as Qingshan's supply to Greenme is minimal [28] Production Capacity - The company’s maximum production capacity is 150,000 tons, with quarterly production expected to range between 36,000 to 39,000 tons, limiting the potential for significant overproduction [29] Inventory Management - Inventory absorption is expected in the third and fourth quarters, primarily through nickel-cobalt hydroxide rather than raw material sales due to tight raw material supplies [30]

以上内容为证券之星据公开信息整理，由AI算法生成（网信算备310104345710301240019号），不构成 投资建议。 图片来源：世界知识产权组织（WIPO） 证券之星消息，根据企查查数据显示格林美（002340）公布了一项国际专利申请，专利名为"一种核壳 结构钠电正极前驱体及其制备方法与应用"，专利申请号为PCT/CN2024/140384，国际公布日为2026年1 月29日。 今年以来格林美已公布的国际专利申请6个，较去年同期减少了85.71%。结合公司2025年中报财务数 据，2025上半年公司在研发方面投入了5.11亿元，同比增6.13%。 专利详情如下： 数据来源：企查查 ...

今年以来格林美已公布的国际专利申请6个，较去年同期减少了85.71%。结合公司2025年中报财务数 据，2025上半年公司在研发方面投入了5.11亿元，同比增6.13%。 数据来源：企查查 证券之星消息，根据企查查数据显示格林美（002340）公布了一项国际专利申请，专利名为"一种无钴 镍锰二元前驱体材料及其制备方法与应用"，专利申请号为PCT/CN2024/140404，国际公布日为2026年1 月29日。 专利详情如下： 图片来源：世界知识产权组织（WIPO） 以上内容为证券之星据公开信息整理，由AI算法生成（网信算备310104345710301240019号），不构成 投资建议。 ...

登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码：002340 证券简称：格林美 公告编号：2026-014 格林美股份有限公司关于2024年限制性股票激励计划第一个解除限售期解除限售股份上市流通的提示性 公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假记载、误导性陈述或重大遗 漏。 特别提示： 1、本次解除限售的股份上市流通日期为2026年2月4日； 2、本次符合解除限售条件的激励对象共计169人，可解除限售的限制性股票数量为246.5654万股，占目 前公司总股本的0.0483%。 格林美股份有限公司（以下简称"公司"）于2026年1月26日召开的第七届董事会第十次会议审议通过了 《关于2024年限制性股票激励计划第一个解除限售期解除限售条件成就的议案》，公司2024年限制性股 票激励计划第一个解除限售期解除限售条件已经部分成就，根据公司《2024年限制性股票激励计划（草 案）》的相关规定及公司2024年第二次临时股东大会授权，公司董事会办理了第一个解除限售期解除限 售股份上市流通手续，现就具体事项公告如下： 一、限制性股票激励计划简述及实施情况 1、2024年8月14日 ...

证券代码：002340 证券简称：格林美 公告编号：2026-014 1、2024年8月14日，公司召开第六届董事会第二十八次会议，审议通过了《关 于<2024年限制性股票激励计划（草案）及其摘要>的议案》《关于<2024年限制 性股票激励计划实施考核管理办法>的议案》《关于提请股东大会授权公司董事 会办理2024年限制性股票激励计划有关事项的议案》等与本次股权激励计划相关 的议案。 2、2024年8月14日，公司召开第六届监事会第二十三次会议，审议通过了《关 格林美股份有限公司 关于2024年限制性股票激励计划第一个解除限售期 解除限售股份上市流通的提示性公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整， 没有虚假记载、误导性陈述或重大遗漏。 特别提示： 1、本次解除限售的股份上市流通日期为2026年2月4日； 2、本次符合解除限售条件的激励对象共计169人，可解除限售的限制性股票 数量为246.5654万股，占目前公司总股本的0.0483%。 格林美股份有限公司（以下简称"公司"）于2026年1月26日召开的第七届董 事会第十次会议审议通过了《关于2024年限制性股票激励计划第一个解除限售期 ...