Core Viewpoint - Greeenme's revenue and profit growth in 2024 and Q1 2025 indicates a positive trend, with expectations for significant revenue increases in the coming years, driven by battery materials and metal recycling businesses [2][11]. Financial Performance - In 2024, Greeenme achieved revenue of approximately 33.2 billion yuan, a year-on-year increase of 8.75%, and a net profit of about 1.02 billion yuan, up 9.19% [2]. - For Q1 2025, the company reported revenue of around 9.5 billion yuan, a 13.67% increase year-on-year, with a net profit of 511 million yuan, reflecting a 12.1% growth [2]. - Greeenme anticipates revenues exceeding 40 billion yuan, 50 billion yuan, and 60 billion yuan in 2025, 2026, and 2027, respectively, aiming for a doubling of revenue over three years [2]. Business Growth Areas - The fastest-growing segments for Greeenme from 2025 to 2027 are expected to be battery materials, tungsten resource recycling, and precious and rare metal recycling [2][11]. - The company has made significant investments in tungsten resource recovery and precious metal recycling since last year [11]. Nickel Mining Operations - Greeenme's nickel metal output reached 51,600 tons in 2024, a 91% increase, with a total nickel resource capacity of 150,000 tons per year [4]. - Nickel business generated revenue of 5.85 billion yuan in 2024, accounting for 17.61% of total revenue [4]. - The company aims to produce over 216,000 tons of nickel metal by 2027 [4]. Market Dynamics - Nickel prices have fluctuated, reaching a peak of $25,638 per ton in 2022 and dropping to around $21,506 per ton in 2023, with projections for 2024 at approximately $16,818 per ton [7][8]. - Greeenme's chairman highlighted the critical cost thresholds for nickel production, indicating that current prices are near the "survival line" for profitability [8]. Strategic Initiatives - Greeenme is expanding its operations in Indonesia, collaborating with other companies to establish a comprehensive industrial park for nickel refining and battery material production [10]. - The company plans to recover 25 types of scarce resources, aiming for over 10% of China's supply for each type [12]. Future Outlook - Greeenme's chairman predicts that by 2035, the market share of ternary batteries will equal that of lithium iron phosphate batteries, driven by global market expansion [8]. - The company is also pursuing acquisitions of smaller listed companies to enhance its tungsten business and plans to list its main entity in Hong Kong [13].

2025年5月6日，格林美（SZ.002340）通过印尼苏拉威西和中国深圳两地现场连线并在线直播的形式，举办了2024年度暨2025年第一季度业绩说明会。公司 董事长、总经理许开华教授，董事、常务副总经理周波，高级副总、青美邦园区总经理彭亚光，高级副总、中央研究院院长张坤博士，董事、高级副总、董 事会秘书潘骅等十一名公司高管出席。在活动中，许开华教授和张坤博士分别做了经营发展报告和创新发展报告，向两地现场的近千名参会人及线上数十万 投资者充分阐述了格林美的核心竞争力及对未来产业格局、技术创新、ESG价值的深入理解与成功实践。 此前发布的公司2024年度报告显示：2024年，公司实现营业收入332亿元，同比（下同）增长8.75%，创历史新高；归母净利润10.20亿元，增长9.19%；扣非 净利润12.91亿元，增长636.24%；经营现金流量净额30.55亿元，增长41.14%；综合毛利率提升3.05%，达到15.29%。2025年业绩继续开门红：一季报显示， 公司实现营业收入94.96亿元，同比增长13.67%；归母净利润5.11亿元，同比增长12.10%。 尖端技术服务国家创新战略 跨国育才奠定发展基业 作 ...

证券代码： 002340 证券简称：格林美 格林美股份有限公司投资者关系活动记录表 编号：20250506 | 投资者关系活动 | 特定对象调研 □ 分析师会议 □ | | --- | --- | | 类别 | □ 媒体采访 √ 业绩说明会 | | | □ 新闻发布会 □ 路演活动 | | | □ 现场参观 | | | □ 其他 | | 参与单位名称及 | 东北证券：庄嘉骏；华夏时报社：梁宝欣；中信证券：於学鑫； | | 人员姓名 | BNP Paribas：方巍；中信建投证券：刘思淼、刘资政；申万宏源： | | | 曾子栋；法国巴黎证券：罗田；国泰海通：马铭宏；盈峰资本： | | | 刘东渐；国联民生证券：瞿学迁以及通过"全景路演"网络平台 | | | 线上参与公司 年度暨 年一季度业绩说明会的网上投 2024 2025 | | | 资者。 | | 时间 | 2025 年 5 月 6 日 15:00-17:00 | | 地点 | 格林美（深圳）超级绿色技术研究院会议室、印尼青美邦新能源 | | | 材 料 有 限 公 司 会 议 室 以 及 " 全 景 路 演 " 网 络 平 台 | | | （https: ...

证券代码：002340 证券简称：格林美 公告编号：2025-067 截至2025年4月30日，公司通过回购专用证券账户以集中竞价交易方式累计 回购公司股份20,358,500股，占公司目前总股本的0.40%，最高成交价为人民币 7.01元/股，最低成交价为人民币5.85元/股，成交总金额为人民币136,743,597元（不 含交易费用）。本次回购股份资金来源为公司自有资金和股票回购专项贷款资金。 本次回购符合相关法律法规及公司既定的回购股份方案的要求。 二、其他说明 公司回购股份的时间、回购股份的数量、回购股份的价格及集中竞价交易的 委托时间段均符合《深圳证券交易所上市公司自律监管指引第9号——回购股份》 及公司回购股份方案的相关规定。 格林美股份有限公司 关于回购公司股份的进展公告 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。 格林美股份有限公司（以下简称"公司"）基于对公司未来发展前景的信心 以及对公司价值的高度认可，分别于2025年1月19日召开第六届董事会第三十三 次会议和第六届监事会第二十八次会议、2025年2月13日召开2025年第二次临时 股 ...

Investment Rating - The report maintains a "Strong Buy" investment rating for the company [2][7]. Core Insights - The company's revenue for 2024 reached 33.2 billion yuan, a year-on-year increase of 8.7%, with a net profit attributable to shareholders of 1.02 billion yuan, up 9.2% year-on-year [1]. - The company has seen significant growth in its key products, with a notable increase in the sales volume of nickel resources and precursor materials [7]. - The report highlights a strong performance in Q1 2025, with revenue of 9.5 billion yuan, a year-on-year increase of 13.7%, and a net profit of 510 million yuan, up 12.1% year-on-year [1][7]. Financial Performance - In 2024, the company achieved a gross profit margin of 15.3%, with a net profit margin of 3.1% [16]. - The projected revenue growth for 2025 is estimated at 31%, reaching 43.5 billion yuan, with net profit expected to increase by 70% to 1.74 billion yuan [9][15]. - The company's return on equity (ROE) is projected to improve from 5.3% in 2024 to 8.6% in 2025 [16]. Production and Capacity - The company plans to increase its production capacity significantly, targeting 200,000 tons of ternary precursors and 40,000 tons of cobalt products by 2025 [1][7]. - The nickel resource project in Indonesia is expected to produce 52,000 tons of nickel metal in 2024, a 91% increase year-on-year [7]. Market Position - The company holds a market capitalization of 31.4 billion yuan, with a price-to-earnings (PE) ratio of 30.7 for 2024, expected to drop to 18.0 by 2025 [2][9]. - The report indicates that the company is well-positioned to benefit from the growing demand for new energy battery materials, with a focus on maintaining profitability through controlled capacity growth [1][7].

2025年4月30日，格林美(002340.SZ)发布2025年第一季报。截至2025年4月30日，共有53个机构投资者 披露持有格林美A股股份，合计持股量达8.42亿股，占格林美总股本的16.43%。其中，前十大机构投资 者包括深圳市汇丰源投资有限公司、香港中央结算有限公司、中国农业银行股份有限公司-中证500交易 型开放式指数证券投资基金、中国国有企业混合所有制改革基金有限公司、中国工商银行股份有限公 司-汇添富中证新能源汽车产业指数型发起式证券投资基金(LOF)、广东省科技风险投资有限公司、中国 建设银行股份有限公司-富国中证新能源汽车指数型证券投资基金、中国银行股份有限公司-华夏中证新 能源汽车交易型开放式指数证券投资基金、广发国证新能源车电池ETF、嘉实中证稀土产业ETF，前十 大机构投资者合计持股比例达15.20%。相较于上一季度，前十大机构持股比例合计下跌了1.05个百分 点。 公募基金方面，本期较上一期持股增加的公募基金共计7个，主要包括招商中证电池主题ETF、天弘中 证新能源指数增强A、万家国证新能源车电池指数发起式A、汇添富中证电池主题ETF、嘉实中证电池 主题ETF等，持股增加占比小幅上 ...

6月会议预告 2025高工钠电 产业峰会 主办单位： 高工钠电、高工产业研究院（GGII） 总冠名： 众钠能源 会议时间： 6月9日 会议地点： 苏州香格里拉大酒店（苏州虎丘区塔园路168号） 2025高工固态电池 技术与应用峰会 主办单位： 高工锂电、高工储能、高工产业研究院（GGII） 总冠名： 利元亨 会议时间： 6月10日 会议地点： 苏州香格里拉大酒店（苏州虎丘区塔园路168号） 全球锂电池回收赛道正变得日益拥挤和复杂。行业参与者面临双重压力：一边是欧盟等地日趋严格的回收法规与材料再生目标步步紧逼，另一边则是 上游材料价格波动对回收经济性构成的严峻考验。 此背景下，从电池制造商、材料巨头到专业的第三方回收商乃至汽车主机厂，各路玩家纷纷加速布局。 同时 ，他们的路径选择、技术侧重和商业模式呈现出显著差异，推动着整个产业链加速形成闭环。 市场 近况 ：产能增长趋缓，盈利挑战浮现 中国作为全球最大的电池市场，已初步建立起庞大的回收处理体系。 截至 2024 年底，官方认证的锂离子电池梯次利用和拆解回收总产能合计达到 423.3 万吨 / 年，其中回收拆解利用产能略超梯次利用产能。 一个值得关注的信号是，行 ...

Core Viewpoint - The company has reported significant growth in its first quarter of 2025, with record high sales revenue, net profit, and operating cash flow, driven by strong demand in its dual-track business model of urban mining and new energy materials manufacturing [24][25]. Financial Performance - The company achieved operating revenue of 9.496 billion yuan, a year-on-year increase of 13.67% [24] - Net profit attributable to shareholders reached 511 million yuan, up 12.10% year-on-year [24] - The net cash flow from operating activities was 634 million yuan, reflecting a substantial increase of 77.92% compared to the previous year [24] - Investment income surged by 1.35 billion yuan, marking a growth of 4,103.55% due to the sale of ECOPRO MAT shares [4] Business Operations - The average capacity utilization rate for core products exceeded 97%, with a strong average shipment growth rate of approximately 42% [24] - Nickel resource MHP shipments exceeded 25,000 tons, showing a significant year-on-year increase of over 138% [7] - The company has successfully completed the election of a new management team, focusing on attracting young and innovative talent to enhance its competitive edge [9][10] Strategic Initiatives - The company has initiated a global supplier alliance to address trade challenges and enhance market stability, involving over 120 global suppliers [13][25] - Strategic partnerships have been established with ECOPRO and other firms to develop an integrated supply chain for nickel resources and precursor materials in Indonesia [14][25] - The company is actively pursuing overseas capital market development, including plans for H-share issuance in Hong Kong [16] ESG and Social Responsibility - The company has signed a memorandum of understanding with UNU Yogyakarta University in Indonesia to promote higher education cooperation, reflecting its commitment to social responsibility and cultural exchange [17] - The company has achieved ISO37301 compliance management system certification, enhancing its risk management capabilities [19] Governance and Shareholder Engagement - The company has completed a new round of share repurchase amounting to 137 million yuan, aimed at boosting market confidence [16][37] - The company has consistently maintained high standards in information disclosure, receiving an A rating for eleven consecutive years from the Shenzhen Stock Exchange [36]

Group 1 - Longi Green Energy reported a net loss of 8.618 billion yuan for 2024, with revenue of 82.582 billion yuan, a year-on-year decline of 36.23% due to falling prices of key products like modules and wafers [2] - In Q1 2025, Longi Green Energy achieved revenue of 13.652 billion yuan, down 22.75%, with a net loss of 1.436 billion yuan, compared to a loss of 2.350 billion yuan in the same period last year [3] - China Southern Airlines reported a Q1 2025 net loss of 747 million yuan, with revenue of 43.407 billion yuan, a decrease of 2.68% year-on-year [27] Group 2 - Guizhou Moutai achieved Q1 2025 revenue of 43.557 billion yuan, with direct sales revenue of 23.220 billion yuan and wholesale revenue of 27.359 billion yuan [9] - Industrial Fulian reported a 2024 net profit increase of 15.86%, with revenue of 609.135 billion yuan and a net profit of 23.216 billion yuan [10] - China Shipbuilding Industry Corporation reported a 2024 net profit increase of 22.21%, with a net profit of 3.614 billion yuan [15] Group 3 - Longyang Power reported a 19.86% increase in net profit for 2024, reaching 32.496 billion yuan, with total profit of 38.862 billion yuan [7] - Shanxi Fenjiu reported a 17.29% increase in net profit for 2024, totaling 12.243 billion yuan, with revenue of 36.011 billion yuan [5] - China National Petroleum Corporation reported a Q1 2025 net profit increase of 43.4%, reaching 12.849 billion yuan [26] Group 4 - Ganfeng Lithium reported a Q1 2025 net loss of 356 million yuan, with revenue of 3.772 billion yuan, a year-on-year decline of 25.43% [38] - Tianqi Lithium reported a Q1 2025 net profit of 104 million yuan, marking a turnaround from a loss, with revenue of 2.584 billion yuan [39] - Huazhong Microelectronics reported a Q1 2025 net profit increase of 151%, reaching 83.216 million yuan [40]

证券代码：002340 证券简称：格林美 公告编号：2025-064 格林美股份有限公司 第七届监事会第三次会议决议公告 本公司及监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、监事会会议召开情况 2025年4月28日，格林美股份有限公司（以下简称"公司"）第七届监事会第三次 会议在公司会议室以现场和视频相结合的表决方式召开，会议通知已于2025年4月 26日分别以书面、传真或电子邮件等方式发出。应出席会议的监事4名，实际参加会 议的监事4名。出席会议的人数超过监事总数的二分之一，表决有效。会议由监事会 主席鲁习金先生主持，本次会议召开的时间、地点及方式均符合《中华人民共和国 公司法》及《公司章程》的有关规定。 二、监事会会议审议情况 1、会议以4票同意、0票反对、0票弃权，审议通过了《2025年第一季度报告》。 公司监事会对《2025年第一季度报告》发表如下审核意见：经审核，监事会认 为董事会编制和审核公司《2025年第一季度报告》的程序符合法律、行政法规和中 国证监会的规定，报告内容真实、准确、完整地反映了公司的实际情况，没有虚假 记载、误导性陈述或者重大遗漏 ...