GEM(002340)
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稀土永磁板块走高,北方稀土涨超4%
Ge Long Hui· 2026-02-06 06:40
Group 1 - The A-share rare earth permanent magnet sector experienced a rise on February 6, with notable increases in stock prices for several companies [1] - Yujing Co., Ltd. saw a significant increase of over 8%, while Longhua Technology, Dongfang Zirconium, and Yahua Group all rose by over 5% [1] - Other companies such as Youyan New Materials, Zhongkuang Resources, and Northern Rare Earth also reported gains exceeding 4% [1] Group 2 - Yujing Co., Ltd. (002943) had a price increase of 8.68% with a total market value of 17.1 billion and a year-to-date increase of 110.48% [2] - Longhua Technology (300263) increased by 5.73%, with a market value of 12.2 billion and a year-to-date increase of 33.60% [2] - Dongfang Zirconium (002167) rose by 5.56%, with a market value of 10.2 billion and a year-to-date increase of 6.15% [2] - Yahua Group (002497) saw a 5.33% increase, with a market value of 29.2 billion and a year-to-date increase of 2.26% [2] - Youyan New Materials (600206) increased by 4.90%, with a market value of 18.3 billion and a year-to-date increase of 6.30% [2] - Zhongkuang Resources (002738) rose by 4.79%, with a market value of 59.8 billion and a year-to-date increase of 5.56% [2] - Northern Rare Earth (600111) increased by 4.16%, with a market value of 181.9 billion and a year-to-date increase of 9.11% [2] - Other companies such as Xiamen Tungsten (600549), Dadi Bear (688077), and Jiuling Technology (920505) also reported gains of 3.70%, 3.25%, and 3.10% respectively [2]
格林美:公司一直重视股东的意见与建议
Zheng Quan Ri Bao Wang· 2026-02-04 12:42
证券日报网讯2月4日,格林美(002340)在互动平台回答投资者提问时表示,公司一直重视股东的意见 与建议,并会根据市场情况和公司战略规划做出合理的决策,以更好的业绩回报股东。 ...
格林美:2025年回收循环再造的钨资源总量突破1万吨
Zheng Quan Ri Bao· 2026-02-04 12:41
Core Viewpoint - The company, Grinmei, is recognized as the largest tungsten resource recycling enterprise in China, with its annual recycled tungsten resources accounting for 10% of the country's total tungsten mining output [2] Group 1: Company Overview - Grinmei has developed a globally leading tungsten recycling and high-end material remanufacturing technology, which efficiently processes complex tungsten waste and produces high-value-added products such as APT, tungsten powder, and tungsten carbide powder [2] - The technology has been awarded the first prize for technological invention by the China Circular Economy Association [2] Group 2: Industry Position and Future Goals - The company has established targeted recycling cooperation with several leading enterprises in the tungsten industry [2] - By 2025, Grinmei aims to achieve a total recycled tungsten resource volume exceeding 10,000 tons, positioning itself as a new growth driver in the field of critical metal resource recycling [2]
格林美:预计2025年度净利润同比增长40%—70%
Zheng Quan Ri Bao· 2026-02-04 12:41
Core Viewpoint - The company expects significant growth in its performance by 2025, driven by key achievements in metal recycling, full production of nickel resources in Indonesia, and breakthroughs in the high-end new energy materials market [2] Financial Performance - The company anticipates a net profit attributable to shareholders ranging from 1,428.57 million to 1,734.69 million yuan for the year 2025, representing a year-on-year growth of 40% to 70% [2]
格林美:公司镍金属年产能已达到15万吨/年(含参股)并维持满产运行
Zheng Quan Ri Bao Wang· 2026-02-04 11:51
Group 1 - The company, Greeenmei, has achieved an annual nickel metal production capacity of 150,000 tons (including equity interests) and is operating at full capacity [1] - By 2025, the company expects to ship over 110,000 tons of nickel resources in MHP (including equity interests) [1] - The company's annual recycled tungsten resources account for 10% of China's total tungsten mining output, with a projected total recycled tungsten resource exceeding 10,000 tons by 2025 [1] Group 2 - The company's recovery and processing capacity for gold and other precious metals has reached over a ton [1]
格林美:公司率先提出构建新能源全生命周期价值链的理念
Zheng Quan Ri Bao Wang· 2026-02-04 11:51
Core Viewpoint - Greeenme (002340) is leading in the field of retired power lithium battery recycling by proposing a comprehensive value chain for new energy lifecycle, establishing partnerships with over 1,100 automotive and battery manufacturers globally [1] Group 1: Business Model and Strategy - The company has developed a new energy lifecycle value chain that includes battery recycling, residual energy utilization, raw material remanufacturing, material remanufacturing, and battery reassembly [1] - Greenme has built six power lithium battery recycling plants in China, covering key regions such as the Pearl River Delta, Yangtze River Delta, Beijing-Tianjin-Hebei, and Central China [1] Group 2: Market Position and Impact - All of the company's recycling plants are included in the Ministry of Industry and Information Technology's whitelist, allowing them to process 10% of retired lithium batteries in China annually [1]
格林美:公司已于2026年1月30日发布《2025年度业绩预告》
Zheng Quan Ri Bao Wang· 2026-02-04 11:47
Core Viewpoint - The company, Greeenmei, anticipates a significant increase in net profit for the year 2025, projecting a growth of 40% to 70% compared to the previous year [1] Group 1: Financial Performance - The estimated net profit for 2025 is projected to be between 1,428.57 million yuan and 1,734.69 million yuan [1] - This represents a year-on-year growth of 40% to 70% [1] Group 2: Inventory and Market Conditions - The company's inventory primarily consists of key raw materials such as cobalt and nickel, which are essential for production [1] - During a rising metal price cycle, the inventory gains are expected to positively impact the company's performance [1]
格林美:公司的钠离子电池材料已获得特定汽车生产商及储能系统制造商的认证
Zheng Quan Ri Bao Wang· 2026-02-04 11:43
Core Viewpoint - The company, Greeenme (002340), has achieved mass production of sodium-ion battery materials, which have been certified by specific automotive manufacturers and energy storage system producers, indicating its leading position in advanced battery technology [1] Group 1 - The sodium-ion battery materials have received certifications from specific automotive manufacturers [1] - The company has officially commenced mass production of these materials [1] - The company demonstrates leading capabilities in the field of advanced battery technology [1]
格林美:回收黄金等贵金属的回收处理能力达到吨级以上
Zheng Quan Ri Bao Wang· 2026-02-04 11:14
Group 1 - The core point of the article is that the company, Greeenmei (002340), has achieved a recovery processing capacity for gold and other precious metals that exceeds ton-level [1] Group 2 - The company responded to investor inquiries on an interactive platform, indicating its capabilities in precious metal recovery [1]
格林美:公司已实现20余种关键矿产资源的循环再制造
Zheng Quan Ri Bao Wang· 2026-02-04 11:14
Core Viewpoint - The company has achieved recycling and remanufacturing of over 20 key mineral resources, including nickel, cobalt, lithium, tungsten, copper, manganese, gold, silver, platinum, germanium, gallium, and scandium, and aims to further explore the recycling of rare metals such as molybdenum, tantalum, niobium, and titanium, addressing critical issues in the resource recycling industry and enhancing its technological advantages in rare and precious metal recovery and energy metal utilization [1] Group 1 - The company has successfully implemented the recycling of over 20 key mineral resources [1] - Future plans include exploring the recycling of rare and precious metals such as molybdenum, tantalum, niobium, and titanium [1] - The company aims to solve critical issues in the resource recycling industry and enhance its technological advantages [1] Group 2 - The company seeks to transform its technological advantages into industrial advantages [1] - The initiative supports the national strategic sustainable supply in key mineral areas [1] - The company aims to create growth advantages in the new round of competitive development [1]