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雅化集团:力争以良好业绩为股东创造投资价值
Zheng Quan Ri Bao Wang· 2026-01-13 11:12
Core Viewpoint - The company anticipates a positive impact on its lithium business profitability due to the rising prices of lithium salts and the integration of its own lithium mines into production [1] Group 1 - The company responded to investor inquiries on an interactive platform, indicating optimism regarding its lithium business [1] - The company emphasizes ongoing management efforts to create investment value for shareholders through strong performance [1] - Future specific data regarding profitability will be disclosed in the company's periodic reports [1]
2026年1月13日稀土主流产品价格变动:氧化镨钕均价64.27万元/吨上涨0.66万元/吨
Jin Rong Jie· 2026-01-13 10:52
Group 1 - The core viewpoint of the article indicates a significant increase in the prices of rare earth products, with specific products like praseodymium and neodymium oxide seeing a rise in average prices, while dysprosium and terbium oxides experienced slight declines [1] - Praseodymium-neodymium oxide averaged 642,700 CNY per ton, up by 6,600 CNY per ton, and praseodymium-neodymium metal averaged 780,000 CNY per ton, up by 7,600 CNY per ton [1] - The market sentiment for rare earths is warming, with downstream raw material procurement demand expected to be released, indicating potential for continued price strength in the near term [1] Group 2 - The A-share market shows positive performance for certain rare earth permanent magnet concept stocks, with Zhongmin Resources (002738) rising by 5.09% and achieving a transaction volume of 3.313 billion CNY [1] - Yahua Group (002497) increased by 3.66% with a transaction volume of 2.505 billion CNY, while Antai Technology (000969) rose by 2.09% with a transaction volume of 610.8 million CNY [1] - The overall trading activity in the rare earth sector reflects a mixed performance, with some stocks showing significant gains while others remain relatively stable [1]
雅化集团:截至2026年1月9日公司股东总户数约9.4万户
Zheng Quan Ri Bao Wang· 2026-01-13 09:44
证券日报网讯1月13日,雅化集团(002497)在互动平台回答投资者提问时表示,截至2026年1月9日, 公司股东总户数约9.4万户。 ...
锂矿股走强,中矿资源、盐湖股份涨超6%
Ge Long Hui· 2026-01-13 05:40
Group 1 - The A-share market saw a strong performance in lithium mining stocks, with notable increases in companies such as Tibet Summit rising over 8%, Zhongmin Resources and Salt Lake Shares rising over 6%, and Ganfeng Lithium and Yahua Group rising over 5% [1] - The main contract for lithium carbonate futures on the Shanghai Futures Exchange hit the daily limit, increasing by 11.99% to 174,060 yuan per ton, marking two consecutive trading days of limit-up, and a cumulative increase of over 40% this month [1] Group 2 - The stock performance of key lithium-related companies includes: - Erkang Pharmaceutical with a rise of 19.95% and a market capitalization of 9.179 billion yuan [2] - Tibet Summit with an increase of 8.97% and a market capitalization of 17.7 billion yuan [2] - Zhongmin Resources with a rise of 6.47% and a market capitalization of 65.3 billion yuan [2] - Salt Lake Shares with an increase of 6.01% and a market capitalization of 179.3 billion yuan [2] - Ganfeng Lithium with a rise of 5.71% and a market capitalization of 150.6 billion yuan [2] - Yahua Group with an increase of 5.15% and a market capitalization of 28.5 billion yuan [2]
A股锂矿股走强,中矿资源、盐湖股份涨超6%
Ge Long Hui· 2026-01-13 05:21
Group 1 - The A-share market saw a strong performance in lithium mining stocks, with Tibet Summit rising over 8%, Zhongmin Resources and Salt Lake Shares increasing over 6%, and Ganfeng Lithium and Yahua Group gaining over 5% [1] - The main contract for lithium carbonate futures on the Shanghai Futures Exchange hit the daily limit, rising by 11.99% to 174,060 yuan per ton, marking two consecutive trading days of limit-up [1] - Year-to-date, the lithium carbonate futures have accumulated a rise of over 40% this month [1]
雅化集团股价涨5.02%,嘉实基金旗下1只基金重仓,持有16.71万股浮盈赚取19.72万元
Xin Lang Cai Jing· 2026-01-13 04:14
Group 1 - The core point of the news is that Yahua Group's stock price increased by 5.02% to 24.68 CNY per share, with a trading volume of 1.296 billion CNY and a turnover rate of 5.05%, resulting in a total market capitalization of 28.445 billion CNY [1] - Yahua Group, established on December 25, 2001, and listed on November 9, 2010, operates primarily in two sectors: lithium business and civil explosives, with lithium salt products contributing 51.54% to revenue, civil explosive products and blasting services 42.81%, and transportation services 5.66% [1] Group 2 - From the perspective of major fund holdings, one fund under Jiashi Fund has a significant position in Yahua Group, with Jiashi New Selected Mixed Fund (002149) holding 167,100 shares, accounting for 5.47% of the fund's net value, ranking as the tenth largest holding [2] - The Jiashi New Selected Mixed Fund (002149) has a total scale of 45.4505 million CNY, with a year-to-date return of 1%, a one-year return of 66.24%, and a cumulative return since inception of 51.46% [2] Group 3 - The fund manager of Jiashi New Selected Mixed Fund (002149) is Xiong Yuzhou, who has been in the position for 4 years and 354 days, managing assets totaling 6.925 billion CNY, with the best fund return during his tenure being 24.03% and the worst being -6.99% [3]
雅化集团:截至2025年12月31日股东总户数约8.8万户
Zheng Quan Ri Bao Wang· 2026-01-07 09:44
Core Viewpoint - Yahua Group (002497) indicated that as of December 31, 2025, the total number of shareholders is approximately 88,000, and the company does not have access to shareholder data as of January 5 [1] Summary by Relevant Categories - **Company Information** - Yahua Group has approximately 88,000 shareholders expected by the end of 2025 [1] - The company does not possess the shareholder data for January 5 [1]
雅化集团:硫化锂产品研发和产业化工作正常推进中
Zheng Quan Ri Bao Wang· 2026-01-07 09:40
Core Viewpoint - Yahua Group (002497) is making steady progress in the research and industrialization of lithium sulfide products, with plans to send products for third-party inspection this month [1] Group 1 - The company is collaborating with key equipment manufacturers to validate the construction of a pilot line for large-scale production of lithium sulfide [1] - Breakthroughs have been achieved in addressing key common challenges related to hazardous gas control, gas-solid reaction uniformity, and crystal particle size homogenization and refinement [1] - Further updates on the progress will be disclosed in the company's subsequent information releases [1]
雅化集团:公司看好锂电行业的长期发展
Zheng Quan Ri Bao Wang· 2026-01-07 09:40
证券日报网讯1月7日,雅化集团(002497)在互动平台回答投资者提问时表示,公司对电池新技术的发 展持续保持关注,未来各种技术路线将长期共存,相互补充。锂电池因其能量密度和充放电速率优势在 3C、动力电池、低空经济和具身智能等场景仍有广阔的应用和发展空间,同时伴随着固态电池的发 展,未来锂电池的能量密度和安全性还会更上一层楼,公司看好锂电行业的长期发展。 ...
雅化集团:期货套保期现对冲盈利,对业绩无重大影响
Xin Lang Cai Jing· 2026-01-07 09:15
Core Viewpoint - The company, Yahua Group (SZ002497), has addressed rumors regarding significant losses in its lithium carbonate futures business, stating that the impact on its overall performance will be minimal [1] Group 1: Company Strategy - The company employs a hedging strategy that links futures and spot sales, which helps mitigate risks associated with price fluctuations [1] - The proportion of futures hedging relative to the company's total production and sales volume is relatively low [1] Group 2: Financial Impact - The hedged portion of the futures and spot transactions has been profitable to date, indicating that the company's financial performance remains stable [1]