Core Insights - The energy metals sector increased by 1.26% on December 10, with Shengxin Lithium leading the gains [1] - The Shanghai Composite Index closed at 3900.5, down 0.23%, while the Shenzhen Component Index closed at 13316.42, up 0.29% [1] Energy Metals Sector Performance - Shengxin Lithium (002240) closed at 32.33, up 5.97%, with a trading volume of 766,800 shares and a transaction value of 2.453 billion [1] - Other notable performers include: - Zangge Mining (000408) at 70.01, up 2.96%, with a transaction value of 1.015 billion [1] - BQ New Materials (605376) at 55.11, up 2.15%, with a transaction value of 574 million [1] - Yongxing Materials (002756) at 46.51, up 1.57%, with a transaction value of 664 million [1] - Ganfeng Lithium (002460) at 63.33, up 1.33%, with a transaction value of 3.694 billion [1] Capital Flow Analysis - The energy metals sector saw a net inflow of 456 million from main funds, while retail investors experienced a net outflow of 688 million [2] - Speculative funds contributed a net inflow of 232 million [2]

Group 1 - The company, Yongxing Materials, stated that it will formulate a profit distribution plan based on comprehensive operational conditions, financial status, and undistributed profits, ensuring long-term stable and sustainable development while considering reasonable returns for investors [1]

证券日报网讯12月9日，永兴材料（002756）在互动平台回答投资者提问时表示，具体经营情况请关注 公司定期报告。 ...

证券日报网讯12月9日，永兴材料（002756）在互动平台回答投资者提问时表示，为保证信息披露的公 平性，公司会根据深圳证券交易所上市规则等相关规定在定期报告中披露相应时点的股东构成情况，敬 请关注公司定期报告。 ...

格隆汇12月9日丨永兴材料(002756.SZ)在互动平台表示，公司暂无固态电池相关项目。 ...

Core Viewpoint - The energy metals sector experienced a significant increase of 2.94% on December 8, with Ganfeng Lithium leading the gains [1] Group 1: Market Performance - The Shanghai Composite Index closed at 3924.08, up 0.54%, while the Shenzhen Component Index closed at 13329.99, up 1.39% [1] - Ganfeng Lithium's stock price rose by 5.55% to 62.99, with a trading volume of 695,400 shares and a transaction value of 4.32 billion [1] - Other notable performers included Shengxin Lithium Energy, which increased by 5.41% to 31.20, and Tianqi Lithium, which rose by 4.02% to 53.10 [1] Group 2: Capital Flow - The energy metals sector saw a net inflow of 575 million from institutional investors, while retail investors experienced a net outflow of 710 million [1] - Ganfeng Lithium attracted a net inflow of 3.67 billion from institutional investors, but faced a net outflow of 1.19 billion from retail investors [2] - Shengxin Lithium Energy had a net inflow of 178 million from institutional investors, with a net outflow of 1.84 billion from retail investors [2]

Investment Rating - The report rates the industry as "Positive" [4] Core Insights - The lithium price has shown a strong rebound due to supply constraints and increased demand from the energy storage sector, with battery-grade lithium carbonate prices rising from 61,300 CNY/ton to 85,700 CNY/ton in Q3 2025, marking an 11.92% increase from the previous quarter [12] - The overall revenue of 12 A-share lithium companies reached 39.718 billion CNY in Q3 2025, reflecting a year-on-year increase of 27.01% and a quarter-on-quarter increase of 12% [18] - The net profit attributable to shareholders for these companies surged to 5.328 billion CNY in Q3 2025, a significant year-on-year increase of 110% and a quarter-on-quarter increase of 65% [21] - The average gross margin for the companies was 24.7%, with a net margin of 13.42%, indicating a positive trend in profitability [29] Market Analysis - The lithium supply remains resilient despite production disruptions in regions like Jiangxi, with Q3 2025 lithium salt production reaching 328,500 tons, a year-on-year increase of 17.9% [14] - Global sales of new energy vehicles reached 5.4 million units in Q3 2025, a 23% increase year-on-year, driving demand for lithium [9] - Lithium salt inventory decreased from 150,000 tons to 130,000 tons in Q3 2025, indicating a trend of destocking in the industry [17] Financial Performance - The average cash ratio for the companies was 0.79, with a debt-to-asset ratio of 38.75%, indicating stable debt repayment capabilities [55] - Capital expenditures for the 12 companies totaled 16.943 billion CNY in the first three quarters of 2025, reflecting a year-on-year increase of 15.65% [49] - The four major expenses (sales, management, R&D, and financial costs) totaled 3.26 billion CNY in Q3 2025, with a notable increase in financial expenses [38]

公司高级管理人员高亦斌先生，持有公司股份285,850股（占剔除公司回购专用证券账户股份后总股本 的0.0539%），计划在本公告披露之日起15个交易日后的3个月内（即2025年12月25日至2026年3月24 日）以集中竞价方式减持其所持有的公司股份不超过70,000股（即不超过剔除公司回购专用证券账户股 份后总股本的0.0132%）。 格隆汇12月3日丨永兴材料(002756.SZ)公布，董事邹伟民先生，持有公司股份299,000股（占剔除公司回 购专用证券账户股份后总股本的0.0564%），计划在本公告披露之日起15个交易日后的3个月内（即 2025年12月25日至2026年3月24日）以集中竞价方式减持其所持有的公司股份不超过70,000股（即不超 过剔除公司回购专用证券账户股份后总股本的0.0132%）。 ...

证券代码：002756 证券简称：永兴材料 公告编号：2025-049 号 永兴特种材料科技股份有限公司 关于董事、高级管理人员减持股份的预披露公告 公司董事邹伟民先生、高级管理人员高亦斌先生保证向本公司提供 的信息内容真实、准确、完整，没有虚假记载、误导性陈述或重大遗漏。 本公司及董事会全体成员保证公告内容与信息披露义务人提供的信 息一致。 公司于 2025 年 12 月 3 日收到董事邹伟民先生、高级管理人员高亦斌出具的《减 持计划告知函》，现将有关情况公告如下： 1 股东姓名 职务 持股数量（股） 占公司总股本比例 占剔除公司回购专用账 户股份后的总股本比例 邹伟民 董事 299,000 0.0555% 0.0564% 高亦斌 副总经理 285,850 0.0530% 0.0539% 一、股东的基本情况 二、本次减持计划的主要内容 特别提示： 永兴特种材料科技股份有限公司（以下简称"公司"）董事邹伟民先生，持有公 司股份 299,000 股（占剔除公司回购专用证券账户股份后总股本的 0.0564%），计划 在本公告披露之日起 15 个交易日后的 3 个月内（即 2025 年 12 月 25 日至 202 ...

（记者 曾健辉） 每经头条（nbdtoutiao）——股民发帖求主力拉涨停，次日竟成真！襄阳轴承涨停迷局背后：平台审核 漏洞与市场操纵疑云发酵 每经AI快讯，永兴材料12月3日晚间发布公告称，永兴特种材料科技股份有限公司董事邹伟民先生，持 有公司股份约30万股（占剔除公司回购专用证券账户股份后总股本的0.0564%），计划在本公告披露之 日起15个交易日后的3个月内以集中竞价方式减持其所持有的公司股份不超过7万股。公司高级管理人员 高亦斌先生，持有公司股份约28.59万股（占剔除公司回购专用证券账户股份后总股本的0.0539%），计 划在本公告披露之日起15个交易日后的3个月内以集中竞价方式减持其所持有的公司股份不超过7万股。 ...