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。 ...

证券之星消息，12月8日能源金属板块较上一交易日上涨2.94%，赣锋锂业领涨。当日上证指数报收于 3924.08，上涨0.54%。深证成指报收于13329.99，上涨1.39%。能源金属板块个股涨跌见下表： | 代码 | 名称 | 主力净流入(元) | 主力净占比 游资净流入 (元) | | 游资净占比 散户净流入(元) | | 散户净占比 | | --- | --- | --- | --- | --- | --- | --- | --- | | 002460 | 赣锋锂业 | 3.67 Z | 8.50% | -1.19 Z | -2.76% | -2.48 Z- | -5.74% | | 002240 | 盛新锂能 | 1.78亿 | 9.59% | 573.93万 | 0.31% | -1.84 Z | -9.90% | | 002466 天齐锂业 | | 1.50 Z | 4.45% | 9745.84万 | 2.89% | -2.47 Z- | -7.34% | | 002192 融捷股份 | | 1.17 Z | 13.46% | 3848.65万 | 4.44% | -1.55 Z | -17. ...

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。 ...

永兴材料公告，董事邹伟民持有公司股份29.9万股，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2025年12月25日至2026年3月24日期间以集中竞价方式减持不超过70000股，占总股本 的0.0132%。高级管理人员高亦斌持有公司股份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%，拟在相同期间内以集中竞价方式减持不超过70000股，占总股本的0.0132%。减持原因是个 人资金需求，股份来源为员工持股计划和限制性股票激励计划。 ...

格隆汇12月1日丨永兴材料(002756.SZ)在互动平台表示，公司锂离子电池业务主要产品为方形铝壳钛酸 锂电池及其模组、PACK与系统，可广泛应用于储能、电网调频/调峰及无功补偿、再生能源并网、轨道 交通、港口机械、家用储能、极寒地区室外电源、工程机械、重型卡车、高功率装备、数据中心UPS电 源、特种工业设备UPS电源等领域。 ...

Investment Rating - The report maintains an "Overweight" rating for the steel industry [5]. Core Viewpoints - Demand is expected to gradually bottom out, and supply-side market clearing has begun, indicating a potential recovery in the steel industry's fundamentals. If supply policies are implemented, the contraction in supply may accelerate, leading to quicker industry recovery [3][8]. - The report highlights a decrease in apparent steel consumption and inventory levels, with a total apparent consumption of 8.88 million tons, down 0.69% week-on-week but up 1.2% year-on-year [5][21]. - The report anticipates that the steel demand will stabilize, with a continued expectation of supply contraction. The negative impact of the real estate sector on steel demand is expected to diminish, while demand from infrastructure and manufacturing is projected to grow steadily [5][3]. Summary by Sections Steel - Steel prices have increased week-on-week, with Shanghai rebar prices rising by 30 CNY/ton to 3260 CNY/ton, a 0.93% increase. Total steel inventory decreased by 320,000 tons to 14.01 million tons [5][8]. - The operating rate of blast furnaces in 247 steel mills decreased to 81.09%, down 1.1 percentage points from the previous week [5][27]. - The average gross profit for rebar was 91 CNY/ton, up 30 CNY/ton from the previous week, while hot-rolled coil had a gross profit of -47 CNY/ton, an increase of 18.4 CNY/ton [5][36]. Raw Materials - Iron ore spot prices increased, with the price for PB powder rising by 2 CNY/ton to 793 CNY/ton, a 0.25% increase. The total inventory of iron ore at ports rose by 1% to 15.206 million tons [5][45][51]. - The total shipment volume of the four major iron ore producers decreased by 225,000 tons to 21.2 million tons [5][60]. Special Steel and New Materials - The report notes an increase in stainless steel prices and a recovery in industrial-grade and battery-grade lithium carbonate prices [5][4]. Macroeconomic Context - The crude steel production from January to October 2025 showed a year-on-year decline, with the construction and manufacturing sectors continuing to weaken [5][5.1]. Investment Recommendations - The report recommends focusing on companies with leading technology and product structures, such as Baosteel and Hualing Steel, as well as low-cost and flexible steel companies like Fangda Special Steel and New Steel [5].

| 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | 000408 | 藏格矿业 | 62.92 | 3.52% | 30.88万 | | 19.60亿 | | 600711 | 盛屯矿业 | 12.58 | 1.94% | 208.04万 | | 26.48亿 | | 301219 | 腾远钻业 | 62.61 | 1.29% | 6.73万 | | 4.22亿 | | 605376 | 博迁新材 | 49.56 | 0.59% | 2.85万 | | 1.42亿 | | 603799 | 华友钻业 | 62.11 | 0.45% | 58.38万 | | 36.62亿 | | 300618 | 塞锐钻业 | 44.35 | 0.34% | 8.90万 | | 3.98亿 | | 002460 | 赣锋锂业 | 62.55 | 0.00% | 52.12万 | | 32.78亿 | | 002466 | 天齐锂业 | 54.62 | -0.75% | 53.22万 | | 29.34 ...