证券之星消息，8月20日能源金属板块较上一交易日上涨0.43%，腾远钴业领涨。当日上证指数报收于 3766.21，上涨1.04%。深证成指报收于11926.74，上涨0.89%。能源金属板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | 301219 | 腾远钻业 | 65.14 | 6.13% | 16.47万 | | 10.54亿 | | 603799 | 华友钻业 | 45.50 | 3.24% | 89.06万 | | 40.40亿 | | 300618 | 塞锐铝业 | 39.12 | 2.38% | 17.45万 | | 6.79亿 | | 000408 | 藏格矿业 | 50.22 | 0.76% | 7.76万 | | 3.88亿 | | 605376 | 博迁新材 | 46.52 | 0.61% | 15.79万 | | 7.25亿 | | 600711 | 盛屯矿业 | 7.79 | 0.00% | 77.67万 | | 6.04亿 | | ...

金融界消息 截至2025年8月15日收盘，永兴材料（002756）报收于35.67元，上涨1.74%，换手率 2.53%，成交量9.83万手，成交金额3.50亿元。 天眼查商业履历信息显示，永兴特种材料科技股份有限公司，成立于2000年，位于湖州市，是一家以从 事有色金属冶炼和压延加工业为主的企业。企业注册资本53910.154万人民币，实缴资本53910.154万人 民币。公司法定代表人为高兴江。 通过天眼查大数据分析，永兴特种材料科技股份有限公司共对外投资了13家企业，参与招投标项目118 次，知识产权方面有商标信息12条，专利信息149条，此外企业还拥有行政许可13个。 资金流向方面，今日主力资金净流出1890.58万元，占比成交额5.41%。其中，超大单净流入75.52万 元、占成交额0.22%，大单净流出1966.10万元、占成交额5.62%，中单净流出流入1169.99万元、占成交 额3.35%，小单净流入720.60万元、占成交额2.06%。 永兴材料最新一期业绩显示，截至2025一季报，公司营业总收入17.89亿元、同比减少22.24%，归属净 利润1.91亿元，同比减少59.12%，扣非净利 ...

每经AI快讯，有投资者在投资者互动平台提问：请问贵公司的采矿证什么时候到期？ 永兴材料（002756.SZ）8月15日在投资者互动平台表示，公司控股子公司宜丰县花桥矿业有限公司采矿 许可证有效期限为自2023年12月25日至2029年12月24日。 （文章来源：每日经济新闻） ...

Group 1 - The core viewpoint of the article is that Yongxing Materials is progressing with its lithium battery new energy business expansion and is on track to complete its capacity increase by the end of the year [2] - The current production capacity of Yongxing Materials is 30,000 tons per year, with 10,000 tons undergoing a green and intelligent upgrading project [2] - The company confirmed that the project is advancing as planned, indicating a positive outlook for future production capabilities [2]

从资金流向上来看，当日能源金属板块主力资金净流出25.47亿元，游资资金净流入4.45亿元，散户资金 净流入21.02亿元。能源金属板块个股资金流向见下表： 证券之星消息，8月14日能源金属板块较上一交易日下跌2.93%，盛屯矿业领跌。当日上证指数报收于 3666.44，下跌0.46%。深证成指报收于11451.43，下跌0.87%。能源金属板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | 600711 | 暨电矿业 | 7.51 | -5.06% | 270.93万 | | 21.31亿 | | 002240 | 盛新锂能 | 17.56 | -3.94% | 59.04万 | | 10.51亿 | | 002466 | 天齐锂业 | 43.03 | -3.82% | 78.75万 | | 34.50 Z | | 002756 | 永兴材料 | 35.06 | -3.71% | 15.27万 | | 5.43亿 | | 6633399 | 永杉坪 / | 1 ...

证券之星消息，8月13日能源金属板块较上一交易日下跌0.01%，盛新锂能领跌。当日上证指数报收于 3683.46，上涨0.48%。深证成指报收于11551.36，上涨1.76%。能源金属板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | 301219 | 腾远钻业 | 60.58 | 5.63% | 12.03万 | | 7.12亿 | | 6633209 | 永杉锂V | 10.84 | 3.73% | 71.69万 | | 7.67亿 | | 300618 | 塞锐铝业 | 38.00 | 2.12% | 12.78万 | | 4.82亿 | | 605376 | 博迁新材 | 41.42 | 1.52% | 5.75万 | | 2.35亿 | | 603799 | 华友钻业 | 44.89 | 1.47% | 51.41万 | | 22.97亿 | | 000408 | 藏格矿业 | 51.00 | 0.97% | 10.19万 | | 5.21亿 | | ...

Group 1 - The insurance institutions and pension accounts have significantly increased their holdings in listed companies, with a total of 3.49 billion shares valued at 12.843 billion yuan as of August 17 [1] - Pension accounts appeared in the top ten shareholders of 33 stocks in the second quarter, with a total holding of 3.26 billion shares valued at 5.392 billion yuan [1] - The largest holding by pension accounts is in Focus Media, with approximately 150 million shares, while Shengtu Mining follows with 28.63 million shares [1] Group 2 - The pension accounts have a significant presence in the pharmaceutical and electronics sectors, with notable holdings in companies like Aiyingshi and Yuhua Tian [2] - The Basic Pension Insurance Fund 16041 combination increased its holdings in Jizhi Technology and Nuohua Zhiyuan by 2.4281 million shares and 1.2976 million shares, respectively [2] - The Basic Pension Insurance Fund 16022 combination also increased its stake in Blue Sky Technology by 4.8997 million shares [2] Group 3 - Approximately 20 companies held by pension accounts reported net profit growth, with Yongxing Materials showing a remarkable increase of 647.64% in net profit [3] - Sunlord Electronics, despite a decline in revenue and net profit, was newly held by the Basic Pension Insurance Fund 802 combination with a holding of 12.5318 million shares valued at 340 million yuan [3] - Lingrui Pharmaceutical saw a new holding of 13.6028 million shares from the Basic Pension Insurance Fund 15022 combination, with a market value of 170 million yuan [3] Group 4 - More than ten insurance institutions entered the top ten shareholders of several listed companies in the second quarter, focusing on manufacturing and energy sectors [4] - Taikang Life's products became top shareholders in companies like Lansi Heavy Industry and Jinqiao Huazhong [4] - Major companies like China Unicom and WuXi AppTec remain favored by institutional investors, with market values of 11.039 billion yuan and 5.510 billion yuan, respectively [4]

消息面上，宁德时代（300750）8月11日在互动平台表示，公司在宜春项目采矿许可证8月9日到期后已 暂停了开采作业，正按相关规定尽快办理采矿证延续申请，待获得批复后将尽早恢复生产，该事项对公 司整体经营影响不大。 受此消息影响，8月11日，碳酸锂期货主力合约开盘涨停，报81000元/吨。 实际上，受到"反内卷"政策预期、规范矿权审核和部分企业停产检修等多个供给端因素的影响，7月下 旬以来碳酸锂期货波动幅度显著增加。 以碳酸锂期货加权合约为例，7月21日以来，期货价格先是由6.94万元/吨涨至7.95万元/吨附近，此后伴 随着该品种进入交易所调控周期、持仓资金的流入，又回落至6.7万元/吨附近。 具体来看，据宜春市自然资源局此前披露的《江西省宜丰县圳口里—奉新县枧下窝矿区陶瓷土矿普查探 矿权出让收益评估报告书》，该矿山评估设计项目建设投资为21.58亿元，枧下窝矿区可采储量为77492 万吨，按生产规模为3000万吨/年计算，矿山服务年限为25.83年。 多家券商、期货机构分析认为，此次停产对碳酸锂行业的供需平衡有实质性利好。据财通证券 （601108）研报，此次江西多个锂矿或因矿证审批流程也面临停产可能，或 ...

Core Viewpoint - The lithium mining sector is experiencing a significant surge in stock prices, driven by supply constraints and rising lithium carbonate futures prices, which have increased over 36% since late June [1][2][5]. Industry Analysis - **Lithium Mining Sector**: Regulatory tightening is impacting some lithium mining companies, leading to increased expectations of supply contraction. Meanwhile, stabilizing overseas lithium prices are boosting industry confidence, benefiting listed companies from price increases due to supply reductions [5]. - **Lithium Battery Manufacturing Sector**: The continuous growth in new energy vehicle sales is driving demand for power batteries, with installed capacity increasing by 47.3% year-on-year in the first half of the year. The maturation of solid-state battery technologies presents new development opportunities for the industry [5]. - **Lithium Equipment Sector**: The traditional lithium battery industry is gradually recovering, and capacity expansion is underway. The changing requirements for equipment due to solid-state batteries are expected to create new growth opportunities for lithium equipment companies [5]. Key Companies - **Tianqi Lithium**: A leading global lithium producer, expected to turn a profit in the first half of 2025 with a net profit of 0-1.55 billion yuan, benefiting from shortened lithium pricing cycles and optimized inventory costs [6]. - **Ganfeng Lithium**: A leading lithium product company with deep involvement in solid-state battery technology, having completed relevant R&D and industrialization layouts [7]. - **CATL (Contemporary Amperex Technology Co., Limited)**: A leader in power batteries, actively developing solid-state battery technology, with energy density breakthroughs expected to exceed 500Wh/kg and small-scale production of solid-state batteries anticipated by 2027 [7]. - **Cangge Mining**: A salt lake lithium extraction company, expecting a net profit of 1.75-1.90 billion yuan in the first half of the year, representing a year-on-year growth of 34.93%-46.49% [8].

证券之星消息，8月5日能源金属板块较上一交易日上涨0.15%，藏格矿业领涨。当日上证指数报收于 3617.6，上涨0.96%。深证成指报收于11106.96，上涨0.59%。能源金属板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | 000408 | 藏格矿业 | 48.80 | 2.05% | 11.03万 | | 5.35 乙 | | 605376 | 博迁新材 | 41.64 | 0.82% | 4.56万 | | 1.88亿 | | 002756 | 永兴材料 | 35.51 | 0.77% | 6.47万 | | 2.29亿 | | 000762 | 西藏矿业 | 21.79 | 0.46% | 11.19万 | | 2.43亿 | | 002240 | 盛新理能 | 15.59 | 0.19% | 18.97万 | | 2.96 Z | | 002460 | 赣锋锂业 | 35.90 | -0.03% | 18.73万 | | 6.73亿 | | 0 ...