| 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 688148 | 芳源股份 | 8.20 | -6.29% | 20.26万 | 1.70亿 | | 300919 | 中伟新材 | 51.59 | -5.81% | 23.33万 | 12.32 Z | | 301662 | 宏 科技 | 164.73 | -5.73% | ● 1.10万 | 1.86 亿 | | 002340 | 格林美 | 8.45 | -5.69% | 266.90万 | 23.05亿 | | 688339 | 亿华通 | 29.25 | -5.43% | 5.74万 | 1.72亿 | | 688778 | 厦钨新能 | 81.84 | -5.17% | 5.75万 | 4.81亿 | | 300769 | 德方纳米 | 39.30 | -5.07% | 13.77万 | 5.53亿 | | 688275 | 万润新能 | 73.10 | -5.02% | 4.20万 | 3.16亿 | | 301217 | 铜冠铜箔 ...

格隆汇1月30日丨中伟新材(300919.SZ)近日接受特定对象调研时表示，公司在钠电材料方面采取双技术 路线并行的策略，重点聚焦于钠电聚阴离子及层状氧化物双技术路线。2025 年，公司已成功获取千吨 级钠电池材料订单并出货。当前，随着碳酸锂价格上行，钠电池的经济效益逐步显现。预计到2026 年，随着产业化进程进一步加快，公司钠电材料出货量有望实现大幅提升。 ...

证券代码： 300919 证券简称：中伟新材 中伟新材料股份有限公司投资者关系活动记录表 | 投资者关系活动 √ | 特定对象调研 分析师会议 □ | | --- | --- | | 类别 □ | 媒体采访 业绩说明会 □ | | □ | 新闻发布会 □ 路演活动 | | □ | 现场参观 | | □ | 其他 | | 参与单位名称及 Baillie | Gifford、Management SA、景顺长城、嘉实基金、前海 | | 人员姓名 | 开源、建信基金、民生证券、中信证券 | | 时间 2026 | 年 月 日 (周四) 1 29 | | 地点 | 宁乡基地公司会议室 | | | 印度尼西亚雅加达公司会议室 | | 上市公司接待人 | 1、证券事务代表王建强先生 | | 员姓名 | 2、董事会办公室副主任薛曌先生 | | | 3、投资者关系负责人唐博雅女士 | | | 投资者提出的问题及公司回复情况 | | | 公司就投资者在本次说明会中提出的问题进行了回复： | | | 1、镍系材料三元前驱体近期经营情况如何？ | | | 答：根据鑫椤统计，2025 年中伟在三元前驱体市场的出货 | | | 量仍然 ...

Core Viewpoint - Zhongwei New Materials (02579) has seen a significant increase in stock price, attributed to its strategic investments and partnerships in nickel resources, which are expected to enhance profitability amid tightening nickel export quotas [1] Group 1: Company Performance - Zhongwei New Materials' stock price rose by over 4% in the morning session, currently trading at 40.3 HKD with a transaction volume of 75.8574 million HKD [1] - The company has secured a supply of 600 million wet tons of nickel ore through various investment and partnership strategies, which is anticipated to positively impact profitability as nickel prices rise [1] Group 2: Industry Insights - According to Everbright Futures, short-term policies in Indonesia are supporting nickel prices, while potential future quota increases and high inventory levels may exert downward pressure on prices [1] - Guoxin Securities noted that the company's nickel product shipments are consistently increasing, indicating stable operational performance, with expectations for nickel project capacity to continue to ramp up [1] - The company has established nickel smelting capacity of 195,000 metal tons, creating a vertically integrated ecosystem from resource extraction to material production, which is expected to benefit from rising LME nickel prices [1]

易方达创业板ETF（159915）基金经理为成曦、刘树荣。 截至发稿，成曦累计任职时间9年270天，现任基金资产总规模2369.54亿元，任职期间最佳基金回报 131.04%， 任职期间最差基金回报-67.89%。 1月29日，中伟新材涨5.11%，截至发稿，报59.43元/股，成交10.64亿元，换手率2.01%，总市值619.41 亿元。 资料显示，中伟新材料股份有限公司位于贵州省铜仁市大龙经济开发区2号干道与1号干道交汇处,香港 铜锣湾希慎道33号利园1期19楼1915室，成立日期2014年9月15日，上市日期2020年12月23日，公司主营 业务涉及中伟新材料股份有限公司是一家主要从事以正极活性材料前驱体（pCAM）为核心的新能源电 池材料的研发、生产及销售业务的中国公司。该公司的主要产品包括锂离子电池用镍系和钴系pCAM。 该公司产品可应用于电动汽车、储能系统和消费电子等领域。该公司主要在中国国内市场和海外市场开 展业务。主营业务收入构成为：电池材料45.17%，新能源金属43.49%，其他11.34%。 从中伟新材十大流通股东角度 数据显示，易方达基金旗下1只基金位居中伟新材十大流通股东。易方达创 ...

消息面上，近日，中伟新材接受机构调研时表示，公司通过投资、参股、长期合作协议、包销等形式锁 定6亿湿吨镍矿资源的供应，随着未来镍矿出口配额收紧，将推动镍矿价格上涨，对公司参与的镍矿资 源盈利能力具有积极影响。此外，公司已建成镍资源冶炼产能19.5万金属吨，打通资源、冶炼、材料的 垂直一体化产业链生态，LME镍价上涨对公司经营利润有积极影响。 光大期货认为，印尼政策短期托底镍价，情绪共振推动镍价走强，但远期潜在配额补充和高库存对价格 形成压力，短期内可能高位宽幅震荡。国信证券此前指出，公司金属镍产品出货持续增加，整体经营稳 中向好。该行估计公司镍项目爬坡顺利。镍价波动背景下，公司镍项目经营保持微利状态，但受汇率波 动影响、产生一定汇兑损失。展望后续，镍项目产能持续释放，2025年镍自供量有望达到9-10万吨。 中伟新材（300919）(02579)午前涨超4%，截至发稿，涨3.7%，报40.3港元，成交额7585.74万港元。 ...

光大期货认为，印尼政策短期托底镍价，情绪共振推动镍价走强，但远期潜在配额补充和高库存对价格 形成压力，短期内可能高位宽幅震荡。国信证券此前指出，公司金属镍产品出货持续增加，整体经营稳 中向好。该行估计公司镍项目爬坡顺利。镍价波动背景下，公司镍项目经营保持微利状态，但受汇率波 动影响、产生一定汇兑损失。展望后续，镍项目产能持续释放，2025年镍自供量有望达到9-10万吨。 消息面上，近日，中伟新材接受机构调研时表示，公司通过投资、参股、长期合作协议、包销等形式锁 定6亿湿吨镍矿资源的供应，随着未来镍矿出口配额收紧，将推动镍矿价格上涨，对公司参与的镍矿资 源盈利能力具有积极影响。此外，公司已建成镍资源冶炼产能19.5万金属吨，打通资源、冶炼、材料的 垂直一体化产业链生态，LME镍价上涨对公司经营利润有积极影响。 智通财经APP获悉，中伟新材(02579)午前涨超4%，截至发稿，涨3.7%，报40.3港元，成交额7585.74万 港元。 ...

Group 1: Research Basic Information - The research object is Zhongwei Co., Ltd., belonging to the battery industry, and the reception time is January 27, 2026. The listed company's reception staff includes Wang Jianqiang, the representative of the securities affairs, Tang Boya, the person - in - charge of investor relations, Wei Mingze, the deputy general manager of the capital center, and Xue Zhao, the deputy director of the board of directors' office [16] Group 2: Detailed Research Institutions - The research institutions include insurance asset management companies like Ping An Asset, fund management companies such as Xingquan Fund, Ruiyuan Fund, Boshi Fund, Penghua Fund, Dacheng Fund, and ICBC Credit Suisse, an asset management company named Dunhe Asset, others like Lingzhan Capital, and a securities company called Huachuang Securities [17] Group 3: Company Overview - The company has horizontally expanded from nickel - based materials (ternary precursors) and cobalt - based materials (cobalt tetroxide) to phosphorus - based materials (iron phosphate, lithium iron phosphate) and sodium - based materials, and vertically integrated the complete industrial chain from upstream resources, mid - stream smelting to downstream materials and recycling, constructing an ecological layout. It has also strengthened the autonomy of the industrial chain by deploying key resources such as nickel, lithium, and phosphorus in Indonesia, Argentina and other places [20][21] Group 4: Responses to Investor Questions - **Nickel ore resource control**: The company has locked in the supply of 600 million wet tons of nickel ore resources through investment, shareholding, long - term cooperation agreements, and off - take agreements, and has established a nickel raw material industrial base in Indonesia, integrating the vertical industrial chain of resources - smelting - materials [21] - **Nickel smelting capacity**: The company has built a nickel resource smelting capacity of 195,000 metal tons, with an equity volume of about 120,000 metal tons, expected to reach full production in 2026, and the products are mainly nickel matte, ferronickel, and electrolytic nickel [22] - **Impact of nickel price increase on profit**: The company's strategic layout of upstream nickel, phosphorus, lithium and other mineral resources globally will benefit from the increase in nickel ore price due to the tightening of export quotas. The increase in LME nickel price will have a positive impact on the company's operating profit [22] - **Smelting technology route advantage**: The company uses multiple technology routes such as oxygen - enriched side - blowing and RKEF to form a combined smelting process advantage, enabling flexible production scheduling among different products (electrolytic nickel, high - grade nickel matte, ferronickel) to respond to nickel price and downstream demand changes. The oxygen - enriched side - blowing technology developed independently since 2021 can adapt to laterite nickel ore with a grade of over 1.2% [22] - **Future smelting expansion plan**: Currently, the company has no plan to add new smelting capacity in Indonesia, and will focus on strengthening the resource - end layout and promoting the release of material - end capacity [23] - **Matching of smelting capacity and product structure**: The company's current total smelting capacity is about 195,000 metal tons per year, with an equity capacity of about 120,000 metal tons per year. It can adjust the production scheduling dynamically among high - grade nickel matte, electrolytic nickel, and ferronickel according to profitability and switch flexibly based on the LME nickel price and discount coefficient [23][24] - **Phosphorus ore or lithium iron phosphate capacity layout in Indonesia**: Currently, the company's business layout in Indonesia focuses on the nickel industrial chain, and there is no large - scale construction of phosphorus ore or lithium iron phosphate production capacity. Phosphorus ore resources are mainly deployed in the Guizhou base in China to form an integrated supporting system with the lithium - battery material business [24] - **Sustainability of terminal demand for nickel - based materials**: In 2025, Zhongwei ranked first in the ternary precursor market in terms of shipments. The company is optimistic about the growth space of nickel - based materials due to the upgrade of the domestic terminal demand structure, the continuous increase in electric vehicle penetration in Europe driven by policy, and the commercialization of solid - state batteries promoting the growth of high - nickel ternary materials [24]

中证报中证网讯(记者吴科任)中伟新材（300919）在1月28日披露的《投资者关系活动记录表》中表 示，公司继续看好镍系材料增长空间。据第三方机构统计，2025年公司在三元前驱体市场的出货量仍保 持第一。当前，公司材料产能利用率较高。 中伟新材给出了三点看好理由：一是国内终端需求结构升级，国内电动车陆续推出搭载高镍三元电池的 高配车型，终端消费者对长续航、高性能的需求带动三元装机占比提升；二是欧洲政策导向，推动电动 车渗透率持续提升；三是固态电池逐步商业化推动高镍三元增长。 中伟新材表示，公司基于产业一体化战略需求，对上游镍、磷、锂等矿产资源在全球进行了战略布局。 公司通过投资、参股、长期合作协议、包销等形式锁定6亿湿吨镍矿资源的供应。 根据公告，中伟新材在印度尼西亚(简称"印尼")建有镍原料产业基地。当前，该基地建成的镍资源冶炼 产能为19.5万金属吨/年，权益产能约为12万金属吨/年，预计2026年满产，产品主要为冰镍、镍铁、电 解镍等。 中伟新材表示，目前公司在印尼冶炼端没有新增产能计划，重点将放在进一步夯实资源端布局和推动材 料端产能释放。同时，现阶段，公司在印尼的业务布局以镍产业链为核心，尚未开展规 ...

参与此次调研的睿远基金是一家以价值投资、研究驱动和长期投资风格为主的长期价值投资机构，聚焦 于权益投资和固定收益投资领域。截至目前，管理基金数量5只，其中睿远成长价值混合A最新单位净 值为2.0377，近一年增长76.58%。 声明：市场有风险，投资需谨慎。本文为AI基于第三方数据生成，仅供参考，不构成个人投资建议。 调研情况显示，中伟新材已构建从镍系材料、钴系材料横向拓展至磷系材料、钠系材料的多元化产品布 局，并纵向打通了从上游资源、中游冶炼到下游材料及回收的完整产业链生态化布局。公司在印尼、阿 根廷等地前瞻性布局镍、锂、磷等关键资源，通过投资参股和包销锁定6亿湿吨镍矿资源供应，已建成 镍资源冶炼产能19.5万金属吨，权益量约12万金吨，预计2026年满产。 公司在冶炼技术路线上采用富氧侧吹和RKEF等多技术路线协同推进，形成冶炼工艺组合优势，可在电 解镍、高冰镍、镍铁等不同产品间灵活切换排产。公司自主开发的富氧侧吹技术对原矿品位适配性强， 可适配1.2%以上的红土镍矿，2026年1月中青新能源二期项目全面投产后，将具备年产6万金吨高冰镍 的生产能力。 在材料端需求方面，公司2025年在三元前驱体市场出货量 ...