每经记者｜张宝莲 每经编辑｜魏官红 丨 2025年9月25日 星期四 丨 NO.1 国光电气股东拟合计减持不超3.85%股份 9月24日，国光电气公告称，股东海南国之光电子信息技术研发中心（有限合伙）拟减持不超过公司总 股本0.84%的股份，减持期间为自公告披露之日起15个交易日后的三个月内。隆成（深圳）资产管理有 限公司－成都天翊创业股权投资基金合伙企业（有限合伙）拟减持不超过公司总股本3.0%的股份，减 持期间为自公告披露之日起3个交易日后的三个月内。公司董事会秘书王尚博拟减持不超过公司总股本 0.01%的股份，减持期间为自公告披露之日起15个交易日后的三个月内。上述相关方拟合计减持不超 3.85%股份。 点评：从减持规模看，短期可能对公司股价形成阶段性情绪压制。但也需穿透减持行为看公司核心价 值，当前国内核电产业处于政策推动的扩张期，新项目核准加速、设备需求持续释放，国光电气作为核 电概念股，需要关注后续能否在核电设备领域获取订单，技术落地有实质性进展。 NO.2 天际股份：部分董事、高级管理人员拟减持股份 天际股份公告称，公司董事、副总经理陈俊明、副总经理王地、副总经理周帅、副总经理兼董事会秘书 郑文 ...

上述官员表示："如果我们要将部分还款期限推迟到以后几年，那么政府希望获得一小部分股权，以建 立现金缓冲，并代表纳税人消除一些风险。"虽然交易尚未最终敲定，但特朗普政府支持该项目，相关 讨论进展积极。 鉴于公司的属地问题，这笔投资也可能需要加拿大方面的批准。 锂是充电电池的核心组成部分 —— 不仅为电动汽车和混合动力汽车提供动力，还广泛应用于各类消费 电子产品及家用产品中。 截至收盘，美洲锂业公司股价上涨95.7%，报6.01美元。 （文章来源：第一财经） 当地时间周三早盘交易中，美洲锂业公司（Lithium Americas）股价飙升超100%，创下近一年半新高。 报道称特朗普政府正就一项政府贷款协议的新条款与这家锂生产商进行谈判，并且希望收购其部分股 权。 特朗普政府此前已入股英特尔与稀土生产商MP材料公司（MP Materials）。若美国政府获得美洲锂业的 部分股权，将成为白宫进军其认定的"对美国经济至关重要行业" 的最新举措。 不过，美洲锂业与上述两家公司存在一个关键差异：尽管该公司正在开发的萨克帕斯（Thacker Pass） 锂矿项目位于美国内华达州北部，但公司总部却不在美国，而是设在加拿大温哥华 ...

Stocks opened modestly higher Wednesday, though the enthusiasm quickly faded. A continued sell-off in artificial intelligence (AI) heavyweights and worries over a potential government shutdown weighed on sentiment, while some end-of-quarter profit taking likely created pressure on the three main indexes.At the close, the blue chip Dow Jones Industrial Average was down 0.4% at 46,121, the broader S&P 500 was off 0.3% at 6,637, and the tech-heavy Nasdaq Composite was 0.3% lower at 22,497. Still, the three ind ...

U.S. equity markets concluded Wednesday, September 24, 2025, with a subdued performance, extending the pullback observed on Tuesday. This followed a remarkable three-day streak of record highs for major indexes, as investors digested cautionary remarks from Federal Reserve Chair Jerome Powell and a mixed bag of corporate news. The overarching sentiment was one of profit-taking and a re-evaluation of market valuations, particularly in the technology sector, amidst ongoing concerns about inflation and the fut ...

Analyst’s Disclosure:I/we have no stock, option or similar derivative position in any of the companies mentioned, but may initiate a beneficial Long position through a purchase of the stock, or the purchase of call options or similar derivatives in LAC over the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article. The infor ...

Analyst’s Disclosure:I/we have no stock, option or similar derivative position in any of the companies mentioned, but may initiate a beneficial Long position through a purchase of the stock, or the purchase of call options or similar derivatives in LAC over the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article. The infor ...

Lithium Americas asked for a small change to the loan repayment period, which spurred the latest Trump administration request for equity. https://t.co/deXxLVMmX8 ...

Lithium Americas stock is on track for its best day on recordLithium Americas Corp (NYSE:LAC) stock was last seen 97.9% higher to trade at $5.95, amid reports that the Trump administration is pursuing an equity stake of up to 10% in the company. The equity deal would come in exchange of a $2.26 billion government loan for its Thacker Pass lithium mine in Nevada. Other lithium miners are enjoying a halo lift, with the shares of Albemarle Corp (NYSE:ALB) up 2.6% at $82.19 at last check.Today's surge has LAC o ...

Welcome back to NextGen Investing. It's now time to discuss one of the biggest moves we're seeing throughout the session, that being in Lithium Americas. So, joining us now to discuss more about this Trump administration seeking now an equity stake in the company.I'd like to welcome in Kevin Green, senior markets correspondent for the network. So, Kevin, walk us through this story. I you have a great expertise in the rare earth side of of the overall market.So, I'm curious your thoughts on really their furt ...

U.S. stocks traded lower midway through trading, with the Nasdaq Composite falling more than 100 points on Wednesday.The Dow traded down 0.35% to 46,129.26 while the NASDAQ fell 0.47% to 22,468.39. The S&P 500 also fell, dropping, 0.40% to 6,630.54.Check This Out: Top 2 Tech Stocks That May Plunge This MonthLeading and Lagging SectorsEnergy shares jumped by 1.9% on Wednesday.In trading on Tuesday, materials stocks fell by 1.5%.Top HeadlineCrude oil inventories in the U.S. declined by 0.607 million barrels i ...