江特电机拟筹划控制权变更 公司业绩连年亏损

Group 1 - Jiangxi Special Electric Motor Co., Ltd. (referred to as "Jiangte Electric") announced a suspension of trading due to potential changes in its actual controlling shareholders, which may lead to a change in control [1] - Jiangte Electric is a leading company in the domestic mica lithium extraction industry, currently holding or controlling over 100 million tons of lithium ore resources [1] - The company's performance has been under pressure due to a continuous decline in lithium prices, reporting a total revenue of 2.103 billion yuan in 2024, a year-on-year decrease of 24.86%, and a net loss attributable to shareholders of 319 million yuan [1] Group 2 - For the first half of 2025, Jiangte Electric expects a net loss attributable to shareholders between 95 million and 125 million yuan, compared to a loss of 64.07 million yuan in the same period last year [2] - The company has increased its investment in the electric motor segment, which has shown steady growth, but the lithium salt segment has suffered losses due to the ongoing decline in lithium carbonate prices [2] - The average price of battery-grade lithium carbonate in China from January to June 2025 was 69,910 yuan per ton, down 32.36% year-on-year [2] Group 3 - Industry insiders indicate that lithium prices are showing clear bottom characteristics, with many projects struggling to sustain current price levels, potentially leading to supply-side adjustments [3] - According to a report, lithium carbonate is expected to remain in a destocking phase from June to August, exerting upward pressure on prices, but the overall market is anticipated to remain in a destocking phase throughout 2025 [3]