根据该小作坊负责人吴雷（化名）的介绍，小作坊的业务流程较为简单：首先，从全国各地收购新能源 汽车动力电池包；其次，在厂子里拆开电池包，分成一块块的电芯，每块电芯检测过后，进行分组；再 次，质量好的电芯重新贴膜后，二次转手销售，而质量差的电芯就拆解提取有价值的金属，比如镍、 钴、锂等等。 这家小作坊看上去并不缺旧动力电池货源。记者所在的时间里，吴雷平均十几分钟就要接一个电话，他 会问对方是什么牌子的电池，电池容量多少，如果合适他再安排拖车去收货。 小作坊的暴利生意何时止？ 广东惠州一条国道旁的青草窝工业园区附近，一家从事动力电池回收的小作坊隐藏于此。近日，当第一 财经记者来到这里时，这家小作坊大门处只有一个蓝色门牌号，没有公司名称，且门岗管理森严，进出 均需登记。 整个园区内有6栋厂房，第一排厂房看上去并没有人办公，而走到后排，整个厂房真实的功能才呈现在 眼前，厂房外的水泥地上随意摆放着超过100件待拆解的旧动力电池包，有的电池包被撬开了一角，有 的电池包旁放着一台小型切割机。 在其中一个厂房内，5～6名工人各司其职：有人在检测电芯质量、有人操作钻床拆卸电池包、有人忙着 给"美化"后的拆机电池贴新膜，还有销售人 ...

Core Viewpoint - The company, Greeenmei, forecasts a significant increase in net profit for 2025, driven by its technological advantages and successful projects in metal recycling and high-end new energy materials [1] Financial Performance - The expected net profit attributable to shareholders for 2025 is projected to be between 1,428.57 million yuan and 1,734.69 million yuan, representing a year-on-year increase of 40.00% to 70.00% [1] - The net profit excluding non-recurring gains and losses is anticipated to be between 1,225.99 million yuan and 1,548.62 million yuan, with a potential year-on-year change ranging from a decrease of 5.00% to an increase of 20.00% [1] Operational Achievements - The company has achieved significant operational milestones, including increased metal recycling, full production capacity of nickel resources in Indonesia, and continuous breakthroughs in the high-end new energy materials market [1]

格林美1月29日公告，预计2025年度归母净利润14.29亿元-17.35亿元，同比增长40%-70%。报告期内， 公司取得了关键金属循环回收增量、印尼镍资源项目全面达产、高端新能源材料市场持续突破等经营成 果，推动公司业绩实现大幅增长。 ...

格林美股份有限公司 2025年度业绩预告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假 记载、误导性陈述或重大遗漏。 一、本期业绩预计情况 1、业绩预告期间：2025 年 1 月 1 日至 2025 年 12 月 31 日。 证券代码：002340 证券简称：格林美 公告编号：2026-013 2025 年，公司印尼镍资源项目（含参股产能）镍金属实现出货超 11 万吨， 同比增长 110%以上，镍资源自主产出创历史新高。面对镍价波动及复杂的全 球贸易环境，公司根据不同的市场情况，通过构建灵活的内部供应与外部销 售体系，有效增强了供应链的韧性，确保了成本竞争力，为公司业绩的稳定 与增长奠定了坚实基础。2025 年，公司印尼镍资源项目（含参股产能）自产 钴金属实现出货近 1 万吨，同时公司回收钴金属约 1.5 万吨，有效对冲刚果 （金）长达 6 个月的钴禁运，满足了全球钴产品的核心供应。镍资源项目出 货量的大幅增长以及生产工艺与成本的持续优化有效消除了强降雨对产能的 阶段性影响，推动公司业绩实现增长，预计 2026 年镍资源项目 15 万吨/年产 能（含参股产能）持续满产，将助推公司业绩持续 ...

Group 1 - The core viewpoint of the news highlights a significant rebound in the rare earth permanent magnet sector, with the China Securities Rare Earth Industry Index rising by 1.50% as of January 29, 2026, driven by strong performances from key stocks such as Shenghe Resources and San Chuan Wisdom [1] - The rare earth sector has shown outstanding performance within the non-ferrous metal sub-industry, with the SW Small Metals and Metal New Materials indices increasing by 8.68% and 3.61% respectively in the third week of January 2026, indicating a notable contribution from rare earth-related stocks [1] - The report from Galaxy Securities emphasizes that geopolitical tensions are heightening global supply chain security concerns, which is enhancing the strategic position of key metals, including rare earths, and reinforcing the logic of resource self-sufficiency [1] Group 2 - The recovery in rare earth prices, supported by policy backing and pre-Spring Festival inventory demand, is contributing to a restoration of market sentiment, as noted by Guotai Junan Securities [1] - The investment value of rare earths continues to be highlighted in a context of tight supply and demand, with a fundamental basis supporting the upward price trend [1] - As of December 31, 2025, the top ten weighted stocks in the China Securities Rare Earth Industry Index accounted for 60.4% of the index, with key players including Northern Rare Earth and Greeenmech [2] Group 3 - Investors can access rare earth investment opportunities through the Jiashi Rare Earth ETF (516150), which closely tracks the China Securities Rare Earth Industry Index, providing a convenient tool for exposure to the domestic rare earth industry chain [2] - Additionally, the Jiashi Rare Earth ETF linked fund (011036) offers an alternative for off-market investors to capitalize on rare earth investment opportunities [3]

能源金属全面上涨，重视镍板块低预期的修正 20260128 摘要 永兴材料和九零锂业计划在 2026 年完成年度开采量后启动换证，短期 内产量预计不受影响，为市场提供稳定供应。 碳酸锂价格预计春节前后保持强势，2 月排产环比下降约 10%，锂盐厂 检修导致供给收缩，电池厂按需采购及期货点价意愿强是支撑因素，宁 德时代采矿证复产情况是关键。 碳酸锂价格上涨对储能经济性影响有限，尽管理论上每上涨 10 万元影 响 IRR 约 3%，但电池厂成本传导不完全，储能项目仍具经济性，各地 容量补贴政策落地进一步支持。 动力电池市场近期销售疲软，受去年四季度集中采购影响，一二月份为 空窗期，三四月份销售情况将更明朗，需求稳定将推动权益板块新一轮 行情。 印尼政府整顿青山工业园区码头垄断，显示出民族资源主义倾向，可能 规范矿业生产，或对青山集团在印尼镍产业链的资源份额产生影响。 印尼政府有意加强镍产业管理，可能通过提高镍价增加税收，目标价位 为 1.9 万至 2 万美元，若实现，相关标的估值将显著降低。 钴板块全年上涨趋势明确，刚果金实施强制出口配额制度导致全球供应 短缺，海外贸易商积极采购中间品库存，供需逻辑和市场行为均支 ...

Core Viewpoint - Xiamen Tungsten Co., Ltd. (688778.SH) has reported impressive financial results for 2025, showcasing strong growth in revenue and net profit, indicating robust operational resilience in the lithium battery materials sector [2][4]. Financial Performance - In 2025, the company achieved revenue of 20.034 billion yuan, a year-on-year increase of 47.84%, and a net profit attributable to shareholders of 755 million yuan, up 41.83% [2][4]. - The company experienced a significant revenue growth of 80.55% in 2022, reaching 28.75 billion yuan, and a net profit surge of 93.66% to 1.121 billion yuan [3]. - However, in 2023 and 2024, the company faced a temporary decline in performance due to industry-wide adjustments, with revenues of 17.31 billion yuan and 13.3 billion yuan, respectively [3][4]. Product Performance - The sales volume of lithium cobalt oxide reached 65,300 tons in 2025, reflecting a year-on-year growth of 41.31%, significantly outpacing the industry average [4]. - The sales volume of power battery cathode materials, including ternary materials and lithium iron phosphate, reached 77,400 tons, marking a 47.83% increase [4]. Research and Development - From 2021 to the first three quarters of 2025, the company invested a total of 2.502 billion yuan in R&D, maintaining a high level of investment intensity in the industry [6]. - As of mid-2025, the company held 288 registered patents, including 137 invention patents, and employed 544 R&D personnel, accounting for nearly 15% of its total workforce [6]. Market Strategy and Expansion - The company has established five major production bases for cathode materials and has a significant international presence, including a wholly-owned subsidiary in Germany and a joint venture with France's Orano Group [5]. - Strategic partnerships have been formed, including agreements with Zhongwei Co. and Greeenmei, to secure raw material supplies, with expected annual cooperation volumes of 115,000 tons and 150,000 tons, respectively [7]. Asset Growth - The total assets of the company increased from 6.222 billion yuan in 2020 to 21.931 billion yuan by the end of 2025, representing a growth of 140.76% [7].

（原标题：今日看点｜国新办将举行2025年国资央企高质量发展情况新闻发布会） 1月28日重点关注的财经要闻与资本市场大事： 1、国新办将举行2025年国资央企高质量发展情况新闻发布会 1月28日上午10时，国新办将举行新闻发布会，国务院国资委副主任庞骁刚介绍2025年国资央企高质量发展情况，并答记者问。 2、国台办将举行新闻发布会，发言人就近期两岸热点问题回答记者提问 1月28日上午10时，国台办将举行例行新闻发布会，发言人就近期两岸热点问题回答记者提问。 3、33.2亿元市值限售股今日解禁 1月28日，共有5家公司限售股解禁，合计解禁量为1.26亿股，按最新收盘价计算，合计解禁市值为33.2亿元。 从解禁量来看，2家公司解禁股数超千万股。英诺特、迪尔化工、能之光解禁量居前，解禁股数分别为6764.75万股、5762.52万股、21.33万股。从 解禁市值来看，2家公司解禁市值超亿元。英诺特、迪尔化工、能之光解禁市值居前，解禁市值分别为24.9亿元、8.17亿元、631.4万元。 4、14家公司披露回购进展 1月28日，14家公司共发布15个股票回购相关进展。其中，2家公司首次披露股票回购预案，4家公司回购方 ...

Summary of Key Points Core Viewpoint - On January 28, a total of 14 companies announced 15 stock repurchase updates, indicating a trend of companies engaging in buyback programs to enhance shareholder value [1]. Group 1: First Disclosure of Buyback Plans - Two companies, Greenmei and Davi Co., disclosed their stock repurchase plans for the first time, with proposed buyback amounts not exceeding 3.03 million and 0.23 million respectively [1]. Group 2: Approval of Buyback Plans by Shareholders - Three companies, New Open Source, Guangdong Hongtu, and Guangji Pharmaceutical, had their buyback plans approved by shareholders, with the highest proposed repurchase amounts being 50 million, 18.10 million, and 0.42 million respectively [1]. Group 3: Progress of Buyback Implementation - The companies with the highest buyback amounts in progress include Heng Rui Pharmaceutical, Jingji Agricultural, and Xingfa Group, with repurchase amounts of 605 million, 94.46 million, and 65.54 million respectively [1]. Group 4: Completed Buybacks - The companies that have completed their buybacks with the highest amounts are Huitai Medical, Xiye Co., and Aopu Technology, with completed repurchase amounts of 250 million, 7.01 million, and 0.85 million respectively [1].

每经AI快讯，格林美1月27日晚间发布公告称，公司第七届第十次董事会会议于2026年1月26日以通讯 表决方式召开。会议审议了《关于注册资本变更、董事会战略委员会更名暨修订及相应制度的议案》等 文件。 每日经济新闻 （记者 王瀚黎） 免责声明：本文内容与数据仅供参考，不构成投资建议，使用前请核实。据此操作，风险自担。 每经头条（nbdtoutiao）——国际金价冲破5000美元！7年涨了280%，什么时候才见顶？专家：关键还 看美元，重点关注国际货币体系、降息和科技革命 ...