资金流入比率方面，金圆股份、富临精工、科达制造等流入比率居前，主力资金净流入率分别为 16.33%、10.11%、9.55%。（数据宝） 截至9月30日收盘，盐湖提锂概念上涨2.29%，位居概念板块涨幅第10，板块内，35股上涨，富临精工 20%涨停，*ST正平涨停，华友钴业、亿纬锂能、洛阳钼业等涨幅居前，分别上涨9.38%、8.75%、 6.51%。跌幅居前的有东华科技、欣旺达、中铝国际等，分别下跌5.19%、2.17%、0.84%。 今日涨跌幅居前的概念板块 | 概念 | 今日涨跌幅（%） | 概念 | 今日涨跌幅（%） | | --- | --- | --- | --- | | 金属锌 | 3.62 | 信托概念 | -0.97 | | 金属铅 | 3.61 | 中韩自贸区 | -0.91 | | 金属钴 | 3.49 | 生物质能发电 | -0.70 | | 金属铜 | 3.34 | F5G概念 | -0.68 | | 金属镍 | 3.25 | 汽车热管理 | -0.53 | | 存储芯片 | 2.80 | 白酒概念 | -0.50 | | 国家大基金持股 | 2.79 | 超级品牌 | -0.48 ...

Core Viewpoint - Salt Lake Co., Ltd. is entering a pivotal year in 2025, aiming to integrate deeply into the China Minmetals system and the national salt lake strategy, with a focus on becoming a world-class salt lake industry leader [2] Group 1: Company Strategy and Goals - The company plans to enhance its full industry chain layout and resource integration, targeting significant expansions in potassium and lithium resource production [2] - By 2030, the company aims to achieve an annual production capacity of 10 million tons of potassium fertilizer, 200,000 tons of lithium salt, and over 30,000 tons of magnesium and magnesium-based materials [2] - The strategic vision includes establishing a world-class salt lake industry base, emphasizing food security, renewable energy stability, and high-end lightweight metal materials [2] Group 2: Project Developments - The company has nearly completed its 40,000 tons/year integrated lithium salt project, entering the trial production phase with qualified battery-grade lithium carbonate products [3] - Current lithium salt production capacity stands at 80,000 tons/year, with plans to further expand product offerings and enhance value [3][4] - The project has optimized its budget from 7.099 billion yuan to 6.083 billion yuan, saving approximately 1 billion yuan, reflecting a total investment optimization rate of about 14.58% [3] Group 3: Production and Financial Performance - In the first half of the year, the company produced 20,000 tons of lithium carbonate, with sales of 20,600 tons, generating revenue of 1.242 billion yuan [4] - Despite global lithium price fluctuations, the company maintained a gross margin of 49.96% for lithium salt products in the first half of the year [4] - The estimated cost of lithium carbonate production for 2024 is 1.516 billion yuan, translating to approximately 36,500 yuan per ton, with projected prices for 2025 ranging between 60,000 yuan and 80,000 yuan per ton [4] Group 4: Market Position and Competitive Advantage - The scaling of production capacity is expected to solidify the company's leading position in domestic brine lithium extraction and enhance its pricing power in the market [5] - The company aims to leverage the integrated operational advantages of China Minmetals and its strong technological innovation capabilities to drive the salt lake industry towards high-end, green, and intelligent transformation [5]

9月30日，天齐锂业盘中上涨2.00%，截至09:53，报47.37元/股，成交11.28亿元，换手率1.64%，总市值 777.45亿元。 天齐锂业所属申万行业为：有色金属-能源金属-锂。所属概念板块包括：化肥、盐湖提锂、小金属、锂 电池、固态电池等。 截至6月30日，天齐锂业股东户数27.08万，较上期减少6.08%；人均流通股5451股，较上期增加6.45%。 2025年1月-6月，天齐锂业实现营业收入48.33亿元，同比减少24.71%；归母净利润8441.06万元，同比增 长101.62%。 分红方面，天齐锂业A股上市后累计派现78.68亿元。近三年，累计派现71.37亿元。 机构持仓方面，截止2025年6月30日，天齐锂业十大流通股东中，香港中央结算有限公司位居第四大流 通股东，持股6481.74万股，相比上期增加869.65万股。中国证券金融股份有限公司位居第五大流通股 东，持股2785.36万股，持股数量较上期不变。华泰柏瑞沪深300ETF（510300）位居第六大流通股东， 持股1839.68万股，相比上期增加154.77万股。易方达沪深300ETF（510310）位居第七大流通股东，持 股 ...

Core Viewpoint - The domestic lithium extraction industry from salt lakes is expected to enter a new phase of capacity growth with the official production of new projects by leading companies like Salt Lake Co. [1] Group 1: Company Developments - Salt Lake Co. announced on September 28 that its 40,000 tons/year integrated lithium salt project has been completed and is now in the trial production phase, producing qualified battery-grade lithium carbonate [2][3] - The new project is expected to increase Salt Lake Co.'s total lithium salt production capacity to 80,000 tons/year, making it the leader in the domestic salt lake lithium extraction industry [1][3] - The project utilizes advanced technology, including a combination of "fixed bed adsorption + membrane refining + MVR evaporation," which has been optimized to improve lithium recovery rates and product purity [3] Group 2: Industry Trends - The demand for lithium is rising due to the growth of new energy electric vehicles and energy storage industries, highlighting the value of low-cost lithium extraction from salt lakes [1] - Despite a slowdown in demand growth and lower lithium carbonate prices, companies are still investing in capacity expansion, indicating confidence in the long-term potential of the industry [4][5] - The overall lithium extraction capacity in China is expected to accelerate, with significant contributions from projects by companies like Salt Lake Co., Zijin Mining, and Cangge Mining [6] Group 3: Cost and Profitability - Salt Lake Co. has a clear cost advantage in lithium extraction, with gross margins reaching 49.96% based on current lithium carbonate prices ranging from 60,000 to 80,000 yuan per ton [3] - The project cost was optimized from 7.099 billion yuan to 6.083 billion yuan, achieving a cost reduction of approximately 1 billion yuan, which reflects a 14.58% investment optimization rate [3] Group 4: Future Directions - The development of a diversified product structure, including lithium hydroxide, lithium chloride, and lithium phosphate, is suggested as a strategic direction for the salt lake lithium extraction industry [7]

每经AI快讯，9月29日，东华科技（002140）(002140.SZ)发布股票交易异常波动公告，公司作为EPC总 承包商承建的西藏扎布耶盐湖绿色综合开发利用万吨电池级碳酸锂项目，于2025年9月20日至24日顺利 完成120小时的功能考核。完成功能考核是项目建设的正常进展，标志着该项目将正式投产。 ...

| 603993 | 洛阳钼 业 | 6.81 | 2.23 | 9973.81 | 1.79 | | --- | --- | --- | --- | --- | --- | | 002785 | 万里石 | 10.01 | 7.33 | 7467.09 | 16.06 | | 000762 | 西藏矿 | 2.99 | 6.25 | 6723.54 | 8.89 | | | 业 | | | | | | 600338 | 西藏珠 | 6.13 | 7.49 | 5966.81 | 6.76 | | | 峰 | | | | | | 300919 | 中伟股 | 3.64 | 2.37 | 3812.59 | 3.62 | | | 份 | | | | | | 002140 | 东华科 | 10.02 | 3.56 | 2399.97 | 9.33 | | | 技 | | | | | | 002240 | 盛新锂 | 3.17 | 4.13 | 2328.99 | 3.53 | | | 能 | | | | | | 000546 | 金圆股 | 1.43 | 1.67 | 759.76 | 13.16 | | | 份 ...

Group 1 - The military equipment restructuring concept declined by 0.52%, ranking among the top declines in the concept sector, with companies like Changcheng Military Industry, Hunan Tianyan, and Zhongguang Optical leading the declines [1][1][1] - The top gainers in today's concept sectors included zinc metal (+3.68%), nickel metal (+3.65%), and lead metal (+3.61%), while the pork sector saw a decline of -0.54% [1][1][1] - The military equipment restructuring sector experienced a net outflow of 263 million yuan, with Changcheng Military Industry seeing the largest outflow of 117 million yuan [1][1][1] Group 2 - The top stocks with net outflows in the military equipment restructuring sector included Changcheng Military Industry (-1.20%), Chang'an Automobile (-0.81%), and Construction Industry (-0.51%) [1][1][1] - Conversely, Hunan Tianyan and Huqiang Technology were among the stocks with net inflows, receiving 2.47 million yuan and 222,100 yuan respectively [1][1][1] - The trading volume for Changcheng Military Industry was 4.97%, while Hunan Tianyan had a turnover rate of 2.32% [1][1][1]

我国盐湖卤水通常具有较高的镁锂比和总盐浓度。这种高盐环境就像一面"放大镜"，会彻底暴露这种权 衡效应所带来的弊端，在这样的环境下，用传统纳滤膜分离镁离子和锂离子需用大量淡水稀释，不仅增 加成本，在缺水地区更是难以实施。因此，业界迫切需要一种能够在高盐环境下同时实现高通量和高选 择性的分离膜技术。 从分子设计破题 创新界面聚合策略 孙海翔团队从化学反应的底层逻辑出发，提出了一种创新的界面聚合策略，通过可逆烯胺反应实现对双 水相单体反应行为的分阶段控制，为精确调控膜结构、提高分离性能提供了全新途径。 用于制备纳滤膜的传统界面聚合策略通常只会使用一种水相单体，这种方法虽然成熟，但形成的膜结构 由其单一单体的分子结构所决定，其性能存在一个天花板上限，这使得它们难以满足某些特定领域分离 的需求。该技术正是打破了"单一水相单体"的这个传统，实现了对"双水相单体"反应过程的精密控制。 这就好比在建造一堵精确控制的"分子筛"墙时，不是一次性把所有砖块都倒进去，而是通过巧妙的工程 设计，让不同大小、功能的砖块按照预设顺序自动到位，各司其职，最终构筑起结构精密的分离层。 锂是新能源汽车电池的核心原材料。我国锂资源储量丰富，其中约 ...

Core Viewpoint - Cangge Mining's stock has shown significant growth this year, with a year-to-date increase of 107.59%, indicating strong market performance and investor interest [1] Financial Performance - For the first half of 2025, Cangge Mining reported operating revenue of 1.678 billion yuan, a year-on-year decrease of 4.74%, while net profit attributable to shareholders increased by 38.80% to 1.8 billion yuan [2] - Cangge Mining has distributed a total of 9.629 billion yuan in dividends since its A-share listing, with 5.998 billion yuan distributed over the past three years [3] Stock Market Activity - As of September 29, Cangge Mining's stock price reached 55.49 yuan per share, with a market capitalization of 87.132 billion yuan [1] - The stock experienced a trading volume of 484 million yuan and a turnover rate of 0.56% on the same day [1] - The stock has seen a recent net outflow of 31.5 million yuan in principal funds, with significant buying and selling activity from large orders [1] Shareholder Information - As of July 18, the number of shareholders for Cangge Mining increased to 29,400, with an average of 53,435 circulating shares per shareholder, a decrease of 4.22% [2] - Major shareholders include Hong Kong Central Clearing Limited and Shenwan Hongyuan Securities, both of which increased their holdings compared to the previous period [3]

锂是新能源汽车电池的核心原材料。我国锂资源储量丰富，其中约80%存在于盐湖卤水中。然而，盐湖 卤水中的镁和锂离子性质相近、共存一体，难以分离。传统聚酰胺纳滤膜长期受制于渗透性和选择性难 以兼顾的问题，在超高盐环境下性能急剧下降。基于此，中国石油大学(华东)孙海翔教授领衔的研究团 队提出了一种新型的分级调控界面聚合策略，用来调控纳滤膜的结构，可高效分离高镁锂比盐湖卤水中 的镁离子和锂离子。9月16日，中国化工报记者采访了研究团队的核心成员——中国石油大学(华东)博 士研究生陈宇昊。 传统膜材遇瓶颈 盐湖有锂难寻 纳滤膜是盐湖提锂常用的分离膜。然而，传统聚酰胺纳滤膜存在"渗透性—选择性"的权衡效应问 题。"传统纳滤膜难以同时实现高水通量和高选择性，这两者就像是天平的两端，要么水渗透快但提锂 不纯，要么锂提得纯但水渗透得慢。"陈宇昊解释道。 保障锂资源安全 应用前景广阔 该技术为保障国家锂资源安全，特别是当前以新能源汽车为代表的锂产业链安全带来了希望。陈宇昊指 出："用这项技术制备的纳滤膜可以在极高的盐浓度下运行，使开发特高镁锂比盐湖资源成为可能。"在 实际应用方面，新型纳滤膜的高渗透性与选择性意味着能耗显著降低， ...