长江商报消息 磷酸铁锂行业景气度提升，头部企业富临精工（300432.SZ）扩产不断。 1月5日晚间，富临精工发布两则重磅投资公告，子公司江西升华新材料有限公司（下称"江西升华"）将 在内蒙古鄂尔多斯市两地布局三大项目，总投资达87亿元，涵盖高端储能用磷酸铁锂及前驱体材料生 产，全面完善新能源产业链布局，抢抓储能市场发展机遇。 目前，富临精工主要布局锂电池正极材料和汽车零部件两大业务，营收占比分别为66%、31.6%。2025 年前三季度，公司的营业收入超90亿元，创出同期新高。 继续加码磷酸铁锂全产业链 近五年累投9.22亿研发费 资料显示，富临精工主要业务为汽车发动机零部件、新能源汽车智能电控和新能源锂电正极材料的研 发、生产和销售。2015年，公司登陆深交所上市。 与新能源锂电池正极材料业务随市场变化而波动不同的是，近年来，富临精工汽车零部件及配件制造业 务的收入较为稳定，2020年为17.88亿元，2024年增长至36.41亿元。 2025年前三季度，富临精工实现营业收入90.85亿元，同比增长54.43%，规模和增速均创三年来新高； 实现归母净利润为3.25亿元，同比增长4.63%。 富临精工继续布 ...

展望后市，申万宏源指出，2026年汽车"两新"补贴政策落地将修复市场对行业总量的担忧，为新能源板 块带来明确利好。补贴政策将有效撬动换购需求，利好主打中低端市场的新能源整车企业，同时带动零 部件企业2026年上半年业绩显著改善。叠加行业反内卷涨价周期与智能化升级趋势，新能源产业链盈利 弹性有望释放，建议关注业绩有支撑、估值低位的零部件企业，以及智能化优势突出的新势力车企与核 心供应商。 每日经济新闻 2025年12月31日，A股三大指数高开后集体翻绿，创业板新能源ETF华夏（159368）开盘后跳水下跌， 跌幅为0.94%。盘面上，罗博特科上涨4.77%，中来股份上涨2.56%，迈为股份上涨2.30%，中伟股份上 涨1.68%。截至发文，创业板新能源ETF华夏（159368）成交额达1483万元，居同类基金首位。 创业板新能源ETF华夏（159368）是全市场跟踪创业板新能源指数的规模最大ETF基金。创业板新能源 指数主要涵盖新能源和新能源汽车产业，涉及电池、光伏等多个细分领域。创业板新能源ETF华夏 （159368）高弹性，涨幅可达20cm；费率最低，管理费和托管费合计仅为0.2%；规模最大，截至2025 ...

Core Viewpoint - Hualian Holdings plans to acquire overseas lithium mining assets for 1.235 billion yuan, aiming to diversify into lithium extraction from salt lakes, which has positively impacted its stock performance with multiple trading halts [1][3][4]. Group 1: Acquisition Details - The company intends to purchase 100% of Argentum Lithium S.A. to gain 80% interest in the Arizaro project, with a base price of $175 million, equivalent to 12.35 billion yuan [3][4]. - The Arizaro project is located in Argentina's Salta province and is part of the largest undeveloped salt lake in South America, covering approximately 1970 square kilometers [4][5]. - The project has a measured and indicated resource total of 469,000 tons of lithium, equivalent to 2,498,000 tons of lithium carbonate [1]. Group 2: Strategic Importance - This acquisition is part of Hualian Holdings' strategy to transition from real estate to new energy sectors, particularly lithium extraction, to enhance its market competitiveness and profitability [9][10]. - The company aims to create synergies with its existing businesses in lithium extraction and adsorbent production, thereby strengthening its position in the new energy supply chain [5][6]. Group 3: Financial Performance and Challenges - Hualian Holdings has faced declining revenues, with a 75.89% drop in revenue in 2023 compared to the previous year, prompting the need for diversification [8][9]. - The company reported a net profit of 0.82 billion yuan in 2023, down 81.27% year-on-year, indicating significant financial pressure [8]. - The acquisition will lead to substantial capital expenditures, potentially impacting cash flow during the project's construction phase [2][11]. Group 4: Market Risks and Future Outlook - The company acknowledges potential risks related to resource availability, capital expenditure pressures, and fluctuations in lithium carbonate prices, which could affect the investment's viability [11][12]. - Despite these risks, market analysts predict a favorable outlook for lithium demand driven by energy storage needs, suggesting a positive long-term market environment [12].

Group 1 - The first large-size perovskite integrated photovoltaic demonstration project in China has been connected to the grid, marking the large-scale application of perovskite photovoltaic technology in the construction sector [1] - The project, developed by GCL-Poly Energy Holdings Limited, features a total construction area of 1,931.123 square meters and a system capacity of 172 kW, with an expected annual power generation of 224,000 kWh, reducing carbon dioxide emissions by approximately 100 tons annually [1] - The perovskite photovoltaic modules developed by GCL-Poly exhibit excellent weak light performance, adjustable light transmittance, and aesthetic appeal, successfully integrating the photovoltaic system with the building structure [1] Group 2 - The project has received strong support from the State Grid Kunshan Power Supply Company, which has optimized power supply solutions and improved reliability to facilitate the transition from laboratory research to large-scale production [2] - The company established a project team to provide one-on-one guidance and assistance in streamlining the grid connection approval process, significantly enhancing project efficiency by reducing document review time to five working days [2] - The generated electricity will primarily serve public facilities in the square, with excess power fed into the regional grid, contributing to Kunshan's goal of becoming a "zero-carbon city" and providing a replicable model for integrated photovoltaic development nationwide [2] Group 3 - Kunshan has been actively developing a green low-carbon industry and optimizing its energy structure, with 796 photovoltaic projects and 65 energy storage projects connected to the grid [3] - The cumulative installed capacity of photovoltaic projects in Kunshan has surpassed 447,032 kW, representing a year-on-year growth of approximately 45%, while energy storage capacity has reached 54,824 kW, with an increase of over 81% compared to the previous year [3]

证券日报网讯12月23日，新宙邦（300037）在互动平台回答投资者提问时表示，公司境外业务毛利率高 于境内业务，主要得益于海外生产基地的建设、海外服务网点的本地化以及公司品牌和知识产权带来的 溢价。公司在海外销售的有机氟化学品、高端电容器化学品等产品技术壁垒高、附加值高，拉动了整体 毛利率水平。同时，公司波兰工厂已实现电解液本地化生产和供应，有效降低了物流与关税成本，对电 池化学品业务的业绩有积极贡献。在全球布局方面，公司坚持以客户为中心，为构造一个稳定、高效的 供应体系，公司拥有一支专业、高效的国际化精干团队，在全球进行了广泛的布局以满足客户需求。目 前公司在欧美、东南亚、日韩、中东等地均设有子公司，已构建了覆盖主流市场的全球化销售与服务网 络。公司正在实施全球化、一体化产业链布局的战略，积极把握中国电池企业在海外建厂带来的新机 遇。未来，公司将继续深化全球化布局，提升本地化服务能力，以抓住全球新能源产业链发展的机遇。 ...

重要新闻提示 央行：一次性信用修复政策自2026年1月1日起实行 旭升集团：实际控制人拟变更为广州市人民政府，股票今起复牌 十倍牛股天普股份：中昊芯英及其一致行动人合计控制68.29%股份，实际控制人由尤建义变更为杨龚 轶凡，股票今起复牌 今日提示 北交所新股蘅东光（申购代码：920045）今日申购 创业板新股纳百川（301667）、天溯计量（301449），沪市主板新股锡华科技（603248）今日上市 央行公开市场今日有1353亿元7天期逆回购到期 国新办今日下午3时举行新闻发布会，介绍新时代交通运输服务经济社会高质量发展有关情况 财经新闻 1. 12月22日，商务部网站消息，商务部公布对原产于欧盟的进口相关乳制品反补贴调查的初步裁定。国 务院关税税则委员会根据商务部的建议作出决定，自12月23日起，采取临时反补贴税保证金的形式对原 产于欧盟的进口相关乳制品实施临时反补贴措施。详见商务部公布对原产于欧盟的进口相关乳制品反补 贴调查的初步裁定 2. 中国人民银行12月22日发布《关于实施一次性信用修复政策有关安排的通知》，自2026年1月1日正式 实施。详见事关征信！央行发布一次性信用修复政策 适用时间：覆盖 ...

在业绩持续下滑的背景下，此次收购美特新材，雪天盐业出于完善公司新能源产业链布局、提高盈利能 力和市场竞争力的目的。不过，业内人士也指出，美特新材较为依赖钴酸锂产品价格的业绩、尚未规模 化量产的钠电正极材料业务等，都给雪天盐业的"盐+新能源"布局增加了几分不确定性。 完善新能源产业链布局 雪天盐业一笔跨界收购即将落地。近日，雪天盐业发布公告称，公司已正式签署收购美特新材41%股权 的《股权转让协议》，并完成工商变更登记手续。本次收购对价为2.61亿元，雪天盐业现持有美特新材 61%股权，成为其控股股东。 转自：北京日报客户端 雪天盐业正通过跨界投资寻找新的业绩增长点。近日，雪天盐业发布公告称，公司已签署收购湖南美特 新材料科技有限公司（以下简称"美特新材"）41%股权相关协议并完成工商变更登记，雪天盐业持股比 例由20%提升至61%，实现对美特新材的控股。转让价款将在工商变更后分期支付，资金来源为自有或 自筹资金。 知名战略定位专家、福建华策品牌定位咨询创始人詹军豪指出，美特新材业绩较为依赖钴酸锂价格，若 未来钴酸锂价格下跌，其业绩将受冲击，进而影响雪天盐业收购收益。且美特新材的钠电正极材料尚处 研发阶段，未能 ...

智通财经APP讯， 华联控股(000036.SZ)发布公告，公司拟以自有或自筹资金约1.75亿美元(折合人民币 12.35亿元)受让Lithium Chile Inc.(以下简称"智利锂业")、Steve William Cochrane(即"Steve Cochrane")合 计持有的Argentum Lithium S.A.(以下简称"标的公司"或"Argentum")100%股份，从而获得Arizaro项目 80%的权益(以下简称"本次交易")。同日，公司与交易对方签署了《股份购买协议》。 本次交易后，上市公司将持有标的公司100.00%的股份，在保持原有房地产开发和物业经营与服务管理 业务的同时，将新增海外锂盐湖矿资产，并拟切入盐湖提锂生产业务。本次交易是上市公司推进产业转 型的重要举措，将与公司此前布局的盐湖提锂、吸附剂生产等业务形成协同效应，助力公司完善在新能 源产业链的投资布局，推动上市公司产业转型工作稳步拓展。 ...

两种合作模式的差异，直指玻利维亚的发展未来。中国企业带来的不仅是核心技术，更是工业化转型的完整方案：宁德时代规划的锂电池工厂将带动上下 游产业链落地，创造大量就业岗位，推动当地基础设施升级。而美国主推的传统盐田摊晒法，即便短期内能带来微薄的直接收入，长远来看却会固化"原 在南美这片资源丰饶的热土上，一场围绕锂矿的全球博弈正惊心动魄地展开。作为全球锂储量最丰富的国家，玻利维亚在2025年总统大选后做出了牵动全 球新能源产业链的关键决策：新上任的右翼总统罗德里戈·帕斯·佩雷拉宣布，正式恢复与美国自2008年起中断的外交关系，同时计划终止与中国新能源巨 头宁德时代、中信国安等企业的锂矿合作协议，转而寻求美方的资本与技术支持。 玻利维亚的乌尤尼盐沼堪称全球锂资源的"终极宝藏"，作为"锂三角"的核心组成部分，这片盐沼的锂储量占全球近22%，被视作新能源时代的"石油宝 库"。但宝藏开发向来伴随着难题：乌尤尼盐沼存在高镁锂比及复杂伴生元素的天然缺陷，长期制约着规模化开采。在此背景下，中国企业的技术优势成 为破局关键——宁德时代联合体与玻利维亚国家锂业公司于2024年11月签署价值10亿美元的《乌尤尼盐湖碳酸锂生产服务合同》 ...

Group 1: Medical Isotope Production - China National Nuclear Corporation (CNNC) has successfully developed a complete technology chain for the irradiation preparation of iodine-131, enhancing the self-sufficiency of medical isotopes in China [1] - The technology includes the preparation of precursor isotopes, reactor irradiation, and nuclear drug development, forming an environmentally friendly and autonomous industrial chain [1] - The successful production of high-purity tellurium-130 isotopes with over 99% abundance fills a gap in the domestic large-scale preparation of high-purity enriched tellurium isotopes [1] Group 2: Radiation Therapy Equipment and Drug Development - As of 2024, over 90 radiotherapy devices have been approved by the National Medical Products Administration, with more than 70% being domestic brands, significantly reducing reliance on imported equipment [2] - The development of new radiopharmaceuticals has accelerated, with over 200 pipelines entering clinical trials, introducing new isotopes like lutetium-177 and yttrium-90 for more precise cancer treatment options [2] Group 3: Corporate Transactions and Financial Updates - WuXi AppTec has completed the sale of its subsidiary, expecting a post-tax net profit of approximately 960 million yuan, which accounts for over 10% of the company's latest audited net profit attributable to shareholders [5][6] - Guolian Minsheng has terminated a 480 million yuan fund establishment transaction, with no adverse effects on the company's finances or shareholder rights [7] - Morning Paper Industry plans to sell all shares of a target company for 3.336 billion yuan [10] Group 4: New Technologies and Innovations - GAC Group's flying car, GOVY AirCab, has entered the airworthiness certification stage and is expected to be mass-produced by 2026, aiming to create a new mode of transportation that integrates air and ground travel [17] - China Tongyuan has signed a commercial cooperation agreement with Novartis for the radiopharmaceutical product, providing a new treatment option for advanced prostate cancer patients [18]