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晓数点|速览11月A股:国晟科技问鼎月度牛股 宁德时代获杠杆资金青睐
Di Yi Cai Jing· 2025-11-30 13:41
浄流) (亿元) 净流出 (亿元) | >옵 | 米 田 | .. | | 117.45 108.33 107.16 | 容 | ш 精 | 东 | பபட | 24.95 20.32 17.07 15.03 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 花 矢口 | | | | | 7 | 말 集 | 美 | | | | 412 | 比 | | | | 4 | 利 | 菲 | | | | == | 东方 | | 92.14 | | 纪 | 武 | 害 | | | ( 指数 涨跌幅 上证指数 深证 155.85% 国 晟 科 生能假 合富中 143.31% 累计涨幅 k 盛 链 132.48% 累计跌幅 132.47% 品高股 122.40% 海科新 清 104.64% 水 98.08% 塞微电 81.16% 梦天家 79.09% 真爰美 76.89% 佛 塑 科 一图速览>> 版 数 标 数据来源 | Wind * 策划 | | | | | 川 富 9.33 东 E E | | --- | --- | --- | --- ...
德瑞锂电(833523) - 投资者关系活动记录表
2025-05-15 12:40
Group 1: Investor Relations Activity Overview - The company held an annual performance briefing on May 14, 2025, via online platform [3] - Attendees included the chairman, general manager, financial director, board secretary, and sponsor representative [3] Group 2: Key Questions and Responses - **New Capacity Projects**: The new capacity project is progressing well and is expected to commence production in the second half of 2025. Current lithium battery capacity remains tight, with a focus on lithium manganese and lithium iron batteries for future development [4] - **Stock Price and Dividends**: The company's stock price is influenced by macro policies and market conditions. The company emphasizes investor returns and will continue to consider cash dividends based on profitability and future plans [5] - **Employee Changes**: The company experienced a significant increase in employee numbers due to rising sales orders, which is a normal hiring demand without risks of technology leakage [5] - **Lithium Carbonate Prices**: The decline in lithium carbonate prices does not directly correlate with lithium metal prices, which are influenced by market supply and demand. The company typically procures raw materials 2-3 months in advance and is not currently hedging in the secondary market [6][7] - **Gross Margin Decline**: The gross margin in Q1 2025 decreased due to changes in export tax rebate policies [8]