金融从业者的朋友圈今晚被"开闸了"三个字刷屏，中国证监会一纸备案通知书，点燃了沉寂大半年的中概股赴美上市热情。 证监会国际合作司向龙电华鑫新能源科技集团发出的境外发行上市备案通知书，允许这家注册资本53亿元的新能源材料企业发行不超过1.415亿普通股，选 择在纳斯达克或纽交所上市。 这则消息迅速在金融圈内传播，引发行业人士的集体欢呼。 | 01 市场信号 | | --- | 02 实际数据 龙电华鑫获得备案，象征着中国公司赴美上市通道的重新激活。 这一消息迅速在金融从业者的社交圈中传播，"开闸了"三个字成为今日行业内的关键词。经过近八个月的相对沉寂，此次备案被市场解读为重要政策信号。 有证券律师透露："近期赴美上市备案审核节奏明显加快，监管部门对符合条件的企业持更为开放的态度。" 龙电华鑫计划募资约5亿美元，将成为近期较大规模的中概股IPO案例。 与外界感知不同，中企赴美上市的通道从未完全关闭，但规模和结构发生了变化。 2025年上半年，已有36家中国公司在美国成功上市，延续了2024年64家的历史高位。主要集中在新能源、生物科技和消费领域。 面对全球资本市场的复杂环境，越来越多的中国企业开始构建多重上市架构 ...

容百科技(688005.SH)发布公告，公司拟使用自有资金3.42亿元收购贵州新仁新能源科技有限公司(以下 简称"贵州新仁")54.9688%股份，并使用自有资金1.4亿元对贵州新仁进行增资。本次交易完成后，公司 持有贵州新仁股权比例为93.2034%，贵州新仁将成为公司控股子公司，纳入公司合并报表范围内。 容百科技已具备创新性的磷酸铁锂量产技术与深厚的客户基础，而贵州新仁目前已拥有年产6万吨磷酸 铁锂产线且具备快速扩产潜力，公司将通过本次交易，将自身新型技术在标的公司产线上快速放大，迅 速构建具备竞争优势的磷酸铁锂规模化生产能力，将技术优势和产品优势迅速转化成产业化优势，把握 市场高速增长机遇。本次交易将完善公司平台化布局，丰富现有产品矩阵与业务结构，进一步巩固公司 作为全球化正极材料产业整体解决方案提供者的领先地位。 ...

人民财讯12月12日电，容百科技(688005)12月12日公告，公司拟使用自有资金3.42亿元收购贵州新仁部 分股权，并使用自有资金1.4亿元对贵州新仁进行增资。本次交易前，公司未持有贵州新仁股权，本次 交易完成后，公司将持有贵州新仁股权比例为93.2%，贵州新仁成为公司控股子公司，纳入公司合并报 表范围内。公司已具备创新性的磷酸铁锂量产技术与深厚的客户基础，而贵州新仁目前已拥有年产6万 吨磷酸铁锂产线且具备快速扩产潜力，公司将通过本次交易，将自身新型技术在标的公司产线上快速放 大，迅速构建具备竞争优势的磷酸铁锂规模化生产能力，将技术优势和产品优势迅速转化成产业化优 势，把握市场高速增长机遇。 ...

[Table_Main] 证券研究报告 | 策略点评 2025 年 12 月 11 日 策略点评 证券分析师 程强 摘要。2025 年 12 月 11 日周四，A 股市场全线回调，近 4400 只个股下跌；国债 期货市场持续反弹；商品指数下跌，双焦延续大跌。 一、市场行情分析 1）股票市场：全线回调，大幅降温 全线回调，大幅降温。今日 A 股主要指数全线回调，上证指数低开低走，收盘跌 0.70%至 3873.32 点，失守 3900 点整数关口；深证成指跌 1.27%至 13147.39 点， 创业板指跌 1.41%至 3163.67 点；微盘指数下跌 2.88%；北证 50 指数上涨 3.84%， 盘中一度上涨近 7%。万得全 A 指数跌 1.10%。市场成交额 1.89 万亿，较前一交 易日放量 5.2%，但资金获利了结情绪明显，全市场仅 1030 只个股上涨，4377 只 下跌，下跌个股占比超 80%。在近一个月的 23 个交易日中，有 12 个交易日市场 下跌家数超过 3000 家、5 个交易日下跌家数超过 4000 家，显示市场赚钱效应依 然偏弱。 资格编号：S0120524010005 邮箱：ch ...

Core Viewpoint - Hongyuan Pharmaceutical (301246) is expanding its production capacity in lithium hexafluorophosphate, indicating growth in the new energy materials sector [1] Group 1: Production Capacity - The company has an existing production capacity of 10,000 tons per year [1] - The ongoing project in Luotian aims to expand the high-purity lithium hexafluorophosphate capacity by an additional 6,000 tons per year [1] - Hubei Zhonglan Hongyuan New Energy Materials Co., in which the company holds a 41% stake, has also achieved a production capacity of 6,000 tons per year [1]

Core Viewpoint - Fangda Carbon's participation in the restructuring of Shanshan Group and its subsidiary Ningbo Pengze is aimed at leveraging industrial synergy to enhance competitiveness in the new energy materials sector, potentially transforming both companies' market positions [1][2]. Group 1: Company Overview - Fangda Carbon is recognized as Asia's largest and a world-leading producer of high-quality carbon products, with its core product, graphite electrodes, primarily used in electric arc furnace steelmaking [2]. - The company has faced growth challenges in its traditional business due to macroeconomic fluctuations, demand adjustments, and intensified competition, prompting a strategic shift towards new energy materials as a second growth avenue [2]. Group 2: Strategic Implications - By participating as an industrial synergy partner in the restructuring, Fangda Carbon aims to strategically position itself within the new energy materials market, utilizing its products, such as coal-based needle coke and petroleum coke, which are essential precursors for lithium battery anode materials [2][3]. - The company has established a strategic partnership with CATL to co-develop lithium battery anodes and solid-state battery electrolytes, indicating a commitment to innovation and collaboration in the sector [2]. Group 3: Financial Strength and Support - As of the end of 2024, Fangda Carbon's total assets are reported at 20.372 billion yuan, with shareholders' equity at 17.494 billion yuan and a low debt-to-asset ratio of 14.13%, providing a solid financial foundation for the restructuring [3]. - The company has secured a credit limit of up to 5 billion yuan for 2025 and established a long-term mutual guarantee agreement with Fangda Special Steel, ensuring adequate funding for post-restructuring industrial empowerment and business expansion [3]. Group 4: Market Position and Challenges - Shanshan Group's subsidiary, Ningbo Shanshan, has a dual business model focusing on anode materials and polarizers, with significant market leadership in both sectors, including a leading global position in anode material shipments and the highest market share in polarizers [1]. - The restructuring process is complex, involving debt management and equity structure design, which introduces uncertainties regarding the success of Fangda Carbon's participation [3]. Additionally, the rapid technological evolution and intense competition in the new energy materials sector present ongoing challenges for both companies [3].

每日经济新闻：12月5日，记者来到位于江西宜春的万载时代新能源材料有限公司（简称万载时代），公司工作人员表示，原计划12月5日要举行的点火复产 仪式尚未能举行。万载时代是宁德时代（SZ300750）旗下公司，主营业务是生产、销售碳酸锂。原材料主要来自宜春时代新能源矿业公司（简称时代矿 业），上述工作人员表示，万载时代没有点火，则时代矿业枧下窝锂矿也没有复工。 作者：英大期货康天杰，从业资格号：F03096601；投资咨询从业证书号：Z0020247。 【投资有风险，入市需谨慎，观点仅供参考，不作为买卖依据】 碳酸锂连续两个交易日上涨，主力lc2605合约收盘于98880元/吨，涨幅3.97%；成交量744190手，较昨日全天成交量增加12.3万手；持仓量634283手，增仓 28830手。宁德时代枧下窝矿12月5日未能如期点火复产，动力电池和储能领域双轮驱动，供需紧平衡，价格重心逐渐上移。 据Mysteel，12月11日优质碳酸锂市场价格区间在94800-9500元/吨，行情较上一个工作上涨2100元；电池级碳酸锂市场价格区间在93600-95000元/吨，行情较 上一个工作日上涨2100元；工业级碳酸锂市场 ...

Core Viewpoint - The "Campus Talent Ambassador" initiative in Chongqing's Zhongxian County aims to attract young talent by leveraging local university students to promote job opportunities and policies in their hometown [1][2]. Group 1: Initiative Overview - The "Campus Talent Ambassador" program was launched in 2023 to connect local university students with job opportunities in Zhongxian County, enhancing the county's talent recruitment efforts [1]. - The program is part of a broader strategy to develop a youth-oriented county and includes a management guideline to provide institutional support for the initiative [1][2]. Group 2: Talent Recruitment Challenges - Previous talent recruitment efforts faced challenges such as difficulty in reaching local university graduates and low retention rates of graduates in Zhongxian [2]. - The initiative aims to bridge the communication gap between the county and potential returning graduates, addressing issues of information asymmetry regarding job opportunities [2]. Group 3: Role and Responsibilities of Ambassadors - "Campus Talent Ambassadors" will promote Zhongxian's talent policies, assist in job recruitment, and facilitate school-enterprise cooperation [2][3]. - The ambassadors are selected based on their organizational and communication skills and can serve for a maximum of four years, with opportunities for renewal based on performance [2]. Group 4: Activities and Funding - Ambassadors can apply for activity funding up to 1,000 yuan to support their initiatives in promoting Zhongxian [3]. - They will organize events to enhance awareness of Zhongxian's policies and facilitate internships and practical experiences for students, thereby fostering a better understanding of the county [3].

Core Viewpoint - The company is committed to developing a second growth curve in the new energy materials industry, with ongoing projects progressing smoothly to strengthen its multi-resource circular economy industrial chain [1] Group 1: Project Developments - The De'A project has successfully completed and put into operation a 60,000 tons/year lithium iron phosphate facility [1] - A 100,000 tons/year phosphoric acid facility is currently undergoing trial production [1] - A 500,000 tons/year sulfuric acid facility has been completed and will commence operations based on market conditions [1] Group 2: Additional Projects - The Panzhihua project has put into operation a 50,000 tons/year lithium iron phosphate facility and a 300,000 tons/year sulfuric acid facility [1]

每经AI快讯，盛新锂能（SZ 002240，收盘价：32.33元）12月10日晚间发布公告称，截至本公告日，公 司及控股子公司实际发生的对外担保余额（不含本次担保）为人民币约43.81亿元，占2024年12月31日 经审计归属于母公司净资产的36.43%。 2025年1至6月份，盛新锂能的营业收入构成为：新能源材料占比100.0%。 截至发稿，盛新锂能市值为296亿元。 每经头条（nbdtoutiao）——白金信用卡权益大缩水：贵宾厅限次、酒店减量⋯⋯银行吐槽没赚头，"羊 毛党"薅了个寂寞 （记者 曾健辉） 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。 每日经济新闻 ...