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赣锋锂业:目前湖南安能赣锋尚在产能爬坡中
Zheng Quan Ri Bao· 2025-08-05 13:39
证券日报网讯赣锋锂业8月5日在互动平台回答投资者提问时表示,目前湖南安能赣锋尚在产能爬坡中, 暂没有在建产能。 (文章来源:证券日报) ...
股民盼分红!盐湖股份:将制订更具吸引力的分红政策
Hua Xia Shi Bao· 2025-08-01 09:40
近日,盐湖股份(000792.SZ)因实控人的增持举动引发资本市场关注。 在2025年4月,盐湖股份就公告了实控人中国五矿的增持计划。7月以来,中国五矿完成多笔增持,控制 的盐湖股份股权(包括中国盐湖工业等一致行动人持有股份)从25.3%增长到了27.38%。 在青海省政府的支持下,中国五矿入主盐湖股份已半年有余,并承载着世界级盐湖产业基地的愿景。盐 湖股份拥有国内最大含锂盐湖——察尔汗盐湖铁路西侧矿区的开采权,在找到可行的提锂工艺后,单吨 碳酸锂成本相对便宜。不论碳酸锂价格如何剧烈波动,盐湖股份的锂盐毛利始终可靠。 不过盐湖股份也曾面临经营困境,由于项目投资失败,盐湖股份自2017年至2019年连亏3年,承受了数 百亿元的巨额亏损。2017年至今,盐湖股份再未分红。随着盐湖股份控股股东换人,经营逐渐稳定,盐 湖股份何时开始分红成了投资者关心的问题。7月30日,知名财税审专家、资深注册会计师刘志耕告诉 《华夏时报》记者,"分红决策权通常由股东会或董事会掌握。即使公司当年度有盈利,但如果以前年 度累计未分配利润仍为负值(即账面仍然有未能弥补的亏损),分红仍应被严格禁止。" 央企实控人增持 青海国投曾手握盐湖股份 ...
港股异动 锂业股继续走低 天齐锂业(09696)再跌超4% 机构指碳酸锂市场供需格局未改
Jin Rong Jie· 2025-07-31 07:08
消息面上,7月31日,碳酸锂期货主力合约一度跌超6%,现报68300元/吨。西南期货指出,基本面上来 看,碳酸锂市场的供需格局未改,资源端供应仍旧坚挺,虽然部分大厂停产检修导致本周供应量有所下 滑,但总体仍旧维持高位,近期消费端有所好转,下游七月排产增长,主因储能需求支撑,然而下游采 购畏高情绪较强,叠加本身库存较为充裕导致观望情绪浓厚,交投仍旧比较冷清,基本面供需过剩格局 并未扭转,不过矿端供应仍有较大不确定性。 智通财经获悉,锂业股继续走低,截至发稿,天齐锂业(09696)跌4.25%,报34.9港元;赣锋锂业(01772) 跌4.21%,报26.15港元。 本文源自:智通财经网 ...
港股异动 | 锂业股继续走低 天齐锂业(09696)再跌超4% 机构指碳酸锂市场供需格局未改
智通财经网· 2025-07-31 06:20
Group 1 - Lithium stocks continue to decline, with Tianqi Lithium down 4.25% at HKD 34.9 and Ganfeng Lithium down 4.21% at HKD 26.15 [1] - On July 31, lithium carbonate futures main contract fell over 6%, currently reported at CNY 68,300 per ton [1] - Southwest Futures indicates that the supply-demand balance in the lithium carbonate market remains unchanged, with supply still robust despite some major manufacturers undergoing maintenance [1] Group 2 - Although there has been a slight decrease in supply this week due to maintenance, overall supply levels remain high [1] - Recent improvements in downstream consumption are noted, with July production increasing primarily due to energy storage demand [1] - However, there is a strong reluctance to purchase at high prices in the downstream market, coupled with ample inventory leading to a cautious trading atmosphere [1]
锂业股继续走低 天齐锂业再跌超4% 机构指碳酸锂市场供需格局未改
Zhi Tong Cai Jing· 2025-07-31 06:17
Group 1 - Lithium stocks continue to decline, with Tianqi Lithium (002466)(09696) down 4.25% at HKD 34.9 and Ganfeng Lithium (002460)(01772) down 4.21% at HKD 26.15 [1] - On July 31, lithium carbonate futures main contract fell over 6%, currently reported at CNY 68,300 per ton [1] - Southwest Futures indicates that the supply-demand structure of the lithium carbonate market remains unchanged, with supply from the resource side still strong [1] Group 2 - Although some major manufacturers have halted production for maintenance, the overall supply remains high, and recent consumption has shown improvement due to increased production in July, primarily supported by energy storage demand [1] - However, downstream purchasing sentiment is cautious due to high prices, coupled with ample inventory leading to a strong wait-and-see attitude, resulting in relatively quiet trading [1] - The fundamental oversupply situation has not been reversed, although there remains significant uncertainty regarding supply from the mining sector [1]
藏格等减停产对实际供应影响有限 天齐锂业午后跌超5% 赣锋锂业跌超3%
Zhi Tong Cai Jing· 2025-07-30 07:17
Group 1 - Lithium stocks experienced significant declines, with Tianqi Lithium down 3.82% to 36.5 HKD and Ganfeng Lithium down 3.36% to 27.35 HKD [1] - The main contract for lithium carbonate, LC2509, saw a substantial reduction in positions, with a drop of 6% [1] - According to CITIC Futures, the weekly production from SMM showed a slight decline, primarily due to reduced output from salt lake sources, while the impact of maintenance on actual supply was limited [1] Group 2 - The overall inventory trend remains upward, but strong price increases are causing inventory to shift from upstream to intermediate stages [2] - Despite production cuts in Jiangxi and Qinghai, domestic output continues to rise, while July saw a year-on-year decline in retail and wholesale sales of new energy vehicles, with only the energy storage market showing growth [2] - The anticipated "anti-involution" policy in the bulk commodity market has made compliance risks regarding mining licenses in Jiangxi a focal point in the lithium carbonate market [2]
港股异动 | 藏格等减停产对实际供应影响有限 天齐锂业(09696)午后跌超5% 赣锋锂业(01772)跌超3%
智通财经网· 2025-07-30 07:11
中辉期货指出,基本面总库存维持累库趋势,但价格强势拉涨令库存开始从上游转移至中间环节。国内 虽然江西和青海均有企业减停产但产量依然维持上升,7月新能源汽车零售和批发市场销量同比下滑, 仅储能市场有一定增量。短期大宗商品市场交易"反内卷"政策预期,江西锂矿采矿证的合规风险成为碳 酸锂博弈的焦点,综合近期国内外的减产信息,全年的过剩量将由8万吨缩窄至5万吨LCE。 消息面上,碳酸锂主力合约LC2509大幅减仓,跌幅达6%。中信期货指出,SMM周度产量环比小幅下 滑,主要体现为盐湖端藏格减产的部分,藏格停产和银锂检修对实际供应影响有限,市场主要是交易其 他项目的进一步停产预期;需求也没有明显超预期,8月排产表现相对平稳;社会库存继续累库,仓单 库存进入7月注销月后持续快速去化,但交仓意愿随价格上涨有所修复,8月仓单或可逐渐恢复。总体看 来三季度国内供需处于大体平衡状态,但价格处于当前高位或刺激供应加快释放。当前影响市场的核心 仍是反内卷情绪与矿山采矿证相关问题的进展。 智通财经APP获悉,锂业股午后跌幅扩大,截至发稿,天齐锂业(09696)跌3.82%,报36.5港元;赣锋锂 业(01772)跌3.36%,报27. ...
港股收盘 | 恒指收涨0.68% “反内卷”题材降温 恒瑞医药大涨24%创新高
Zhi Tong Cai Jing· 2025-07-28 08:52
Market Overview - The Hong Kong stock market experienced mixed performance with the Hang Seng Index rising by 0.68% to close at 25,562.13 points, while the Hang Seng Technology Index fell by 0.24% [1] - The total trading volume for the day was 250.3 billion HKD [1] Blue-Chip Stocks Performance - China National Pharmaceutical (01177) led blue-chip stocks with a 7.09% increase, closing at 7.25 HKD, contributing 7.74 points to the Hang Seng Index [2] - Other notable performers included Hansoh Pharmaceutical (03692) up 5.83% and CSPC Pharmaceutical (01093) up 5.45% [2] Sector Highlights - The innovative drug sector saw significant gains, with Hengrui Medicine (01276) surging by 24.54% after announcing a collaboration with GSK worth up to 12.5 billion USD [3][4] - Insurance stocks also performed well, with AIA Group (01299) rising by 4.96% following a reduction in the preset interest rates for life insurance products [4][5] Regulatory Developments - The Hong Kong Stablecoin Regulation will take effect on August 1, 2025, with initial licenses to be granted to a limited number of applicants [6] - The regulation aims to enhance compliance and support the development of the stablecoin industry [6] Commodity Market Impact - The commodity futures market saw significant declines, with major products like coking coal and glass dropping by 11% and 9% respectively, attributed to regulatory limits on trading [7] Notable Stock Movements - China Tobacco Hong Kong (06055) rose by 13.32% after the release of a draft regulation on the domestic duty-free tobacco market [8] - CATL (300750) reached a new high, increasing by 6.24%, with expectations of strong revenue growth in the upcoming earnings report [9] - China Duty Free Group (601888) fell by 5.55% after reporting a 9.96% decline in total revenue for the first half of 2025 [10]
港股收盘(07.24) | 恒指收涨0.51% 医药、芯片股等涨幅居前 黄金股全天走软
智通财经网· 2025-07-24 08:59
Market Overview - The Hong Kong stock market showed mixed performance with the Hang Seng Index and the Hang Seng China Enterprises Index reaching nearly four-year highs, while the Hang Seng Tech Index slightly declined [1] - The Hang Seng Index rose by 0.51% to 25,667.18 points with a total turnover of HKD 294.81 billion [1] - The outlook for the Hong Kong stock market remains positive, with expectations of continued strength in the second half of the year due to national support and increased capital inflow [1] Blue-Chip Stocks Performance - China Hongqiao (01378) reached a new high, closing up 6.28% at HKD 22, contributing 5.77 points to the Hang Seng Index [2] - Morgan Stanley upgraded its target price for China Hongqiao from HKD 18.50 to HKD 24.80, citing the company's cost competitiveness and integrated supply chain [2] - Other notable blue-chip performances include Xinyi Solar (00968) up 7.92% and Zhongsheng Group (00881) up 5.86% [2] Sector Highlights Technology Sector - Major tech stocks showed mixed results, with Alibaba down 0.5% while Tencent and Meituan both rose nearly 1% [3] - Semiconductor stocks saw gains, with ASMPT (00522) up 11.08% and Hua Hong Semiconductor (01347) up 6.99% [4] Lithium and Solar Sectors - Lithium stocks performed strongly, with Tianqi Lithium (09696) up 14.1% and Ganfeng Lithium (01772) up 10.39% [7] - The price of lithium carbonate futures reached a new high, reflecting strong market sentiment [7] - Solar stocks also saw significant gains, with New Special Energy (01799) up 9.02% and Xinyi Solar (00968) up 7.92% [5] Pharmaceutical Sector - Pharmaceutical stocks performed well, with notable increases in shares of CloudTop New Drug (01952) up 9.69% and Cansino Biologics (06185) up 9.03% [3][4] Economic and Policy Developments - The National Medical Insurance Administration announced the optimization of drug procurement rules, which may benefit companies with strong quality systems and cost advantages [4] - The semiconductor manufacturing equipment sales are projected to reach a record USD 125.5 billion by 2025, indicating a positive growth outlook for the sector [5] Notable Stock Movements - Western Cement (02233) surged 16.48% after announcing a significant profit increase for the first half of the year [9] - China Duty Free Group (01880) rose 15.21% following the announcement of the Hainan Free Trade Port's closure date [10] - Nine Dragons Paper (02689) increased by 9.27% due to multiple price hikes in corrugated paper [11] - E-Surfing (02550) fell 8.27% after announcing a share placement at a discount [12]
美国锂相关个股盘前走强,美国雅保(ALB.N)涨4.7%,Lithium Americas涨4.88%。
news flash· 2025-07-24 08:45
Group 1 - U.S. lithium-related stocks are showing strength in pre-market trading, with Albemarle Corporation (ALB.N) rising by 4.7% [1] - Lithium Americas is also experiencing a significant increase, with a rise of 4.88% [1]