Group 1 - The core viewpoint of the article is that Yongxing Materials (002756) clarified on August 23 that the pricing of its lithium mica concentrate is determined according to relevant regulations, and there is no intention to deliberately lower the prices [1] Group 2 - The company responded to inquiries on an interactive platform regarding the pricing of lithium mica concentrate [1] - The statement emphasizes compliance with regulations in setting prices for its products [1] - The company aims to maintain transparency and address any concerns regarding its pricing strategy [1]

Core Viewpoint - Shengxin Lithium Energy (002240.SZ) reported its semi-annual results for 2025, highlighting significant institutional investor holdings and changes in public fund investments [1] Institutional Holdings - As of August 22, 2025, 15 institutional investors disclosed holdings in Shengxin Lithium Energy A-shares, totaling 272 million shares, which represents 29.74% of the company's total share capital [1] - The top ten institutional investors collectively hold 29.64% of the shares, with notable investors including Shenzhen Shengtun Group Co., Ltd., BYD Co., Ltd., and others [1] - Compared to the previous quarter, the combined holding percentage of the top ten institutions decreased by 0.10 percentage points [1] Public Fund Investments - Three public funds reduced their holdings compared to the previous quarter, with a total decrease of 0.11% [1] - Two new public funds disclosed their holdings during this period, namely Zhongyou Zhongzheng 500 Index Enhanced A and Huashan New Materials Theme Stock Initiation A [1] - One public fund, Chang'an Yusheng Mixed A, was not disclosed in this period, indicating a change in the public fund landscape [1]

Group 1: Market Overview - Lithium carbonate prices have shown a fluctuating pattern, with the main futures contract closing at 79,000 yuan/ton on August 22, down 4.41% for the day and 9.14% for the week, reflecting a decrease of 7,940 yuan [1][2] - The average daily trading volume for lithium carbonate futures decreased by 11% week-on-week to 1.18 million contracts, while the average daily open interest remained stable at 850,000 contracts, indicating sustained market activity despite price fluctuations [2] Group 2: Supply and Production Insights - Despite concerns over supply disruptions, the overall supply of lithium carbonate remains ample, with the China Nonferrous Metals Industry Association's lithium division noting that the market fundamentals have not changed significantly [2][3] - In July, lithium carbonate production increased by 4.2% month-on-month to approximately 73,000 tons, while lithium salt production equivalent to lithium carbonate (LCE) rose by 2.0% to about 103,000 tons [3] Group 3: Company Developments - Dazhong Mining announced plans for its Hunan Jijieshan lithium mine, with a projected production of 20,000 tons set to commence in 2026, following the completion of necessary mining permit applications [4] - Cangge Mining reported that its mining license expired on August 9, but it is currently undergoing substantive review by the Ministry of Natural Resources, with plans to maintain its annual production target of 11,000 tons [5] - Yichun Silver Lithium is set to resume operations after a maintenance period, with an expected supply increase of up to 1,000 tons per month, although this is considered limited in the short term [6]

Group 1 - The latest stock price of Kolyuan as of August 22, 2025, is 6.11 yuan, reflecting an increase of 0.16% from the previous trading day [1] - The opening price for the day was 6.10 yuan, with a highest point of 6.18 yuan and a lowest point of 6.06 yuan, resulting in a trading volume of 403,087 hands and a transaction amount of 246 million yuan [1] - Kolyuan's main business includes electronic components, lithium mining, power battery recycling, and energy storage [1] Group 2 - The subsidiary of Kolyuan, Changde Liyuan, has launched a three-dimensional foam copper-manganese alloy material that can be used in the cathode current collector of solid oxide fuel cell stacks, with samples already sent for testing to seven representative clients [1] - As of August 22, 2025, Kolyuan experienced a net outflow of main funds amounting to 8.05 million yuan, with a cumulative net outflow of 146.64 million yuan over the past five days [1]

Group 1: Lithium Carbonate - The production of lithium carbonate is affected by the suspension of operations at the Jiangxia Wokeng mine and expectations of other lithium mines remaining offline, with a month-on-month increase in cathode material lithium consumption by 8% to 86,000 tons LCE in August [1] - Downstream procurement is accelerating, and there is an increased expectation for inventory replenishment [1] - Total inventory remains high at 142,000 tons [1] Group 2: Palm Oil - Indonesia's palm oil exports surged by 35.4% month-on-month to 3.61 million tons in June, with Malaysian palm oil exports also increasing by 13.6%-17.5% from August 1-20 [1] - The confiscation of 3.1 million hectares of illegal plantations in Indonesia may impact supply [1] - The postponement of the U.S. biofuel exemption is a significant event to monitor [1] Group 3: Urea - The Indian NFL's shortened bidding intervals and maintained scale have boosted market confidence, leading to an increase in spot market prices [1] - Company inventories rose by 6.95% to 1.0239 million tons [1] - The agricultural off-season has resulted in only sporadic demand, with a shift in compound fertilizer production towards high-phosphorus formulas [1] Group 4: Coking Coal - Supply is tightening due to restrictions on coking enterprises, but steel mill maintenance may lead to a significant decrease in pig iron production [2] - The auction of Mongolian ETT coking coal resulted in all bids failing, causing a price correction for high-priced resources [2] - New orders have decreased as downstream sectors resist high-priced resources [2]

格隆汇8月22日丨赣锋锂业(002460.SZ)公布2025年半年度报告，上半年公司实现营业收入83.76亿元，同 比下降12.65%；归属于上市公司股东的净利润-5.31亿元；归属于上市公司股东的扣除非经常性损益的 净利润-9.13亿元；基本每股收益-0.27元。 ...

盛新锂能(002240.SZ)发布2025年半年度报告，该公司营业收入为16.14亿元，同比减少37.42%。归属于 上市公司股东的净亏损为8.41亿元，同比扩大349.88%。归属于上市公司股东的扣除非经常性损益的净 亏损为8.94亿元，同比扩大216.26%。基本每股亏损为0.92元。 ...

香港交易及結算所有限公司及香港聯合交易所有限公司對本公告的內 容 概 不 負 責，對 其 準 確 性 或 完 整 性 亦 不 發 表 任 何 聲 明，並 明 確 表 示，概 不對因本公告全部或任何部分內容而產生或因倚賴該等內容而引致的 任 何 損 失 承 擔 任 何 責 任。 （於中華人民共和國註冊成立之股份有限公司） （股份代號：1772） 海外監管公告 本公告乃根據香港聯合交易所有限公司證券上市規則第13.10B 條 刊 發。 根據中華人民共和國的有關法例規定，江西贛鋒鋰業集團股份有限公司（「本 公 司」）在 深 圳 證 券 交 易 所 網 站（http://www.szse.cn/）刊 發 了 以 下 公 告。茲 載 列 如 下，僅 供 參 閱。 承董事會命 江西贛鋒鋰業集團股份有限公司 董事長 李良彬 中 國‧江 西 二 零 二 五 年 八 月 二 十 二 日 於本公告日 期，董事會成員包括本公司執行董事李良彬先 生、王曉申先 生、沈海博先 生、黃婷女士及李承霖先 生；本公司非執行董事羅榮女 士； 以及本公司獨立非執行董事王金本先 生、黃浩鈞先 生、徐一新女士及徐 光華先 生。 江西赣锋锂业集团股份有 ...

盛新锂能披露半年报，公司上半年实现营业收入16.14亿元，同比下降37.42%；归属于上市公司股东的 净利润亏损8.41亿元，上年同期亏损1.87亿元。 ...

赣锋锂业公告，2025年上半年营业收入83.76亿元，同比下降12.65%。净利润亏损5.31亿元，同比收窄 30.13%。 ...