Core Viewpoint - The recent surge in lithium carbonate futures prices is primarily driven by supply concerns related to mining permit compliance issues in Jiangxi, coupled with a seasonal recovery in downstream demand [1][2][3] Supply and Demand Changes - Supply side: Lithium carbonate weekly production decreased by 1,362 tons to 17,268 tons, but an overall increase of 3% to 84,200 tons is expected in August [2] - Demand side: There is a seasonal uptick in demand as downstream battery material manufacturers increase production plans, with rising inquiries due to the transition from off-peak to peak season [2] Market Sentiment and Price Volatility - Market sentiment is aggressive, with expectations of significant price fluctuations until clarity on the Jiangxi mining situation is achieved [2] - The recent price increase of 7.73% in lithium carbonate futures reflects heightened market activity and speculation [1] Inventory and Supply Chain Response - As of August 7, lithium carbonate weekly inventory stood at 142,400 tons, showing a slight increase, indicating ongoing inventory pressure [3] - Different strategies are being adopted across the supply chain, with cautious purchasing behavior observed among downstream material manufacturers due to sensitivity to current high lithium prices [3] Future Market Outlook - There are mixed views on the future trajectory of lithium carbonate prices, with some expecting a slight reduction in inventory while others remain cautious due to ongoing inventory concerns and upcoming financial disclosures from overseas mines [3]

Group 1: Market Overview - The lithium carbonate futures market has experienced significant volatility, with the main contract fluctuating from over 80,000 yuan/ton to a drop of 67,840 yuan/ton within a month [1] - The average price of battery-grade lithium carbonate has decreased from 72,833 yuan/ton to 70,833 yuan/ton, while industrial-grade products saw a decline of 3.06% [1] - The lithium hydroxide futures market has also reacted to these fluctuations, indicating market concerns over future supply and demand balance [1][4] Group 2: Supply Dynamics - Major lithium supply sources globally include Australia, South American salt lakes, and emerging regions in Africa, with Australian production showing a 13% quarter-on-quarter decrease but a 22% year-on-year increase [5] - Domestic lithium resources are concentrated in Jiangxi and Qinghai, with recent regulatory actions leading to expectations of supply contraction [5] - The production status of enterprises has been affected, with a notable decline in purchasing willingness from downstream cathode material manufacturers due to high prices [5] Group 3: Demand Trends - Despite strong performance in the energy storage market, the growth rate of electric vehicles is slowing, with global lithium demand expected to grow by 18% to 1.5 million tons LCE by 2025, significantly lower than previous years [6] - Current lithium prices are approaching cost levels, with an estimated supply of 1.34 million tons LCE at 80,000 yuan/ton, while projected demand for 2025 is 1.43 million tons LCE [6] - The influx of speculative funds into the futures market has significantly influenced price movements, with a notable increase in trading volumes [6] Group 4: Risk Management Tools - The Chicago Mercantile Exchange's lithium hydroxide futures (LTH) have become a key tool for hedging price risks in the industry, particularly for high-end material companies [8] - LTH contracts directly connect with the procurement pricing systems of high-end supply chain companies, mitigating cross-hedging discrepancies [9] - Companies can effectively lock in future sales prices or procurement costs through hedging operations in the LTH market, thus protecting profit margins [12] Group 5: Market Strategies - Market participants can engage in cross-market arbitrage between lithium carbonate and lithium hydroxide futures, with recent price spreads indicating potential trading opportunities [14] - Seasonal expectations suggest a potential downturn in the fourth quarter, with strategies like long positions in near-term contracts yielding returns [15] - The lithium market is closely tied to macroeconomic conditions, with global economic growth impacting demand for electric vehicles and energy storage [16]

1. Report Industry Investment Rating No relevant content provided. 2. Core Viewpoints of the Report - Lithium carbonate is gradually diverging from the trend of active varieties. The improvement of the lithium salt supply - demand pattern depends on the substantial reduction in the mining end. As the peak season approaches in the second half of the year, the expected adjustment of large - scale mineral supply has a significant impact on the market. In the past two days, under the influence of news from Jiangxi mines, bullish sentiment has dominated the market. Currently, most of the news from the mining end cannot be verified, and the sustainability of supply reduction needs to be observed. Recently, the sentiment fluctuations brought by the news have been frequent, and the uncertainty of capital game is relatively high. It is recommended that speculative funds wait and see cautiously. Lithium carbonate holders can seize the entry points according to their own operations. In the future, attention should be paid to industrial chain information and market atmosphere [12] 3. Summary by Directory 3.1 Monthly Assessment and Strategy Recommendation - **Market Data**: On August 8, the morning quote of the Wuganglian Lithium Carbonate Spot Index (MMLC) was 69,832 yuan, with a weekly increase of 1.45% and an increase of 11.5% in the past month. The average price of MMLC battery - grade lithium carbonate was 70,000 yuan. On the same day, the closing price of LC2511 on the Guangzhou Futures Exchange was 76,960 yuan, with a weekly increase of 11.2% [12] - **Supply**: On August 7, the weekly output of domestic lithium carbonate by SMM was 19,556 tons, a 13.2% increase from the previous week. The production of lithium carbonate from spodumene reached a record high, and the operating rates of lithium carbonate from lepidolite and salt lakes rebounded. The domestic lithium carbonate production returned to a high level. In June, about 10,200 tons of lithium carbonate was exported from Chile to China, and the overseas supply pressure was relatively small in July. In July 2025, the export volume of lithium carbonate from Chile was 20,900 tons, a 43% increase from the previous month and a 4% increase year - on - year. Among them, 13,600 tons were exported to China, a 33% increase from the previous month and a 13% decrease year - on - year [12] - **Demand**: The Passenger Car Association predicts that the retail sales of new energy vehicles in July will reach about 1.01 million, and the penetration rate is expected to increase to 54.6%. From January to June, the cumulative global sales of new energy vehicles increased by 26.2% year - on - year. In July, the production of lithium iron phosphate increased by about 3.1% from the previous month. In August, the month - on - month increase in the production of cathode materials is expected to be slightly larger [12] - **Inventory**: On August 7, the weekly inventory of domestic lithium carbonate was reported at 142,418 tons, a 692 - ton (0.5%) increase from the previous week. With the recovery of supply, continuous inventory reduction has not occurred. On August 7, the registered warehouse receipts of lithium carbonate on the Guangzhou Futures Exchange were 16,443 tons, and about 10,900 tons of new warehouse receipts were registered in August [12] - **Cost**: The ore price adjusted following the lithium salt price. On August 8, the quotation of SMM Australian imported SC6 lithium concentrate was 750 - 820 US dollars per ton, a 5.37% increase from the previous week and an 18.5% increase in the past month. The supply pressure of high - cost hard - rock mines began to ease in July, and the process of resource - end clearance was postponed [12] 3.2 Futures and Spot Market - **Price and Trend**: On August 8, the morning quote of the Wuganglian Lithium Carbonate Spot Index (MMLC) was 69,832 yuan, with a weekly increase of 1.45% and an 11.5% increase in the past month. The average price of MMLC battery - grade lithium carbonate was 70,000 yuan. On the same day, the closing price of LC2511 on the Guangzhou Futures Exchange was 76,960 yuan, with a weekly increase of 11.2% [20] - **Market Features**: The average discount of the exchange - standard electric carbon trading market is about - 100 yuan. The net short position of lithium carbonate contract holdings increased [23] - **Price Difference**: The price difference between battery - grade and industrial - grade lithium carbonate is 2,100 yuan. The price difference between battery - grade lithium carbonate and lithium hydroxide is 5,910 yuan [26] 3.3 Supply End - **Domestic Production**: On August 7, the weekly output of domestic lithium carbonate by SMM was 19,556 tons, a 13.2% increase from the previous week. The production of lithium carbonate from spodumene reached a record high, and the operating rates of lithium carbonate from lepidolite and salt lakes rebounded. In July 2025, the domestic lithium carbonate production was 81,530 tons, a 4.4% increase from the previous month, a 25.5% increase year - on - year, and a 40.6% cumulative increase in the first seven months year - on - year [31] - **Production by Source**: In July, the production of lithium carbonate from spodumene was 44,810 tons, a 13.6% increase from the previous month and a 47.9% increase year - on - year, with a 73.8% cumulative increase in the first seven months year - on - year. The production of lithium carbonate from lepidolite was 18,000 tons, a 7.6% decrease from the previous month, with a 21.0% cumulative increase in the first seven months year - on - year. The production of lithium carbonate from salt lakes decreased by 7.6% to 12,340 tons in July, with a 15.6% cumulative increase in the first seven months year - on - year. The production of lithium carbonate from the recycling end increased by 9.8% to 6,380 tons in July, with a 17.4% cumulative increase in the first seven months year - on - year [34][37] - **Imports**: In June 2025, China imported 17,698 tons of lithium carbonate, a 16.3% decrease from the previous month and a 9.6% decrease year - on - year. Among them, 11,853 tons were imported from Chile and 5,094 tons from Argentina. From January to June, the total import volume of lithium carbonate in China was about 118,000 tons, a 10.7% increase year - on - year. In June, about 10,200 tons of lithium carbonate was exported from Chile to China, and the overseas supply pressure was relatively small in July. In July 2025, the export volume of lithium carbonate from Chile was 20,900 tons, a 43% increase from the previous month and a 4% increase year - on - year. Among them, 13,600 tons were exported to China, a 33% increase from the previous month and a 13% decrease year - on - year [40] 3.4 Demand End - **Consumption Structure**: The battery field dominates lithium demand, accounting for 87% of global consumption in 2024. The future growth point of lithium salt consumption still relies on the growth of the lithium - battery industry, while the traditional application fields have limited proportion and weak growth. The proportion of lithium used in fields such as ceramic glass, lubricants, flux powder, air - conditioning, and medicine is only 5% [44] - **New Energy Vehicle Sales**: The Passenger Car Association predicts that the retail sales of new energy vehicles in July will reach about 1.01 million, and the penetration rate is expected to increase to 54.6%. From January to June, the global sales of new energy vehicles increased by 26.2% year - on - year. From January to June, the total sales of new energy vehicles in Europe were 1.191 million, a 24.8% increase from the previous year. From January to June, the total sales of new energy vehicles in the United States were 761,000, a 6.4% increase from the previous year [47][50] - **Battery Production and Installation**: In June, the total production of power and other batteries in China was 129.2 GWh, a 4.6% increase from the previous month and a 51.4% increase year - on - year. From January to June, the cumulative production of power and other batteries in China was 697.3 GWh, a 60.4% cumulative increase year - on - year. In June, the installation volume of power batteries in China was 58.2 GWh, a 1.9% increase from the previous month and a 35.9% increase year - on - year. From January to June, the cumulative installation volume of power batteries in China was 299.6 GWh, a 47.3% cumulative increase year - on - year [53] - **Cathode Material Production**: In July, the production of lithium iron phosphate increased by about 3.1% from the previous month. In August, the month - on - month increase in the production of cathode materials is expected to be slightly larger [56] 3.5 Inventory - **Lithium Carbonate Inventory**: On August 7, the weekly inventory of domestic lithium carbonate was reported at 142,418 tons, a 692 - ton (0.5%) increase from the previous week. With the recovery of supply, continuous inventory reduction has not occurred. On August 7, the registered warehouse receipts of lithium carbonate on the Guangzhou Futures Exchange were 16,443 tons, and about 10,900 tons of new warehouse receipts were registered in August [63] - **Other Inventory Features**: The inventory cycle of cathode materials is about one week. The sales - to - inventory ratio of power batteries is at a recent median, and the inventory of energy - storage batteries is at a recent low due to export rush [66] 3.6 Cost End - **Ore Price**: The ore price adjusted following the lithium salt price. On August 8, the quotation of SMM Australian imported SC6 lithium concentrate was 750 - 820 US dollars per ton, a 5.37% increase from the previous week and an 18.5% increase in the past month. The supply pressure of high - cost hard - rock mines began to ease in July, and the process of resource - end clearance was postponed [74] - **Lithium Concentrate Imports**: In June, the domestic import of lithium concentrate was 428,000 tons, a 18.1% decrease year - on - year and a 17.2% decrease from the previous month. From January to June, the domestic import of lithium concentrate was 2.806 million tons, a 0.2% cumulative decrease year - on - year. In the first half of 2025, the import of lithium concentrate from Australia increased by 6.1% year - on - year, and the import of lithium concentrate from Africa decreased by 13.0% year - on - year [77]

Report Summary 1. Report Industry Investment Rating - Not provided in the given content 2. Core View of the Report - The fundamentals of lithium carbonate are relatively loose as profit margins are restored and production has rebounded, but there is still uncertainty in supply - side fluctuations. It is expected that the short - term price of lithium carbonate will fluctuate widely. It is recommended to wait and see and not chase high prices (View Score: 0) [1] 3. Summary by Relevant Catalogs 3.1 Lithium Carbonate Futures - **Prices**: On August 7, 2025, the closing prices of the near - month, continuous - one, continuous - two, and continuous - three contracts were 70,000 yuan/ton, 71,920 yuan/ton, 72,300 yuan/ton, and 72,300 yuan/ton respectively, with increases of 1,140 yuan/ton, 2,660 yuan/ton, 2,680 yuan/ton, and 2,680 yuan/ton compared to the previous day [1] - **Trading Volume and Open Interest**: The trading volume of the active contract was 766,669 lots (+341,310), and the open interest was 289,832 lots (+32,062) [1] - **Inventory**: The inventory was 16,443 tons (+1,420) [1] - **Spreads and Basis**: The spread between the near - month and continuous - one contracts was - 1,920 yuan/ton (-1,520 compared to the previous day), the basis changed from a premium to a discount [1] 3.2 Lithium Ore and Related Products Prices - **Lithium Ore**: The average price of lithium spodumene concentrate (6%, CIF China) was 757 US dollars/ton (+9), and the prices of various types of lithium mica and phospho - lithium - aluminum stone also increased [1] - **Lithium Compounds**: The average price of battery - grade lithium carbonate (99.5%, domestic) was 71,100 yuan/ton (+150), and the average price of industrial - grade lithium carbonate (99.2%, domestic) was 69,000 yuan/ton (+150) [1] - **Other Products**: The prices of products such as ternary precursors, ternary materials, and cobalt - related products also showed different degrees of changes [1] 3.3 SMM Lithium Carbonate Inventory - **By Sector**: On August 7, 2025, the inventory of smelters was 20,999 tons (-959 compared to the previous week), the inventory of downstream was 48,159 tons (+2,271), and the inventory of others was 43,260 tons (-620). The total inventory was 142,418 tons (+692) [1] 3.4 Market Information - **Customs Data**: In July, China's total imports and exports were 3.91 trillion yuan, a year - on - year increase of 6.7%. Exports were 2.31 trillion yuan, an increase of 8%, and imports were 1.6 trillion yuan, an increase of 4.8% [1] - **Market Trends**: On August 7, the main contract of lithium carbonate futures fluctuated upward. The production of lithium carbonate increased last week, the production of lithium iron phosphate increased, the production of ternary materials increased, the production schedule of lithium cobalt oxide decreased in August, and the production schedule of lithium manganate increased. The production of power batteries decreased last week, the production of energy - storage batteries increased in August, and the sales of new energy vehicles decreased month - on - month in July [1]

Report Industry Investment Rating - Not provided in the given content Core View of the Report - The lithium carbonate futures market is affected by disturbances in the mining end, and the market is volatile. Participants need to manage risks, and the market is expected to have a preliminary conclusion on domestic lithium mine approval next week [3] - The downstream procurement demand shows a warming trend, but the actual transaction is mainly for rigid demand, and downstream enterprises are still cautious [1] Summary by Relevant Catalogs Market Analysis - On August 7, 2025, the lithium carbonate main contract 2511 opened at 69,900 yuan/ton and closed at 72,300 yuan/ton, with a closing price change of 5.36% compared to the previous settlement price. The trading volume was 766,669 lots, and the open interest was 289,832 lots (257,770 lots the previous day). The current basis is 1,200 yuan/ton, and the lithium carbonate warehouse receipts were 16,443 lots, a change of 1,420 lots from the previous trading day [1] - Battery - grade lithium carbonate is priced at 69,500 - 72,700 yuan/ton, and industrial - grade lithium carbonate is priced at 68,400 - 69,600 yuan/ton, both with a change of 150 yuan/ton from the previous trading day. The 6% lithium concentrate price is 750 US dollars/ton, a change of 15 US dollars/ton from the previous day [1] - The procurement demand in the market shows a warming trend, but the actual transaction is mainly for rigid demand due to the strengthening basis, and downstream enterprises are still in a wait - and - see state [1] Production and Inventory - The weekly production increased by 2,288 tons to 19,556 tons, with a large increase in the production from spodumene. The weekly inventory increased by 692 tons to 142,418 tons, and the downstream inventory increased significantly, with a certain transfer of inventory [2] Strategy - The lithium carbonate futures market is repeatedly affected by lithium mine approval issues. There is no official news yet, and it is expected that there will be a preliminary conclusion next week. The market may still be volatile, and participants need to manage risks [3] Trading Strategies - Unilateral: None - Inter - delivery spread: None - Cross - variety: None - Spot - futures: None - Options: None [5]

1. Report Industry Investment Rating - Not provided in the report 2. Core Viewpoints of the Report - The supply - side of lithium carbonate last week had a production of 17,268 tons, a 7.31% week - on - week decrease but higher than the historical average. The demand - side showed a decrease in inventories of sample enterprises of lithium iron phosphate and ternary materials. The cost - side had different profit and loss situations for different raw materials. The battery - grade lithium carbonate spot price on August 7th was 71,100 yuan/ton, with a basis of - 1,200 yuan/ton for the 11 - contract, indicating a bearish basis. Overall, the lithium carbonate market is affected by factors such as supply, demand, cost, and inventory, and the 2511 contract is expected to fluctuate in the range of 70,580 - 74,020 [8]. - The main logic is that capacity mismatch leads to strong supply and weak demand, and the downward trend is difficult to change. There are also some bullish factors like manufacturers' stop - production and reduction plans, and a decrease in imports from Chile, while bearish factors include continuous high supply from ore/salt lake ends and insufficient willingness of power battery end to take delivery [8][9][10][11]. 3. Summary by Relevant Catalogs 3.1 Daily Viewpoints - **Fundamentals**: Supply decreased week - on - week but was above the historical average. Demand - side inventories decreased. Different raw materials on the cost - side had different profit and loss situations. Overall, it is neutral [8]. - **Basis**: The battery - grade lithium carbonate spot price on August 7th was 71,100 yuan/ton, with a basis of - 1,200 yuan/ton for the 11 - contract, which is bearish [8]. - **Inventory**: The overall inventory decreased week - on - week but was above the historical average. The inventory situation of different links was different, and it is neutral [8]. - **Disk**: MA20 is upward, and the 11 - contract futures price closed above MA20, which is bullish [8]. - **Main Force Position**: The main force position is net short with an increase in short positions, which is bearish [8]. - **Expectation**: In July 2025, the production of lithium carbonate was 81,530 physical tons, and it is predicted to be 84,200 physical tons in the next month, a 3.27% increase. The import volume in July was 18,000 physical tons, and it is predicted to be 18,500 physical tons in the next month, a 2.78% increase. Demand is expected to strengthen next month, and inventory may be reduced. The 2511 contract is expected to fluctuate in the range of 70,580 - 74,020 [8]. - **Bullish Factors**: Manufacturers' stop - production and reduction plans, a decrease in the amount of lithium carbonate imported from Chile, and a decline in lithium spodumene imports [9]. - **Bearish Factors**: Continuous high supply from ore/salt lake ends with limited decline, and insufficient willingness of power battery end to take delivery [10]. 3.2 Yesterday's Market Overview - **Lithium Ore**: The price of lithium spodumene (6%) increased by 1.20% to 757 dollars/ton, and the price of lithium mica concentrate (2% - 2.5%) increased by 3.55% to 1,750 yuan/ton. Other related lithium ore prices also had different degrees of increase [13]. - **Lithium Compounds and Related Products**: The prices of battery - grade lithium carbonate, industrial - grade lithium carbonate, and other products increased to varying degrees, while some products like anhydrous lithium iron phosphate and lithium hexafluorophosphate remained unchanged [13]. - **Positive Materials and Lithium Batteries**: The prices of some positive materials and lithium batteries had small fluctuations, and some remained unchanged [13]. 3.3 Supply - Related 3.3.1 Supply - Lithium Ore - **Price and Production**: The price of lithium ore has shown historical fluctuations. The production of sample lithium spodumene mines in China and domestic lithium mica has different trends in different years. The monthly import volume of lithium concentrate also varies, and the self - sufficiency rate of lithium ore has changed over time [23]. - **Supply - Demand Balance**: The demand, production, import, and export of domestic lithium ore from July 2024 to July 2025 are given, and the balance situation is calculated. There are shortages in most months [25]. 3.3.2 Supply - Lithium Carbonate - **Production and Capacity**: The weekly and monthly production of lithium carbonate from different raw materials (lithium spodumene, lithium mica, salt lake, and recycling) has different trends. The monthly production by grade and raw material classification also shows changes. The monthly import volume from different countries and the overall import volume are presented [28]. - **Supply - Demand Balance**: The demand, export, import, and production of lithium carbonate from July 2024 to July 2025 are given, and the balance situation is calculated. There are surpluses and shortages in different months [32]. 3.3.3 Supply - Lithium Hydroxide - **Capacity Utilization and Production**: The weekly capacity utilization rate of domestic lithium hydroxide has changed over the years. The monthly production from different sources (causticization and smelting) and the overall production are presented [35]. - **Supply - Demand Balance**: The demand, export, import, and production of lithium hydroxide from July 2024 to July 2025 are given, and the balance situation is calculated. There are surpluses and shortages in different months [37]. 3.4 Lithium Compound Cost - Profit - **Cost and Profit of Different Raw Materials**: The cost and profit of producing lithium carbonate from different raw materials such as lithium spodumene concentrate, lithium mica concentrate, and recycled materials are presented over time. There are also data on the cost and profit of lithium hydroxide processing and related production processes [40][43][46]. 3.5 Inventory - **Lithium Carbonate Inventory**: The monthly and weekly inventories of lithium carbonate in different links (smelter, downstream, and others) are presented, showing changes over time [48]. - **Lithium Hydroxide Inventory**: The monthly inventories of lithium hydroxide in different links (downstream and smelter) are presented [48]. 3.6 Demand - Related 3.6.1 Demand - Lithium Battery - **Price, Production, and Sales**: The price, production, and sales of lithium batteries and related cells have shown historical fluctuations. The export volume of lithium batteries also varies in different years [51]. - **Inventory and Tendering**: The inventory of lithium battery cells and the tendering situation of energy storage projects are presented [54]. 3.6.2 Demand - Ternary Precursor - **Price, Cost, and Production**: The price, cost, and production of ternary precursors of different series have shown historical changes. The capacity utilization rate and monthly production are also given [57]. - **Supply - Demand Balance**: The demand, export, import, and production of ternary precursors from July 2024 to July 2025 are given, and the balance situation is calculated. There are surpluses and shortages in different months [60]. 3.6.3 Demand - Ternary Material - **Price, Cost, and Production**: The price, cost, and production of ternary materials of different series have shown historical changes. The weekly inventory, import, and export volumes are also presented [63][65]. 3.6.4 Demand - Phosphoric Acid Iron/Phosphoric Acid Iron Lithium - **Price, Cost, and Production**: The price, cost, and production of phosphoric acid iron and phosphoric acid iron lithium have shown historical changes. The monthly production, export volume, and weekly inventory are also presented [67][70]. 3.6.5 Demand - New Energy Vehicle - **Production, Sales, and Penetration**: The production, sales, export volume, and sales penetration rate of new energy vehicles have shown historical changes. The retail - wholesale ratio and inventory early - warning index of dealers are also presented [75][76][79].

交易信息汇总 8月7日，盛新锂能的资金流向显示，主力资金净流入6770.71万元；游资资金净流入2984.54万元；散户 资金净流出9755.25万元。 截至2025年8月7日收盘，盛新锂能(002240)报收于16.15元，上涨3.06%，换手率6.05%，成交量52.39万 手，成交额8.33亿元。 当日关注点 以上内容为证券之星据公开信息整理，由AI算法生成（网信算备310104345710301240019号），不构成 投资建议。 交易信息汇总：8月7日主力资金净流入6770.71万元，游资资金净流入2984.54万元，而散户资金净 流出9755.25万元。 公司公告汇总：截至2025年8月7日，盛新锂能已回购股份数量19,694,590股，占公司总股本的 2.15%，支付总金额为31,133.01万元。 公司公告汇总 关于控股股东及其一致行动人部分股份质押及解除质押的公告发布。此外，公司还发布了关于回购公司 股份比例达到2%的进展公告，盛新锂能集团股份有限公司于2025年6月23日召开第八届董事会第二十次 会议，审议通过了《关于回购公司股份方案的议案》，同意公司使用自有资金及回购专项贷款以集中竞 价 ...

（编辑 李家琪） 证券日报网讯 8月7日晚间，盛新锂能发布公告称，截至2025年8月7日，公司已通过集中竞价方式回购 股份数量19，694，590股，占公司总股本的2.15%；最高成交价为16.52元/股，最低成交价为15.32元/ 股，支付的总金额为31，133.01万元（不含交易费用）。本次回购符合公司的回购股份方案及相关法律 法规的要求。 ...

盛新锂能集团股份有限公司 关于回购公司股份比例达到 2%的进展公告 本公司及董事会全体成员保证信息披露内容的真实、准确和完整，没有虚 假记载、误导性陈述或重大遗漏。 盛新锂能集团股份有限公司（以下简称"公司"）于 2025 年 6 月 23 日召开 第八届董事会第二十次会议，审议通过了《关于回购公司股份方案的议案》，同 意公司使用自有资金及回购专项贷款以集中竞价方式回购公司部分已发行的人 民币普通股（A 股）股票用于维护公司价值及股东权益。本次拟用于回购的资金 总额为不低于人民币 40,000 万元且不超过人民币 50,000 万元，回购价格不超过 人民币 17.75 元/股，回购股份的实施期限为自公司董事会审议通过本次回购方案 之日起三个月内。具体内容详见公司 2025 年 6 月 25 日、2025 年 6 月 28 日刊登 于《中国证券报》《证券时报》和巨潮资讯网（www.cninfo.com.cn）的《关于回 购公司股份方案暨取得金融机构股票回购专项贷款承诺函的公告》《回购股份报 告书》 。 根据《上市公司股份回购规则》《深圳证券交易所上市公司自律监管指引第 每增加百分之一的，应当在事实发生之日起三个 ...

盛新锂能8月7日公告，公司经审议，同意使用自有资金及回购专项贷款以集中竞价方式回购公司部分已 发行的普通股（A股）股票用于维护公司价值及股东权益。本次拟用于回购的资金总额为不低于40,000 万元且不超过50,000万元，回购股份的实施期限为自公司董事会审议通过本次回购方案之日起三个月 内。截至2025年8月7日，公司已通过集中竞价方式累计回购1969.46万股，占公司总股本的2.15%，最高 成交价为16.52元/股，最低成交价为15.32元/股，累计使用资金3.11亿元（不含交易费用）。 ...