（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）。 ...

格隆汇8月7日丨盛新锂能(002240.SZ)公布，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3.11亿元(不含交易费用)。 ...

每经AI快讯：北京时间8月7日16:00，恒生指数收盘上涨171.0点，涨幅为0.69%，报收25081.63点；国企 指数收盘上涨49.05点，涨幅为0.55%，报收8981.73点；红筹指数收盘上涨47.3点，涨幅为1.12%，报收 4264.97点。南向资金当日净流入6.61亿港元。曹操出行涨超18%，天齐锂业涨超7%，赤峰黄金涨近 6%；药明生物跌超5%，小米集团跌近4%。 | 指数 | 最新 | 涨跌幅 | | --- | --- | --- | | 恒生指数 | 25081.63 | 0.69% | | 国企指数 | 8981.73 | 0.55% | | 红筹指数 | 4264.97 | 1.12% | （记者 谭玉涵） 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。 ...

Group 1 - COMEX gold futures experienced a rise and then a pullback, currently trading around $3443, with mixed performance in gold-related ETFs [1] - The China Gold International, Luk Fook Holdings, Chow Tai Fook, and other gold stocks saw significant increases, while the non-ferrous metal ETF also rebounded, rising by 0.82% [1] - The Federal Reserve is expected to implement further monetary easing due to pressure from personnel appointments and disappointing employment data, leading to a recommendation for buying on dips in precious metals [1] Group 2 - The management fee of the China Gold ETF (518850) and gold stock ETF (159562) is 0.15%, with a custody fee of 0.05%, totaling 0.2%, which is among the lowest in similar products [2]

Report Summary 1. Report Industry Investment Rating No industry investment rating is provided in the report. 2. Core View The current fundamental situation is favorable, but there are numerous disturbing news from the lithium ore end, especially continuous news about lithium ore approval issues without definite information, leading to significant fluctuations in the lithium carbonate market. It is advisable to adopt a short - term wait - and - see approach [3]. 3. Summary by Related Catalogs Market Analysis - On August 6, 2025, the opening price of the lithium carbonate main contract 2511 was 68,100 yuan/ton, and the closing price was 69,620 yuan/ton, with a 1.58% change compared to the previous day's settlement price. The trading volume was 425,359 lots, and the open interest was 257,770 lots, an increase from the previous trading day's 232,062 lots. The current basis was 2,450 yuan/ton (average price of electric carbon - futures), and the number of lithium carbonate warehouse receipts was 1,5023 lots, a change of 580 lots from the previous day [1]. - According to SMM data, the price of battery - grade lithium carbonate was 69,250 - 72,650 yuan/ton, a decrease of 250 yuan/ton from the previous trading day; the price of industrial - grade lithium carbonate was 68,250 - 69,450 yuan/ton, also a decrease of 250 yuan/ton. The price of 6% lithium concentrate was 735 US dollars/ton, a decrease of 10 US dollars/ton from the previous day [1]. - In August, with the steady increase in the production plans of downstream cathode material and battery cell enterprises, the market procurement demand showed a warming trend, and the inquiry activity increased significantly. However, due to the continuous strengthening of the basis in the lithium carbonate spot market, the current actual transactions are mainly for rigid demand. Downstream enterprises generally remain cautious and have not shown obvious inventory stocking behavior [1]. - In July, the production growth rate of lithium iron phosphate materials in China remained at a low level, with a month - on - month increase of 1.86% compared to June. The strong energy storage demand offset the slowdown in the power end. In August, the performance of the energy storage and power markets was still good, and the production plans of lithium iron cathode material factories will speed up accordingly. It is expected that the growth rate of cathode materials in August will be about 5% [2]. Strategy Given the current situation where the fundamentals are good but the lithium carbonate market fluctuates greatly due to uncertain news from the lithium ore end, it is recommended to wait and see in the short term [3]. Transaction Recommendations - Unilateral: None - Inter - delivery spread: None - Inter - commodity spread: None - Spot - futures: None - Options: None [5]

Core Viewpoint - The lithium industry is currently in a bottom investment zone, with limited supply growth due to decreased capital expenditure in global lithium resources, while demand from electric vehicles and energy storage continues to drive lithium salt demand growth [1] Group 1: Industry Overview - The global lithium resource capital expenditure enthusiasm is waning due to current lithium prices, leading to limited supply growth [1] - Demand from electric vehicles and energy storage is expected to continue driving lithium salt demand growth, indicating a potential turning point in supply-demand dynamics [1] - Regulatory measures in regions like Jiangxi and Qinghai, China, are expected to help accelerate supply clearing in the industry, thereby supporting lithium price stabilization [1] Group 2: Australian Lithium Producers - The four major lithium producers in Australia are projected to produce a total of 3.25 million tons of lithium concentrate in FY2025, reflecting a 3% year-on-year increase, indicating low growth due to low lithium prices affecting resource supply [2] - Greenbushes mine maintained stable production with a cash cost of 366 AUD/ton (approximately 238 USD/ton) in Q2 FY2025, a 7% increase from the previous quarter, with production guidance for FY2026 set at 150-165 thousand tons [2] - Pilbara's production for FY2025 reached 754,600 tons, exceeding guidance, with a planned production of 820-870 thousand tons for FY2026 and a decrease in FOB costs [2] - Marion mine's production in FY2025 was 514,000 tons, with a slight increase in costs, while Wodgina achieved a record production of 502,000 tons, with a 17% decrease in FOB costs in Q2 FY2025 [3]

Report Industry Investment Rating No relevant content provided. Core Viewpoints - The current market is dominated by the issue of mining licenses, but both the lithium salt and battery cell markets are under significant inventory pressure, and the process of destocking is slow. The pattern of medium - to long - term supply - demand imbalance has not been substantially alleviated [3]. - There are two main market logics. One is that the disturbance of macro - sentiment and supply - side mining license issues drives the futures price to rebound, creating profit windows for lithium salt enterprises, increasing production enthusiasm, and potentially leading to a temporary shortage of lithium ore and pushing up the price of lithium salt. After the disturbance fades, the market will return to the fundamentals of demand - based pricing. The other is that in the downward price cycle, the over - capacity of lithium salt is causing pressure to clear up, which is transmitted upstream to the mining end, forming a negative feedback loop. Also, cost reduction due to technological upgrades is driving the price of lithium carbonate down [3]. - In the second half of the year, the futures market is expected to be divided into two stages. In the third quarter, the futures price is expected to rise due to improved macro - sentiment, mining license disturbances, and the off - season not being weak. In the fourth quarter, with the completion of technological upgrades and concentrated production release, the futures price is expected to decline [3]. Summary by Relevant Catalogs 1. Futures Data - **Price Interval Prediction**: The short - term strong support level of the lithium carbonate main contract is 65,000 yuan/ton, with a current volatility of 42.2% and a historical percentile of 73.5% (3 - year) [2]. - **Daily Changes**: The closing price of the lithium carbonate main contract is 69,620 yuan/ton, up 1,780 yuan (2.62%) from the previous day and down 980 yuan (-1.39%) week - on - week. The trading volume is 425,359 lots, down 11,848 lots (-2.71%) from the previous day and down 367,550 lots (-46.35%) week - on - week. The open interest is 257,770 lots, up 25,708 lots (11.08%) from the previous day and down 14,983 lots (-5.49%) week - on - week [8]. - **Monthly Spread Changes**: LC09 - 11 is - 360 yuan/ton, down 200 yuan (125%) from the previous day and down 380 yuan (-1900%) week - on - week; LC11 - 12 is - 260 yuan/ton, up 100 yuan (-28%) from the previous day and down 80 yuan (44%) week - on - week; LC11 - 01 is - 420 yuan/ton, down 20 yuan (5%) from the previous day and down 340 yuan (425%) week - on - week [10]. 2. Spot Data - **Lithium Ore Daily Average Quotes**: The average prices of various lithium ores have declined. For example, the average price of lithium mica (Li₂O: 2 - 2.5%) is 1,690 yuan/ton, down 20 yuan (-1.17%) from the previous day and down 85 yuan (-4.79%) week - on - week [15]. - **Carbon/Hydrogen Lithium Daily Prices**: The average price of industrial - grade lithium carbonate is 68,850 yuan/ton, down 250 yuan (-0.36%) from the previous day and down 2,000 yuan (-2.82%) week - on - week. The average price of battery - grade lithium carbonate is 70,950 yuan/ton, down 250 yuan (-0.35%) from the previous day and down 2,000 yuan (-2.74%) week - on - week [18]. - **Lithium Industry Chain Spot Spreads**: The difference between battery - grade and industrial - grade lithium carbonate is 2,100 yuan/ton, with no change from the previous day and week [21]. 3. Basis and Warehouse Receipt Data - **Basis Quotes**: The basis quotes of different lithium carbonate brands for the LC2507 contract are provided, with most showing no change in daily price [26]. - **Warehouse Receipt Quantity**: The total number of warehouse receipts is 15,023 lots, an increase of 580 lots from the previous day. Some warehouses have changes in warehouse receipt quantities, such as an increase of 300 lots in Xiamen Guomao (COSCO Shipping Zhenjiang) and a decrease of 1,000 lots in Shengxin Lithium Energy (Suining) [29][30]. 4. Cost and Profit - **Production Profit**: The production profit from purchasing lithium ore for lithium carbonate production is presented, including that from purchasing lithium spodumene concentrate (Li₂O: 6%) and lithium mica concentrate (Li₂O: 2.5%) [32]. - **Theoretical Delivery Profit and Import Profit**: The theoretical delivery profit and import profit of lithium carbonate are also shown, with their trends over time [32].

证券代码：002240 证券简称：盛新锂能 公告编号： 2025-046 盛新锂能集团股份有限公司 盛新锂能集团股份有限公司（以下简称"公司"）于近日接到公司控股股东 深圳盛屯集团有限公司（以下简称"盛屯集团"）及其一致行动人深圳市盛屯汇 泽贸易有限公司（以下简称"盛屯汇泽"）的通知，获悉盛屯集团、盛屯汇泽分 别将其所持有的公司无限售流通股 1,475 万股、675 万股股份办理了质押业务， 盛屯汇泽将其质押给厦门银行股份有限公司的 1,849 万股公司股份办理了解除质 押。现将具体情况公告如下： 一、本次股份质押基本情况 司股份质押给厦门银行股份有限公司。 是否为控 是否为 | | | | | | 是否 | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 股股东或 | | | 占其所 | 占公司 | | 限售股 | | | | | | | 本次质押 | | | | | 为补 | 质押起始 | | 质押到 | | | 股东名称 第一大股 | | | | 持股份 总股本 | | （如 | | | | ...