永杉锂业（603399）(603399.SH)发布公告，公司预计2025年年度实现归属于母公司所有者的净利润-3.9 亿元到-3.1亿元，与上年同期相比，将出现亏损。 ...

证券日报网讯 1月28日，永杉锂业在互动平台回答投资者提问时表示，公司自2023年8月31日起开展碳 酸锂套期保值业务，并于2025年调整套保业务相关事项，请继续关注公司的相关公告。 （文章来源：证券日报） ...

格隆汇1月28日丨永杉锂业(603399.SH)在投资者互动平台表示，公司锂业产品主要直供下游正极材料客 户，并未出口欧盟国家。 ...

（原标题：永杉锂业(603399.SH)：公司锂业产品主要直供下游正极材料客户，并未出口欧盟国家） 格隆汇1月28日丨永杉锂业(603399.SH)在投资者互动平台表示，公司锂业产品主要直供下游正极材料客 户，并未出口欧盟国家。 ...

证券研究报告·公司点评报告·能源金属 赣锋锂业（002460） 2025 年业绩预告点评：锂价上涨贡献弹性， Q4 业绩反转 买入（维持） | [Table_EPS] 盈利预测与估值 | 2023A | 2024A | 2025E | 2026E | 2027E | | --- | --- | --- | --- | --- | --- | | 营业总收入（百万元） | 32,972 | 18,906 | 22,042 | 43,216 | 48,817 | | 同比（%） | (21.16) | (42.66) | 16.59 | 96.06 | 12.96 | | 归母净利润（百万元） | 4,947 | (2,074) | 1,485 | 9,379 | 10,858 | | 同比（%） | (75.87) | (141.93) | 171.58 | 531.75 | 15.77 | | EPS-最新摊薄（元/股） | 2.36 | (0.99) | 0.71 | 4.47 | 5.18 | | P/E（现价&最新摊薄） | 30.90 | (73.71) | 102.97 | 16.30 | 14.0 ...

【东吴电新】赣锋锂业：锂价上涨贡献弹性，Q4业绩反转 Q4锂盐出货量预期5万吨，环比持平，全年合计17万吨。 Q4碳酸锂价格上涨，均价8.7万，环比三季度增19%，对应涨幅1.4万/吨，但考虑价格传导有一定滞后性，我们预 计Q4单吨利润提升至0.8万/吨，其中资源自供比例为50%+，对应自有资源折碳酸锂单吨利润1.4万/吨左右。 #Q4业绩亮眼、扣非略好于预期：预告2025年归母净利11.0至16.5亿元，同比增153%~180%，扣非净利润-6.0-3.0亿 元，同比增32%~66.%；其中2025Q4归母净利润10.7至16.2亿元，同比扭亏为盈，环比增93%~192%，中值13.5亿， 扣非净利润3.4~6.4亿元，同环比扭亏，中值4.9亿。 公司非经主要来自：1）参股公司P 【东吴电新】赣锋锂业：锂价上涨贡献弹性，Q4业绩反转 #Q4业绩亮眼、扣非略好于预期：预告2025年归母净利11.0至16.5亿元，同比增153%~180%，扣非净利润-6.0-3.0亿 元，同比增32%~66.%；其中2025Q4归母净利润10.7至16.2亿元，同比扭亏为盈，环比增93%~192%，中值13.5亿， 扣非净利润 ...

Group 1 - A new wave of price increases in the global chip industry has emerged, with Samsung Electronics raising LPDDR memory prices for iPhones by over 80% and SK Hynix by nearly 100%. Domestic companies like Zhongwei Semiconductor and Guokewai have also announced price hikes of 15%-50% and 40%-80% respectively for their products [2] - Guotai Junan forecasts a net profit of 27.533 billion to 28.006 billion yuan for 2025, representing a year-on-year growth of 111%-115%. Shenwan Hongyuan expects a net profit of approximately 9.1 billion to 10.1 billion yuan, with a growth of 74.64%-93.83% [2] - Anta Sports has signed an agreement to acquire a 29.06% stake in German sports brand Puma for 1.506 billion euros (approximately 12.28 billion yuan), which will make Anta the largest single shareholder of Puma if the transaction is completed [2] Group 2 - Micron Technology announced a $24 billion investment to build a new memory chip manufacturing facility in Singapore, aiming to meet the growing demand for NAND storage chips in AI and data center applications, with production expected to start in the second half of 2028 [3] - Corning has secured a procurement order worth up to $6 billion from Meta for optical cables, primarily for AI data center construction, further solidifying its market position in fiber optic communications [3] Group 3 - Pizaihuang's controlling shareholder, Jiulongjiang Group, plans to increase its stake in the company by investing between 300 million and 500 million yuan from February 1 to July 31, demonstrating confidence in the company's future development [5] - Hengrui Medicine's drug HRS-5346 has been included in the list of breakthrough therapies, which will accelerate its research and approval process, positively impacting the company's innovative drug pipeline [5] - Shennan Circuit expects a net profit increase of 68%-78% for 2025, driven by sufficient orders, high capacity utilization, and improved profitability from product structure optimization [5] - Zhongjin Gold anticipates a net profit increase of 41.76%-59.48% for 2025, influenced by rising gold prices and increased mineral gold production [5] Group 4 - Ganfeng Lithium expects a net profit of 1.1 billion to 1.65 billion yuan for 2025, turning a profit compared to previous losses, with a fair value change gain of approximately 1.03 billion yuan from its holdings in Pilbara Minerals Limited [6] - Wanda Film forecasts a net profit of approximately 480 million to 550 million yuan for 2025, achieving profitability due to the recovery of the domestic film market and improved operational efficiency [6] Group 5 - Samsung Electronics plans to produce 1 million units of the Galaxy Wide Fold smartphone, targeting competition with Apple's potential foldable products [11] - SK Hynix's market capitalization has surpassed $400 billion due to surging demand for high-bandwidth memory (HBM), with the company considering establishing an AI investment department in the U.S. [11] - Toyota is recalling approximately 162,000 Tundra vehicles in the U.S. due to multimedia display screen issues, while also facing a 9% decline in new car registrations in the EU [11] - LG Energy will supply batteries for Tesla's humanoid robots, marking its expansion into non-automotive applications in the power battery sector [11]

赣锋锂业2025年预计实现归母净利润11亿至16.5亿元，成功扭亏为盈。增长主因是Pilbara股价上涨带来的10.3亿元公允价值收益及资产转让收益。 然而，扣非后仍亏损3亿至6亿元，显示主业依然承压。 锂业龙头企业赣锋锂业预计2025年实现净利润11亿元至16.5亿元，同比扭亏为盈，但扣除非经常性损益后仍将亏损3亿元至6亿元，公司主营业务 仍面临压力。 1月28日，赣锋锂业发布业绩预告显示：归属于上市公司股东的净利润：本报告期预计盈利 11.0 亿元至 16.5 亿元。去年同期为亏损 20.74 亿元， 较上年同期增长 153.04% 至 179.56%。扣除非经常性损益后的净利润：本报告期预计仍处于亏损状态，金额为 3.0 亿元至 6.0 亿元。去年同期亏损 8.87 亿元。基本每股收益：本报告期预计盈利 0.55 元/股至 0.82 元/股。去年同期为亏损 1.03 元/股。 | 项目 | 本报告期 | 上年同期 | | --- | --- | --- | | 归属上市公司股 | 盈利:110.000 万元-165.000 万元 | 亏损:207.401.34 | | 东的净利润 | 比上年同期增长 1 ...

证券日报网讯1月27日，雅化集团（002497）在互动平台回答投资者提问时表示，公司股价受宏观环 境、市场情绪、行业属性等多方面因素影响。公司重视市值管理工作，制订了《雅化集团市值管理制 度》，将始终坚持聚焦锂业+民爆双主业发展，扎实做好生产经营，持续提升公司核心竞争力，力争以 切实的经营业绩回报广大投资者的信任。 ...

赣锋锂业2025年业绩预告：扭亏为盈背后的"账面游戏"核心要点财务表现：预计2025年归母净利润11... 赣锋锂业2025年业绩预告：扭亏为盈背后的"账面游戏" 核心要点 财务表现：预计2025年归母净利润11亿-16.5亿元，同比扭亏为盈；但扣非净利润仍亏损3亿-6亿元，同 比收窄32%-66% 当市场看到赣锋锂业宣布2025年扭亏为盈时，先别急着庆祝。这家锂业巨头的"盈利"更像是一场精心编 排的财务魔术——表面光鲜的11亿-16.5亿元归母净利润，剥离非经常性损益后，主业依然深陷3亿-6亿 元的亏损泥潭。 靠股票投资"救命"的锂业龙头 让我们先看看这份业绩预告的成色。赣锋锂业2025年预计实现归母净利润11亿-16.5亿元，相比2024年 亏损20.74亿元，确实实现了扭亏为盈，增幅达153%-179%。但魔鬼藏在细节里：扣非净利润仍亏损3 亿-6亿元，尽管较2024年的8.87亿元亏损有所收窄，但这意味着公司的锂盐、锂电池等核心主业仍在失 血。 那么盈利从何而来？答案是持有的Pilbara Minerals Limited（PLS）股票价格上涨带来的约10.3亿元公允 价值变动收益。这家澳大利亚锂矿商 ...