【东吴电新】锂电材料每日价格260226 国产99.5%16.5万/吨，+1.25万/吨，+8.2% 国产主流厂商 17.25万/吨，+1.20万/吨，+7.5% 工业级SMM16.95万/吨，+1.12万/吨，+7.1% 电池级SMM17.3万/吨，+1.12万/吨，+7.0% 工业级百川 17.2万/吨，+1.00万/吨，+6.2% 电池级百川 17.5万/吨，+1.00万/吨，+6.1% 氢氧化锂： 碳酸锂： 国产99.5%16.5万/吨，+1.25万/吨，+8.2% 国产主流厂商 17.25万/吨，+1.20万/吨，+7.5% 工业级SMM16.95万/吨，+1.12万/吨，+7.1% 电池级SMM17.3万/吨，+1.12万/吨，+7.0% 工业级百川 17.2万/吨，+1.00万/吨，+6.2% 电池级百川 17.5万/吨，+1. 【东吴电新】锂电材料每日价格260226 碳酸锂： 磷酸铁锂-动力SMM5.9115万/吨，+0.27万/吨，+4.8% 锰酸锂-动力SMM6.05万/吨，+0.15万/吨，+2.5% 钴： 长江有色市场 44.7万/吨，+0.60万/吨，+1.4% 金属钴百川 43. ...

支撑上述战略方向的，是2025年的经营表现。周婷在贺词中披露，公司两大主业——负极材料与偏光片 ——合计实现净利润9.0亿至11.0亿元，推动整体业绩扭亏为盈。负极材料方面，出货量创下历史新高， 内蒙古、四川、云南三大一体化基地的产能正在逐步释放；偏光片方面，在巩固大尺寸LCD市场地位的 同时，完成了向OLED领域的产品拓展。周婷将过去一年的调整总结为"瘦身、调整、扎根"，即聚焦主 业、优化成本结构、强化技术积累。 回望发展历程，杉杉股份于1996年以"中国服装业第一股"登陆资本市场，后逐步转型为科技型企业。周 婷在贺词中坦言，当前外部环境复杂多变、产业竞争加剧，但战略方向的明确和治理结构的优化将为公 司应对挑战提供支撑。 "突围"指向市场拓展。周婷在贺词中强调，公司需在关键市场寻求突破，不仅"活下去"，更要"活得 好"。随着安徽国资拟入主，市场普遍关注潜在的产业协同空间：杉杉的负极材料业务能否对接安徽省 内新能源产业链企业，如国轩高科；偏光片业务是否可能与皖维集团的主业聚乙烯醇形成上下游联动。 "精进"聚焦技术能力。当前全球显示面板产能持续向中国转移，OLED等新型显示技术快速迭代，偏光 片业务向高附加值产 ...

工业级百川 16.2万/吨，+1.00万/吨，+6.6% 工业级SMM15.825万/吨，+0.97万/吨，+6.6% 电池级百川 16.5万/吨，+1.00万/吨，+6.5% 电池级SMM16.175万/吨，+0.98万/吨，+6.4% 国产主流厂商 16.05万/吨，+0.80万/吨，+5.2% 国产 15.2599.5%，+0.75万/吨，+5.2% 氢氧化锂： 百川 16.15万/吨，+0.90万/吨，+5.9% 国产SMM15.3万/吨，+0.85万/吨，+5.9% 正极： 磷酸铁锂-动力SMM5.6385万/吨，+0.24万/吨，+4.4% 三元811型 单晶型 20.7万/吨，+0.45万/吨，+2.2% 锰酸锂-动力SMM5.9万/吨，+0.10万/吨，+1.7% 三元523型 单晶型 18.85万/吨，+0.30万/吨，+1.6% 三元111型 19万/吨，+0.30万/吨，+1.6% 三元622型 单晶型 19.05万/吨，+0.30万/吨，+1.6% 【东吴电新】锂电材料每日价格260225 碳酸锂： 工业级百川 16.2万/吨，+1.00万/吨，+6.6% 工业级SMM15.825万/ ...

中证智能财讯龙蟠科技（603906）2月27日公告，公司向特定对象发行A股股票申请获得上海证券交易 所审核通过。 随着新能源汽车及储能市场快速发展，磷酸铁锂正极材料需求持续增长。公司作为全球主要正极材料厂 商，与宁德时代、LG新能源、瑞浦兰钧、欣旺达、楚能新能源、Blue Oval等锂电龙头企业建立良好业 务往来。为应对下游需求增长、把握绿色能源转型机遇，公司需新增先进产能布局，优化产品结构、升 级产品性能，满足不断增长的市场需求。 说明书显示，近年来公司持续投入研发，推出差异化产品，如第四代"一次烧结"工艺的超高能量密度磷 酸铁锂正极材料、优异低温性能的"铁锂1号"、更长循环的"续航1号"、磷酸锰铁锂产品"锰锂1号"等。 本次募投项目将建设优先满足第四代超高能量密度产品生产、同时兼容各类高性能磷酸盐型正极材料的 产线，提升公司灵活应对市场能力，增强高性能产品供应能力，巩固市场地位。 同时，本次发行有助于公司就近配套电池厂商新增产能，提升高性能产品市场占有率。截至2025年9月 30日，公司资产负债率达79.24%，本次发行可提升净资产规模，降低资产负债率，优化资本结构，增 强财务稳健性及抗风险能力，符合全体 ...

2月25日，华友钴业涨5.52%，成交额52.80亿元。两融数据显示，当日华友钴业获融资买入额5.17亿 元，融资偿还5.79亿元，融资净买入-6164.09万元。截至2月25日，华友钴业融资融券余额合计40.31亿 元。 截至9月30日，华友钴业股东户数25.71万，较上期增加31.78%；人均流通股7328股，较上期减少 15.22%。2025年1月-9月，华友钴业实现营业收入589.41亿元，同比增长29.57%；归母净利润42.16亿 元，同比增长39.59%。 分红方面，华友钴业A股上市后累计派现38.76亿元。近三年，累计派现28.35亿元。 机构持仓方面，截止2025年9月30日，华友钴业十大流通股东中，香港中央结算有限公司位居第二大流 通股东，持股1.48亿股，相比上期减少167.23万股。华泰柏瑞沪深300ETF（510300）位居第四大流通股 东，持股2341.21万股，相比上期减少84.31万股。易方达沪深300ETF（510310）位居第六大流通股东， 持股1814.17万股，相比上期增加84.01万股。广发国证新能源车电池ETF（159755）位居第七大流通股 东，持股1641.81 ...

2月25日，华友钴业涨5.26%，截至发稿，报77.28元/股，成交25.19亿元，换手率1.77%，总市值1465.79 亿元。 陈星宇累计任职时间169天，现任基金资产总规模1.03亿元，任职期间最佳基金回报8.47%， 任职期间 最差基金回报8.25%。 资料显示，浙江华友钴业股份有限公司位于浙江省桐乡经济开发区二期梧振东路18号，成立日期2002年 5月22日，上市日期2015年1月29日，公司主营业务涉及新能源锂电材料和钴新材料产品的研发制造。主 营业务收入构成为：镍产品34.54%，正极材料16.28%，贸易及其他15.55%，镍中间品14.91%，铜产品 5.95%，三元前驱体5.25%，锂产品4.18%，钴产品3.33%。 声明：市场有风险，投资需谨慎。 本文基于第三方数据库自动发布，不代表新浪财经观点，任何在本 文出现的信息均只作为参考，不构成个人投资建议。如有出入请以实际公告为准。如有疑问，请联系 biz@staff.sina.com.cn。 从基金十大重仓股角度 责任编辑：小浪快报 数据显示，联博基金旗下1只基金重仓华友钴业。联博智选混合A（020842）四季度减持5700股，持有 股数 ...

2月25日，融捷股份涨5.04%，截至发稿，报56.74元/股，成交3.54亿元，换手率2.47%，总市值147.33亿 元。 资料显示，融捷股份有限公司位于广东省广州市天河区珠江西路5号广州国际金融中心45层04-05单元， 成立日期1998年8月21日，上市日期2007年12月5日，公司主营业务涉及以新能源锂电材料产业链为主 体,主要包括锂矿采选、锂盐加工及冶炼、锂电设备制造等业务,并参股镍钴锂湿法冶炼及深加工、锂电 池正极材料等业务板块。主营业务收入构成为：锂精矿86.31%，锂电池设备12.76%，锂盐0.66%，其他 0.28%。 从融捷股份十大流通股东角度 数据显示，南方基金旗下1只基金位居融捷股份十大流通股东。南方中证1000ETF（512100）三季度减 持1.57万股，持有股数189.89万股，占流通股的比例为0.73%。根据测算，今日浮盈赚取约516.5万元。 截至发稿，崔蕾累计任职时间7年112天，现任基金资产总规模1370.2亿元，任职期间最佳基金回报 250.66%， 任职期间最差基金回报-15.93%。 声明：市场有风险，投资需谨慎。 本文基于第三方数据库自动发布，不代表新浪财经观 ...

Core Viewpoint - The Sichuan Pengshan Economic Development Zone is actively promoting industrial growth and project construction during the Spring Festival, demonstrating a commitment to high-quality development and economic resilience [1][5]. Group 1: Industrial Development - The trial production of a key project at Silicon Treasure (Meishan) New Energy Materials Co., Ltd. is nearing completion, with an expected annual output value exceeding 1 billion yuan and tax contributions between 50 million to 100 million yuan [3]. - The Pengshan Economic Development Zone has introduced 116 industrial projects with a total investment of approximately 64.7 billion yuan, including five Fortune 500 companies and 38 high-tech enterprises [6]. - The lithium battery industry in the region is projected to grow at a rate of 60% in 2024, accounting for 45% of the city's total lithium battery industry output [6]. Group 2: Project Acceleration - The rapid construction of key projects, such as the Shanshan project, which was completed in the same year it started, exemplifies the "Pengshan speed" in project execution [3]. - During the Spring Festival, 14 companies maintained production, with leading firms like Zhongchuang Xinhang and Shanshan operating 24/7 to meet demand [4]. - The Pengshan Economic Development Zone has implemented precise services to support project advancement, ensuring essential utilities like electricity and water are available for continuous production [4]. Group 3: Economic Contributions - The region aims for an industrial output value of 22.4 billion yuan by 2025, with an expected growth of over 16.5% in industrial added value [6]. - The ongoing industrial activities and project developments are expected to contribute significantly to the high-quality economic growth of the region [5].

Core Viewpoint - Yongtai Technology (002326.SZ), a lithium battery materials company, experienced a limit-down drop, with a closing price of 25.89 yuan and a total market value of 23.95 billion yuan. The company announced the termination of the acquisition of shares held by CATL's subsidiary, indicating that the strategic partnership upgrade between the two companies has fallen through [1]. Group 1 - Yongtai Technology's stock hit the limit-down, with a sealed order amounting to 723 million yuan [1]. - The termination of the acquisition means that CATL's reverse investment in the listed company will not proceed [1]. - The original transaction plan involved CATL transferring Yongtai High-tech equity to hold shares in Yongtai Technology, upgrading their relationship from "subsidiary shareholder" to "listed company shareholder" [1].

Core Viewpoint - The domestic lithium hexafluorophosphate market is experiencing a price correction, with a recent drop in average transaction prices indicating a shift towards supply-demand rebalancing after a strong upward trend since Q4 2025 [1] Supply Side: Tight Balance Amidst Maintenance and Expansion - The industry is seeing increased capacity concentration, with leading companies holding over 60% market share. The recent price drop is attributed to marginal supply easing due to routine maintenance by leading firms, which is expected to reduce monthly supply by several thousand tons. Additionally, high capacity utilization rates have led some companies to delay resuming production due to cost pressures. New capacity is expected to be released in the second half of 2026, while supply elasticity remains limited in the first half, keeping the industry in a tight balance [1] Demand Side: Resilience Driven by Energy Storage and Power - Downstream demand is showing structural differentiation, with significant increases in penetration rates for new energy vehicles driving electrolyte demand. The energy storage market is also experiencing rapid growth due to increased overseas orders. Despite a slowdown in procurement rhythms from some battery manufacturers due to the Spring Festival stocking cycle, leading battery companies maintain low inventory levels, providing support for prices. Current monitoring indicates that electrolyte companies' order visibility extends to the end of Q2 [2] Market Level: Price Transmission and Inventory Dynamics - On the cost side, lithium carbonate prices have rebounded since December 2025, raising production costs for lithium hexafluorophosphate. However, downstream acceptance of high prices is limited, leading some electrolyte manufacturers to transfer cost pressures through long-term contracts, which has narrowed bargaining space in the spot market. Industry total inventory has decreased from 15,000 tons in Q3 2025 to below 8,000 tons, with a faster-than-expected destocking rate [3] Policy and Macro: Increased Disruption from Resource Country Policies - The cobalt export quota system in the Democratic Republic of Congo continues to impact upstream raw material supply, with the total quota for 2026 significantly lower than in previous years, increasing uncertainty in the lithium battery materials supply chain. Indonesia's nickel ore export restrictions have raised lithium hydroxide costs, indirectly affecting the profitability of lithium hexafluorophosphate by-products. On a macro level, global new energy vehicle sales are expected to exceed 10 million units in 2026, with sustained high growth in energy storage installations providing a long-term demand anchor for the industry [4] Market Outlook: Short-term Fluctuations Do Not Alter Long-term Logic - Although the January price correction reflects seasonal adjustment pressures, the tight supply-demand balance in the industry remains fundamentally unchanged. Institutions predict that the average price of lithium hexafluorophosphate in 2026 will maintain a central range of 150,000 to 180,000 yuan/ton, with leading companies' gross margins expected to rebound to over 35%. Attention is recommended on leading companies with cost advantages and structural opportunities arising from unexpected energy storage demand [5]