| | | | | | | | | | 2026/1/6 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 品种 | 项目 | | 现货 | | 仓单 | | 盘面 | | | | | | 最新 | 日变化 | 周变化 | 出厂价折盘面 | 最新 | | 日变化 | 周变化 | | | 宁夏#72 | 5270 | -30 | 20 | 5570 | 主力合约 | 5624 | -48 | -52 | | | 内蒙#72 | 5280 | -40 | 10 | 5630 | 01合约 | 5460 | -8 | -74 | | 硅铁自然块 产区汇总价 | 青海#72 | 5250 | 0 | 0 | 5580 | 05合约 | 5594 | -34 | -38 | | | 陕西#72 | 5250 | -20 | 30 | 5550 | 09合约 | 5674 | -26 | -16 | | | 陕西#75 | 5650 | 0 | 0 | | 主力月基差 | -54 | 18 | 72 | | 硅铁合格块 | 江苏#72 | ...

12月24日，金三江涨0.39%，截至发稿，报12.94元/股，成交3154.04万元，换手率1.18%，总市值29.91 亿元。金三江股价已经连续5天上涨，区间累计涨幅5.37%。 资料显示，金三江(肇庆)硅材料股份有限公司位于广东省肇庆高新区创业路15号，成立日期2003年12月 3日，上市日期2021年9月13日，公司主营业务涉及沉淀法二氧化硅的研发、生产和销售。主营业务收入 构成为：二氧化硅99.53%，其他0.47%。 从金三江十大流通股东角度 数据显示，诺安基金旗下1只基金位居金三江十大流通股东。诺安多策略混合A（320016）三季度新进 十大流通股东，持有股数137.57万股，占流通股的比例为0.67%。根据测算，今日浮盈赚取约6.88万 元。连续5天上涨期间浮盈赚取90.8万元。 风险提示：市场有风险，投资需谨慎。本文为AI大模型自动发布，任何在本文出现的信息（包括但不 限于个股、评论、预测、图表、指标、理论、任何形式的表述等）均只作为参考，不构成个人投资建 议。 责任编辑：小浪快报 诺安多策略混合A（320016）基金经理为孔宪政。 截至发稿，孔宪政累计任职时间5年29天，现任基金资产总规模 ...

长江商报消息 ●长江商报记者 汪静 元力股份（300174.SZ）拟通过收购进一步实现业务出海、走向国际化。 12月7日晚间，元力股份发布公告称，公司全资子公司拟以自有资金2556万美元（约合人民币1.81亿 元）收购Clarimex,S.A.de C.V（下称"Clarimex"或标的公司）的49%股权。 元力股份是国内规模最大、综合实力最强的木质活性炭生产企业，连续多年产量、销售量、出口量位居 全国第一。而Clarimex是跨国企业Norit全球活性炭业务布局的重要组成部分，也是元力股份在墨西哥的 重要客户。 元力股份称，拟通过本次收购实现业务出海，开启美洲市场业务布局，进一步巩固公司在全球木质活性 炭行业的市场地位。 长江商报记者注意到，2025年上半年，元力股份实现境外收入1.5亿元，营收占比16.01%，同比增长 2.47%。 拟收购美洲一活性炭企业 根据最新公告，元力股份全资子公司南平元力活性炭有限公司与Norit Americas, Inc（下称"Norit"）签署 了股权购买协议（SPA），拟以自有资金2556万美元，向Norit购买其持有Clarimex的49%股权。交易完 成后，南平元力活 ...

Report Industry Investment Rating - Not provided in the content Core Viewpoints - Not provided in the content Summary by Relevant Catalogs Price - For silicon ferroalloy, on December 2, 2025, the latest prices of Ningxia 72 and Inner Mongolia 72 were 5100 and 5170 respectively, with daily changes of 0 and 50, and weekly changes of -30 and 20. The latest prices of the main contract and 01 contract were 5466 and 5420, with daily changes of 76 and 44, and weekly changes of 10 and -4 [2]. - For silicon manganese, on December 2, 2025, the latest prices of Inner Mongolia 6517, Ningxia 6517, Guangxi 6517, Guizhou 6517, and Yunnan 6517 were 5530, 5510, 5550, 5520, and 5520 respectively, with daily changes of 30, 30, 20, 20, and 20, and weekly changes of 10, 30, 20, 20, and 20. The latest price of the main contract was 5738, with a daily change of 122 and a weekly change of 108 [2]. Supply - The content shows the historical data of the production of 136 silicon ferroalloy enterprises in China (monthly and weekly, with a production capacity accounting for 95%), the production capacity utilization rate of 136 silicon ferroalloy production enterprises in Inner Mongolia, Ningxia, and Shaanxi (monthly), and the production of silicon manganese in China (weekly) [4][6]. Demand - The content presents the historical data of the estimated and actual production of crude steel in China (monthly, in ten thousand tons), the production of stainless - steel crude steel in China (monthly, in ten thousand tons), the procurement volume and price of FeSi75 - B by Hebei Iron and Steel Group (monthly), and the demand for silicon manganese in China (in ten thousand tons, according to the Steel Union's caliber) [4][6][7]. Inventory - For silicon ferroalloy, the content includes the historical data of the inventory of 60 sample enterprises in China, Ningxia, Inner Mongolia, and Shaanxi (weekly), the total number of warehouse receipts on CZCE (daily), effective forecasts (daily), and the average available days of inventory in East China, South China, the North region, and China (monthly or daily) [5]. - For silicon manganese, the content shows the historical data of the total number of warehouse receipts on CZCE (daily), effective forecasts (daily), warehouse receipts + effective forecasts (daily), the single - sided trading position on CZCE (daily, in lots), the inventory of 63 sample enterprises in China (weekly, in tons), and the average available days of inventory in China (monthly) [7]. Cost and Profit - For silicon ferroalloy, the content provides the historical data of electricity prices in Inner Mongolia, Qinghai, Ningxia, and Shaanxi, the market mainstream price of small - sized blue charcoal in Shaanxi, the start - up rate of blue charcoal in China (weekly), the production profit of blue charcoal in China (daily), the market price of 98% silica in Northwest China, the production cost and profit of silicon ferroalloy in Ningxia and Inner Mongolia, and the export profit of 75 silicon ferroalloy [5]. - For silicon manganese, the content presents the historical data of the profit of silicon manganese in Inner Mongolia, Guangxi, the North region, and the South region (according to the Steel Union's caliber), the profit of Guangxi silicon manganese converted to the main contract, and the profit of Ningxia silicon manganese converted to the contract [7].

Core Viewpoint - Yuanli Co., Ltd. plans to acquire 100% of Fujian Tongsheng New Materials Technology Co., Ltd. for a total transaction price of 471 million yuan, which will enhance its strategic business layout in the silicon dioxide sector and provide new growth opportunities for performance [2]. Group 1 - The acquisition will be executed through a combination of share issuance and cash payment [2]. - Fujian Tongsheng is a high-tech enterprise specializing in the research, production, and sales of silicon dioxide [2]. - The completion of this restructuring is expected to accelerate the company's strategic business development in the silicon dioxide field [2].

Core Viewpoint - Yuanli Co., Ltd. plans to acquire 100% equity of Fujian Tongsheng New Materials Technology Co., Ltd. for a total consideration of 471 million yuan, marking a strategic deepening in the silica sector [1] Group 1: Transaction Details - The transaction will be financed through 80% shares and 20% cash, with a cash payment of 94.14 million yuan and a share payment of 377 million yuan at a price of 12.58 yuan per share, totaling 29.93 million shares issued [1] - The company will raise 100 million yuan through issuing shares to the actual controller, Lu Yuanjian, at a price of 13.18 yuan per share, issuing 7.59 million shares [1] - Post-transaction, the total share capital of Yuanli will increase to 401.7 million shares, with Lu Yuanjian and Wang Yan'an holding a combined 22.42% stake, ensuring stable control of the company [1] Group 2: Financial Performance of Tongsheng - Tongsheng has achieved revenues of 217 million yuan, 269 million yuan, and 124 million yuan for the years 2023, 2024, and the first half of 2025, respectively, with net profits of 18.48 million yuan, 50.96 million yuan, and 26.52 million yuan [2] - The company holds 35 valid patents, including 10 invention patents, and is recognized as a "specialized, refined, distinctive, and innovative" small and medium-sized enterprise in Fujian Province [2] Group 3: Strategic Benefits of the Acquisition - The acquisition will help Yuanli quickly fill gaps in its silica business and strengthen its "carbon & silica" industrial cycle layout, leveraging its position as the largest producer of wood-based activated carbon globally [2] - The transaction is expected to reduce recurring related-party transactions and avoid potential competition, enhancing the independence of the listed company [2] - Tongsheng's established sales network and stable customer resources will complement Yuanli's efforts in customer development and technology research, enhancing market competitiveness and providing new growth points [3]

Core Viewpoint - Yuanli Co., Ltd. plans to acquire 100% equity of Tongsheng Co. through a combination of share issuance and cash payment, with a transaction price of 470.70 million yuan, aiming to enhance its business layout in the silicon dioxide sector and achieve synergistic effects [1] Group 1: Acquisition Details - The acquisition involves 11 counterparties, including Lu Yuanfang and Li Wei, among others [1] - The transaction price, excluding the amount for raising matching funds, is set at 47,070,000 yuan [1] Group 2: Company Profile - Tongsheng Co. is a high-tech enterprise specializing in the research, production, and sales of silicon dioxide, with significant industry recognition [1] - Its products are widely used in various downstream sectors, including rubber, lead-acid battery PE separators, toothpaste, feed additives, and coatings [1] Group 3: Strategic Implications - The completion of this restructuring will allow the company to optimize its business layout and enhance its ability for sustainable development in the main business [1] - The acquisition is expected to reduce recurring related-party transactions, avoid potential competition within the same industry, and improve the company's operational independence [1]

Group 1 - The core point of the news is that LianKe Technology's stock price increased by 5.3% to 24.25 CNY per share, with a trading volume of 118 million CNY and a turnover rate of 2.55%, resulting in a total market capitalization of 5.251 billion CNY [1] - LianKe Technology, established on April 23, 2001, and listed on June 23, 2021, is based in Weifang City, Shandong Province. The company's main business involves the research, production, and sales of silica and carbon black, with revenue composition being 53.45% from carbon black, 43.86% from silica, 2.30% from other sources, and 0.38% from sodium silicate [1] Group 2 - Among the top circulating shareholders of LianKe Technology, Huaxia Fund has a fund that entered the top ten shareholders, holding 860,500 shares, which accounts for 0.44% of the circulating shares. The estimated floating profit for today is approximately 1.0498 million CNY [2] - The Huaxia Xingyang One-Year Holding Mixed Fund (009010), managed by Liu Wencheng, was established on March 18, 2020, with a latest scale of 1.103 billion CNY. The fund has a year-to-date return of 4.7%, ranking 7063 out of 8140 in its category, and a one-year return of 0.02%, ranking 7744 out of 8056. Since its inception, it has incurred a loss of 15.94% [2]

Report Industry Investment Rating - Not provided in the given content Core Viewpoint - Not provided in the given content Summary by Relevant Catalogs Price - For silicon ferroalloy, on November 6, 2025, the latest price of Ningxia 72 silicon ferroalloy natural block was 5150 yuan, with no daily change and a weekly decrease of 20 yuan; the latest price of Inner Mongolia 72 was 5220 yuan, a daily decrease of 30 yuan and a weekly increase of 20 yuan. For silicon manganese, the latest price of Inner Mongolia 6517 silicon manganese alloy was 5620 yuan, with no daily change and a weekly decrease of 60 yuan [2]. - The report also presents historical price trends of various silicon ferroalloy and silicon manganese products from 2021 - 2025, including market prices in different regions, export and import prices, and contract closing prices [3][6]. Supply - The report shows the production and capacity utilization data of 136 silicon ferroalloy enterprises in China from 2021 - 2025, including monthly production, weekly production, and monthly capacity utilization in Inner Mongolia, Ningxia, and Shaanxi [4]. - It also provides the weekly production data of silicon manganese in China from 2021 - 2025, as well as the monthly procurement volume and price data of Hebei Iron and Steel Group for silicon manganese [6]. Demand - The report includes the demand data of silicon manganese in China from 2021 - 2025 (in accordance with the Steel Union's caliber), and also presents data on the production of crude steel, metal magnesium, and the opening rate of 87 independent electric arc furnace steel mills in China [4][7]. Inventory - For silicon ferroalloy, it shows the weekly inventory data of 60 sample enterprises in China, Ningxia, Inner Mongolia, and Shaanxi from 2021 - 2025, as well as data on warehouse receipts, effective forecasts, and inventory average available days in different regions [5]. - For silicon manganese, it presents the daily warehouse receipt quantity, effective forecast quantity, warehouse receipt + effective inventory, and daily unilateral trading position data from 2021 - 2025, along with the weekly inventory data of 63 sample enterprises in China [7]. Cost and Profit - For silicon ferroalloy, it shows the electricity price data of different regions from 2021 - 2025, the market price and opening rate data of semi - coke, and the production cost, profit from converting to the main contract, and spot profit data of Ningxia and Inner Mongolia [5]. - For silicon manganese, it presents the profit data of different regions (Inner Mongolia, Guangxi, northern and southern regions) from 2021 - 2025, as well as the profit data of Guangxi and Ningxia when converted to the main contract [7].

Core Viewpoint - LianKe Technology is a leading domestic producer of silica and carbon black, with a full industry chain advantage and high product quality and technology level [1] Group 1: Business Performance - In Q3 2025, LianKe Technology reported revenue of 1.788 billion yuan, ranking 4th in the industry, below the top competitors but above the industry average [2] - The main business composition includes carbon black at 648 million yuan (53.45%) and silica at 532 million yuan (43.86%) [2] - The net profit for the same period was 232 million yuan, ranking 2nd in the industry, significantly higher than the industry average [2] Group 2: Financial Ratios - As of Q3 2025, the asset-liability ratio was 26.57%, lower than the industry average of 35.03% [3] - The gross profit margin was 20.40%, higher than both the previous year and the industry average [3] Group 3: Shareholder Information - As of September 30, 2025, the number of A-share shareholders increased by 5.83% to 17,300 [5] - The average number of circulating A-shares held per shareholder decreased by 5.20% [5] Group 4: Future Outlook - In H1 2025, revenue increased by 14.12% year-on-year, with net profit rising by 27.64% [6] - The company plans to invest 392 million yuan in a new project for high-pressure cable shielding materials, which is expected to create a new revenue growth curve [6] - Revenue projections for 2025-2027 are 2.993 billion, 3.329 billion, and 3.925 billion yuan, with corresponding net profits of 352 million, 433 million, and 551 million yuan [6]