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ST帕瓦: 天健会计师事务所(特殊普通合伙)关于浙江帕瓦新能源股份有限公司2024年报的信息披露监管问询函的回复
Zheng Quan Zhi Xing· 2025-07-13 09:08
目 录 | 一、关于非标审计意见和内控否定意见……………………………第 | 1—5 | 页 | | --- | --- | --- | | 二、关于经营业绩大幅亏损……………………………………… | 第 5—13 | 页 | | 三、关于主要客户和供应商…………………………………… | 第 13—20 | 页 | | 四、关于存货………………………………………………………第 | 21—28 | 页 | | 五、关于固定资产…………………………………………………第 | 28—35 | 页 | | 六、关于应收票据和应收款项融资………………………………第 | 35—42 | 页 | | 七、关于应收账款…………………………………………………第 | 42—48 | 页 | | 八、关于非经营性资金占用………………………………………第 | 48—50 | 页 | | 问询函专项说明 | | | 天健函〔2025〕660 号 上海证券交易所: 由浙江帕瓦新能源股份有限公司(以下简称帕瓦股份或公司)转来的《关于 对浙江帕瓦新能源股份有限公司 2024 年年度报告的信息披露监管问询函》(上 证科创公函〔2025〕0093 ...
光大期货碳酸锂日报-20250711
Guang Da Qi Huo· 2025-07-11 05:04
碳酸锂日报 1. 昨日碳酸锂期货 2509 合约跌 0.43%至 64180 元/吨。现货价格方面,电池级碳酸锂平均价上 350 元/ 吨至 63650 元/吨,工业级碳酸锂平均价上涨 350 元/吨至 62050 元/吨,电池级氢氧化锂(粗颗粒) 维持 57420 元/吨。仓单方面,昨日仓单库存减少 90 吨至 13191 吨。 2. 供应端,7 月产量预计环比增加 3.9%至 81150 吨,周度产量环比增加 690 吨至 18813 吨,增量主要 体现在锂辉石提锂、云母提锂次之,进口方面,5-6 月智利锂盐出口基本持平,预计整体 7 月碳酸 锂进口环比变化不大。需求端,7 月排产环比小幅增加,两大主材消耗碳酸锂环比增加 3%至 8.08 万 吨左右。库存端,周度库存环比增加 2446 吨至 140793 吨,其中中间环节增幅明显。 3. 当前市场来看,整体市场情绪回暖,仓单维持低位水平,锂矿成交价格有所上涨,锂盐厂宣布停产 检修及技改,叠加市场消息面扰动较多,短期刺激价格上涨,但昨日仓单库存小幅增加,后续需要 关注 6.5 万元/吨压力位置。但后市来看,套保压力也将随之而来,同时,截至目前矿山端未有停减 ...
碳酸锂日报-20250710
Guang Da Qi Huo· 2025-07-10 05:10
碳酸锂日报 一、研究观点 点 评 请务必阅读正文之后的免责条款部分 EVERBRIGHT FUTURES 1 1. 昨日碳酸锂期货 2509 合约涨 0.16%至 64400 元/吨。现货价格方面,电池级碳酸锂平均价上涨 400 元/吨至 63300 元/吨,工业级碳酸锂平均价上涨 400 元/吨至 61700 元/吨,电池级氢氧化锂(粗颗 粒)下跌 50 元/吨至 57420 元/吨。仓单方面,昨日仓单库存增加 626 吨至 13281 吨。 2. 供应端,7 月产量预计环比增加 3.9%至 81150 吨,但随着部分上游企业检修及技改,周度产量有所 放缓,对预期产量或将有一定下调,进口方面,5-6 月智利锂盐出口基本持平,预计整体 7 月碳酸 锂进口环比变化不大。需求端,7 月排产环比小幅增加,两大主材消耗碳酸锂环比增加 3%至 8.08 万 吨左右。库存端,周度库存延续累库,但目前锂盐+锂矿库存高企,据钢联数据约合 38 万吨 LCE。 3. 当前市场来看,整体市场情绪回暖,仓单维持低位水平,锂矿成交价格有所上涨,锂盐厂宣布停产 检修及技改,叠加市场消息面扰动较多,短期刺激价格上涨,但昨日仓单库存小幅增 ...
杭州湾上虞经开区:重点产业聚势腾飞 本土企业逐浪世界
区域经济发展如此之好,关键在于精准把握产业脉搏,以创新实践破解发展难题。今年5月,商务部印 发的《深化国家级经济技术开发区改革创新 以高水平开放引领高质量发展工作方案》明确提出,要因 地制宜发展新质生产力、提升开放型经济水平。这为国家级经开区的发展指明了方向,也与杭州湾上虞 经开区的发展路径不谋而合。 一次次产业升级的蝶变、一家家出海拓市的企业,汇聚成高质量发展的澎湃动能。如今的杭州湾上虞经 开区,已集聚1846家企业,其中规模以上工业企业达351家。2024年,经开区实现总产值2576.2亿元, 同比增长6.9%,勾勒出区域发展的曲线。 日月递嬗,盛貌日新。行走在杭州湾上虞经济技术开发区,蓬勃发展的生动图景徐徐铺展:昔日破土抽 枝的工业新苗,如今已长成枝繁叶茂的产业森林;曾经扎根一隅的本土企业,正蜕变为逐浪全球的外贸 劲旅。这片充满活力的热土,处处跃动着跨越发展的强劲脉搏。 创新谋发展 先进材料产业加速前进 在世界百年未有之大变局加速演进的时代背景下,杭州湾上虞经开区正面临产业结构不均衡、经济效益 亟待突破等多重挑战。如何在变局中开新局、于挑战中寻机遇,成为推动经开区实现高质量发展的关键 命题。 面对产业升 ...
碳酸锂日报(2025年7月9日)-20250709
Guang Da Qi Huo· 2025-07-09 06:32
碳酸锂日报 点 评 请务必阅读正文之后的免责条款部分 EVERBRIGHT FUTURES 1 碳酸锂日报(2025 年 7 月 9 日) 一、研究观点 1. 昨日碳酸锂期货 2509 合约涨 0.69%至 63880 元/吨。现货价格方面,电池级碳酸锂平均价上涨 350 元/吨至 62900 元/吨,工业级碳酸锂平均价上涨 350 元/吨至 61300 元/吨,电池级氢氧化锂(粗颗 粒)下跌 50 元/吨至 57470 元/吨。仓单方面,昨日仓单库存减少 2900 吨至 12655 吨。 2. 供应端,7 月产量预计环比增加 3.9%至 81150 吨,但随着部分上游企业检修及技改,周度产量有所 放缓,对预期产量或将有一定下调,进口方面,5-6 月智利锂盐出口基本持平,预计整体 7 月碳酸 锂进口环比变化不大。需求端,7 月排产环比小幅增加,两大主材消耗碳酸锂环比增加 3%至 8.08 万 吨左右。库存端,周度库存延续累库,但目前锂盐+锂矿库存高企,据钢联数据约合 38 万吨 LCE。 3. 当前市场来看,整体市场情绪回暖,仓单维持低位水平,锂矿成交价格有所上涨,锂盐厂宣布停产 检修及技改,叠加市场消息面扰 ...
光大期货碳酸锂日报-20250708
Guang Da Qi Huo· 2025-07-08 05:13
碳酸锂日报 碳酸锂日报(2025 年 7 月 8 日) 一、研究观点 点 评 请务必阅读正文之后的免责条款部分 EVERBRIGHT FUTURES 1 1. 昨日碳酸锂期货 2509 合约较前一交易日持平至 63660 元/吨。现货价格方面,电池级碳酸锂平均价 上涨 250 元/吨至 62550 元/吨,工业级碳酸锂平均价上涨 250 元/吨至 60950 元/吨,电池级氢氧化 锂(粗颗粒)下跌 50 元/吨至 57520 元/吨。仓单方面,昨日仓单库存减少 5481 吨至 15555 吨。 2. 供应端,7 月产量预计环比增加 3.9%至 81150 吨,但随着部分上游企业检修及技改,周度产量有所 放缓,对预期产量或将有一定下调,进口方面,5-6 月智利锂盐出口基本持平,预计整体 7 月碳酸 锂进口环比变化不大。需求端,7 月排产环比小幅增加,两大主材消耗碳酸锂环比增加 3%至 8.08 万 吨左右。库存端,周度库存延续累库,但目前锂盐+锂矿库存高企,据钢联数据约合 38 万吨 LCE。 3. 当前市场来看,整体市场情绪回暖,仓单维持低位水平,锂矿成交价格有所上涨,锂盐厂宣布停产 检修及技改,叠加市场消息 ...
新能源+AI周报:重视新能源供给侧的进化-20250707
Investment Rating - The report does not provide specific investment ratings for the industry segments [2]. Core Insights - The overall strategy emphasizes the evolution of the supply side in the new energy sector, focusing on innovation and avoiding "involution" in the market [3][5]. - The new energy vehicle supply chain is entering a new cycle, with companies like CATL benefiting from collaborations with tech giants like Xiaomi and Huawei [3][21]. - The lithium battery sector is expected to see a positive outlook, with production forecasted to exceed 130 GWh in July, marking a nearly 40% year-on-year increase [4][35]. - The photovoltaic industry is facing challenges due to overcapacity and competition, but recent government measures aim to optimize supply and stabilize the market [5][25]. Summary by Sections New Energy Vehicle Supply Chain - The downstream landscape is evolving, with companies like CATL collaborating with automakers to enhance production efficiency and shorten delivery times [3][27]. - The launch of Xiaomi's YU7 has exceeded expectations, indicating a shift in consumer behavior towards valuing emotional and intelligent experiences in vehicles [21][22]. Lithium Battery Sector - The lithium battery production is projected to grow, with significant investments in high-end products and solid-state technologies [4][35]. - Companies like Fulin Precision and Enjie are expanding their production capabilities, focusing on high-performance lithium iron phosphate and solid-state battery materials [4][31]. Photovoltaic Industry - The photovoltaic sector is expected to confirm a mid-term bottom as supply-side optimization measures are implemented [5][25]. - Major glass manufacturers in the photovoltaic industry plan to reduce production by 30% starting in July to address overcapacity issues [5][25]. Offshore Market Opportunities - Leading companies like EVE Energy are investing in overseas projects, such as a new energy storage project in Malaysia worth up to 8.654 billion yuan [4][22]. - The establishment of independent pricing systems and production capacities in overseas markets is seen as a strategy to enhance profitability [4][22]. AI and New Energy Integration - The integration of AI with new energy sectors is highlighted, with companies exploring innovative applications and market breakthroughs [8][21]. - The report notes the acceleration of controlled nuclear fusion technology, with companies like CFS partnering with Google for future energy supply [8][34].
镍近况梳理及行情展望-20250707
Chuang Yuan Qi Huo· 2025-07-07 05:40
Report Industry Investment Rating - Not provided Core View of the Report - The negative feedback in the industrial chain has not ended [4] Summary by Relevant Catalogs Nickel Situation and Policy Changes - On June 10, Indonesia's Energy Minister Bahlil Lahadalia announced the revocation of the mining licenses of four nickel companies in Raja Ampat, Papua, due to environmental concerns [3] - On July 2, 2025, Indonesia's Mining Minister Bahlil Lahadalia said Indonesia plans to shorten the mining quota period from three years to one year to improve industry governance and control coal and ore supplies, which is expected to support prices and increase government revenue [4] Negative Feedback Reaching the Mine End - From the perspective of industrial profit distribution, mine - end profits are still substantial. With mine supply at a seasonal peak, there is room for mine prices to fall [6] - As of July 4, the premium of Indonesian pyrometallurgical ore was $25/wet ton, a week - on - week decrease of $2/wet ton. Due to losses in the NPI - stainless steel industry chain, pyrometallurgical ore prices are under pressure. Hydrometallurgical ore prices are relatively stable as MHP still has profits and the Qingshan Chenxi project is about to be put into production [8] NPI Production Cuts - The latest transaction price of NPI is 910 yuan/nickel point. The previously circulated price of 895 yuan/nickel point had no transactions. NPI production cuts have occurred in China and non - free mine smelters in Indonesia due to increased losses. With no profit recovery in the downstream stainless steel sector, there is still pressure on NPI and pyrometallurgical ore prices [15] Ice - Nickel Production - Since March, ice - nickel has been in a loss state, and current production mainly meets downstream rigid demand. The break - even line for Indonesian ice - nickel corresponds to a nickel price of around $15,000. If Indonesian NPI starts to lose money, attention should be paid to NPI conversion to ice - nickel, which may bring supply pressure [21] MHP Production and New Projects - The tailings dam collapse event in late March was resolved at the end of April, and MHP production has recovered quickly. MHP maintains a profitable state with a cost equivalent to LME nickel price of $13,000/metal ton. Short - term attention should be paid to the progress of Qingshan's newly launched Chenxi project with a capacity of 67,000 metal tons [25] Sulfuric Acid Nickel Market - In the first half of the year, the consumption of ternary precursors was lower than expected, and the surplus of sulfuric acid nickel was reflected in the increase of refined nickel production. Losses in non - integrated downstream electrowon nickel have a negative feedback on the sulfuric acid nickel sector, and prices are under downward pressure [33] Domestic Electrowon Nickel and Policy - The 50,000 - ton production capacities of Indonesia's Eternity Nickel Industry and Dingxing Nickel Industry are still in the climbing stage, which will temporarily digest the new pressure of MHP. Domestic non - integrated electrowon nickel is in a loss state, and electrowon nickel production has decreased slightly [42] Stainless Steel Market - After Tsingshan gave up price support the week before last, the spot price of stainless steel collapsed, and the inventory pressure of steel mills was transferred to the terminal. In July, the production plan of 3 - series stainless steel was 1.62 million tons, a 5% month - on - month decrease but a 2% year - on - year increase. After production cuts, stainless steel profits have not recovered [45] Ternary Precursor Market - In the first half of the year, the cumulative production of domestic ternary precursors was 399,300 tons, a 3% year - on - year decrease, and nickel consumption in the new energy field was significantly lower than the initial expectation [47]
容百科技海外再下一城!
起点锂电· 2025-07-06 11:25
Group 1 - The fifth "Starting Point Two-Wheeled Vehicle Battery Swap Conference" will be held on July 11, 2025, in Shenzhen, focusing on the theme "Battery Swap City, Smart Two-Wheelers" [1] - The conference is sponsored by various companies including Xiaohahuan, Yadi Technology Group, and others, indicating strong industry interest and participation [1] - Ningbo Rongbai Technology has signed a strategic cooperation memorandum with Canadian clean energy company Rock Tech Lithium to establish a localized lithium-ion battery material supply chain in Europe [2] Group 2 - Rongbai Technology will support Rock Tech in building a lithium refining plant in Germany, which is the first commercial battery-grade lithium hydroxide plant in Europe, with an annual output of 24,000 tons [2] - The plant is expected to meet the raw material needs of over 500,000 electric vehicles, enhancing local supply capabilities and reducing reliance on imports [2] - Rongbai Technology is also expanding its overseas market presence with a new plant in Poland, projected to have an initial annual capacity of 25,000 tons by 2026 [2]
川发龙蟒“牵手”富临精工 拟优势互补共同发力磷酸铁锂、前驱体等领域业务
Zheng Quan Ri Bao· 2025-07-03 11:42
Core Viewpoint - The collaboration between Sichuan Development Longmang Co., Ltd. and Fulian Precision Co., Ltd. is seen as a strong alliance between two leading companies in their respective fields, aiming for complementary advantages and mutual benefits [2][3]. Group 1: Partnership Details - Both companies signed a Cooperation Framework Agreement to collaborate in equity and capital, as well as in lithium iron phosphate projects and precursor projects [2]. - They plan to establish a joint venture where Fulian Precision or its designated party will hold 51% and Sichuan Development Longmang or its designated party will hold 49%, to invest in a new 100,000 tons/year high-pressure dense lithium iron phosphate project [2]. - Another joint venture will be formed with Fulian Precision or its designated party holding 49% and Sichuan Development Longmang or its designated party holding 51%, to build a 100,000 tons/year lithium dihydrogen phosphate precursor project [2]. Group 2: Strategic Advantages - Sichuan Development Longmang is recognized as a leading company in the domestic phosphate chemical sector, with a focus on lithium iron phosphate and other new energy materials, creating a dual-driven industrial pattern [3]. - Fulian Precision is a core supplier of intelligent electric control and incremental components for new energy vehicles, known for its advanced high-pressure dense lithium iron phosphate materials with significant technical and performance advantages [3]. - The partnership is expected to enhance both companies' core competitiveness in the new energy materials sector and optimize their resource integration capabilities within a green circular economy industry chain [3].