| 碳酸锂日评20251124:仍具回调空间 | | | | | | | --- | --- | --- | --- | --- | --- | | 交易日期(日) | 2025-11-21 | 2025-11-20 | 2025-11-14 | 较昨日变化 | 近两周走势 | | 近月合约 收盘价 | 90960.00 | 98880.00 | 85720.00 | -7,920.00 | -5- | | 连一合约 收盘价 | 91020.00 | 98980.00 | 87220.00 | -7,960.00 | | | 连二合约 收盘价 | 91160.00 | 99160.00 | 87360.00 | -8,000.00 | | | 连三合约 收盘价 | 91160.00 | 99160.00 | 87060.00 | -8,000.00 | | | 收盘价 | 91020.00 | 98980.00 | 87360.00 | -7,960.00 | 11 | | 碳酸锂期货 成交堂(手) 活跃合约 (元/吨) | 1137824.00 | 1595646.00 | 757432.00 | -457 ...

盛屯矿业 20251120 摘要 盛屯矿业核心资产集中于刚果金，包括卡隆威铜钴矿及新收购的高品位 露天金矿，以及印尼高冰镍生产基地，实施"上控资源，下拓材料"的 全球化战略，优化营收结构，铜业务贡献主要毛利。 卡隆威铜钴矿已全面投产并达满产，2023 年产量超 6 万吨，周边勘探 区显示巨大增储潜力，与西部前沿矿区重叠，勘探面积超 300 平方公里， 未来可采储量潜力巨大。 公司在刚果金布局三个冶炼厂，预计 2026 年达满产 18 万吨，上市公 司权益产能约 11.5 万吨，香港科力新项目盈利显著，2024 年上半年已 达 5.42 亿元。 公司计划以 13.5 亿元收购加拿大上市公司股份，获得刚果金金矿 84.68%权益，资源量 123.6 吨，平均品位近 3 克/吨，露天开采，预计 年产黄金 6-7 吨，成本 300-350 美元/盎司。 尽管刚果金存在地缘政治风险，但公司项目远离冲突区，附近巴里克金 矿稳定运营超 10 年，运输问题通过陆运和空运结合解决，整体经营风 险可控。 Q&A 盛屯矿业的资源层面有哪些关键点？ 盛屯矿业在资源层面上有几个关键点。首先，公司在刚果金拥有一个重要的铜 矿探矿权，紧邻 ...

| 碳酸锂日评20251120:谨防冲高回落 | | | | | | | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 2025-11-12 | 交易日期(日) | 2025-11-19 | 2025-11-18 | 较昨日变化 | 近两周走势 | 近月合约 | 收盘价 | 99060.00 | 93420.00 | 84920.00 | 5,640.00 | | | 连一合约 | 收盘价 | 99300.00 | 93520.00 | 86500.00 | 5,780.00 | 收盘价 | 99300.00 | 93440.00 | 86580.00 | 5,860.00 | 连二合约 | | | 连三合约 | 收盘价 | 99300.00 | 93440.00 | 86280.00 | 5,860.00 | 收盘价 | 99300.00 | 93520.00 | 86580.00 | 5,780.00 | | | | 砖酸锂期货 | 成交堂(手) | 1767428 ...

Core Insights - The global energy storage industry is experiencing rapid growth, and Zhongwei Co., Ltd. (300919.SZ, 02579.HK) is strategically positioning itself in this market [1] - Zhongwei Co., Ltd. has launched its H-share listing in Hong Kong, becoming the first company in the new energy materials sector to achieve an "A+H" listing [2] - The company has a comprehensive vertical integration strategy and is accelerating its globalization efforts, with overseas revenue expected to reach 50.58% by mid-2025 [1][5] Company Developments - Zhongwei Co., Ltd. has established a strategic layout for nickel-based, sodium-based, and phosphate-based materials, aiming to enhance its penetration in the energy storage sector [1] - The company has received orders for sodium-ion batteries and has begun shipments, indicating a strong market demand for this technology [4] - The recent fundraising of approximately HKD 34.33 billion will be allocated for the construction of a production base in South Korea and the development of a phosphate mine [3] Financial Performance - The company reported revenues of CNY 303.44 billion, CNY 342.73 billion, and CNY 402.23 billion for the years 2022, 2023, and 2024, respectively, with net profits of CNY 15.43 billion, CNY 19.47 billion, and CNY 14.67 billion [4] - In the first three quarters of 2025, Zhongwei Co., Ltd. achieved revenues of CNY 332.97 billion, a year-on-year increase of 10.39%, but net profit decreased by 15.94% due to cost pressures [5] Market Position - Zhongwei Co., Ltd. has maintained its position as the global leader in the shipment of nickel and cobalt precursor materials for lithium batteries for five consecutive years, with market shares of 20.3% and 28.0% projected for 2024 [4] - The company is expanding its international footprint, with significant investments in Indonesia and Morocco to secure raw material resources and enhance its production capabilities [5]

| 碳酸锂日评20251118:谨防冲高回落 | | | | | | | | --- | --- | --- | --- | --- | --- | --- | | 交易日期(日) | | 2025-11-17 | 2025-11-14 | 2025-11-10 | 较昨日变化 | 近两周走势 | | 收盘价 | 近月合约 | 95140.00 | 85720.00 | 84500.00 | 9,420.00 | | | 收盘价 | 连一合约 | 95200.00 | 87220.00 | 87120.00 | 7.980.00 | | | 收盘价 | 连二合约 | 94780.00 | 87060.00 | 87240.00 | 7,720.00 | | | 收盘价 | 连三合约 | 94780.00 | 87060.00 | 86940.00 | 7,720.00 | - | | 收盘价 | | 95200.00 | 87360.00 | 87240.00 | 7,840.00 | 3 | | 成交堂(手) 持仓堂(手) | 砖酸包期货 活跃合约 (元/吨) | 1366919.00 562954.00 ...

每经AI快讯，有投资者在投资者互动平台提问：你好！请问贵公司三元前驱体产品投产了吗？销售情 况如何？我看贵公司的业绩中主要是铜、钴产品，好象没单独把三元前驱体产品列入一栏，说明目前产 销量还比较小吗？如果是的话，好久能大规模上量？ （文章来源：每日经济新闻） 腾远钴业（301219.SZ）11月17日在投资者互动平台表示，公司全资子公司赣州腾驰新能源材料技术有 限公司已经具备了20000吨三元前驱体和10000吨四氧化三钴的产能，目前四氧化三钴已实现对外销售， 三元前躯体目前处于送样阶段；关于三元前驱体产品具体产销进展请关注公司后续定期报告。 ...

腾远钴业（301219.SZ）11月17日在投资者互动平台表示，公司首次公开发行股票募集资金净额52.04亿 元，主要用于"年产2万吨钴、1万吨镍金属量系列产品异地智能化技术改造升级及原辅材料配套生产项 目扩能及完善相关配套建设项目"及补充流动资金。具体建设内容包括：钴产品3.95万金属吨、铜产品3 万吨、镍产品6万金属吨、锰产品2.182万金属吨、碳酸锂2万吨产品生产线，产品包含氯化钴、四氧化 三钴、硫酸钴、电积钴、电积铜、三元前驱体、氧化亚钴、硫酸镍、碳酸锂等。截至目前，公司已拥有 钴产品3.15万金属吨、镍产品1万金属吨、锰产品1万金属吨、碳酸锂0.5万吨，铜产品6万吨的生产能 力，项目效益将随产能落地逐步体现，公司将结合资源供给、市场情况及产品需求等因素有序推进产能 扩产进度，努力为投资者创造更大价值。 （文章来源：每日经济新闻） 每经AI快讯，有投资者在投资者互动平台提问：请问贵公司上市募集资金主要投在哪些领域，一晃就 几年了，不知目前进展、效果如何？达到预期目标了吗？ ...

腾远钴业11月17日在互动平台表示，公司全资子公司赣州腾驰新能源材料技术有限公司已经具备了 20,000吨三元前驱体和10,000吨四氧化三钴的产能，目前四氧化三钴已实现对外销售，三元前躯体目前 处于送样阶段。 ...

格隆汇11月17日丨腾远钴业(301219.SZ)在投资者互动平台表示,公司全资子公司赣州腾驰新能源材料技 术有限公司已经具备了2万0吨三元前驱体和1万吨四氧化三钴的产能，目前四氧化三钴已实现对外销 售，三元前躯体目前处于送样阶段。 ...

Core Viewpoint - Greeenme's stock price has shown significant growth this year, with a year-to-date increase of 31.34%, reflecting strong market performance and investor interest [1][2]. Company Overview - Greeenme Co., Ltd. is based in Shenzhen, Guangdong, and specializes in the recycling of cobalt and nickel resources, as well as electronic waste. The company was established on December 28, 2001, and went public on January 22, 2010 [2]. - The main revenue sources for Greeenme include: ternary precursors (38.70%), nickel resources (15.73%), cobalt oxide (12.28%), trade and others (8.35%), cathode materials (7.26%), cobalt recovery (6.74%), tungsten resource recovery (6.01%), comprehensive utilization of power lithium batteries (3.06%), and comprehensive utilization of scrapped automobiles (1.87%) [2]. Financial Performance - For the period from January to September 2025, Greeenme reported a revenue of 27.498 billion yuan, representing a year-on-year growth of 10.55%. The net profit attributable to shareholders was 1.109 billion yuan, with a year-on-year increase of 22.66% [2]. - The company has distributed a total of 1.825 billion yuan in dividends since its A-share listing, with 1.002 billion yuan distributed in the last three years [3]. Shareholder Information - As of September 30, 2025, Greeenme had 425,600 shareholders, an increase of 0.68% from the previous period. The average number of circulating shares per shareholder was 11,946, a decrease of 0.68% [2]. - The top circulating shareholders include Hong Kong Central Clearing Limited, holding 111 million shares, and Southern CSI 500 ETF, holding 74.5979 million shares, with some shareholders experiencing a decrease in holdings [3].