1月9日，盛新锂能盘中下跌2.01%，截至13:54，报35.14元/股，成交16.40亿元，换手率5.03%，总市值 321.63亿元。 资金流向方面，主力资金净流出1.02亿元，特大单买入1.61亿元，占比9.79%，卖出2.12亿元，占比 12.92%；大单买入3.80亿元，占比23.19%，卖出4.31亿元，占比26.26%。 分红方面，盛新锂能A股上市后累计派现9.29亿元。近三年，累计派现8.11亿元。 机构持仓方面，截止2025年9月30日，盛新锂能十大流通股东中，香港中央结算有限公司位居第十大流 通股东，持股1043.29万股，为新进股东。华夏行业景气混合A（003567）退出十大流通股东之列。 责任编辑：小浪快报 盛新锂能今年以来股价涨2.06%，近5个交易日涨2.06%，近20日涨8.69%，近60日涨80.11%。 资料显示，盛新锂能集团股份有限公司位于广东省深圳市福田区皇岗路5001号深业上城(南区)T1栋56 楼，成立日期2001年12月29日，上市日期2008年5月23日，公司主营业务涉及中纤板、林木的生产与销 售;稀土产品、氯化锂、电池级单水氢氧化锂、电池级碳酸锂的生产销售等新能 ...

天铁科技（300587.SZ）1月7日在投资者互动平台表示，西藏中鑫目前正在推进西藏班戈错盐湖2000t/a 氯化锂中试生产线建设，目前尚未给安徽天铁供货；安徽天铁的原材料目前主要为碳酸锂、氢氧化锂、 正丁醇、含锂卤水等；公司业绩的情况请关注公司披露于指定媒体的定期报告。 （记者 王晓波） 每经AI快讯，有投资者在投资者互动平台提问：公司参股西藏中鑫有给安徽天铁供货么？安徽天铁原 材料是什么？今年碳酸锂大涨对安徽天铁业绩有改善么？ ...

1月6日，盛新锂能盘中上涨2.08%，截至10:34，报37.36元/股，成交15.41亿元，换手率4.58%，总市值 341.95亿元。 资金流向方面，主力资金净流入3000.32万元，特大单买入1.71亿元，占比11.07%，卖出1.21亿元，占比 7.87%；大单买入4.16亿元，占比27.00%，卖出4.35亿元，占比28.26%。 截至9月30日，盛新锂能股东户数12.42万，较上期增加1.92%；人均流通股6974股，较上期减少1.88%。 2025年1月-9月，盛新锂能实现营业收入30.95亿元，同比减少11.53%；归母净利润-7.52亿元，同比减少 62.96%。 分红方面，盛新锂能A股上市后累计派现9.29亿元。近三年，累计派现8.11亿元。 机构持仓方面，截止2025年9月30日，盛新锂能十大流通股东中，香港中央结算有限公司位居第十大流 通股东，持股1043.29万股，为新进股东。华夏行业景气混合A（003567）退出十大流通股东之列。 责任编辑：小浪快报 盛新锂能今年以来股价涨8.51%，近5个交易日涨6.11%，近20日涨26.22%，近60日涨100.75%。 资料显示，盛新锂能集 ...

12月29日，盛新锂能跌5.4%，截至发稿，报33.31元/股，成交8.08亿元，换手率2.59%，总市值304.88亿 元。 资料显示，盛新锂能集团股份有限公司位于广东省深圳市福田区皇岗路5001号深业上城(南区)T1栋56 楼，成立日期2001年12月29日，上市日期2008年5月23日，公司主营业务涉及中纤板、林木的生产与销 售;稀土产品、氯化锂、电池级单水氢氧化锂、电池级碳酸锂的生产销售等新能源、新材料领域。主营 业务收入构成为：新能源100.00%。 从基金十大重仓股角度 数据显示，长安基金旗下1只基金重仓盛新锂能。长安鑫禧混合A（005477）三季度减持69万股，持有 股数66.29万股，占基金净值比例为4.81%，位居第三大重仓股。根据测算，今日浮亏损失约125.95万 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 长安鑫禧混合A（005477）成立日期2018年2月7日，最新规模6439.17万。今年以来收益24.55%，同类 ...

12月19日，盛新锂能涨5.19%，截至发稿，报33.62元/股，成交18.00亿元，换手率6.13%，总市值307.72 亿元。 资料显示，盛新锂能集团股份有限公司位于广东省深圳市福田区皇岗路5001号深业上城(南区)T1栋56 楼，成立日期2001年12月29日，上市日期2008年5月23日，公司主营业务涉及中纤板、林木的生产与销 售;稀土产品、氯化锂、电池级单水氢氧化锂、电池级碳酸锂的生产销售等新能源、新材料领域。主营 业务收入构成为：新能源100.00%。 从基金十大重仓股角度 数据显示，长安基金旗下1只基金重仓盛新锂能。长安鑫禧混合A（005477）三季度减持69万股，持有 股数66.29万股，占基金净值比例为4.81%，位居第三大重仓股。根据测算，今日浮盈赚取约110.04万 元。 长安鑫禧混合A（005477）成立日期2018年2月7日，最新规模6439.17万。今年以来收益21.04%，同类 排名3868/8098；近一年收益14.72%，同类排名4701/8067；成立以来亏损55.82%。 长安鑫禧混合A（005477）基金经理为江博文。 截至发稿，江博文累计任职时间1年164天，现任基金 ...

前三季度主业盈利质量同比显著提升，双主业战略实现破局。2025 年前三季度公司实现营业收入3.22 亿元，同比+34%；2025Q3 实现营收1.14 亿元，同比+43.44%。在精细化工领域，公司持续完善研发与 生产体系，不断推动科技创新和产业升级，并积极践行ESG 可持续发展理念，为市场提供优质产品与 服务；在新能源业务方面，通过组件精细化维护、优化运维路径等措施，保障存量电站高效运行，光伏 EPC 业务则依托创新解决方案，签约量稳步提升。 投资建议：我们预计公司25-27 年分别实现营收4.82/9.01/11.02 亿元，归母净利润0.1/1.12/1.85 亿元，维 持"推荐"评级。 开发煤矿低浓瓦斯利用项目，布局能源利用高价值赛道。此前，兆新还与亿扬能源签署了《战略合作框 架协议》及《煤矿低浓瓦斯（乏风）销毁及余热综合利用项目投资合作协议》，共同出资设立兆亿碳合 能源科技（杭州）有限公司，持有55%股权。该合资公司将以投资、建设并运营"钱家营煤矿低浓度瓦 斯利用项目"及同类型的瓦斯利用项目。双方将创新打造"矿区资源回收+新能源协同"模式，提升矿区能 源自给率与供应稳定性，更引领行业从单一"能源供给 ...

Core Viewpoint - The surge in stock prices of Tianhua New Energy is driven by the booming demand for energy storage and the rebound in lithium carbonate prices, despite a significant decline in the company's revenue and net profit projections for 2023 and 2024 [1][6]. Company Performance - Tianhua New Energy's stock price reached 57.44 CNY per share as of November 19, with an increase of over 88% in November and over 155% year-to-date, positioning it among the top performers in the sector [1][2]. - The company's revenue and net profit are projected to decline significantly, with revenues expected to drop from 170.30 billion CNY in 2022 to 66.08 billion CNY in 2024, representing a year-on-year decrease of 38.54% and 36.87% respectively [6]. - The net profit is also forecasted to decline sharply, from 65.86 billion CNY in 2022 to 8.48 billion CNY in 2024, indicating a year-on-year decrease of 74.81% and 48.91% [6]. Market Context - The lithium battery industry is experiencing a collective rise in stock prices, with other companies like Zhongyi Technology and Rongbai Technology also seeing significant gains, attributed to the increasing demand for energy storage solutions [1][5]. - The market is currently viewed as being in a phase of price correction rather than a complete cycle reversal, as the industry is still adjusting from previous rapid capacity expansions [5]. Strategic Moves - Tianhua New Energy plans to acquire 75% of Suzhou Tianhua Times for 12.54 billion CNY, aiming to enhance its investment and development in overseas lithium resources and mitigate potential competition risks [6][7]. - The acquisition is expected to support the company's long-term development strategy without significantly impacting its financial performance in the near term [7].

Group 1 - The core viewpoint of the news is that Shengxin Lithium Energy has seen a significant increase in its stock price, rising by 6.06% to 34.64 CNY per share, with a total market capitalization of 31.706 billion CNY [1] - Shengxin Lithium Energy, established on December 29, 2001, and listed on May 23, 2008, is primarily engaged in the production and sales of new energy and materials, including lithium products [1] - The company's main business revenue is entirely derived from the new energy sector, indicating a focused operational strategy [1] Group 2 - Chang'an Fund has a significant holding in Shengxin Lithium Energy, with its Chang'an Xinxin Mixed A fund reducing its stake by 690,000 shares, now holding 662,900 shares, which represents 4.81% of the fund's net value [2] - The Chang'an Xinxin Mixed A fund has achieved a year-to-date return of 22.68%, ranking 3940 out of 8213 in its category, while its one-year return is 6.82%, ranking 6305 out of 8130 [2] - The fund manager, Jiang Bowen, has been in charge for 1 year and 132 days, with the best return during his tenure being 37.24% [3]

Group 1 - The core viewpoint of the news is that Shengxin Lithium Energy has seen a significant increase in its stock price, rising by 5.2% to 28.72 CNY per share, with a total market capitalization of 26.287 billion CNY and a trading volume of 1.115 billion CNY [1] - Shengxin Lithium Energy has experienced a continuous stock price increase for three consecutive days, with a cumulative increase of 3.98% during this period [1] - The company specializes in the production and sales of new energy and materials, with its main business revenue entirely derived from the new energy sector [1] Group 2 - Chang'an Fund has a significant holding in Shengxin Lithium Energy, with its Chang'an Xinxin Mixed A fund reducing its holdings by 690,000 shares in the third quarter, now holding 662,900 shares, which accounts for 4.81% of the fund's net value [2] - The fund has realized a floating profit of approximately 941,300 CNY today, with a floating profit of 629,800 CNY during the three-day stock price increase [2] - Chang'an Xinxin Mixed A fund has a total scale of 64.3917 million CNY and has achieved a year-to-date return of 21.64% [2]

Group 1 - The core viewpoint of the news is that Shengxin Lithium Energy has seen a significant increase in its stock price, rising by 5.4% to 26.16 yuan per share, with a trading volume of 1.085 billion yuan and a turnover rate of 4.88%, leading to a total market capitalization of 23.944 billion yuan [1] - Shengxin Lithium Energy Group Co., Ltd. is based in Shenzhen, Guangdong, and was established on December 29, 2001. The company was listed on May 23, 2008, and its main business involves the production and sale of medium-density fiberboard, timber, rare earth products, lithium chloride, battery-grade monohydrate lithium hydroxide, and battery-grade lithium carbonate, all within the new energy and new materials sectors. The revenue composition is entirely from new energy [1] Group 2 - From the perspective of major fund holdings, data shows that Chang'an Fund has a significant position in Shengxin Lithium Energy. The Chang'an Xinxin Mixed A Fund (005477) reduced its holdings by 690,000 shares in the third quarter, now holding 662,900 shares, which accounts for 4.81% of the fund's net value, making it the third-largest holding. The estimated floating profit today is approximately 888,300 yuan [2] - The Chang'an Xinxin Mixed A Fund (005477) was established on February 7, 2018, with a latest scale of 64.3917 million yuan. Year-to-date returns are 20.63%, ranking 4463 out of 8148 in its category; the one-year return is 12.06%, ranking 5224 out of 8053; and since inception, it has incurred a loss of 55.97% [2]