当碳酸锂期货价格因停产消息触碰9万元/吨新高后，市场对碳酸锂的价格预期需要再一次修正。 近期除了有江特电机的复产消息外，多个锂盐项目产能处于爬坡节奏，稳定了碳酸锂的供应面。 新增26万吨碳酸锂供应 中国五矿4万吨锂盐蒸汽输送项目正式开工，10月前将全面释放中国盐湖11.5万吨/年锂盐产能。 川能动力所属的德阿锂业已于7月成功调试产出合格电池级锂盐。该项目依托 李家沟锂辉石矿， 其1.5万吨/年碳酸锂与1.5万吨/年氢氧化锂产能，预计在8月全面达标达产。 赣锋锂业位于四川宣汉县的锂辉石提锂项目预计今年达产电池级碳酸锂和氢氧化锂4.5万吨。 市场预计，2025年 国内 将新增26万吨碳酸锂供应，总产量将达到80万吨，占全球产量近七成。 盐湖提锂潜力释放 值得注意的是，在行业降本的共识下，低成本锂盐产能占比正在上升。 从目前来看，盐湖提锂是锂盐新增产能的重要来源。由于盐湖提锂单位经营成本低，位于全球锂成 本曲线左侧，正成为市场的刚性供给。 全国最大、世界第二的可溶性钾镁盐矿床察尔汗盐湖长期以来受限于技术瓶颈资源利用率不足 30%。随着中国五矿4万吨锂盐项目的配套蒸汽工程落地，这将与已完成的吸附提锂装置形成 "黄 金 ...

8月26日，盛新锂能盘中上涨2.01%，截至13:50，报17.78元/股，成交4.90亿元，换手率3.23%，总市值 162.74亿元。 资金流向方面，主力资金净流入519.32万元，特大单买入3753.62万元，占比7.65%，卖出2012.34万元， 占比4.10%；大单买入9605.34万元，占比19.59%，卖出1.08亿元，占比22.08%。 盛新锂能今年以来股价涨29.03%，近5个交易日跌2.31%，近20日涨9.62%，近60日涨57.90%。 今年以来盛新锂能已经1次登上龙虎榜，最近一次登上龙虎榜为6月19日，当日龙虎榜净买入1.05亿元； 买入总计2.11亿元 ，占总成交额比23.49%；卖出总计1.06亿元 ，占总成交额比11.77%。 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%。 盛新锂能所属申万 ...

证券代码：002460 证券简称：赣锋锂业 附件：参会人员名单 | 序号 | 姓名 | 机构 | 职务 | | --- | --- | --- | --- | | 1 | 吴伟雄 | 个人投资者 | | | 2 | 吴东颖 | 花旗环球金融有限公司 | 基础材料电池材料研究 | | 3 | 熊颖 | 华西证券研究所 | 助理分析师 | | 4 | 马俊 | 光大证券研究所 | 有色金属行业分析师 | | 5 | 周相君 | 长江证券研究所 | 研究助理 | | 6 | 蒋舒航 | 富瑞金融集团香港有限公司 | 助理分析师 | | 7 | 罗春 | 广州拙一资产管理有限公司 | 副总经理 | | 8 | 张国英 | 深圳乐中控股有限公司 | 高级研究员 | | 9 | 赵伯华 | 北京德信汇富投资 | 研究员 | | 10 | 刘宇飞 | 中信证券研究部 | 高级经理 | | 11 | 张镭 | 摩根士丹利亚洲有限公司 | 董事总经理 | | 12 | 李敬民 | 深圳中和阳光股权投资基金管理有限公 司 | 董事总经理 | | 13 | 陈轩 | 财通证券研究所 | 金属新材料研究员 | | 14 | 叶非凡 ...

盛新锂能集团股份有限公司（以下简称"公司"）全资子公司四川致远锂业有限公司（以下简称"致远锂 业"）因业务发展需要，拟向中国光大银行股份有限公司成都分行（以下简称"光大银行"）申请不超过 人民币3,000万元（含本数）综合授信额度，期限不超过13个月。2025年8月20日，公司与光大银行签署 了《最高额保证合同》，为上述事项提供连带责任保证。 公司全资子公司盛威致远国际有限公司（以下简称"盛威国际"）因业务发展需要，拟向中国建设银行股 份有限公司成都第六支行（以下简称"建设银行"）申请不超过35,000万元（含本数）综合授信额度，期 限不超过12个月。2025年8月21日，公司与建设银行签署了《最高额保证合同》，为上述事项提供连带 责任保证。 公司分别于2025年3月21日、2025年4月11日召开第八届董事会第十八次会议和2024年年度股东大会，审 议通过了《关于对下属子公司提供担保额度预计的议案》，同意公司（含下属子公司）在下属子公司向 银行、融资租赁公司等金融及类金融机构申请融资及日常经营需要时为其提供担保，担保总金额不超过 人民币110亿元，对外担保额度有效期为公司2024年年度股东大会审议通过之日起 ...

丨 2025年8月19日星期二丨 NO.1久吾高科：拟发行可转债募资不超5.04亿元 8月18日，久吾高科（300631）公告称，公司拟发行可转债募资不超过5.04亿元，扣除发行费用后用 于"班戈错盐湖年产2000吨氯化锂中试生产线BOT项目""特种无机膜组件及装置生产线项目""补充流动 资金"。 8月18日，蔚蓝锂芯公告称，公司控股子公司淮安澳洋顺昌光电技术有限公司拟在马来西亚进行LED项 目建设投资，项目总投资8388万美元，新建LED CSP项目(CSP意为芯片级封装)。项目全部建成达产 后，预计将形成700KK(1KK即1百万)芯片点测分选及CSP月产能。蔚蓝锂芯同日披露2025年半年报，公 司上半年实现归母净利润3.33亿元，同比增长99.09%。 点评：蔚蓝锂芯控股子公司在马来西亚投资建设LED CSP项目，表明蔚蓝锂芯积极拓展国际市场，希望 增强全球竞争力，这会对LED行业产生积极影响。 NO.3龙佰集团：公司上半年净利润13.85亿元同比下降19.53% 8月18日，龙佰集团（002601）公告称，公司2025年上半年实现营业收入133.31亿元，同比下降3.34%， 归母净利润为13.85亿 ...

8月18日，久吾高科公告称，公司拟发行可转债募资不超过5.04亿元，扣除发行费用后用于"班戈错盐湖 年产2000吨氯化锂中试生产线BOT项目""特种无机膜组件及装置生产线项目""补充流动资金"。 点评：久吾高科拟发行可转债募资，募投项目展现其在新能源和环保领域的战略布局。此举有望增强公 司竞争力，提升市场份额，对相关行业产生积极影响。 NO.2 蔚蓝锂芯：控股子公司拟以8388万美元在马来西亚投建LED项目 8月18日，蔚蓝锂芯公告称，公司控股子公司淮安澳洋顺昌光电技术有限公司拟在马来西亚进行LED项 目建设投资，项目总投资8388万美元，新建LED CSP项目（CSP意为芯片级封装）。项目全部建成达产 后，预计将形成700KK（1KK即1百万）芯片点测分选及CSP月产能。蔚蓝锂芯同日披露2025年半年 报，公司上半年实现归母净利润3.33亿元，同比增长99.09%。 点评：蔚蓝锂芯控股子公司在马来西亚投资建设LED CSP项目，表明蔚蓝锂芯积极拓展国际市场，希望 增强全球竞争力，这会对LED行业产生积极影响。 每经记者｜朱成祥 每经编辑｜文多 丨 2025年8月19日 星期二丨 NO.1 久吾高科：拟发行可 ...

Group 1 - The company, Jiuwu High-Tech (300631.SZ), announced a plan to issue convertible bonds to unspecified investors, with a total fundraising amount not exceeding RMB 504 million (including RMB 504 million) [1] - The raised funds will be allocated to various projects, including the construction of a pilot production line for lithium chloride with an annual capacity of 2,000 tons at the Bangguo Salt Lake, production lines for special inorganic membrane components and devices, and to supplement working capital [1]

Group 1: Company Performance - Ganfeng Lithium is expected to report a net loss of 300 million to 550 million yuan for the first half of 2025, a decrease from a loss of 760 million yuan in the same period last year, indicating a narrowing of losses year-on-year [1] - Tianqi Lithium is projected to achieve a net profit of 0 to 155 million yuan for the first half of 2025, a significant improvement from a loss of 5.006 billion yuan in the previous year, indicating a turnaround to profitability [1][2] Group 2: Business Operations - Tianqi Lithium is involved in the production, processing, and sales of lithium concentrate and lithium chemical products, with significant control over the Greenbushes lithium spodumene mine, which accounts for 30% of global hard rock lithium production in 2023 [2] - The pricing mechanism for Tianqi Lithium's chemical-grade lithium concentrate will be updated to reflect the average monthly prices from four major pricing agencies, aligning procurement costs more closely with market prices [3] Group 3: Investment and Financial Impact - Ganfeng Lithium's increased losses are attributed to significant non-recurring gains, including investment income from the disposal of energy storage projects and other equity stakes, despite a decline in lithium salt and battery product sales prices [6][7] - Tianqi Lithium anticipates an increase in investment income due to the expected growth in performance from its joint venture SQM in the first half of 2025 [5]

Core Viewpoint - Tian Tie Technology (300587.SZ) has set ambitious targets for 2025 despite facing challenges from the temporary shutdown of its subsidiary Changjili due to a steam supply disruption caused by a lightning strike [1][2][4] Group 1: Company Performance and Targets - Tian Tie Technology aims for a revenue target of no less than 2.3 billion yuan and a net profit of no less than 580 million yuan for 2025, representing a revenue growth of 7.68% and a net profit increase of approximately 370% [1][9] - In Q1 2025, the company reported a revenue of 358 million yuan, a year-on-year decline of 39.92%, and a net profit of 10.26 million yuan, down 45.60% year-on-year [1][10] - The company achieved a revenue of 2.136 billion yuan in 2024, a year-on-year increase of 41.69%, and a net profit of 15.20 million yuan, up 102.33% [6][7] Group 2: Subsidiary Challenges - Changjili, a wholly-owned subsidiary, has been facing continuous losses with a debt ratio of 89.34% as of Q1 2025, indicating increasing financial strain [3][4] - The subsidiary's revenue for 2024 and Q1 2025 was 942 million yuan and 121 million yuan, respectively, with net losses of 60.53 million yuan and 17.44 million yuan [3][4] - The expected resumption of operations at Changjili has been delayed by approximately 10 days, with a new target date set for July 20, 2025 [1][2][3] Group 3: Market and Operational Impact - The steam supply disruption has temporarily halted operations at Changjili, but the company believes this will not significantly impact overall operations due to the ongoing production at its other subsidiary, Anhui Tian Tie [5][6] - The company is closely monitoring the repair and adjustment progress of the steam supplier, which is crucial for Changjili's operations [4][5] - The overall market environment for lithium products is expected to remain challenging, with prices continuing to decline, although at a slower rate than in 2023 [6][7]

Group 1: Ganfeng Lithium - Ganfeng Lithium has established a closed-loop lithium ecosystem with an integrated layout across upstream lithium resource development, midstream lithium salt processing, and downstream lithium battery manufacturing and recycling [1][2] - The company has a lithium salt production capacity of over 150,000 tons LCE domestically and an additional 40,000 tons LCE from the Cauchari lithium salt lake in Argentina, totaling nearly 200,000 tons LCE [1][2] - Ganfeng Lithium is expanding its lithium salt processing capacity to meet growing demand while maintaining risk control and effective inventory management [1][2] Group 2: Tianqi Lithium - Tianqi Lithium focuses on strategic resource layout in China, Australia, and Chile, aiming to build leading-scale lithium compound production bases [6][7] - The company has a lithium concentrate production capacity of 162,000 tons per year at the Greenbushes lithium mine, with plans for further expansions [7] - Tianqi Lithium holds a 22.16% stake in SQM, the largest lithium salt lake producer globally, which enhances its investment returns [9] Group 3: Salt Lake Potash - Salt Lake Potash has a chlorate potassium production capacity of 5 million tons per year, playing a crucial role in stabilizing the potassium fertilizer market [11] - The company has a current lithium carbonate production capacity of 30,000 tons per year, with plans for a new integrated lithium salt project with a capacity of 40,000 tons per year [12] Group 4: Yongxing Materials - Yongxing Materials has established a dual business model of "new materials + new energy," optimizing its entire industry chain to reduce costs and enhance competitiveness [14][15] - The company has achieved a carbon lithium production cost of 50,000 yuan per ton, with expectations for further cost optimization [14] Group 5: Zhongjin Lingnan - Zhongjin Lingnan has diversified its operations into lithium and other mineral resources, with a focus on reducing costs in its lithium mining operations [16][17] - The company has significant lithium resources in Canada and Zimbabwe, with plans for further capacity expansions [18] Group 6: Self-owned Lithium Mines - The company has three production bases with a total lithium salt processing capacity of approximately 73,000 tons, with plans for further expansions [21] - The company has secured priority supply rights for the Li family lithium mine, which has a lithium oxide resource of approximately 50,220 tons [21][22] Group 7: Shengxin Lithium Energy - Shengxin Lithium Energy has established four major lithium resource layouts and five lithium product production bases, positioning itself as a leading player in the domestic lithium market [23][24] - The company has a lithium carbonate production capacity of 42,000 tons per year, with ongoing projects to increase capacity [25][26]