碳酸锂/磷酸锂

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A股公告精选 | 英联股份(002846.SZ)前三季度业绩同比大增超15倍
智通财经网· 2025-09-29 12:18
Group 1 - Yinglian Co., Ltd. expects a net profit of 34.5 million to 37.5 million yuan for the first three quarters of 2025, representing a year-on-year increase of 1531% to 1673% [1] - China CNR Corporation signed major contracts totaling approximately 54.34 billion yuan, accounting for 22% of its expected revenue for 2024 [1] - Shengmei Shanghai reported a total order amount of 9.072 billion yuan, a year-on-year increase of 34.1% [2] Group 2 - Fulian Precision plans to increase capital in its subsidiary Jiangxi Shenghua with a total investment of 35.63 billion yuan, which is expected to constitute a major asset restructuring [3] - Aimeike has obtained a drug registration certificate for Minoxidil topical solution, which is used for treating male pattern baldness [4] - Guolin Technology is planning to acquire 91.07% of Kailianjie’s equity for cash, which is expected to constitute a major asset restructuring [5] Group 3 - Baicheng Co. plans to purchase 55% of Shanghai Canxi Engineering Equipment Co. and will suspend trading of its stock starting September 30, 2025 [6][7] - Diaowei is planning to acquire equity in Rongpai Semiconductor and has suspended trading of its stock [8] - Xiatun New Energy signed a strategic cooperation framework agreement with Zhongwei Co. to establish a long-term partnership in the supply chain for solid-state lithium battery materials [9] Group 4 - Lingyi Zhi Manufacturing is planning to issue H-shares and list on the Hong Kong Stock Exchange to enhance its international strategy [10] - Baicheng Pharmaceutical received clinical trial approval for its innovative drug BIOS-0623-Z4, which targets cancer pain treatment [11] - Weide Information announced a preliminary transfer price of 40.33 yuan per share, representing a 26% discount to its closing price [12] Group 5 - Huayou Cobalt's subsidiary signed contracts with LGES for the supply of 76,000 tons of ternary precursor materials and 88,000 tons of ternary cathode materials from 2026 to 2030 [13] - Hubei Energy signed a cooperation agreement with the Xiangyang Municipal Government to invest 26.7 billion yuan in clean energy projects [14]
厦钨新能与中伟股份签署战略合作框架协议
Zhi Tong Cai Jing· 2025-09-29 10:01
Group 1 - The core viewpoint of the news is the strategic partnership established between Xiamen Tungsten Co., Ltd. (厦钨新能) and Zhongwei New Materials Co., Ltd. (中伟股份) to enhance collaboration in product supply, resource development, and research [1][2] - The strategic cooperation framework agreement was signed on September 29, 2025, and is set to last until September 30, 2028, focusing on various product categories including cobalt oxide, ternary precursors, lithium carbonate, and recycled materials [1][2] - The estimated annual supply and demand for the products are approximately 40,000 tons for cobalt oxide, 50,000 tons for ternary precursors, 15,000 tons for lithium carbonate/lithium phosphate, and 10,000 tons for recycled materials [1] Group 2 - Zhongwei New Materials is a comprehensive service provider in lithium battery new materials, primarily engaged in the research, production, processing, and sales of lithium battery cathode material precursors, aligning with national strategic emerging industries [2] - The collaboration is expected to create a long-term and stable strategic partnership, enhancing business synergy and improving supply chain stability for both companies [2] - The impact of this agreement on the company's performance in 2025 is expected to be minimal, indicating a focus on long-term benefits rather than immediate financial gains [2]
中伟股份:拟与厦钨新能源围绕AI及机器人等新兴领域的关键电池材料供应链展开合作
Ge Long Hui· 2025-09-29 09:51
Core Viewpoint - The strategic cooperation between Zhongwei Co., Ltd. and Xiamen Xatong New Energy Materials Co., Ltd. focuses on the supply chain of key battery materials in emerging fields such as consumer electronics, power batteries, low-altitude economy, AI, and robotics, aiming for mutual benefits through resource integration and technological collaboration [1][2] Group 1 - The partnership will cover high-growth products including ternary materials, lithium cobalt oxide, solid-state/semi-solid-state lithium materials, and lithium-rich manganese-based materials, extending to precursors, recycling, lithium products, and global resource development [1] - Over the next three years, the expected cooperation volume in products such as ternary precursors, cobalt oxide, solid-state precursors, and lithium products is projected to reach approximately 115,000 tons per year, totaling around 345,000 tons over three years [1] Group 2 - The collaboration emphasizes cutting-edge technologies like solid-state batteries, integrating R&D resources to accelerate breakthroughs in new material development and shorten product development cycles [2] - The partnership aims to ensure stable supply of key resources such as nickel, cobalt, and manganese through mineral resource development and global capacity cooperation [2] - This cooperation not only strengthens and expands the company's supply capabilities in diverse materials for power, energy storage, consumer electronics, and low-altitude fields but also positions the company to enter high-end application scenarios in AI, autonomous driving, and robotics, seizing market opportunities in emerging markets [2]
厦钨新能(688778.SH):与中伟股份签署《战略合作框架协议》
Ge Long Hui A P P· 2025-09-29 09:14
根据协议,自协议签署之日至2028年9月30日,双方预计四氧化三钴产品的供需量约为40,000吨/年;三 元前驱体产品的供需量约为50,000吨/年;碳酸锂/磷酸锂的供需量约为15,000吨/年;回收料的供需量约 为10,000吨/年,以上数量为双方根据当前市场情况进行的合理预测,后续行业政策、市场供需情况如 发生变化,相应数量会进行调整,公司不作采购保证,具体采购数量和采购价格以双方签署的采购订单 为准。 格隆汇9月29日丨厦钨新能(688778.SH)公布,公司与中伟新材料股份有限公司(以下简称"中伟股份") 于2025年9月29日签署《战略合作框架协议》(以下简称"本协议"),双方在产品供销、矿产资源开 发、产品研发、信息合作等层面建立战略合作伙伴关系。 ...
厦钨新能:与中伟股份签署战略合作框架协议
Xin Lang Cai Jing· 2025-09-29 09:04
厦钨新能公告,公司与中伟股份于2025年9月29日签署了《战略合作框架协议》,双方在产品供销、矿 产资源开发、产品研发、信息合作等层面建立战略合作伙伴关系。根据协议,自签署之日至2028年9月 30日,预计四氧化三钴产品供需量约为40000吨/年;三元前驱体产品供需量约为50000吨/年;碳酸锂/磷 酸锂供需量约为15000吨/年;回收料供需量约为10000吨/年。这些数量为双方根据当前市场情况进行的 合理预测,后续可能会根据实际情况进行调整。若本协议充分履行,将有利于提升公司的供应链稳定 性。对2025年业绩影响较小。 ...