格隆汇11月28日｜长江证券研报指出，天赐材料2025Q3电解液出货同环比预计仍保持高增态势，在行 业供给紧张的背景下，公司实现了份额提升。展望来看，6F价格上涨在10月后明显加速，且电解液预 计也将传导，整体来看，预计公司2025Q4盈利将显著改善，2026年除了6F 价格在紧缺周期的进一步弹 性外，公司电解液及LIFSI份额有望显著提升，公司也将战略性推动LIFSI渗透率提升。此外公司磷酸铁 业务也有望在2026年迎来供需拐点，或将贡献扭亏和盈利增厚。中期看，公司固态电池业务进展积极， 硫化锂有望进行送样，2026年推动客户突破和产能储备，技术指标领先；UV绝缘胶价值量大，有望进 一步增厚盈利，固态电池业务应按远期空间单独估值。业绩方面，预计公司2025、2026年归母净利润分 别为12、51亿元，对应PE 分别为67、16X，继续推荐。 ...

11月28日，安纳达盘中上涨3.54%，截至09:35，报12.86元/股，成交4600.52万元，换手率1.68%，总市 值27.65亿元。 安纳达今年以来股价涨31.90%，近5个交易日涨5.32%，近20日涨9.54%，近60日涨17.66%。 分红方面，安纳达A股上市后累计派现1.94亿元。近三年，累计派现6450.60万元。 机构持仓方面，截止2025年9月30日，安纳达十大流通股东中，诺安多策略混合A（320016）位居第八 大流通股东，持股129.54万股，为新进股东。 责任编辑：小浪快报 今年以来安纳达已经8次登上龙虎榜，最近一次登上龙虎榜为11月11日，当日龙虎榜净买入-5265.91万 元；买入总计1.49亿元 ，占总成交额比13.48%；卖出总计2.01亿元 ，占总成交额比18.25%。 资料显示，安徽安纳达钛业股份有限公司位于安徽省铜陵市铜官大道南段1288号，成立日期1994年3月 11日，上市日期2007年5月30日，公司主营业务涉及生产和销售系列钛白粉及相关化工产品。主营业务 收入构成为：钛白粉65.61%，磷酸铁30.65%，其他(补充)3.74%。 安纳达所属申万行业为：基础 ...

-广告- 关注公众号，点击公众号主页右上角" ··· "，设置星标 "⭐" ，关注 鑫椤锂电 资讯~ 本文来源：鑫椤锂电 根据 ICC 鑫椤锂电数据库统计， 2025 年磷酸铁锂产量预计将达到 385 万吨，同比增长 58.8% 。 对于 2026 年的产量增幅预测目前争议较大，但总体还是维持在 30-50% 之间，基于此 我们推测 2026 年市场对磷酸铁的需求量在 389-463 万吨之间。 | | 2025年 | 2026年 | 2026年 2026年 | | 2026年 | 2026年 | | --- | --- | --- | --- | --- | --- | --- | | | | (30%) | 35%) | (40%) | (45%) | (50%) | | LFP总产量 | 1385 | 1501 F l v | 520- | - 539 | 228 | 578 | | 非PP工艺LFP产量 | 67 | 金金 95 | 95-1 | n 95 | 95 | 05 | | FP工艺LFP产量 | 318 | 406 | 425 | 444 | 463 | 483 | | FP需求量 | 3 ...

Core Insights - The recent surge in prices of various chemical and industrial products, particularly lithium battery electrolyte materials, has raised significant market interest and questions regarding the drivers of this price increase, its sustainability, and the potential for performance recovery among upstream and downstream companies in the industry [1] Price Trends in Electrolyte Industry - Prices for key lithium battery electrolyte components have risen sharply, with carbonates and lithium hexafluorophosphate seeing significant increases. For instance, carbonates like VC rose by 3000 CNY/ton to an average of 168,000 CNY/ton, while lithium hexafluorophosphate reached 163,000 CNY/ton after a 2500 CNY/ton increase [2] - The price of battery-grade lithium carbonate increased by 1.03%, with industrial-grade lithium carbonate rising by 750 CNY/ton. The price of lithium hexafluorophosphate has more than doubled since July 18, when it was 49,800 CNY/ton [2] Market Demand and Growth - The demand for lithium battery materials is being driven by robust growth in both the power battery and energy storage sectors, with companies like Huasheng Lithium Battery noting a significant increase in demand for related materials [3] - Analysts predict that the energy storage market will see explosive growth, with domestic energy storage orders expected to exceed 250 GWh by mid-2025, marking an 86% year-on-year increase [3] Company Outlook and Production Plans - Companies such as New Zobang and Tianqi Materials are optimistic about future price trends, with New Zobang expecting prices to remain within a range that supports reasonable profit margins and ongoing R&D investments [4] - Tianqi Materials indicated that the price increase for lithium hexafluorophosphate is expected to continue into November and December, with production levels maintained at 3,800 tons per month [5] - Several companies are ramping up production capacity, with Shenzhen New Star planning to complete a 7,200-ton capacity for lithium hexafluorophosphate by mid-2024, while Jinshi Resources is investing in a project to produce 15,000 tons of lithium hexafluorophosphate [5][6] Capacity Expansion Plans - Fuxiang Pharmaceutical plans to increase its VC product capacity to 10,000 tons per year by Q2 2026, with potential further expansions based on market demand [6] - New Zobang's subsidiary, Hankan Electronic Materials, currently has a VC capacity of 10,000 tons and is building an additional 5,000 tons, expected to be operational by the second half of 2026 [7]

安纳达所属申万行业为：基础化工-化学原料-钛白粉。所属概念板块包括：钛白粉、磷化工、微盘股、 小盘、锂电池等。 11月27日，安纳达盘中上涨2.04%，截至13:17，报12.49元/股，成交8062.56万元，换手率3.05%，总市 值26.86亿元。 资金流向方面，主力资金净流入373.85万元，特大单买入0.00元，占比0.00%，卖出147.45万元，占比 1.83%；大单买入1286.84万元，占比15.96%，卖出765.54万元，占比9.49%。 安纳达今年以来股价涨28.10%，近5个交易日跌5.31%，近20日涨12.32%，近60日涨13.55%。 今年以来安纳达已经8次登上龙虎榜，最近一次登上龙虎榜为11月11日，当日龙虎榜净买入-5265.91万 元；买入总计1.49亿元 ，占总成交额比13.48%；卖出总计2.01亿元 ，占总成交额比18.25%。 资料显示，安徽安纳达钛业股份有限公司位于安徽省铜陵市铜官大道南段1288号，成立日期1994年3月 11日，上市日期2007年5月30日，公司主营业务涉及生产和销售系列钛白粉及相关化工产品。主营业务 收入构成为：钛白粉65.61%，磷酸铁 ...

登录新浪财经APP 搜索【信披】查看更多考评等级 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假记载、误导性陈述或重大遗 漏。 一、交易概述 为了进一步增加磷矿资源储备，提高磷矿石供给能力，强化磷产业链优势，经成都云图控股股份有限公 司（以下简称"公司"）第七届董事会第三次会议审议批准，公司以增资扩股方式参股四川马边晟隆矿业 有限公司（以下简称"晟隆矿业"）49%的股权，并以晟隆矿业为实施主体，合作开发位于四川乐山市马 边彝族自治县的二坝磷铅锌矿（以下简称"二坝磷矿"），内容详见公司2025年9月24日刊登于《中国证 券报》《证券时报》《上海证券报》和巨潮资讯网（http://www.cninfo.com.cn）上的公告（公告编号： 2025-047）。 二、二坝磷矿采矿权过户的进展情况 晟隆矿业于2025年9月16日通过司法拍卖，成功竞得原属四川马边中益矿业发展有限公司的二坝磷矿采 矿权及相关资产。近日，公司接到通知，晟隆矿业已完成二坝磷矿采矿权的转让变更登记，取得了四川 省自然资源厅核发的《中华人民共和国不动产权证书（采矿权）》。后续，晟隆矿业将加快推进矿山及 相关资产的交接，有序开展 ...

每经AI快讯，有投资者在投资者互动平台提问：董秘你好，请问，龙蟠科技，刚刚拿到的450亿磷酸铁 锂大单，贵公司子公司湖南雅城是生产磷酸铁的，湖南雅城和龙蟠科技核心子公司常州锂源有业务往来 吗？业务销量大吗？常州锂源在贵公司采购的磷酸铁，占2025年三季度销量的百分比是多少？谢谢 ST合纵（300477.SZ）11月26日在投资者互动平台表示，常州锂源是子公司湖南雅城的长期合作伙伴， 该客户订单产生的收入在公司整体收入中占比较小，对公司整体业绩的影响较小。 （记者 张明双） ...

Core Viewpoint - The company, Yuntu Holdings, has approved a capital increase to acquire a 49% stake in Sichuan Mabianshenglong Mining Co., Ltd., aiming to enhance its phosphate resource reserves and supply capacity, thereby strengthening its phosphate industry chain advantage [1] Group 1: Investment and Resource Acquisition - The company will collaborate with Shenglong Mining to develop the Erba Phosphate-Lead-Zinc Mine located in Mabiang Yi Autonomous County, Leshan, Sichuan [1] - Shenglong Mining successfully acquired the mining rights and related assets of the Erba Phosphate Mine through judicial auction on September 16, 2025 [1] - The transfer of mining rights for the Erba Phosphate Mine has been completed, and the company has received the mining rights certificate from the Sichuan Provincial Natural Resources Department [1] Group 2: Strategic Benefits - The acquisition of the Erba Phosphate Mine is a significant step for the company in integrating phosphate resources and strengthening its upstream layout in the phosphate industry chain [1] - Once operational, the Erba Phosphate Mine will complement the company's phosphate mines in Leibo, Sichuan, enhancing the overall phosphate acid utilization chain advantages in Jingzhou and Yicheng, Hubei [1] - The company aims to produce high-quality refined phosphoric acid, industrial-grade monoammonium phosphate, water-soluble monoammonium phosphate, and iron phosphate, thereby improving the comprehensive utilization rate of phosphate resources [1]

Group 1 - The core viewpoint of the articles indicates that the petrochemical industry is experiencing a recovery phase after a downturn, with expectations for improved profitability and demand growth in the coming years [1][2]. - The Petrochemical ETF (159731) has shown stability, with a net inflow of funds in 8 out of the last 10 trading days, totaling 24.13 million yuan, and its latest share count reaching a record high of 227 million [1]. - According to Guosen Securities, the petrochemical industry is expected to see a recovery in profitability by the third quarter of 2025, with a projected year-on-year net profit growth of 10.56% [1]. Group 2 - The petrochemical industry is characterized by significant cyclicality, having peaked in profitability in 2021 and entering a downward cycle thereafter [1]. - Supply-side factors indicate a decline in capital expenditure over several quarters, signaling the end of the expansion cycle, while policies aimed at reducing excess capacity are expected to alleviate supply surplus issues [1]. - On the demand side, a global interest rate reduction cycle is anticipated to support a moderate recovery in traditional demand, with emerging sectors such as new energy storage, AI, and aviation decarbonization driving growth in specific chemical products [1]. Group 3 - The composition of the Petrochemical ETF closely follows the CSI Petrochemical Industry Index, with the basic chemical industry accounting for 60.85% and the oil and petrochemical industry for 32.16% [2]. - The industry is shifting focus from quantity growth to quality improvement, with expectations for sustained upward trends in supply-demand dynamics [2].

11月25日，安纳达涨5.63%，截至发稿，报12.75元/股，成交1.59亿元，换手率6.00%，总市值27.42亿 元。 资料显示，安徽安纳达钛业股份有限公司位于安徽省铜陵市铜官大道南段1288号，成立日期1994年3月 11日，上市日期2007年5月30日，公司主营业务涉及生产和销售系列钛白粉及相关化工产品。主营业务 收入构成为：钛白粉65.61%，磷酸铁30.65%，其他(补充)3.74%。 从安纳达十大流通股东角度 数据显示，诺安基金旗下1只基金位居安纳达十大流通股东。诺安多策略混合A（320016）三季度新进 十大流通股东，持有股数129.54万股，占流通股的比例为0.6%。根据测算，今日浮盈赚取约88.09万 元。 诺安多策略混合A（320016）成立日期2011年8月9日，最新规模18.55亿。今年以来收益69.07%，同类 排名160/8136；近一年收益69.42%，同类排名181/8058；成立以来收益226.3%。 诺安多策略混合A（320016）基金经理为孔宪政。 截至发稿，孔宪政累计任职时间5年0天，现任基金资产总规模56.08亿元，任职期间最佳基金回报 84.35%， 任职期间最 ...