截至发稿，湖南裕能市值为511亿元。 每经AI快讯，湖南裕能（SZ 301358，收盘价：67.19元）11月26日晚间发布公告称，公司第二届第十七 次董事会会议于2025年11月26日在公司二楼会议室以现场结合通讯表决的方式召开。会议审议了《关于 修订 <公司章程> 及其附件并办理工商变更登记的议案》等文件。 2025年1至6月份，湖南裕能的营业收入构成为：锂离子电池正极材料业务占比98.04%，其他业务占比 1.96%。 （记者 张明双） 每经头条（nbdtoutiao）——国开行辟谣的"人民资产"是什么？记者实探：号称投资600元80天赚8万 元！一位投资人的女儿：劝不住她，警察都拦不住 ...

嘉实中证稀土产业ETF（516150）基金经理为田光远。 截至发稿，田光远累计任职时间4年263天，现任基金资产总规模758.12亿元，任职期间最佳基金回报 114.61%， 任职期间最差基金回报-46.65%。 从科恒股份十大流通股东角度 数据显示，嘉实基金旗下1只基金位居科恒股份十大流通股东。嘉实中证稀土产业ETF（516150）三季 度增持110.11万股，持有股数208.59万股，占流通股的比例为0.76%。根据测算，今日浮盈赚取约139.76 万元。 嘉实中证稀土产业ETF（516150）成立日期2021年3月9日，最新规模76.48亿。今年以来收益62.57%， 同类排名130/4206；近一年收益51.4%，同类排名218/3983；成立以来收益67.22%。 11月25日，科恒股份涨5.15%，截至发稿，报13.69元/股，成交7661.15万元，换手率2.10%，总市值 37.77亿元。 资料显示，江门市科恒实业股份有限公司位于广东省江门市江海区滘头工业区滘兴南路22号，成立日期 2000年9月12日，上市日期2012年7月26日，公司主营业务涉及锂电池产业链上游的锂离子电池正极材 料、锂离 ...

资料显示,贝特瑞,董事长贺雪琴,公司位于广东省深圳市光明区凤凰街道东坑社区光源四路8号贝特瑞新能源科技大厦,成立日期2000年8月7日,上 市日期2020年7月27日,公司主营业务涉及生产经营锂离子电池正极材料和负极材料。 目前,我们构建了从石墨矿到负极材料的天然石墨负极材料产业链,关键工艺自持、其他重要节点合作共建的人造石墨负极材料产业生态链以及 废旧电池回收循环利用的正极材料产业链。 贝特瑞董事长贺雪琴表示,"贝特瑞的产业链、生态链布局,首先是从2006年供应链被卡脖子开始的,特别是未来动力汽车和储能大规模应用时,供 应链的需求保障更为关键。那种命脉被人捏在手里的感觉,让我下定决心,必须把根扎到最上游去!贝特瑞开启了供应链的梳理、构建、延伸之 路。 同时,贝特瑞已率先在印尼、摩洛哥布局了中国负极材料企业首个海外项目,使贝特瑞在服务客户、全球竞争中赢得主动、赢得先机。" ...

资料显示，江门市科恒实业股份有限公司位于广东省江门市江海区滘头工业区滘兴南路22号，成立日期 2000年9月12日，上市日期2012年7月26日，公司主营业务涉及锂电池产业链上游的锂离子电池正极材 料、锂离子电池自动化生产设备,其他还包括稀土发光材料、催化材料、转光材料等。主营业务收入构 成为：新能源正极材料65.23%，新能源智能装备24.02%，稀土功能材料6.55%，其他3.45%，新材料智 能装备0.75%。 稀土ETF（516780）基金经理为谭弘翔。 截至发稿，谭弘翔累计任职时间4年257天，现任基金资产总规模351.61亿元，任职期间最佳基金回报 88.09%， 任职期间最差基金回报-37.2%。 从科恒股份十大流通股东角度 数据显示，华泰柏瑞基金旗下1只基金位居科恒股份十大流通股东。稀土ETF（516780）三季度新进十 大流通股东，持有股数89.98万股，占流通股的比例为0.33%。根据测算，今日浮盈赚取约80.98万元。 稀土ETF（516780）成立日期2021年2月26日，最新规模32.98亿。今年以来收益70.86%，同类排名 124/4208；近一年收益61.03%，同类排名167 ...

嘉实中证稀土产业ETF（516150）成立日期2021年3月9日，最新规模76.48亿。今年以来收益69.79%， 同类排名133/4208；近一年收益59.48%，同类排名187/3971；成立以来收益74.65%。 嘉实中证稀土产业ETF（516150）基金经理为田光远。 截至发稿，田光远累计任职时间4年258天，现任基金资产总规模758.12亿元，任职期间最佳基金回报 126.57%， 任职期间最差基金回报-46.65%。 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。 11月20日，科恒股份涨6.33%，截至发稿，报15.11元/股，成交7455.05万元，换手率1.86%，总市值 41.69亿元。 资料显示，江门市科恒实业股份有限公司位于广东省江门市江海区滘头工业区滘兴南路22号，成立日期 2000年9月12日，上市日期2012年7月26日，公司主营业务涉及锂电池产业链上游的锂离子电池正极材 料、锂离子电池自动化生产设备,其他还包括稀土发光材料、催化材料、转光材 ...

Core Viewpoint - Hunan YN's revenue is heavily reliant on lithium-ion battery cathode materials, which accounted for 98.04% of its total revenue in the first half of 2025 [1] Group 1: Company Overview - Hunan YN held an investor meeting on November 18, 2025, where executives, including the Vice General Manager and Board Secretary, addressed investor inquiries [1] - The company's revenue composition for the first half of 2025 shows a significant focus on its core business, with minimal contribution from other operations [1]

Group 1 - The core viewpoint of the news is that Zhenhua New Materials has experienced a decline in stock price and significant changes in financing activities, indicating potential liquidity concerns and market sentiment issues [1][2]. Group 2 - On November 14, Zhenhua New Materials' stock fell by 1.48%, with a trading volume of 339 million yuan. The financing buy-in amount was 40.94 million yuan, while the financing repayment was 40.73 million yuan, resulting in a net financing buy of 218,000 yuan. The total financing and securities balance reached 308 million yuan [1]. - The financing balance of Zhenhua New Materials is 308 million yuan, accounting for 3.64% of the circulating market value, which is above the 90th percentile level over the past year, indicating a high level of financing [1]. - On the same day, Zhenhua New Materials repaid 6,221 shares in securities lending and sold 600 shares, with a selling amount of 9,972 yuan. The securities lending balance was 44.88 million yuan, which is below the 40th percentile level over the past year, indicating a low level of securities lending [1]. Group 3 - As of September 30, the number of shareholders of Zhenhua New Materials was 16,900, an increase of 4.89% from the previous period. The average circulating shares per person decreased by 4.66% to 30,104 shares [2]. - For the period from January to September 2025, Zhenhua New Materials reported operating revenue of 1.067 billion yuan, a year-on-year decrease of 26.90%. The net profit attributable to the parent company was -333 million yuan, a year-on-year decrease of 0.48% [2]. Group 4 - Zhenhua New Materials has distributed a total of 446 million yuan in dividends since its A-share listing, with 335 million yuan distributed over the past three years [3]. - As of September 30, 2025, Hong Kong Central Clearing Limited has exited the list of the top ten circulating shareholders of Zhenhua New Materials [3].

Core Viewpoint - Xiamen Tungsten New Energy experienced a decline of 2.70% on November 12, with a trading volume of 514 million yuan, indicating a potential shift in investor sentiment and market dynamics [1] Financing Summary - On November 12, Xiamen Tungsten New Energy had a financing buy-in amount of 48.13 million yuan, while the financing repayment was 62.37 million yuan, resulting in a net financing outflow of 14.24 million yuan [1] - The total financing and securities lending balance reached 602 million yuan, with the financing balance at 593 million yuan, accounting for 1.60% of the circulating market value, which is above the 80th percentile of the past year [1] - The company repaid 8,376 shares in securities lending and sold 25,500 shares, with a selling amount of 1.88 million yuan, while the securities lending balance was 9.45 million yuan, also above the 80th percentile of the past year [1] Business Performance - As of September 30, the number of shareholders for Xiamen Tungsten New Energy increased by 67.30% to 24,600, while the average circulating shares per person decreased by 28.31% to 20,493 shares [2] - For the period from January to September 2025, the company achieved an operating income of 13.06 billion yuan, representing a year-on-year growth of 32.15%, and a net profit attributable to shareholders of 552 million yuan, up 50.26% year-on-year [2] Dividend and Shareholding Structure - Since its A-share listing, Xiamen Tungsten New Energy has distributed a total of 839 million yuan in dividends, with 713 million yuan distributed over the past three years [3] - As of September 30, 2025, the top ten circulating shareholders included Hong Kong Central Clearing Limited and Southern CSI 500 ETF, with both increasing their holdings compared to the previous period [3]

Core Viewpoint - Zhuhai New Materials experienced a stock price increase of 3.47% on November 11, with a trading volume of 314 million yuan, indicating positive market sentiment towards the company [1]. Financing Summary - On November 11, Zhuhai New Materials had a financing buy-in amount of 45.64 million yuan and a financing repayment of 54.89 million yuan, resulting in a net financing outflow of 9.24 million yuan [1]. - The total financing and securities balance for Zhuhai New Materials reached 283 million yuan, accounting for 3.52% of its circulating market value, which is above the 80th percentile of the past year, indicating a high level of financing [1]. - The company had no shares repaid in securities lending on November 11, with 3,600 shares sold short, amounting to 56,900 yuan at the closing price, and a securities lending balance of 439,900 yuan, which is below the 40th percentile of the past year, indicating a low level of short selling [1]. Financial Performance - For the period from January to September 2025, Zhuhai New Materials reported a revenue of 1.067 billion yuan, a year-on-year decrease of 26.90%, and a net profit attributable to shareholders of -333 million yuan, a slight decrease of 0.48% year-on-year [2]. - As of September 30, 2025, the number of shareholders increased to 16,900, up by 4.89%, while the average circulating shares per person decreased by 4.66% to 30,104 shares [2]. Dividend Information - Since its A-share listing, Zhuhai New Materials has distributed a total of 446 million yuan in dividends, with 335 million yuan distributed over the past three years [3]. Shareholder Composition - As of September 30, 2025, Hong Kong Central Clearing Limited has exited the list of the top ten circulating shareholders of Zhuhai New Materials [3].

（记者 王晓波） 截至发稿，湖南裕能市值为616亿元。 每经头条（nbdtoutiao）——谁在替王家卫写《繁花》？揭秘影视剧本层层转包"枪手链" 每经AI快讯，湖南裕能（SZ 301358，收盘价：81元）发布公告称，2025年11月10日、2025年11月11 日，湖南裕能接受兴全基金等投资者调研，公司董事、常务副总经理兼董事会秘书汪咏梅等人回答了投 资者提出的问题。 2025年1至6月份，湖南裕能的营业收入构成为：锂离子电池正极材料业务占比98.04%，其他业务占比 1.96%。 ...