证券日报网讯 2月13日，川能动力在互动平台回答投资者提问时表示，公司未与金鑫矿业签订采购协 议，请以公司公告信息为准。 （文章来源：证券日报） ...

证券日报网讯 2月13日，川能动力在互动平台回答投资者提问时表示，公司未参股金鑫矿业，请以公司 公告信息为准。 （文章来源：证券日报） ...

核心观点 投资建议与投资标的 本周宏观情绪强波动延续，商品市场波动性放大，短期碳酸锂期货价格回调后，现货端 补库需求对价格提供支撑；中期来看，锂盐供给受限、矿端成本上升，锂价中枢上行逻 辑未改。钴板块受原料成本支撑，电解钴价格回调后仍具韧性，整体下行空间有限，预 计市场维持震荡整理。 风险提示 新能源汽车增速不及预期，储能装机增速不及预期。 国家/地区 中国 行业 有色金属行业 报告发布日期 2026 年 02 月 08 日 看好（维持） | 于嘉懿 | 执业证书编号：S0860525110005 | | --- | --- | | | yujiayi1@orientsec.com.cn | | | 021-63326320 | | 宁紫微 | 执业证书编号：S0860525120005 | | | ningziwei@orientsec.com.cn | | | 021-63326320 | 有色金属行业 行业研究 | 行业周报 价格冲顶回落，节前采购加强 ——钴锂金属行业周报 | 铜精矿有望纳入战略储备范围，关键金属 | 2026-02-04 | | --- | --- | | 地位或进一步增强 | | ...

（编辑 袁冠琳） 证券日报网讯 2月3日，川能动力在互动平台回答投资者提问时表示，公司锂矿已建成投产，是公司未 来经营收入的重要板块。公司将密切关注行业动态和锂产品市场行情，加强经营统筹，抢抓市场机遇， 以良好经营业绩回报股东支持。 ...

每经AI快讯，1月27日，电池产业链集体下挫，天际股份（002759）触及跌停，川能动力（000155）、 国城矿业（000688）、盛新锂能（002240）、大中矿业（001203）、金圆股份（000546）跟跌。 ...

证券代码：000155 证券简称：川能动力 公告编号：2026-001号 债券代码：148936 债券简称：24 川新能 GCV01 四川省新能源动力股份有限公司 关于公司控股股东权益变动的进展公告 本公司及董事会全体成员保证信息披露内容的真实、准确、完整，没有 虚假记载、误导性陈述或重大遗漏。 2025 年 3 月 1 日，公司发布了《四川省新能源动力股份有限 公司关于收购报告书摘要及股东权益变动的提示性公告》（公告编 号 2025-008 号），公告了关于本次合并涉及的权益变动情况并披 露了《四川省新能源动力股份有限公司收购报告书摘要》《四川省 新能源动力股份有限公司简式权益变动报告书》等相关要件。 2025 年 3 月 6 日，公司披露了《四川省新能源动力股份有限 公司收购报告书》等相关要件。 本次合并完成后，公司控股股东由能投集团变更为四川能源发 展集团，实际控制人仍为四川省国资委。 二、本次控股股东权益变动进展情况 截至本公告披露日，本次控股股东权益变动涉及的能投集团直 接持有的公司股份尚未完成中国证券登记结算有限责任公司的登记 过户程序，相关工商变更登记手续尚未完成。 三、其他相关事项说明 重要内 ...

Group 1 - The power sector experienced a slight increase of 0.05% on the previous trading day, with TuoRi New Energy leading the gains [1] - The Shanghai Composite Index closed at 4136.16, up by 0.33%, while the Shenzhen Component Index closed at 14439.66, up by 0.79% [1] - Notable gainers in the power sector included TuoRi New Energy, which rose by 10.08% to a closing price of 5.46, and Solar Energy, which increased by 10.06% to 5.69 [1] Group 2 - The power sector saw a net outflow of 2.42 billion yuan from institutional investors, while retail investors contributed a net inflow of 1.746 billion yuan [2] - The trading volume for TuoRi New Energy was 831,900 shares, with a total transaction value of 448 million yuan [1] - The stock performance of major companies showed varied results, with some experiencing declines, such as Shimao Energy, which fell by 2.52% to 27.44 [2] Group 3 - TuoRi New Energy had a net inflow of 230 million yuan from institutional investors, representing 51.41% of its trading volume [3] - Solar Energy experienced a net outflow of 197 million yuan from retail investors, indicating a shift in investor sentiment [3] - The overall trading dynamics in the power sector reflected a mixed sentiment, with significant inflows from retail investors countering the outflows from institutional investors [2][3]

| 证券代码：000155 | 证券简称：川能动力 | | 公告编号：2026-002 号 | | --- | --- | --- | --- | | 债券代码：148936 | 债券简称：24 | 川新能 | GCV01 | 四川省新能源动力股份有限公司 关于向专业投资者公开发行公司债券申请 获得中国证券监督管理委员会同意注册批复的公告 二、本次发行公司债券应严格按照报送深圳证券交易所的募集说 明书进行。 三、本批复自同意注册之日起 24 个月内有效，公司在注册有效 期内可以分期发行公司债券。 本公司及董事会全体成员保证信息披露内容的真实、准确、完整，没有虚 假记载、误导性陈述或重大遗漏。 经四川省新能源动力股份有限公司（以下简称"公司"）2025 年第 1 次临时股东会审议批准，同意公司向深圳证券交易所申请注册 发行公司债券总额度不超过人民币 20 亿元（具体内容详见公司于 2025 年 8 月 29 日披露的《关于申请注册发行债务融资工具和公司债 券的公告》，公告编号：2025-052 号）。近日，公司收到中国证券 监督管理委员会《关于同意四川省新能源动力股份有限公司向专业投 资者公开发行公司债券注册的 ...

Group 1 - The A-share market saw a strong performance in lithium mining stocks, with notable gains from companies such as Chuaneng Power, which rose over 7%, and Tibet Summit and Guocheng Mining, which increased by over 6% [1] - The main contract for lithium carbonate surged by more than 5%, reaching a new high of 178,000 yuan per ton [1] Group 2 - Chuaneng Power's stock increased by 7.72%, with a total market capitalization of 25.8 billion yuan and a year-to-date increase of 19.83% [2] - Tibet Summit's stock rose by 6.47%, with a market cap of 19 billion yuan and a year-to-date increase of 37.83% [2] - Guocheng Mining's stock increased by 6.38%, with a market cap of 34.6 billion yuan and a year-to-date increase of 5.00% [2] - Other notable performers include Dazhong Mining (up 5.37%), Yiyaton (up 5.36%), and Ganfeng Lithium (up 4.54%) [2]

Group 1 - The A-share market saw a strong performance in lithium mining stocks, with notable gains from companies such as Chuaneng Power, which rose over 7%, and Tibet Summit and Guocheng Mining, which increased by over 6% [1] - The main contract for lithium carbonate surged by over 5%, reaching a new high of 178,000 yuan per ton [1] Group 2 - Chuaneng Power's market capitalization is 25.8 billion yuan, with a year-to-date increase of 19.83% [2] - Tibet Summit has a market capitalization of 19 billion yuan and a year-to-date increase of 37.83% [2] - Guocheng Mining's market capitalization stands at 34.6 billion yuan, with a year-to-date increase of 5.00% [2] - Other companies like Dazhong Mining and Yiyaton also reported gains of over 5%, with market capitalizations of 48.7 billion yuan and 15.3 billion yuan respectively [2] - Ganfeng Lithium, with a market capitalization of 153.1 billion yuan, saw a year-to-date increase of 16.11% [2] - Yongxing Materials and Aolian Electronics reported increases of 4.29% and 4.21% respectively, with market capitalizations of 29.5 billion yuan and 3.22 billion yuan [2] - The overall trend indicates a positive momentum in the lithium sector, supported by the MACD golden cross signal [2]