证券日报网讯1月22日，融捷股份（002192）在互动平台回答投资者提问时表示，委外选矿业务产生的 尾矿无需公司处置，目前公司没有应披露而未披露的信息。 ...

Group 1 - The core viewpoint of the article is that the stock price of Rongjie Co., Ltd. (002192) is influenced by multiple factors including macroeconomic conditions, economic cycles, industry prosperity, policy environment, investor preferences, and market sentiment [1] - The company advises investors to make rational investment decisions and be aware of investment risks [1] - The company will provide updates on its hedging business for the year 2025 in future periodic reports [1]

Market Overview - The energy metals sector experienced a decline of 0.2% on January 22, with Yongxing Materials leading the drop [1] - The Shanghai Composite Index closed at 4122.58, up 0.14%, while the Shenzhen Component Index closed at 14327.05, up 0.5% [1] Stock Performance - Notable gainers in the energy metals sector included: - Boqian New Materials (605376) with a closing price of 77.74, up 5.07% and a trading volume of 158,000 shares, totaling 1.216 billion yuan [1] - Shengxin Lithium Energy (002240) closed at 39.13, up 4.82% with a trading volume of 1.0251 million shares, totaling 3.977 billion yuan [1] - Conversely, Yongxing Materials (002756) closed at 52.50, down 2.38% with a trading volume of 191,600 shares, totaling 1.012 billion yuan [2] Capital Flow - The energy metals sector saw a net outflow of 846 million yuan from institutional investors, while retail investors contributed a net inflow of 738 million yuan [2] - The detailed capital flow for selected stocks showed: - Boqian New Materials had a net inflow of 124 million yuan from institutional investors, accounting for 10.22% of its trading volume [3] - Yongxing Materials experienced a significant net outflow of 101 million yuan from institutional investors, representing 9.99% of its trading volume [3]

证券日报网讯1月22日，融捷股份（002192）在互动平台回答投资者提问时表示，有关公司生产经营数 据等信息请关注公司定期报告。 ...

Core Viewpoint - The price of lithium carbonate continues to rise, leading to improved performance and stock prices for lithium companies, with analysts generally optimistic about future market performance [1][20]. Price Trends - The lithium carbonate 2602 index reached a low of 58,480 in June 2025 and has since increased by 57.2% by the end of 2025, with a further rise of 38.4% to 165,300 by January 13, 2026 [3][20]. - The stock prices of lithium companies have shown significant gains, with increases ranging from 52.8% to 172% from 2025 to January 2026 [3][20]. Company Performance - Despite some lithium companies reporting losses in 2024, the ongoing rise in lithium product prices is gradually improving their fundamentals [1][20]. - For instance, Ganfeng Lithium reported a net profit of 25.52 million in the first three quarters of 2025 after a loss of 2.074 billion in 2024, while Tianqi Lithium turned a profit of 180 million in the same period after a loss of 7.905 billion in 2024 [6][23]. Analyst Predictions - Analysts have raised profit expectations for several lithium companies, with Ganfeng Lithium's net profit forecast for 2026-2027 increased to 13.53 billion and 29.97 billion respectively [17][34]. - Tianqi Lithium's net profit projections for the same period are expected to reach 17.91 billion, 28.27 billion, and 35.53 billion [17][34]. Market Dynamics - The lithium market is experiencing increased investment, with companies like Hunan Yuno and Longpan Technology planning significant projects to enhance lithium production capacity [31]. - However, there are concerns about potential oversupply as new projects come online, which could impact future pricing [31]. Regulatory Environment - Recent changes in export tax policies for battery products may temporarily boost demand but could lead to long-term pressure on lithium prices due to reduced profitability across the supply chain [32]. - The regulatory environment is tightening, with trading limits on lithium futures being implemented to curb speculative trading [33]. ESG Ratings - Ganfeng Lithium's ESG score is 8.32, lower than Tianqi Lithium's 8.88 and Yahua Group's 8.68, indicating potential governance issues that could affect investor sentiment [11][30].

Core Insights - The energy metals sector experienced a significant increase of 2.31% on January 21, with Shengxin Lithium Energy leading the gains [1] - The Shanghai Composite Index closed at 4116.94, up 0.08%, while the Shenzhen Component Index closed at 14255.12, up 0.7% [1] Energy Metals Sector Performance - Shengxin Lithium Energy (002240) closed at 37.33, with a rise of 9.99% and a trading volume of 731,900 shares, amounting to a transaction value of 2.661 billion yuan [1] - Rongjie Co., Ltd. (002192) saw a closing price of 58.30, up 6.74%, with a trading volume of 246,500 shares and a transaction value of 1.413 billion yuan [1] - Yongxing Materials (002756) closed at 53.78, increasing by 6.52%, with a trading volume of 262,800 shares and a transaction value of 1.406 billion yuan [1] - Other notable performers included Tibet Mining (000762) with a 3.83% increase, Ganfeng Lithium (002460) up 3.50%, and Tianqi Lithium (002466) up 3.26% [1] Capital Flow Analysis - The energy metals sector saw a net inflow of 2.055 billion yuan from main funds, while retail investors experienced a net outflow of 1.226 billion yuan [1] - Main funds showed significant net inflows in Shengxin Lithium Energy (6.70 billion yuan) and Ganfeng Lithium (6.03 billion yuan), while retail investors had notable outflows in these stocks [2] - The overall trend indicates a preference for institutional investment in the energy metals sector, contrasting with retail investor behavior [2]

Core Viewpoint - The energy metals sector experienced a slight increase of 0.44% on January 20, with significant contributions from companies like BQX New Materials, while the overall market indices showed minor declines [1]. Group 1: Market Performance - The Shanghai Composite Index closed at 4113.65, down 0.01%, and the Shenzhen Component Index closed at 14155.63, down 0.97% [1]. - BQX New Materials led the energy metals sector with a closing price of 73.99, reflecting a rise of 6.77% [1]. - Other notable performers included Zangge Mining, which rose by 1.61% to 91.45, and Tianqi Lithium, which increased by 1.50% to 59.49 [1]. Group 2: Trading Volume and Value - BQX New Materials had a trading volume of 283,400 shares, resulting in a transaction value of 2.103 billion yuan [1]. - Tianqi Lithium recorded a trading volume of 485,000 shares with a transaction value of 2.862 billion yuan [1]. - The total trading volume and values for other companies in the sector varied, with Shengton Mining and Ganfeng Lithium also showing significant transaction values of 2.556 billion yuan and 3.803 billion yuan, respectively [1]. Group 3: Capital Flow - The energy metals sector saw a net outflow of 521 million yuan from institutional investors, while retail investors contributed a net inflow of 193 million yuan [2]. - The sector's capital flow indicated that speculative funds had a net inflow of 328 million yuan [2]. - Specific companies like Shengxin Lithium and Tianqi Lithium experienced varied capital flows, with Shengxin Lithium seeing a net inflow of 14 million yuan from institutional investors [3].

（文章来源：证券日报） 证券日报网讯 1月19日，融捷股份在互动平台回答投资者提问时表示，公司开展套期保值业务目的是有 效规避商品、原材料的价格波动，增强公司抵御市场风险的能力，其对损益的影响需将期货端与现货端 结合评估。关于公司2025年度开展套期保值业务的相关情况请关注公司后续披露的定期报告。 ...

Core Viewpoint - Rongjie Co., Ltd. has experienced fluctuations in stock price and trading volume, with a recent decline of 2.01% on January 16, 2025, and a total market capitalization of 14.398 billion yuan [1]. Group 1: Stock Performance - Since the beginning of the year, Rongjie Co., Ltd. has seen a stock price increase of 7.15%, with a slight decline of 0.93% over the last five trading days [2]. - Over the past 20 days, the stock price has increased by 9.15%, and over the last 60 days, it has risen by 41.89% [2]. Group 2: Company Overview - Rongjie Co., Ltd. is located in Guangzhou, Guangdong Province, and was established on August 21, 1998, with its stock listed on December 5, 2007 [2]. - The company primarily operates in the new energy lithium battery materials industry, including lithium mining, lithium salt processing, and lithium battery equipment manufacturing [2]. - The revenue composition of the company is as follows: lithium concentrate 86.31%, lithium battery equipment 12.76%, lithium salt 0.66%, and others 0.28% [2]. Group 3: Financial Performance - For the period from January to September 2025, Rongjie Co., Ltd. achieved a revenue of 510 million yuan, representing a year-on-year growth of 26.21% [2]. - The net profit attributable to shareholders was 144 million yuan, showing a year-on-year decrease of 21.22% [2]. Group 4: Shareholder Information - As of December 31, 2025, the number of shareholders for Rongjie Co., Ltd. was 60,500, a decrease of 3.82% from the previous period [2]. - The average circulating shares per person increased by 3.97% to 4,282 shares [2]. - The company has distributed a total of 495 million yuan in dividends since its A-share listing, with 375 million yuan distributed over the last three years [3].

2、本次股东会不涉及变更以往股东会已通过的决议。 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。 特别提示： 1、本次股东会未出现否决提案的情形。 1、会议召开时间：现场会议于2026年1月15日（星期四）15:30召开； 一、会议召开和出席情况 （一）会议召开情况 网络投票时间为：交易系统投票时间为2026年1月15日9:15-9:25、9:30-11:30、13:00-15:00；互联网投票 时间为2026年1月15日9:15至15:00的任意时间。 2、会议召开地点：广州市天河区珠江西路5号广州国际金融中心45层公司会议室。 3、会议召开方式：现场会议与网络投票相结合的方式。 4、会议召集人：公司董事会。 5、会议主持人：公司董事长吕向阳先生。 6、会议召集、召开的合规性：本次会议的召集、召开符合《中华人民共和国公司法》《上市公司股东 会规则》《深圳证券交易所股票上市规则》、深圳证券交易所上市公司自律监管指引及《融捷股份有限 公司章程》的规定。 （二）会议出席情况 1、股东出席情况： 本次股东会的提案均已 ...