Core Viewpoint - The company plans to establish a new subsidiary focused on renewable energy operations in collaboration with Rongjie Group, aiming to diversify its business and enhance overall competitiveness [1] Group 1: Investment Details - The new subsidiary will have a registered capital of 100 million RMB, with the company contributing 51 million RMB for a 51% stake and Rongjie Group contributing 49 million RMB for a 49% stake [1] Group 2: Strategic Objectives - The establishment of the subsidiary is intended to broaden the company's industrial layout and promote diversified business development [1] - The collaboration with Rongjie Group, which has substantial asset scale and extensive experience in the renewable energy sector, is expected to create synergistic advantages and foster sustainable profit growth [1] - The partnership aims to achieve dual goals of enhancing shareholder returns and increasing company value [1]

Core Viewpoint - The company plans to establish a new subsidiary focused on renewable energy operations in collaboration with Rongjie Group, aiming to diversify its business and enhance competitiveness [1] Group 1: Investment Details - The new subsidiary will have a registered capital of 100 million RMB, with the company contributing 51 million RMB for a 51% stake and Rongjie Group contributing 49 million RMB for a 49% stake [1] Group 2: Strategic Objectives - The establishment of the subsidiary is intended to broaden the company's industrial layout and promote diversified business development [1] - The collaboration with Rongjie Group, which has substantial assets and expertise in the renewable energy sector, is expected to create synergies and foster sustainable profit growth [1] - The joint investment aims to achieve both shareholder returns and an increase in company value [1]

融捷股份有限公司公告（2025） 2、投资金额：不超过人民币 20 亿元。 3、特别风险提示：委托理财可能存在政策风险、收益风险、操作风险等， 敬请投资者注意相关风险并谨慎投资。 证券代码：002192 证券简称：融捷股份 公告编号：2025-057 融捷股份有限公司 关于 2026 年度委托理财额度预计的公告 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。 重要内容提示： 1、投资种类：投资安全性高、流动性好、风险较低、期限不超过一年的理 财产品。 一、投资情况概述 （一）投资目的 为进一步提高资金使用效率，合理利用闲置资金，2026 年度公司（包含合 并范围内的子公司，下同）拟在不影响正常业务经营和确保资金安全的前提下， 将使用部分暂时闲置的自有资金进行委托理财。 （二）投资金额 投资金额不超过人民币 20 亿元。相关额度的使用期限不超过 12 个月，期限 内任一时点的交易金额（含前述投资的收益进行再投资的相关金额）不超过人民 币 20 亿元。 （三）投资方式 投资安全性高、流动性好、风险较低、期限不超过一年的理财产品，购买渠 道包括银行、信托公司、证券公 ...

证券代码：002192 证券简称：融捷股份 公告编号：2025-059 融捷股份有限公司 关于与关联方共同投资设立控股子公司的公告 融捷股份有限公司公告（2025） 本公司及董事会全体成员保证信息披露内容的真实、准确和完整，没有虚 假记载、误导性陈述或重大遗漏。 融捷股份有限公司（以下简称"公司"）于 2025 年 12 月 29 日召开的第九 届董事会第二次会议审议了《关于与关联方共同投资设立控股子公司的议案》， 公司拟与控股股东融捷投资控股集团有限公司（以下简称"融捷集团"）共同投 资设立新能源运营业务控股子公司。 一、对外投资概述 （一）主要内容 根据公司战略规划，公司拟与融捷集团共同投资设立新能源运营业务控股子 公司，该子公司注册资本 10,000 万元人民币，其中：公司认缴注册资本 5,100 万元，持股 51%；融捷集团认缴注册资本 4,900 万元，持股 49%。 （二）关联关系 融捷集团为公司控股股东，根据《股票上市规则》6.3.3 条的规定，融捷集 团为公司关联方，本次公司与融捷集团共同投资构成关联交易。 （三）会议审议情况 本次与关联方共同投资设立控股子公司已经公司独立董事专门会议审议通 ...

人民财讯12月29日电，融捷股份（002192）12月29日公告，公司拟与控股股东融捷集团共同投资设立新 能源（001258）运营业务控股子公司，该子公司注册资本1亿元，其中，公司认缴注册资本5100万元， 持股51%。 ...

Core Viewpoint - Rongjie Co., Ltd. plans to establish a new energy operation holding subsidiary in collaboration with Rongjie Group, with a registered capital of 100 million RMB [1] Group 1 - The registered capital of the new subsidiary is set at 100 million RMB, with Rongjie Co., Ltd. contributing 51 million RMB for a 51% stake [1] - Rongjie Group will contribute 49 million RMB, holding a 49% stake in the new subsidiary [1]

Core Insights - The energy metals sector experienced a significant increase of 3.95% on December 26, with Yongxing Materials leading the gains [1] - The Shanghai Composite Index closed at 3963.68, up 0.1%, while the Shenzhen Component Index closed at 13603.89, up 0.54% [1] Energy Metals Sector Performance - Yongxing Materials (002756) closed at 55.51, up 10.01%, with a trading volume of 223,300 shares and a transaction value of 1.217 billion yuan [1] - Cangge Mining (000408) closed at 85.33, up 7.19%, with a trading volume of 176,800 shares and a transaction value of 1.476 billion yuan [1] - Rongjie Co., Ltd. (002192) closed at 55.46, up 5.28%, with a trading volume of 272,000 shares and a transaction value of 1.493 billion yuan [1] - Tianqi Lithium (002466) closed at 57.93, up 4.32%, with a trading volume of 945,000 shares and a transaction value of 5.467 billion yuan [1] - Jizhong Mining (600711) closed at 14.85, up 4.14%, with a trading volume of 1,488,300 shares and a transaction value of 2.192 billion yuan [1] - Ganfeng Lithium (002460) closed at 68.57, up 3.69%, with a trading volume of 786,200 shares and a transaction value of 5.377 billion yuan [1] - Yongshan Lithium (6633399) closed at 11.07, up 3.07%, with a trading volume of 282,100 shares and a transaction value of 311 million yuan [1] - Shengxin Lithium Energy (002240) closed at 35.21, up 2.65%, with a trading volume of 833,300 shares and a transaction value of 2.958 billion yuan [1] - Tengyuan Diamond (301219) closed at 67.00, up 2.20%, with a trading volume of 61,700 shares and a transaction value of 4.13 million yuan [1] - Tibet Mining (000762) closed at 27.55, up 2.19%, with a trading volume of 299,900 shares and a transaction value of 826 million yuan [1] Capital Flow Analysis - The energy metals sector saw a net inflow of 9.52 billion yuan from main funds, while retail funds experienced a net outflow of 3.68 billion yuan [1] - Major stocks such as Tianqi Lithium and Ganfeng Lithium had significant net inflows from main funds, indicating strong institutional interest [2] - Retail investors showed a tendency to withdraw from several stocks, including Yongxing Materials and Cangge Mining, reflecting a cautious sentiment among smaller investors [2]

Group 1 - The lithium battery industry chain stocks experienced a collective rise on the 26th, with Yongxing Materials hitting the daily limit, Tianhua New Energy and Zhongkuang Resources increasing by approximately 8%, and companies like Rongjie Co. and BYD rising over 5% [1] - Lithium carbonate futures prices broke through 130,000 yuan/ton, reaching a new high since November 2023 [1] - Major manufacturers of lithium iron phosphate are reportedly planning a collective price adjustment in January 2026, influenced by rising lithium carbonate raw material prices, improving downstream demand, and product sales prices remaining below cost [1] Group 2 - Institutions predict that lithium carbonate prices will continue to fluctuate at high levels due to unclear supply disturbance expectations, high mining prices, and moderate improvements in downstream demand [1] - In the medium to long term, lithium mines are considered the most valuable and elastic targets in the electric vehicle industry chain and energy storage [1]

截至发稿，江博文累计任职时间1年171天，现任基金资产总规模3.87亿元，任职期间最佳基金回报 37.94%， 任职期间最差基金回报6.42%。 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。 责任编辑：小浪快报 数据显示，长安基金旗下1只基金重仓融捷股份。长安鑫禧混合A（005477）三季度减持25万股，持有 股数26.3万股，占基金净值比例为3.95%，位居第四大重仓股。根据测算，今日浮盈赚取约69.43万元。 长安鑫禧混合A（005477）成立日期2018年2月7日，最新规模6439.17万。今年以来收益23.07%，同类 排名4027/8087；近一年收益19.5%，同类排名4381/8074；成立以来亏损55.08%。 长安鑫禧混合A（005477）基金经理为江博文。 12月26日，融捷股份涨5.01%，截至发稿，报55.32元/股，成交7.53亿元，换手率5.34%，总市值143.64 亿元。 资料显示，融捷股份有限公司位于广东省广州市天河区珠江西路5号广州国 ...

Core Viewpoint - The lithium carbonate market has experienced a significant breakthrough, with the main contract rising over 8% to surpass 130,000 yuan/ton, marking a new high since November 2023 [1][8]. Market Performance - As of December 26, the main lithium carbonate contract has recorded six consecutive trading days of gains, with a year-to-date increase of 67.29%, making it one of the best-performing commodities in the market [2][10]. - The Wind lithium mining index rose by 3.24%, with leading stocks such as Shengxin Lithium Energy, Rongjie Co., and Tianqi Lithium Industries seeing gains of over 3% [3][10]. Supply Chain Dynamics - The recent surge in lithium carbonate prices is primarily driven by expectations of supply contraction in the upstream of the industry chain [3][10]. - Major companies in the lithium iron phosphate sector, Hunan Youneng and Wanrun New Energy, announced production cuts, with Youneng reducing production by 15,000 to 35,000 tons and Wanrun cutting 5,000 to 20,000 tons [4][10]. Regulatory Actions - In response to the rapid price increase, the Guangzhou Futures Exchange implemented measures to prevent excessive speculation, including increasing the minimum order size for certain contracts and setting daily opening limits for non-futures company members [5][11]. Future Outlook - Analysts suggest that the lithium carbonate market is characterized by a "strong reality and strong expectation resonance" but caution against short-term volatility risks [12]. - The overall price trend is expected to remain strong, with potential fluctuations due to production cuts and inventory adjustments, while the long-term outlook remains optimistic due to anticipated global energy storage demand in 2026 [6][12].