Core Viewpoint - The company, Shengxin Lithium Energy, announced plans to acquire the remaining 13.93% stake in Yajiang Huirong Mining Co., Ltd. for 1.2597 billion yuan, aiming for 100% control of the Huorong lithium mine, a significant asset in its portfolio [1] Group 1 - The acquisition will enhance the company's control over the Huorong lithium mine, which is recognized as a large-scale, high-quality hard rock lithium resource [1] - This move is part of a strategic plan that began with an initial 15.10% stake, gradually increasing through multiple acquisitions to achieve full ownership by 2025 [1] - The company anticipates that the substantial mining scale of the Huorong lithium mine will provide a stable supply of lithium resources, significantly improving its self-sufficiency ratio and market competitiveness [1] Group 2 - Huorong Mining has outlined a borrowing plan to support its business development, seeking a loan of up to 3.3334 billion yuan with a maximum term of 10 years, including a 4-year grace period [1]

Group 1 - Fujian State-owned Assets Management Company plans to reduce its stake in Fuguang Co., Ltd. by up to 3%, amounting to a maximum of 481.68 million shares [1] - Ice Wheel Environment Technology Co., Ltd. intends to reduce its stake in Qingda Environmental Protection by up to 3%, totaling a maximum of 372.68 million shares [2] - Wang Zhong, a shareholder of Jiangshan Oupai, plans to reduce his stake by up to 3%, which equates to a maximum of 531.51 million shares [6] Group 2 - Huadong Medicine's subsidiary, Zhejiang Daer Biotechnology Co., Ltd., received approval for a clinical trial of DR10624 injection for hypertriglyceridemia [3] - Guangdong Construction won a bid for a lithium battery intelligent manufacturing project worth 1.524 billion yuan [4] - Qilu Bank reported a net profit of 5.713 billion yuan for 2025, a year-on-year increase of 14.58% [5] Group 3 - Chang'an Automobile plans to repurchase shares worth between 1 billion and 2 billion yuan [8] - The company reported a January sales figure of 134,700 vehicles, a year-on-year decrease of 51.14% [31] - Foton Motor's January sales reached 55,553 vehicles, reflecting a year-on-year growth of 10.99% [35] Group 4 - Hongchang Technology plans to acquire a 21% stake in Liangzhi Joint Technology for 54.6 million yuan, aiming for control [11] - Suwen Electric Power's subsidiary is participating in an investment fund focused on high-tech industries [19] - Tangyuan Electric's application for a stock issuance to specific investors has been approved by the CSRC [20] Group 5 - JinkoSolar announced it has no orders related to "space photovoltaics" and remains focused on ground photovoltaic products [39] - High Measurement Co. clarified that it has not engaged in any space photovoltaic business or collaborations with relevant teams [40] - Jin Jing Technology noted that the TCO glass market is still small and has minimal impact on its revenue [13]

Core Viewpoint - The acquisition by Shengxin Lithium Energy aims to enhance the company's lithium resource supply capability and improve self-sufficiency in lithium raw materials to meet the growing demand from the global electric vehicle and energy storage industries [3][4]. Group 1: Acquisition Details - Shengxin Lithium Energy announced the acquisition of a 13.93% stake in Huirong Mining from its affiliate for a cash consideration of RMB 125,970 million [3]. - Following the transaction, Shengxin Lithium Energy will hold 100% ownership of Huirong Mining through its subsidiaries [3]. - Huirong Mining's core asset is the Muzhong lithium mine in Sichuan, which has a confirmed Li₂O resource of 989,600 tons and an average grade of 1.62%, with an annual production capacity of 3 million tons [3]. Group 2: Valuation and Financial Arrangements - The total equity value of Huirong Mining was assessed at RMB 904,193.83 million, with the core asset's valuation at RMB 843,568.88 million as of the evaluation benchmark date of August 31, 2025 [3]. - The transaction price was determined based on the assessment results and mutual agreement between the parties involved [3]. - The payment for the acquisition is planned to be completed by December 31, 2026, funded through the company's own resources and potential acquisition loans [4]. Group 3: Strategic Implications - The acquisition is intended to strengthen the company's competitive position in the lithium salt industry and ensure a stable supply of lithium resources [4]. - The company plans to leverage its development experience in high-altitude regions of Sichuan to expedite the mining operations at the Muzhong lithium mine [4].

Group 1 - The A-share market saw a collective decline in lithium mining stocks, with major companies like Ganfeng Lithium, Tianqi Lithium, and others dropping over 4% [1] - The main contract for lithium carbonate experienced a significant drop of 6%, priced at 139,640 yuan per ton [1] Group 2 - Ganfeng Lithium (002460) decreased by 4.94%, with a total market value of 133.8 billion yuan and a year-to-date increase of 1.49% [2] - Tianqi Lithium (002466) fell by 4.87%, holding a market capitalization of 82.4 billion yuan and a year-to-date decline of 9.39% [2] - Zhongmin Resources (002738) saw a decline of 4.60%, with a market value of 57.6 billion yuan and a year-to-date increase of 1.59% [2] - Dongyangguang (600673) dropped by 4.58%, with a market capitalization of 84.6 billion yuan and a year-to-date increase of 25.32% [2] - Tianhua New Energy (300390) decreased by 4.37%, with a market value of 38.9 billion yuan and a year-to-date decline of 14.28% [2] - Other companies such as Guocheng Mining, Rongjie Co., and Yahua Group also experienced declines ranging from 3% to 4% [2]

Core Viewpoint - The company, Shengxin Lithium Energy, is actively pursuing strategic acquisitions and financial risk management through various hedging activities, while also facing fluctuations in market sentiment as indicated by recent trading data. Trading Information Summary - On February 4, 2026, Shengxin Lithium Energy's stock closed at 36.15 yuan, down 0.5%, with a turnover rate of 3.25%, trading volume of 296,700 shares, and a transaction value of 1.071 billion yuan [1] - The net outflow of main funds was 17.76 million yuan, while retail investors experienced a net outflow of 32.88 million yuan; however, speculative funds saw a significant net inflow of 50.64 million yuan [1][4] Company Announcements Summary - Shengxin Lithium Energy's board approved several resolutions, including a cash acquisition of 13.93% equity in Huirong Mining from Xiamen Chuangyi for 1.2597 billion yuan, which will result in 100% ownership of Huirong Mining [1][4] - The company plans to provide a guarantee limit of up to 15 billion yuan for its subsidiaries, effective for 12 months post shareholder approval [1][2] - The company intends to engage in commodity futures hedging with a margin limit of 1.5 billion yuan and foreign exchange hedging with a maximum contract value of 850 million USD, both subject to shareholder approval [1][2] Financial Overview of Huirong Mining - As of August 31, 2025, Huirong Mining reported total assets of approximately 901.90 million yuan, total liabilities of about 177.09 million yuan, and owner’s equity of around 724.81 million yuan [3] - The company recorded a net loss of approximately 162.63 million yuan for the first eight months of 2025, reflecting its financial condition and operational results [3]

Key Points - The core viewpoint of the news is the significant corporate announcements and financial performance reports from various companies, indicating strategic moves, partnerships, and financial results that may present investment opportunities. Group 1: Corporate Announcements - Ruixin Technology plans to acquire control of Wuhu Deheng and will suspend trading from February 5, 2026 [4] - Zhongwen Online intends to collaborate with Tencent on the authorization of animated micro-short dramas, with an expected cooperation amount of 23.2 million yuan [5] - Dabeinong's actual controller and chairman, Shao Genfu, passed away on February 3, 2026, at the age of 60, with the company confirming normal operations [6] Group 2: Financial Performance Reports - Silica Technology reported a total revenue of 3.752 billion yuan for 2025, a year-on-year increase of 18.76%, and a net profit of 281 million yuan, up 18.34% [7] - Huanxu Electronics reported a total revenue of approximately 59.2 billion yuan for 2025, a decrease of 2.46%, but a net profit increase of 12.16% to approximately 1.85 billion yuan [7] - Chongqing Beer reported a total revenue of approximately 1.472 billion yuan for 2025, a year-on-year increase of 0.53%, with a net profit of approximately 123 million yuan, up 10.43% [8] Group 3: Capital Increases and Restructuring - Tangyuan Electric received approval from the China Securities Regulatory Commission for a stock issuance to specific investors [9] - Chang'an Automobile is planning to repurchase shares with a total amount between 1 billion and 2 billion yuan [10] - Gaweida's board proposed a share repurchase plan with a total amount between 30 million and 35 million yuan [10] Group 4: Strategic Partnerships and Investments - Shengxin Lithium Energy's subsidiary plans to acquire a 13.93% stake in Huirong Mining for 1.26 billion yuan, aiming for full control [11] - Guangdong Construction won a bid for a project worth 1.524 billion yuan for a lithium battery manufacturing base [11] - Liyade plans to invest up to 100 million yuan in an industrial fund focused on non-listed companies in the commercial aerospace sector [11]

Key Points - JinkoSolar has not reported any revenue from "space photovoltaic" orders [1] - Shuangliang Energy has not yet engaged in any space photovoltaic-related business [1] - CITIC Bank has increased its investment in CITIC Financial Leasing Co., Ltd. by 2 billion yuan [1] - Palm Holdings has won a bid for the construction project of high-standard farmland in Shuyang District, Shangqiu City for 2025 [1] - Shanghai Pharmaceuticals plans to transfer its 30% stake in Amgen [1] - Huanxu Electronics expects a net profit of 1.853 billion yuan for 2025, a year-on-year increase of 12.16% [1] - Changan Automobile plans to repurchase shares worth 1 billion to 2 billion yuan [2] - Jinpu Garden plans to reduce its shareholding by no more than 2% [1] - Sileck's subsidiary has received a project confirmation letter from a client, with an expected procurement volume of approximately 360 million cylindrical battery shells [2] - Zhongwen Online intends to collaborate with Tencent on the authorization of animated micro-short dramas [2]

（编辑 任世碧） 证券日报网讯 2月4日，盛新锂能发布公告称，公司于2026年2月4日召开第八届董事会第二十八次会 议，审议通过了《关于开展外汇套期保值业务的议案》，根据公司及控股子公司经营及业务需求情况， 公司拟对未来所需的部分外汇开展外汇套期保值业务，该业务所需交易保证金（含占用金融机构授信额 度的保证金）上限不超过人民币1.5亿元或其他等值外币金额，任一交易日持有的最高合约价值不超过 8.5亿美元或其他等值金额货币。 ...

证券日报网讯 2月4日，盛新锂能发布公告称，公司于2026年2月4日召开第八届董事会第二十八次会 议，审议通过了《关于开展商品期货套期保值业务的议案》，该议案尚需提交股东会审议。公司及控股 子公司开展套期保值业务的保证金上限为15亿元人民币（不含期货标的实物交割款项），在前述保证金 额度内，资金可循环使用，且任一时点的持仓保证金金额不超过已审议额度。 （文章来源：证券日报） ...

证券日报网讯 2月4日，盛新锂能发布公告称，公司于2026年2月4日召开第八届董事会第二十八次会 议，审议通过了《关于全资子公司盛屯锂业收购惠绒矿业部分股权暨关联交易的议案》。公司全资子公 司四川盛屯锂业有限公司（简称"盛屯锂业"）拟以现金人民币125，970.00万元收购厦门创益盛屯新能 源产业投资合伙企业（有限合伙）（简称"厦门创益"）持有的雅江县惠绒矿业有限责任公司（简称"惠 绒矿业"或"标的公司"）13.93%股权，本次交易完成后，公司将100%控股惠绒矿业。本次交易对方厦门 创益为公司的关联方，本次股权收购事项构成关联交易，尚需获得股东会的批准。 （文章来源：证券日报） ...