天赐材料跌3%，计划于3月1日起对六氟磷酸锂产线停产检修。 ...

2026年伊始，A股业绩预告帷幕拉开。盐湖股份、天赐材料、华菱钢铁、首钢股份、孩子王、传化智联 等一批深市代表性公司率先交出2025年度业绩"预增"答卷，为市场注入暖意。 初步统计显示，这些公司预计净利润同比增幅均超过25%，最高增幅超300%，呈现出强劲的增长动 能。 尽管所属行业各异，涵盖资源化工、新能源材料、钢铁制造、消费服务、现代物流等多个领域，但业绩 向好的背后，折射出共同的驱动力：通过核心技术突破构筑壁垒、依托智能化与绿色化推动产业升级、 借助资本市场工具优化治理，以及敏锐捕捉新消费与新科技趋势。 业内人士认为，这深刻诠释了经济结构转型期中，优质上市公司如何凭借内生韧性与创新活力实现高质 量发展。 景气度回升龙头凭核心优势领跑 "高端化+智能化"重塑竞争力 在新能源产业链上游，新一轮景气周期正在启动。具备核心资源储备与显著技术优势的龙头企业，成为 此轮行业上行最直接的受益者，业绩弹性得到充分体现。 盐湖股份预计，2025年实现归属于上市公司股东的净利润82.9亿元至88.9亿元，同比增长77.78%至 90.65%。 据公司相关负责人介绍，业绩增长主要得益于钾肥和碳酸锂两大核心产品产销稳定、价格回 ...

Group 1 - The company held its 40th meeting of the 6th Board of Directors on January 5, 2026, where several resolutions were passed, including amendments to the investment decision management system and changes to the registered capital and company articles [1][2][3] - The registered capital was adjusted from 1,914,344,077 yuan to 1,914,356,799 yuan due to the conversion of "Tinci Convertible Bonds" [3][12] - The company plans to hold its first temporary shareholders' meeting of 2026 on January 21, 2026, to review the resolutions passed by the board [23][29] Group 2 - The company approved changes to the project for the annual production of 300,000 tons of lithium battery electrolyte and the dismantling and recycling of 100,000 tons of iron lithium batteries, reducing the scale to 250,000 tons of electrolyte with a total investment not exceeding 600 million yuan [7][15][17] - The project is expected to achieve an average annual revenue of 367,388,000 yuan and an average annual net profit of 18,002,000 yuan once it reaches full production [17] Group 3 - The company will conduct maintenance on its liquid lithium hexafluorophosphate production line starting March 1, 2026, for a period of 20 to 30 days, which is not expected to significantly impact operations [20][21]

Group 1 - Victory Energy announced that its stock price increased by 213.97% from December 12 to December 29, 2025, leading to a review of trading fluctuations, with stock resuming trading on January 6, 2026 [2] - Tianqi Materials plans to conduct maintenance on its 150,000-ton liquid lithium hexafluorophosphate production line for 20 to 30 days, ensuring no significant impact on operations [3] - Yingfang Micro is planning to acquire controlling stakes in several companies, leading to a significant asset restructuring, with stock suspension starting January 6, 2026 [4] Group 2 - Weigao Blood Purification intends to acquire 100% of Weigao Purui for 8.511 billion yuan, which will enhance its product offerings in medical packaging [6] - Zhongtian Rocket reported losses in its carbon/carbon thermal field materials business due to intensified competition in the photovoltaic industry, significantly impacting its consolidated financial statements [7] - Fulin Precision plans to invest 6 billion yuan in a project to produce 500,000 tons of high-end lithium iron phosphate for energy storage, alongside additional projects for precursor materials [8] Group 3 - Deyun Co. announced that its actual controller was arrested for illegal public deposit collection, but this will not significantly affect the company's governance or operations [9] - Jushen Co. signed a 1.34 billion USD bauxite transfer agreement, which is expected to positively impact future financial performance [10] - Sanxia New Materials intends to acquire a 40% stake in a subsidiary for 0 yuan, which is classified as a related party transaction [11] Group 4 - Kelun Pharmaceutical plans to repurchase shares worth 50 million to 100 million yuan for employee stock ownership plans, with a maximum price of 35 yuan per share [13] - Juxing Technology expects a net profit increase of 5.00% to 20.00% for 2025, projecting a profit of 2.419 billion to 2.764 billion yuan [15] - China National Materials Technology anticipates a net profit increase of 73.79% to 118.64% for 2025, driven by improved product structure and sales growth [16] Group 5 - Chifeng Gold forecasts a net profit increase of 70% to 81% for 2025, with gold product sales prices rising approximately 49% [17] - Dingtai High-Tech expects a net profit of 410 million to 460 million yuan for 2025, reflecting an 81% to 103% increase due to rising demand in high-end PCB markets [18] - Zhonggang Luoyang announced plans for shareholders to reduce their stakes by up to 1% of total shares [20]

Core Viewpoint - Tianqi Materials has decided to adjust its investment projects, reducing the planned production of electrolyte from 300,000 tons to 250,000 tons and canceling the battery dismantling and recycling project, with a total investment not exceeding 600 million yuan [1] Group 1: Project Adjustments - The company announced a change in its investment project, reducing the planned production of electrolyte from 300,000 tons to 250,000 tons and canceling the 100,000-ton battery dismantling and recycling project [1] - The total investment for the adjusted project is estimated to be no more than 600 million yuan, significantly lower than the original investment of approximately 1.332 billion yuan [1] - The expected annual average revenue after reaching production is projected to be 3.674 billion yuan, with an average annual net profit of 180 million yuan [1] Group 2: Production Maintenance - The company announced a planned maintenance shutdown for its liquid lithium hexafluorophosphate production line, scheduled to start on March 1, 2026, for a duration of 20 to 30 days [2] - The maintenance is part of the annual plan for production facility operation cycles and is not expected to significantly impact the company's operations [2] Group 3: Financial Performance - The company forecasts a net profit attributable to shareholders for the fiscal year 2025 to be between 1.1 billion and 1.6 billion yuan, representing an increase of 127.31% to 230.63% compared to the previous year [3] - The growth in profit is attributed to the increasing demand in the new energy vehicle market and the rapid growth in the energy storage market, leading to a significant increase in sales of lithium-ion battery materials [3] - Enhanced profitability is also due to the ramp-up of production capacity for core raw materials and effective cost control in production processes [3]

天赐材料（002709）(002709.SZ)公告，公司拟按照年度计划对部分基地液体六氟磷酸锂产线进行停产 检修工作。公司计划于2026年3月1日起，对龙山北基地年产15万吨液体六氟磷酸锂产线进行停产检修， 预计检修时间为20天至30天。 ...

智通财经APP讯，天赐材料(002709.SZ)公告，公司拟按照年度计划对部分基地液体六氟磷酸锂产线进行 停产检修工作。公司计划于2026年3月1日起，对龙山北基地年产15万吨液体六氟磷酸锂产线进行停产检 修，预计检修时间为20天至30天。 ...

Core Viewpoint - The company has approved changes to its lithium battery electrolyte production and lithium iron battery recycling projects, adjusting the scale and investment amount [1] Group 1: Project Changes - The company will modify the construction scale of the lithium battery electrolyte project from 300,000 tons to 250,000 tons [1] - The lithium iron battery recycling project will remain at 100,000 tons, with changes in the investment amount [1] Group 2: Investment Details - The total investment for the revised projects will not exceed 600 million yuan [1]

Group 1 - The company expects to achieve a net profit attributable to shareholders of approximately 1.1-1.6 billion yuan and a net profit excluding non-recurring items of approximately 1.05-1.55 billion yuan in 2025, representing a year-on-year growth of 127-230% and 175-306% respectively [1][49] - The company forecasts a Q4 2025 net profit attributable to shareholders of approximately 930 million yuan, with a quarter-on-quarter increase of 508% [2][49] - The rapid increase in prices of raw materials such as hexafluorophosphate lithium (6F), VC, and FSI has been successfully transmitted to the electrolyte end, showcasing the company's integrated cost advantages in the electrolyte industry [2][45] Group 2 - The company is the largest global producer of electrolytes, hexafluorophosphate lithium, and LiFSI, with a self-supply ratio of over 90% for hexafluorophosphate lithium and LiFSI, and 80% for some core additives [9][52] - The company has established a comprehensive internal circulation system through the integration of upstream resources and the recycling of phosphorus and sulfur resources, further consolidating its competitive advantages in the electrolyte sector [2][52] - The company has signed long-term supply agreements with major battery manufacturers, securing over one million tons of electrolyte supply [10][67] Group 3 - The company estimates that its Q4 2025 electrolyte shipment volume will be approximately 220,000 tons, a year-on-year increase of 38% and a quarter-on-quarter increase of 17.4% [50] - The estimated profit per ton for the electrolyte business in Q4 is approximately 4,000 yuan, with a significant increase of over 3,000 yuan quarter-on-quarter, contributing nearly 900 million yuan to profits [50] - The company has observed a third round of price transmission for electrolytes starting in late December, indicating further potential for profit recovery in Q1 2026 [7][50] Group 4 - The company has been actively developing solid-state battery materials, with over 10 years of investment in iron-lithium positive electrodes and precursor fields, gradually strengthening its competitive edge [1][46] - The company has formed a lithium battery materials platform, with a production scale of 200,000 to 250,000 tons for precursors, and is continuously optimizing processes and innovating technologies [46][71] - The company is advancing the large-scale application of LiFSI, which is expected to increase in proportion within the overall electrolyte formulation due to its superior performance characteristics [14][57]

格隆汇1月5日丨天赐材料(002709.SZ)公布，根据化工企业生产装置运行周期的要求，为保障后续液体 六氟磷酸锂生产装置正常运行和安全稳定生产，广州天赐高新材料股份有限公司拟按照年度计划对部分 基地液体六氟磷酸锂产线进行停产检修工作。公司计划于2026年3月1日起，对龙山北基地年产15万吨液 体六氟磷酸锂产线进行停产检修，预计检修时间为20天至30天。针对此次停产检修，公司已做好相关报 批手续及材料准备，预计不会对公司经营情况造成较大影响。 ...