688148 芳源股份
已收盘 03-02 15:00:00
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股市必读：芳源股份发布2025年度业绩快报，亏损0.978亿元
证券之星 · 03-02 02:57
股市必读：芳源股份发布2025年度业绩快报，亏损0.978亿元
每周股票复盘：芳源股份（688148）2025年净亏9778万同比收窄
证券之星 · 03-01 02:37
每周股票复盘：芳源股份（688148）2025年净亏9778万同比收窄
芳源股份（688148）披露2025年度业绩快报公告，2月27日股价上涨1.12%
证券之星 · 02-27
芳源股份（688148）披露2025年度业绩快报公告，2月27日股价上涨1.12%
芳源股份（688148）披露不向下修正“芳源转债”转股价格的公告，2月24日股价上涨3.05%
证券之星 · 02-24
芳源股份（688148）披露不向下修正“芳源转债”转股价格的公告，2月24日股价上涨3.05%
每周股票复盘：芳源股份（688148）不修正转股价格
证券之星 · 02-15
每周股票复盘：芳源股份（688148）不修正转股价格
2月11日芳源股份发布公告，股东减持0.58万股
证券之星 · 02-11
2月11日芳源股份发布公告，股东减持0.58万股
每周股票复盘：芳源股份（688148）芳源转债或触发下修条件
证券之星 · 02-08
每周股票复盘：芳源股份（688148）芳源转债或触发下修条件
2月2日芳源股份跌6.29%，汇丰晋信智造先锋股票A基金重仓该股
证券之星 · 02-02
2月2日芳源股份跌6.29%，汇丰晋信智造先锋股票A基金重仓该股
每周股票复盘：芳源股份（688148）2025年预亏8000万至1.2亿
证券之星 · 02-01
每周股票复盘：芳源股份（688148）2025年预亏8000万至1.2亿
芳源股份：预计2025年全年归属净利润亏损8000万元至1.2亿元
证券之星 · 01-29
芳源股份：预计2025年全年归属净利润亏损8000万元至1.2亿元
1月27日芳源股份跌5.42%，汇丰晋信智造先锋股票A基金重仓该股
证券之星 · 01-27
1月27日芳源股份跌5.42%，汇丰晋信智造先锋股票A基金重仓该股
芳源股份（688148）披露芳源转债转股价格向下修正公告，1月26日股价上涨1.12%
证券之星 · 01-26
芳源股份（688148）披露芳源转债转股价格向下修正公告，1月26日股价上涨1.12%
【机构调研记录】同泰基金鲁秦调研芳源股份
证券之星 · 01-26
【机构调研记录】同泰基金鲁秦调研芳源股份
【机构调研记录】交银施罗德基金调研陕西旅游、芳源股份等3只个股（附名单）
证券之星 · 01-26
【机构调研记录】交银施罗德基金调研陕西旅游、芳源股份等3只个股（附名单）
【私募调研记录】健顺投资调研芳源股份、三七互娱
证券之星 · 01-26
【私募调研记录】健顺投资调研芳源股份、三七互娱
每周股票复盘：芳源股份（688148）芳源转债转股价格下修至14.00元
证券之星 · 01-25
每周股票复盘：芳源股份（688148）芳源转债转股价格下修至14.00元
芳源股份（688148）披露为全资子公司提供2亿元担保进展公告，1月23日股价上涨3.35%
证券之星 · 01-23
芳源股份（688148）披露为全资子公司提供2亿元担保进展公告，1月23日股价上涨3.35%
芳源股份（688148）披露向下修正“芳源转债”转股价格议案获股东会通过，01月21日股价上涨3.97%
证券之星 · 01-21
芳源股份（688148）披露向下修正“芳源转债”转股价格议案获股东会通过，01月21日股价上涨3.97%
1月19日芳源股份涨6.01%，汇泉启元未来混合发起式A基金重仓该股
证券之星 · 01-19
1月19日芳源股份涨6.01%，汇泉启元未来混合发起式A基金重仓该股
每周股票复盘：芳源股份（688148）贝特瑞拟减持不超1%股份
证券之星 · 01-18
每周股票复盘：芳源股份（688148）贝特瑞拟减持不超1%股份
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公司概况
公司名称：
广东芳源新材料集团股份有限公司
所属行业：
电气机械和器材制造业
上市日期：
2021-08-06
主营业务：
广东芳源新材料集团股份有限公司的主营业务是锂电池三元正极材料前驱体、锂盐、硫酸盐、镍电池正极材料、高纯电子化学品等产品的研发、生产和销售。公司的主要产品是正极材料前驱体、硫酸盐、电池级碳酸锂等。
发行价格：
4.58
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15:30:00","preClose":9.02},"floatMarketCap":4428000000},"requestUrl":"/m/hq/s/688148","defaultTab":"news","newsList":[{"id":"2616876671","title":"股市必读：芳源股份发布2025年度业绩快报，亏损0.978亿元","url":"https://stock-news.laohu8.com/highlight/detail?id=2616876671","media":"证券之星","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2616876671?lang=zh_cn&edition=full","pubTime":"2026-03-02 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02:37","pubTimestamp":1772303829,"startTime":"0","endTime":"0","summary":"截至2026年2月27日收盘，芳源股份报收于9.02元，较上周的8.53元上涨5.74%。本周，芳源股份2月26日盘中最高价报9.25元。业绩披露要点芳源股份预计发布2025年年报，归属净利润亏损0.978亿元，同比增长77.09%。公司公告汇总芳源股份发布2025年度业绩快报，营业总收入227,788.33万元，同比增长5.39%；归属于母公司所有者的净利润为-9,778.06万元，亏损幅度较上年收窄。总资产311,475.85万元，较年初增0.81%；归属于母公司的所有者权益下降12.38%。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2026030100000922.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["688148","BK0224"],"gpt_icon":0},{"id":"2614857121","title":"芳源股份（688148）披露2025年度业绩快报公告，2月27日股价上涨1.12%","url":"https://stock-news.laohu8.com/highlight/detail?id=2614857121","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2614857121?lang=zh_cn&edition=full","pubTime":"2026-02-27 23:10","pubTimestamp":1772205025,"startTime":"0","endTime":"0","summary":"截至2026年2月27日收盘，芳源股份报收于9.02元，较前一交易日上涨1.12%，最新总市值为46.02亿元。该股当日开盘8.87元，最高9.02元，最低8.81元，成交额达7873.88万元，换手率为1.73%。近日，广东芳源新材料集团股份有限公司发布2025年度业绩快报，营业总收入227,788.33万元，同比增长5.39%；归属于母公司所有者的净利润为-9,778.06万元，亏损幅度较上年同期大幅收窄。总资产311,475.85万元，较年初增长0.81%；归属于母公司的所有者权益减少12.38%。数据未经审计，最终以年度报告为准。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2026022700043098.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["BK0224","688148"],"gpt_icon":0},{"id":"2613879454","title":"芳源股份（688148）披露不向下修正“芳源转债”转股价格的公告，2月24日股价上涨3.05%","url":"https://stock-news.laohu8.com/highlight/detail?id=2613879454","media":"证券之星","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2613879454?lang=zh_cn&edition=full","pubTime":"2026-02-24 17:53","pubTimestamp":1771926801,"startTime":"0","endTime":"0","summary":"截至2026年2月24日收盘，芳源股份报收于8.79元，较前一交易日上涨3.05%，最新总市值为44.84亿元。该股当日开盘8.61元，最高8.85元，最低8.61元，成交额达9510.52万元，换手率为2.13%。公告显示，截至2026年2月12日，公司股价已触发“芳源转债”转股价格向下修正条款。公司于2026年2月12日召开第四届董事会第十次会议，审议通过不向下修正转股价格的议案。董事会决定本次不向下修正转股价格，并在未来两个月内如再次触发修正条款，亦不提出向下修正方案。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2026022400033942.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"shareholding","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["688148","BK0224"],"gpt_icon":0},{"id":"2611625145","title":"每周股票复盘：芳源股份（688148）不修正转股价格","url":"https://stock-news.laohu8.com/highlight/detail?id=2611625145","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2611625145?lang=zh_cn&edition=full","pubTime":"2026-02-15 02:12","pubTimestamp":1771092734,"startTime":"0","endTime":"0","summary":"截至2026年2月13日收盘，芳源股份报收于8.53元，较上周的8.5元上涨0.35%。本周，芳源股份2月10日盘中最高价报8.8元。本周关注点股本股东变化：贝特瑞集团减持芳源股份0.58万股，占总股本0.0011%。公司于2026年2月12日召开第四届董事会第十次会议，审议通过不向下修正转股价格的议案。","market":"fut","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2026021500000666.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["688148","BK0224"],"gpt_icon":0},{"id":"2610936482","title":"2月11日芳源股份发布公告，股东减持0.58万股","url":"https://stock-news.laohu8.com/highlight/detail?id=2610936482","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2610936482?lang=zh_cn&edition=full","pubTime":"2026-02-11 19:01","pubTimestamp":1770807682,"startTime":"0","endTime":"0","summary":"证券之星消息，2月11日芳源股份发布公告《芳源股份:芳源股份简式权益变动报告书》，其股东贝特瑞新材料集团股份有限公司于2026年2月10日合计减持0.58万股，占公司目前总股本的0.0011%，变动期间该股股价下跌2.3%，截止2月10日收盘报8.48元。股东增减持详情见下表：根据芳源股份2025年三季报公布的十大股东详情如下：以上内容为证券之星据公开信息整理，由AI算法生成（网信算备310104345710301240019号），不构成投资建议。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2026021100031740.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["688148","BK0224"],"gpt_icon":0},{"id":"2609252415","title":"每周股票复盘：芳源股份（688148）芳源转债或触发下修条件","url":"https://stock-news.laohu8.com/highlight/detail?id=2609252415","media":"证券之星","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2609252415?lang=zh_cn&edition=full","pubTime":"2026-02-08 02:22","pubTimestamp":1770488533,"startTime":"0","endTime":"0","summary":"截至2026年2月6日收盘，芳源股份报收于8.5元，较上周的8.75元下跌2.86%。本周，芳源股份2月2日盘中最高价报8.73元。公司公告汇总中证鹏元关注广东芳源新材料集团股份有限公司2025年年度业绩预亏事项。芳源股份关于“芳源转债”预计触发转股价格向下修正条件的提示性公告广东芳源新材料集团股份有限公司发布关于“芳源转债”预计触发转股价格向下修正条件的提示性公告。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2026020800000719.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"shareholding","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["688148","BK0224"],"gpt_icon":0},{"id":"2608851357","title":"2月2日芳源股份跌6.29%，汇丰晋信智造先锋股票A基金重仓该股","url":"https://stock-news.laohu8.com/highlight/detail?id=2608851357","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2608851357?lang=zh_cn&edition=full","pubTime":"2026-02-02 16:42","pubTimestamp":1770021720,"startTime":"0","endTime":"0","summary":"证券之星消息，2月2日芳源股份跌6.29%创60日新低，收盘报8.2元，换手率3.97%，成交量20.26万手，成交额1.7亿元。重仓芳源股份的公募基金请见下表：根据2025基金年报公募基金重仓股数据，重仓该股的公募基金共1家，其中持有数量最多的公募基金为汇丰晋信基金的汇丰晋信智造先锋股票A。汇丰晋信智造先锋股票A目前规模为8.92亿元，最新净值2.9147，较上一交易日下跌3.84%，近一年上涨54.39%。该公募基金现任基金经理为陆彬。","market":"fut","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2026020200023421.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["BK0224","688148"],"gpt_icon":0},{"id":"2608778200","title":"每周股票复盘：芳源股份（688148）2025年预亏8000万至1.2亿","url":"https://stock-news.laohu8.com/highlight/detail?id=2608778200","media":"证券之星","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2608778200?lang=zh_cn&edition=full","pubTime":"2026-02-01 02:21","pubTimestamp":1769883670,"startTime":"0","endTime":"0","summary":"截至2026年1月30日收盘，芳源股份报收于8.75元，较上周的9.86元下跌11.26%。本周，芳源股份1月26日盘中最高价报10.41元。本周关注点业绩披露要点：芳源股份预计2025年归属净利润亏损8000万元至1.2亿元。公司公告汇总“芳源转债”因2025年12月12日至2026年1月5日连续30个交易日内有15个交易日收盘价低于当期转股价格的85%，触发转股价格向下修正条款。芳源转债于2026年1月22日停止转股，1月23日起恢复转股。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2026020100000640.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-2","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["688148","BK0224"],"gpt_icon":0},{"id":"2607044597","title":"芳源股份：预计2025年全年归属净利润亏损8000万元至1.2亿元","url":"https://stock-news.laohu8.com/highlight/detail?id=2607044597","media":"证券之星","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2607044597?lang=zh_cn&edition=full","pubTime":"2026-01-29 16:48","pubTimestamp":1769676516,"startTime":"0","endTime":"0","summary":"证券之星消息，芳源股份发布业绩预告，预计2025年全年归属净利润亏损8000万元至1.2亿元。芳源股份2025年三季报显示，前三季度公司主营收入14.9亿元，同比上升5.29%；归母净利润-1.21亿元，同比下降1.76%；扣非净利润-1.22亿元，同比上升13.52%；其中2025年第三季度，公司单季度主营收入5.9亿元，同比上升57.3%；单季度归母净利润2805.94万元，同比上升153.46%；单季度扣非净利润2736.09万元，同比上升152.07%；负债率84.32%，投资收益349.75万元，财务费用6763.01万元，毛利率3.05%。","market":"fut","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["earning"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2026012900027362.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-2","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["688148"],"gpt_icon":0},{"id":"2606280201","title":"1月27日芳源股份跌5.42%，汇丰晋信智造先锋股票A基金重仓该股","url":"https://stock-news.laohu8.com/highlight/detail?id=2606280201","media":"证券之星","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2606280201?lang=zh_cn&edition=full","pubTime":"2026-01-27 16:34","pubTimestamp":1769502896,"startTime":"0","endTime":"0","summary":"证券之星消息，1月27日芳源股份跌5.42%，收盘报9.43元，换手率8.2%，成交量41.85万手，成交额3.88亿元。重仓芳源股份的公募基金请见下表：根据2025基金年报公募基金重仓股数据，重仓该股的公募基金共1家，其中持有数量最多的公募基金为汇丰晋信基金的汇丰晋信智造先锋股票A。汇丰晋信智造先锋股票A目前规模为8.92亿元，最新净值3.0831，较上一交易日下跌1.61%，近一年上涨60.2%。该公募基金现任基金经理为陆彬。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2026012700026994.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["688148","BK0224"],"gpt_icon":0},{"id":"2606461582","title":"芳源股份（688148）披露芳源转债转股价格向下修正公告，1月26日股价上涨1.12%","url":"https://stock-news.laohu8.com/highlight/detail?id=2606461582","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2606461582?lang=zh_cn&edition=full","pubTime":"2026-01-26 22:22","pubTimestamp":1769437328,"startTime":"0","endTime":"0","summary":"截至2026年1月26日收盘，芳源股份报收于9.97元，较前一交易日上涨1.12%，最新总市值为50.86亿元。该股当日开盘9.88元，最高10.41元，最低9.74元，成交额达3.76亿元，换手率为7.33%。公告显示，“芳源转债”因2025年12月12日至2026年1月5日连续30个交易日内有15个交易日收盘价低于当期转股价格的85%，触发转股价格向下修正条款。芳源转债于2026年1月22日停止转股，1月23日起恢复转股。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2026012600035746.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["BK0224","688148"],"gpt_icon":0},{"id":"2606926196","title":"【机构调研记录】同泰基金鲁秦调研芳源股份","url":"https://stock-news.laohu8.com/highlight/detail?id=2606926196","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2606926196?lang=zh_cn&edition=full","pubTime":"2026-01-26 08:01","pubTimestamp":1769385692,"startTime":"0","endTime":"0","summary":"证券之星消息，根据市场公开信息及1月23日披露的机构调研信息，同泰基金近期对2家上市公司进行了调研，其中知名基金经理鲁秦调研了芳源股份，相关名单如下：1）芳源股份 调研纪要：公司自2023年起因行业需求减弱、金属价格下行及固定成本上升出现亏损，随后推进产品与客户多元化战略。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2026012600001936.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["688148","BK0224"],"gpt_icon":0},{"id":"2606261999","title":"【机构调研记录】交银施罗德基金调研陕西旅游、芳源股份等3只个股（附名单）","url":"https://stock-news.laohu8.com/highlight/detail?id=2606261999","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2606261999?lang=zh_cn&edition=full","pubTime":"2026-01-26 08:01","pubTimestamp":1769385681,"startTime":"0","endTime":"0","summary":"证券之星消息，根据市场公开信息及1月23日披露的机构调研信息，交银施罗德基金近期对3家上市公司进行了调研，相关名单如下：1）陕西旅游 调研纪要：《长恨歌》已稳健运营超18年，公司将持续优化演出质量与观演体验，推进数字化舞美和沉浸式特效应用，并在高峰时段实施弹性排期以提升上座率。2）芳源股份 调研纪要：公司自2023年起因行业需求减弱、金属价格下行及固定成本上升出现亏损，随后推进产品与客户多元化战略。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2026012600001919.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["603402","BK0228","BK0224","688148"],"gpt_icon":0},{"id":"2606261945","title":"【私募调研记录】健顺投资调研芳源股份、三七互娱","url":"https://stock-news.laohu8.com/highlight/detail?id=2606261945","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2606261945?lang=zh_cn&edition=full","pubTime":"2026-01-26 08:00","pubTimestamp":1769385659,"startTime":"0","endTime":"0","summary":"根据市场公开信息及1月23日披露的机构调研信息，知名私募健顺投资近期对2家上市公司进行了调研，相关名单如下：1）芳源股份 调研纪要：公司自2023年起因行业需求减弱、金属价格下行及固定成本上升出现亏损，随后推进产品与客户多元化战略。硫酸钴、碳酸锂已主要使用回收料，种类包括三元收料、极片粉、钴酸锂等，折扣系数依市场价格与杂质含量确定。","market":"fut","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://fund.stockstar.com/RB2026012600001872.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["BK0200","BK0108","BK0094","BK0187","SGXZ49509284.SGD","SGXZ81163826.USD","BK0197","688148","BK0175","BK0224","002555","BK0201","BK0196","BK0217","BK0077","LU2328871848.SGD","BK0070","LU1969619763.USD"],"gpt_icon":0},{"id":"2606341892","title":"每周股票复盘：芳源股份（688148）芳源转债转股价格下修至14.00元","url":"https://stock-news.laohu8.com/highlight/detail?id=2606341892","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2606341892?lang=zh_cn&edition=full","pubTime":"2026-01-25 01:48","pubTimestamp":1769276896,"startTime":"0","endTime":"0","summary":"截至2026年1月23日收盘，芳源股份报收于9.86元，较上周的9.15元上涨7.76%。本周，芳源股份1月20日盘中最高价报9.87元。出席会议股东167人，代表表决权147,780,849股，占总表决权30.1766%。议案获同意票143,501,271股，占比97.1041%，获出席股东所持表决权三分之二以上通过。因公司股价在连续30个交易日内有15个交易日低于转股价格的85%，触发下修条款。经董事会及股东大会批准，“芳源转债”转股价格由18.63元/股修正为14.00元/股，自2026年1月23日起生效。","market":"fut","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2026012500000382.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["688148","BK0224"],"gpt_icon":0},{"id":"2605405490","title":"芳源股份（688148）披露为全资子公司提供2亿元担保进展公告，1月23日股价上涨3.35%","url":"https://stock-news.laohu8.com/highlight/detail?id=2605405490","media":"证券之星","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2605405490?lang=zh_cn&edition=full","pubTime":"2026-01-23 22:21","pubTimestamp":1769178089,"startTime":"0","endTime":"0","summary":"截至2026年1月23日收盘，芳源股份报收于9.86元，较前一交易日上涨3.35%，最新总市值为50.3亿元。近日，芳源股份发布《关于为全资子公司提供担保的进展公告》。公告显示，广东芳源新材料集团股份有限公司为全资子公司江门市芳源循环科技有限公司提供20,000万元连带责任保证担保，用于其与江门市新裕供应链管理有限公司的供应链业务合作。本次担保在公司2026年度预计担保额度内，无需另行审议。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2026012300043076.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"shareholding","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["BK0224","688148"],"gpt_icon":0},{"id":"2605068483","title":"芳源股份（688148）披露向下修正“芳源转债”转股价格议案获股东会通过，01月21日股价上涨3.97%","url":"https://stock-news.laohu8.com/highlight/detail?id=2605068483","media":"证券之星","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2605068483?lang=zh_cn&edition=full","pubTime":"2026-01-21 22:39","pubTimestamp":1769006351,"startTime":"0","endTime":"0","summary":"截至2026年1月21日收盘，芳源股份报收于9.69元，较前一交易日上涨3.97%，最新总市值为49.44亿元。公司近日发布公告称，广东芳源新材料集团股份有限公司于2026年1月21日召开2026年第一次临时股东会，审议通过《关于董事会提议向下修正“芳源转债”转股价格的议案》。出席股东167人，代表表决权147,780,849股，占公司总表决权的30.1766%。议案获同意票143,501,271股，占比97.1041%，已获出席股东所持表决权三分之二以上通过。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2026012100041224.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"shareholding","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["688148","BK0224"],"gpt_icon":0},{"id":"2604185955","title":"1月19日芳源股份涨6.01%，汇泉启元未来混合发起式A基金重仓该股","url":"https://stock-news.laohu8.com/highlight/detail?id=2604185955","media":"证券之星","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2604185955?lang=zh_cn&edition=full","pubTime":"2026-01-19 15:36","pubTimestamp":1768808166,"startTime":"0","endTime":"0","summary":"证券之星消息，1月19日芳源股份涨6.01%，收盘报9.7元，换手率5.68%，成交量28.99万手，成交额2.75亿元。重仓芳源股份的公募基金请见下表：根据2025基金Q3季报公募基金重仓股数据，重仓该股的公募基金共1家，其中持有数量最多的公募基金为汇泉基金的汇泉启元未来混合发起式A。汇泉启元未来混合发起式A目前规模为0.13亿元，最新净值1.2081，较上一交易日下跌0.16%，近一年上涨49.28%。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2026011900014428.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"shareholding","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["688148","BK0224"],"gpt_icon":0},{"id":"2604415923","title":"每周股票复盘：芳源股份（688148）贝特瑞拟减持不超1%股份","url":"https://stock-news.laohu8.com/highlight/detail?id=2604415923","media":"证券之星","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2604415923?lang=zh_cn&edition=full","pubTime":"2026-01-18 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