688778 厦钨新能
已收盘 10-20 15:00:00
资讯
新帖
简况
股市必读：厦钨新能新发布《厦门厦钨新能源材料股份有限公司关于召开2026年第三季度业绩说明会的公告》
证券之星 · 02:32
股市必读：厦钨新能新发布《厦门厦钨新能源材料股份有限公司关于召开2026年第三季度业绩说明会的公告》
股市必读：厦钨新能新发布《厦门厦钨新能源材料股份有限公司2026年第二次临时股东会决议公告》
证券之星 · 10-19 02:44
股市必读：厦钨新能新发布《厦门厦钨新能源材料股份有限公司2026年第二次临时股东会决议公告》
厦钨新能（688778）披露2026年第二次临时股东会决议公告，10月16日股价下跌1.81%
证券之星 · 10-16
厦钨新能（688778）披露2026年第二次临时股东会决议公告，10月16日股价下跌1.81%
厦钨新能（688778）10月14日主力资金净卖出825.00万元
证券之星 · 10-15
厦钨新能（688778）10月14日主力资金净卖出825.00万元
厦钨新能（688778）10月13日主力资金净卖出2411.03万元
证券之星 · 10-14
厦钨新能（688778）10月13日主力资金净卖出2411.03万元
厦钨新能（688778）10月8日主力资金净买入1.08亿元
证券之星 · 10-09
厦钨新能（688778）10月8日主力资金净买入1.08亿元
厦钨新能（688778）9月29日主力资金净买入3077.86万元
证券之星 · 09-30
厦钨新能（688778）9月29日主力资金净买入3077.86万元
股市必读：厦钨新能源新发布《厦门厦钨新能源材料股份有限公司2026年第二次临时股东会会议材料》
证券之星 · 09-29
股市必读：厦钨新能源新发布《厦门厦钨新能源材料股份有限公司2026年第二次临时股东会会议材料》
厦钨新能（688778）披露2026年第二次临时股东会通知，9月28日股价下跌4.27%
证券之星 · 09-28
厦钨新能（688778）披露2026年第二次临时股东会通知，9月28日股价下跌4.27%
每周股票复盘：厦钨新能（688778）每股派现0.30元（含税）
证券之星 · 09-13
每周股票复盘：厦钨新能（688778）每股派现0.30元（含税）
股市必读：厦钨新能新发布《厦门厦钨新能源材料股份有限公司2026年半年度权益分派实施公告》
证券之星 · 09-11
股市必读：厦钨新能新发布《厦门厦钨新能源材料股份有限公司2026年半年度权益分派实施公告》
艾菲斯斩获法国敦刻尔克未来Neomat正极材料工厂建设合约
投资观察 · 09-09
艾菲斯斩获法国敦刻尔克未来Neomat正极材料工厂建设合约
中银证券：给予厦钨新能增持评级
证券之星 · 09-04
中银证券：给予厦钨新能增持评级
每周股票复盘：厦钨新能（688778）将参加科创板半年度业绩说明会
证券之星 · 08-30
每周股票复盘：厦钨新能（688778）将参加科创板半年度业绩说明会
股市必读：厦钨新能新发布《厦门厦钨新能源材料股份有限公司关于参加科创板2026年半年度新能源行业集体业绩说明会的公告》
证券之星 · 08-28
股市必读：厦钨新能新发布《厦门厦钨新能源材料股份有限公司关于参加科创板2026年半年度新能源行业集体业绩说明会的公告》
厦钨新能（688778）披露将参加科创板2026年半年度新能源行业集体业绩说明会，8月26日股价上涨2.83%
证券之星 · 08-26
厦钨新能（688778）披露将参加科创板2026年半年度新能源行业集体业绩说明会，8月26日股价上涨2.83%
厦钨新能：钴酸锂销量2.92万吨
证券之星 · 08-26
厦钨新能：钴酸锂销量2.92万吨
股市必读：厦钨新能（688778）8月25日董秘有最新回复
证券之星 · 08-26
股市必读：厦钨新能（688778）8月25日董秘有最新回复
厦钨新能：公司已于2026年8月20日披露2026年半年度报告
证券之星 · 08-25
厦钨新能：公司已于2026年8月20日披露2026年半年度报告
厦钨新能（688778）2026年中报简析：营收净利润同比双双增长，应收账款上升
证券之星 · 08-21
厦钨新能（688778）2026年中报简析：营收净利润同比双双增长，应收账款上升
加载更多
公司概况
公司名称：
厦门厦钨新能源材料股份有限公司
所属行业：
电气机械和器材制造业
上市日期：
2021-08-05
主营业务：
厦门厦钨新能源材料股份有限公司的主营业务是新能源电池材料的研发、生产和销售。公司的主要产品是钴酸锂、三元材料、磷酸铁锂、氢能材料、补锂材料等。
发行价格：
24.50
{"stockData":{"symbol":"688778","market":"SH","secType":"STK","nameCN":"厦钨新能","latestPrice":38,"timestamp":1792479600000,"preClose":37.31,"halted":0,"volume":8282938,"delay":0,"changeRate":0.0185,"floatShares":505000000,"shares":505000000,"eps":1.8608,"marketStatus":"已收盘","change":0.69,"latestTime":"10-20 15:00:00","open":37.42,"high":39.07,"low":36.93,"amount":316000000,"amplitude":0.0574,"askPrice":38,"askSize":20,"bidPrice":37.99,"bidSize":24,"shortable":0,"etf":0,"ttmEps":1.8608,"tradingStatus":0,"nextMarketStatus":{"tag":"开盘","tradingStatus":2,"beginTime":1792546200000},"marketStatusCode":5,"adr":0,"adjPreClose":37.31,"symbolType":"stock_kcb","openAndCloseTimeList":[[1792459800000,1792467000000],[1792472400000,1792479600000]],"highLimit":41.04,"lowLimit":33.58,"ibTradeSell":false,"ibTradeBuySell":true,"totalEquity":504691083,"isCdr":false,"pbRate":2.02,"roa":"--","peRate":20.421324,"roe":"5.22%","epsLYR":1.5,"committee":0.411765,"marketValue":19178000000,"turnoverRate":0.0164,"status":0,"afterMarket":{"amount":0,"volume":0,"close":38,"buyVolume":1000,"sellVolume":0,"time":1792481637746,"indexStatus":"已收盘 10-20 15:30:00","preClose":37.31},"floatMarketCap":19178000000},"requestUrl":"/m/hq/s/688778","defaultTab":"news","newsList":[{"id":"2677131736","title":"股市必读：厦钨新能新发布《厦门厦钨新能源材料股份有限公司关于召开2026年第三季度业绩说明会的公告》","url":"https://stock-news.laohu8.com/highlight/detail?id=2677131736","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2677131736?lang=zh_cn&edition=full","pubTime":"2026-10-21 02:32","pubTimestamp":1792521131,"startTime":"0","endTime":"0","summary":"公司公告汇总：厦钨新能将于2026年10月27日10:00–11:00通过上证路演中心召开2026年第三季度业绩说明会，投资者可于10月20日至26日16:00前提交问题。公司公告汇总厦门厦钨新能源材料股份有限公司关于召开2026年第三季度业绩说明会的公告厦门厦钨新能源材料股份有限公司将于2026年10月27日上午10:00–11:00通过上海证券交易所上证路演中心召开2026年第三季度业绩说明会，以网络互动形式与投资者交流公司经营成果及财务状况。","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/RB2026102100001824.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":["BK0224","688778"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2676328573","title":"股市必读：厦钨新能新发布《厦门厦钨新能源材料股份有限公司2026年第二次临时股东会决议公告》","url":"https://stock-news.laohu8.com/highlight/detail?id=2676328573","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2676328573?lang=zh_cn&edition=full","pubTime":"2026-10-19 02:44","pubTimestamp":1792349050,"startTime":"0","endTime":"0","summary":"福建至理律师事务所关于厦门厦钨新能源材料股份有限公司2026年第二次临时股东会的法律意见书福建至理律师事务所就厦门厦钨新能源材料股份有限公司2026年第二次临时股东会的召集、召开程序、召集人和出席会议人员资格、表决程序及表决结果出具法律意见书。","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/RB2026101900000834.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":["BK0224","688778"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2675627518","title":"厦钨新能（688778）披露2026年第二次临时股东会决议公告，10月16日股价下跌1.81%","url":"https://stock-news.laohu8.com/highlight/detail?id=2675627518","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2675627518?lang=zh_cn&edition=full","pubTime":"2026-10-16 22:34","pubTimestamp":1792161256,"startTime":"0","endTime":"0","summary":"截至2026年10月16日收盘，厦钨新能报收于37.98元，较前一交易日下跌1.81%，最新总市值为191.68亿元。该股当日开盘38.96元，最高39.12元，最低37.59元，成交额达2.85亿元，换手率为1.48%。近日，厦门厦钨新能源材料股份有限公司披露《2026年第二次临时股东会决议公告》。两项议案均获普通股股东所持表决权二分之一以上通过，其中非独立董事补选议案在5%以下股东中同意票占比98.38%。出席会议的股东及代理人共197人，代表表决权股份占公司总股本67.1037%。","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/RB2026101600040600.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","688778"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2675375719","title":"厦钨新能（688778）10月14日主力资金净卖出825.00万元","url":"https://stock-news.laohu8.com/highlight/detail?id=2675375719","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2675375719?lang=zh_cn&edition=full","pubTime":"2026-10-15 08:32","pubTimestamp":1792024328,"startTime":"0","endTime":"0","summary":"证券之星消息，截至2026年10月14日收盘，厦钨新能报收于39.9元，下跌4.43%，换手率2.28%，成交量11.51万手，成交额4.69亿元。近5日资金流向一览见下表：厦钨新能融资融券信息显示，融资方面，当日融资买入4537.97万元，融资偿还3322.44万元，融资净买入1215.53万元，连续3日净买入累计2347.54万元。厦钨新能主营业务：新能源电池材料的研发、生产和销售。","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/RB2026101500007184.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":["688778","BK0224"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2675954113","title":"厦钨新能（688778）10月13日主力资金净卖出2411.03万元","url":"https://stock-news.laohu8.com/highlight/detail?id=2675954113","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2675954113?lang=zh_cn&edition=full","pubTime":"2026-10-14 08:22","pubTimestamp":1791937338,"startTime":"0","endTime":"0","summary":"证券之星消息，截至2026年10月13日收盘，厦钨新能报收于41.75元，下跌10.04%，换手率3.76%，成交量18.99万手，成交额8.1亿元。近5日资金流向一览见下表：厦钨新能融资融券信息显示，融资方面，当日融资买入8679.97万元，融资偿还7778.44万元，融资净买入901.53万元，连续3日净买入累计2061.69万元。厦钨新能主营业务：新能源电池材料的研发、生产和销售。","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/RB2026101400007091.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","688778"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2674860658","title":"厦钨新能（688778）10月8日主力资金净买入1.08亿元","url":"https://stock-news.laohu8.com/highlight/detail?id=2674860658","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2674860658?lang=zh_cn&edition=full","pubTime":"2026-10-09 08:15","pubTimestamp":1791504959,"startTime":"0","endTime":"0","summary":"证券之星消息，截至2026年10月8日收盘，厦钨新能报收于46.28元，上涨5.49%，换手率2.96%，成交量14.93万手，成交额6.84亿元。近5日资金流向一览见下表：厦钨新能融资融券信息显示，融资方面，当日融资买入8431.34万元，融资偿还5128.58万元，融资净买入3302.76万元。厦钨新能主营业务：新能源电池材料的研发、生产和销售。","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/RB2026100900005883.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","688778"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2671225639","title":"厦钨新能（688778）9月29日主力资金净买入3077.86万元","url":"https://stock-news.laohu8.com/highlight/detail?id=2671225639","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2671225639?lang=zh_cn&edition=full","pubTime":"2026-09-30 08:17","pubTimestamp":1790727462,"startTime":"0","endTime":"0","summary":"证券之星消息，截至2026年9月29日收盘，厦钨新能报收于42.17元，上涨4.51%，换手率1.54%，成交量7.79万手，成交额3.26亿元。近5日资金流向一览见下表：厦钨新能融资融券信息显示，融资方面，当日融资买入3562.25万元，融资偿还4318.74万元，融资净偿还756.49万元。厦钨新能主营业务：新能源电池材料的研发、生产和销售。","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/RB2026093000006474.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","688778"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2671254890","title":"股市必读：厦钨新能源新发布《厦门厦钨新能源材料股份有限公司2026年第二次临时股东会会议材料》","url":"https://stock-news.laohu8.com/highlight/detail?id=2671254890","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2671254890?lang=zh_cn&edition=full","pubTime":"2026-09-29 01:20","pubTimestamp":1790616025,"startTime":"0","endTime":"0","summary":"截至2026年9月28日收盘，厦钨新能源报收于40.35元，下跌4.27%，换手率1.02%，成交量5.16万手，成交额2.1亿元。当日关注点交易信息汇总：9月28日主力资金净流出742.36万元，占总成交额3.54%。公司公告汇总：公司将于2026年10月16日召开第二次临时股东会，审议修订董事及高管薪酬管理制度、补选第三届董事会非独立董事两项议案，股权登记日为10月9日。","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/RB2026092900001615.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":["BK0224","688778"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2670530552","title":"厦钨新能（688778）披露2026年第二次临时股东会通知，9月28日股价下跌4.27%","url":"https://stock-news.laohu8.com/highlight/detail?id=2670530552","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2670530552?lang=zh_cn&edition=full","pubTime":"2026-09-28 22:22","pubTimestamp":1790605342,"startTime":"0","endTime":"0","summary":"截至2026年9月28日收盘，厦钨新能报收于40.35元，较前一交易日下跌4.27%，最新总市值为203.64亿元。该股当日开盘41.96元，最高42.1元，最低40.0元，成交额达2.1亿元，换手率为1.02%。近日，厦门厦钨新能源材料股份有限公司发布《关于召开2026年第二次临时股东会的通知》。公告显示，公司将于2026年10月16日召开2026年第二次临时股东会，会议采取现场投票与网络投票相结合方式，网络投票通过上海证券交易所系统进行。股权登记日为2026年10月9日，A股股东可参会。","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/RB2026092800035047.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":["BK0224","688778"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2667355500","title":"每周股票复盘：厦钨新能（688778）每股派现0.30元（含税）","url":"https://stock-news.laohu8.com/highlight/detail?id=2667355500","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2667355500?lang=zh_cn&edition=full","pubTime":"2026-09-13 03:05","pubTimestamp":1789239913,"startTime":"0","endTime":"0","summary":"截至2026年9月11日收盘，厦钨新能报收于42.05元，较上周的46.13元下跌8.84%。本周，厦钨新能9月7日盘中最高价报46.37元。厦钨新能当前最新总市值212.22亿元，在电池板块市值排名22/97，在两市A股市值排名913/5218。本周关注点公司公告汇总：厦钨新能2026年半年度每股派发现金红利0.30元（含税）。本次利润分配以总股本扣除公司回购专用证券账户股份为基数，实际参与分配股本为503,520,494股，合计派发现金红利151,056,148.20元（含税）。税收处理依据股东性质执行相关规定。","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/RB2026091300000894.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","688778"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2666590345","title":"股市必读：厦钨新能新发布《厦门厦钨新能源材料股份有限公司2026年半年度权益分派实施公告》","url":"https://stock-news.laohu8.com/highlight/detail?id=2666590345","media":"证券之星","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2666590345?lang=zh_cn&edition=full","pubTime":"2026-09-11 01:48","pubTimestamp":1789062497,"startTime":"0","endTime":"0","summary":"截至2026年9月10日收盘，厦钨新能报收于43.26元，下跌1.59%，换手率0.71%，成交量3.59万手，成交额1.55亿元。福建至理律师事务所关于厦门厦钨新能源材料股份有限公司2026年半年度利润分配涉及的差异化权益分派事项的法律意见书厦门厦钨新能源材料股份有限公司以实施权益分派股权登记日登记的总股本扣除回购专用证券账户中股份为基数，向全体股东每10股派发现金红利3.00元（含税），合计派发现金红利约1.51亿元。","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/RB2026091100002423.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":["BK0224","688778"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1167389575","title":"艾菲斯斩获法国敦刻尔克未来Neomat正极材料工厂建设合约","url":"https://stock-news.laohu8.com/highlight/detail?id=1167389575","media":"投资观察","labels":["corporation"],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/1167389575?lang=zh_cn&edition=full","pubTime":"2026-09-09 23:59","pubTimestamp":1788969577,"startTime":"0","endTime":"0","summary":"艾菲斯集团已正式获选，将为Neomat正极活性材料工厂项目的建设提供施工服务。这项工程涵盖建设与开发阶段，预计将持续到2028年。值得一提的是，Neomat正极材料项目是由厦钨新能与法国欧安诺在敦刻尔克共同组建的合资企业，总投资额接近5亿欧元。这一项目的推进，对于增强欧洲在关键电池材料领域的自主性具有重要意义。随着建设工作的逐步展开，艾菲斯将与合资各方紧密协作，确保项目按时保质完成，为当地经济发展和绿色转型注入新动力。","market":"hk","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"corporation","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["LU2351347302.SGD","688778","600549","BK0182","BK0084","BK0028","BK0155","BK0224","BK0188","LU2929501877.USD","BK0233","LU2187417386.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2664233632","title":"中银证券：给予厦钨新能增持评级","url":"https://stock-news.laohu8.com/highlight/detail?id=2664233632","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2664233632?lang=zh_cn&edition=full","pubTime":"2026-09-04 18:25","pubTimestamp":1788517538,"startTime":"0","endTime":"0","summary":"中银国际证券股份有限公司武佳雄,李扬近期对厦钨新能进行研究并发布了研究报告《钴酸锂龙头地位巩固，动力正极销量较快增长》，给予厦钨新能增持评级。 厦钨新能 公司发布2026年半年度报告，实现营业收入144.88亿元，同比增长91.09%；归母净利润4.91亿元，同比增长46.62%。公司高电压钴酸锂与动力正极材料销量增长，循环回收布局延伸，维持增持评级。本文数据来源于中银国际证券股份有限公司，仅供参考不构成投资建议。","market":"fut","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["rate"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2026090400035173.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":["688778","601696"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2663010674","title":"每周股票复盘：厦钨新能（688778）将参加科创板半年度业绩说明会","url":"https://stock-news.laohu8.com/highlight/detail?id=2663010674","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2663010674?lang=zh_cn&edition=full","pubTime":"2026-08-30 02:30","pubTimestamp":1788028231,"startTime":"0","endTime":"0","summary":"截至2026年8月28日收盘，厦钨新能报收于47.55元，较上周的45.88元上涨3.64%。本周，厦钨新能8月28日盘中最高价报48.67元。厦钨新能当前最新总市值239.98亿元，在电池板块市值排名21/97，在两市A股市值排名830/5211。本周关注点公司公告汇总：厦钨新能将于2026年9月3日参加科创板2026年半年度新能源行业集体业绩说明会。公司将就2026年半年度经营成果、财务状况等投资者关注的问题进行回应。说明会结束后可通过上证路演中心查看会议内容。","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/RB2026083000000866.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":["BK0224","688778"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2662703670","title":"股市必读：厦钨新能新发布《厦门厦钨新能源材料股份有限公司关于参加科创板2026年半年度新能源行业集体业绩说明会的公告》","url":"https://stock-news.laohu8.com/highlight/detail?id=2662703670","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2662703670?lang=zh_cn&edition=full","pubTime":"2026-08-28 06:18","pubTimestamp":1787869137,"startTime":"0","endTime":"0","summary":"截至2026年8月27日收盘，厦钨新能报收于47.02元，上涨0.47%，换手率1.0%，成交量5.03万手，成交额2.34亿元。公司公告汇总：厦钨新能将于2026年9月3日15:00–17:00参加科创板2026年半年度新能源行业集体业绩说明会，董事长、董事总经理等高管将出席并回应投资者提问。公司将就2026年半年度经营成果、财务状况等投资者关注的问题进行回应。说明会结束后可通过上证路演中心查看会议内容。","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/RB2026082800010976.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":["510610","688778","BK0224"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2662922687","title":"厦钨新能（688778）披露将参加科创板2026年半年度新能源行业集体业绩说明会，8月26日股价上涨2.83%","url":"https://stock-news.laohu8.com/highlight/detail?id=2662922687","media":"证券之星","labels":["conferences"],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2662922687?lang=zh_cn&edition=full","pubTime":"2026-08-26 17:55","pubTimestamp":1787738156,"startTime":"0","endTime":"0","summary":"截至2026年8月26日收盘，厦钨新能报收于46.8元，较前一交易日上涨2.83%，最新总市值为236.2亿元。公告显示，公司将于2026年9月3日15:00-17:00参加科创板2026年半年度新能源行业集体业绩说明会，通过上证路演中心网络互动方式与投资者交流。公司将就2026年半年度经营成果、财务状况等投资者关注的问题进行回应。投资者可于2026年8月27日至9月2日16:00前通过上证路演中心网站或公司邮箱xwxn@cxtc.com提前提问。说明会结束后可通过上证路演中心查看会议内容。","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/RB2026082600040924.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"conferences","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["510610","BK0224","688778"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2662793249","title":"厦钨新能：钴酸锂销量2.92万吨","url":"https://stock-news.laohu8.com/highlight/detail?id=2662793249","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2662793249?lang=zh_cn&edition=full","pubTime":"2026-08-26 15:33","pubTimestamp":1787729625,"startTime":"0","endTime":"0","summary":"随着新能源下游需求回暖，公司海外基地持续布局，请问目前高镍三元、钴酸锂产品在手订单是否保持向好态势？钴酸锂方面，2026年上半年，作为全球钴酸锂龙头企业，公司凭借在高电压钴酸锂领域的技术领先优势，以及深耕多年积累的优质客户资源，积极把握高端需求增长和产品结构升级带来的市场机遇，实现了钴酸锂产品销量的逆势增长。公司实现钴酸锂销量2.92万吨，同比增长1.46%，市场占有率进一步提升，行业龙头地位持续巩固。","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/RB2026082600030014.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":["BK0224","688778"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2662523057","title":"股市必读：厦钨新能（688778）8月25日董秘有最新回复","url":"https://stock-news.laohu8.com/highlight/detail?id=2662523057","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2662523057?lang=zh_cn&edition=full","pubTime":"2026-08-26 04:32","pubTimestamp":1787689932,"startTime":"0","endTime":"0","summary":"截至2026年8月25日收盘，厦钨新能报收于45.51元，下跌2.94%，换手率1.0%，成交量5.03万手，成交额2.3亿元。董秘最新回复投资者： 董秘您好，请问贵公司是否开展了“跨国公司本外币一体化资金池业务”？公司本外币一体化资金池业务的相关进展情况请以公司的公告为准，感谢您对公司的关注！公司严格按照相关法律法规的规定和监管要求及时履行信息披露相关义务，在公司定期报告中披露股东信息。","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/RB2026082600008014.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":["BK0224","688778"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2662780541","title":"厦钨新能：公司已于2026年8月20日披露2026年半年度报告","url":"https://stock-news.laohu8.com/highlight/detail?id=2662780541","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2662780541?lang=zh_cn&edition=full","pubTime":"2026-08-25 17:15","pubTimestamp":1787649319,"startTime":"0","endTime":"0","summary":"证券之星消息，厦钨新能(688778)08月25日在投资者关系平台上答复投资者关心的问题。投资者提问：截至2026.8.14公司在册的股东人数具体是多少？厦钨新能回复：尊敬的投资者，您好！公司严格按照相关法律法规的规定和监管要求及时履行信息披露相关义务，在公司定期报告中披露股东信息（公司已于2026年8月20日披露2026年半年度报告，其中记载了截至2026年6月30日公司的股东人数）。感谢您对公司的关注。本文数据来源于上海证券交易所e互动，仅供参考不构成投资建议。责任编辑：刘浩然","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/RB2026082500035076.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":["BK0224","688778"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2661230156","title":"厦钨新能（688778）2026年中报简析：营收净利润同比双双增长，应收账款上升","url":"https://stock-news.laohu8.com/highlight/detail?id=2661230156","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2661230156?lang=zh_cn&edition=full","pubTime":"2026-08-21 06:08","pubTimestamp":1787263729,"startTime":"0","endTime":"0","summary":"据证券之星公开数据整理，近期厦钨新能发布2026年中报。截至本报告期末，公司营业总收入144.88亿元，同比上升91.09%，归母净利润4.91亿元，同比上升46.62%。按单季度数据看，第二季度营业总收入79.03亿元，同比上升73.36%，第二季度归母净利润2.71亿元，同比上升27.78%。本报告期厦钨新能应收账款上升，应收账款同比增幅达69.99%。营业收入变动幅度为91.09%,原因:产品价格及销量同比增长带来的营收规模增长。本文数据来源于厦钨新能2026年中报，仅供参考不构成投资建议。","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/RB2026082100004797.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":["688778"],"isVideo":false,"video":null,"gpt_icon":0}],"profile":{"ret":0,"serverTime":1792528220924,"stockEarnings":[{"period":"1week","weight":-0.0898},{"period":"1month","weight":-0.1597},{"period":"3month","weight":-0.1281},{"period":"6month","weight":-0.5187},{"period":"1year","weight":-0.4879},{"period":"ytd","weight":-0.5029}],"compareEarnings":[{"period":"1week","weight":-0.0172},{"period":"1month","weight":-0.0451},{"period":"3month","weight":-0.034},{"period":"6month","weight":-0.0874},{"period":"1year","weight":-0.0333},{"period":"ytd","weight":-0.0588}],"compareStock":{"symbol":"000001.SH","name":"上证指数"},"companyName":"厦门厦钨新能源材料股份有限公司","boardCode":"AI0038","boardName":"电气机械和器材制造业","stockholders":"23161人(较上一季度增加30.27%)","perCapita":"21790股","listingDate":"2021-08-05","address":"福建省厦门市海沧区中国(福建)自由贸易试验区厦门片区柯井社300号之一","registeredCapital":"50469万元","survey":" 厦门厦钨新能源材料股份有限公司的主营业务是新能源电池材料的研发、生产和销售。公司的主要产品是钴酸锂、三元材料、磷酸铁锂、氢能材料、补锂材料等。","listedPrice":24.5},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"isLaohu8Offline":false,"tenantId":"TBCN","deviceId":"web-server-community-laohu8-v3","version":"4.52.0","shortVersion":"4.52.0","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"pagemeta":{"title":"厦钨新能(688778)_个股概要_股票价格_最新资讯_行情走势_历史数据","description":"美港股上老虎。老虎社区提供厦钨新能(688778)今日价格,行情走势,历史数据,股票概要及实时的新闻资讯,近期大事等重要参考决策数据。","keywords":"厦钨新能,688778,厦钨新能股票,厦钨新能股票老虎,厦钨新能股票老虎国际,厦钨新能行情,厦钨新能股票行情,厦钨新能股价,厦钨新能股市,厦钨新能股票价格,厦钨新能股票交易,厦钨新能股票购买,厦钨新能股票实时行情,购买美股,购买港股,港股开户,美股开户,美股交易,港股交易,开通美港股账户,老虎国际行情","social":{"og_title":"厦钨新能(688778)_个股概要_股票价格_最新资讯_行情走势_历史数据","og_description":"美港股上老虎。老虎社区提供厦钨新能(688778)今日价格,行情走势,历史数据,股票概要及实时的新闻资讯,近期大事等重要参考决策数据。","og_image":"https://static.tigerbbs.com/a0b84b8debbbce3b4440f7fdd5eed2e7"}}}