688778 厦钨新能
已收盘 03-27 15:00:01
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厦钨新能(688778.SH)：预计1-2月营收27.02亿元至35.46亿元 同比增长60%至110%
智通财经 · 03-04
厦钨新能(688778.SH)：预计1-2月营收27.02亿元至35.46亿元 同比增长60%至110%
3月3日厦钨新能跌6.02%，易方达价值成长混合基金重仓该股
证券之星 · 03-03
3月3日厦钨新能跌6.02%，易方达价值成长混合基金重仓该股
厦钨新能发布2025年业绩快报，净利润同比增长超40%
经济观察网 · 02-14
厦钨新能发布2025年业绩快报，净利润同比增长超40%
2月2日厦钨新能跌5.17%，易方达价值成长混合基金重仓该股
证券之星 · 02-02
2月2日厦钨新能跌5.17%，易方达价值成长混合基金重仓该股
每周股票复盘：厦钨新能（688778）2025年净利增41.83%
证券之星 · 02-01
每周股票复盘：厦钨新能（688778）2025年净利增41.83%
东吴证券：给予厦钨新能买入评级
证券之星 · 01-28
东吴证券：给予厦钨新能买入评级
厦钨新能(688778.SH)2025年度归母净利润7.55亿元左右 同比增长41.83%
智通财经 · 01-27
厦钨新能(688778.SH)2025年度归母净利润7.55亿元左右 同比增长41.83%
1月23日厦钨新能涨5.66%，易方达价值成长混合基金重仓该股
证券之星 · 01-23
1月23日厦钨新能涨5.66%，易方达价值成长混合基金重仓该股
厦钨新能（688778）披露变更持续督导保荐代表人公告，1月20日股价下跌1.62%
证券之星 · 01-20
厦钨新能（688778）披露变更持续督导保荐代表人公告，1月20日股价下跌1.62%
每周股票复盘：厦钨新能（688778）审议2026年度日常关联交易预计额度
证券之星 · 01-18
每周股票复盘：厦钨新能（688778）审议2026年度日常关联交易预计额度
厦钨新能（688778）披露公司2026年度日常关联交易预计额度，1月12日股价上涨3.04%
证券之星 · 01-12
厦钨新能（688778）披露公司2026年度日常关联交易预计额度，1月12日股价上涨3.04%
中银国际：供需格局有望重塑 固态电池加速落地
智通财经 · 01-12
中银国际：供需格局有望重塑 固态电池加速落地
每周股票复盘：厦钨新能（688778）2026年关联交易预计58,637.68万元
证券之星 · 01-11
每周股票复盘：厦钨新能（688778）2026年关联交易预计58,637.68万元
厦钨新能（688778）披露2026年度日常关联交易预计额度，1月6日股价上涨2.99%
证券之星 · 01-06
厦钨新能（688778）披露2026年度日常关联交易预计额度，1月6日股价上涨2.99%
固态电池产业化加速 这些公司已布局
人民财讯 · 01-06
固态电池产业化加速 这些公司已布局
每周股票复盘：厦钨新能（688778）调整2025关联交易额度
证券之星 · 2025-12-28
每周股票复盘：厦钨新能（688778）调整2025关联交易额度
厦钨新能涨5.67%，华安证券一个月前给出“买入”评级
证券之星 · 2025-12-23
厦钨新能涨5.67%，华安证券一个月前给出“买入”评级
厦钨新能：法国基地年产40000吨三元材料项目正有序推进
证券日报 · 2025-12-09
厦钨新能：法国基地年产40000吨三元材料项目正有序推进
厦钨新能：固态储氢材料已成功应用于分布式储氢、氢能叉车等多个固态储氢领域
证券日报 · 2025-12-09
厦钨新能：固态储氢材料已成功应用于分布式储氢、氢能叉车等多个固态储氢领域
厦钨新能：公司将根据相关法律法规的要求及时履行信息披露义务
证券日报网 · 2025-12-09
厦钨新能：公司将根据相关法律法规的要求及时履行信息披露义务
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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。
发行价格：
24.50
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同比增长60%至110%","news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["688778"],"gpt_icon":0},{"id":"2616431731","title":"3月3日厦钨新能跌6.02%，易方达价值成长混合基金重仓该股","url":"https://stock-news.laohu8.com/highlight/detail?id=2616431731","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2616431731?lang=zh_cn&edition=full","pubTime":"2026-03-03 16:42","pubTimestamp":1772527369,"startTime":"0","endTime":"0","summary":"证券之星消息，3月3日厦钨新能跌6.02%，收盘报77.33元，换手率1.55%，成交量7.81万手，成交额6.18亿元。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56家，其中持有数量最多的公募基金为易方达基金的易方达价值成长混合。易方达价值成长混合目前规模为31.15亿元，最新净值1.7857，较上一交易日下跌0.3%，近一年上涨42.02%。林海在任的基金产品包括:易方达趋势优选混合A，管理时间为2022年3月23日至今，期间收益率为13.14%。","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/RB2026030300029182.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"],"gpt_icon":0},{"id":"2611113294","title":"厦钨新能发布2025年业绩快报，净利润同比增长超40%","url":"https://stock-news.laohu8.com/highlight/detail?id=2611113294","media":"经济观察网","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2611113294?lang=zh_cn&edition=full","pubTime":"2026-02-14 12:21","pubTimestamp":1771042860,"startTime":"0","endTime":"0","summary":"经济观察网根据公开信息，厦钨新能近期有以下值得关注的事件，基于最新公告和报道整理：业绩经营情况厦钨新能于2026年1月27日发布2025年度业绩快报，报告期内公司实现营业收入200.34亿元，同比增长47.84%；归属于母公司所有者的净利润7.55亿元，同比增长41.83%。财务状况厦钨新能在2025年度计提资产减值准备合计20,547.08万元，主要为存货跌价和应收账款坏账损失，减少当期合并利润总额。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"sina","url":"https://finance.sina.com.cn/stock/relnews/cn/2026-02-14/doc-inhmuhwk8255405.shtml","rn_cache_url":null,"customStyle":"body{padding-top:10px;}.art_tit_h1{#titleStyle#}a{#lv2TextColor#}.art_time, .art_cite{#sourceStyle#;} .art_cite{margin-left: 3px;}","selectors":".module-article, article","filters":"header, .voice2, .tags, #norm_qrcode_link_auto, .unfold-box, .action","directOrigin":true},"property":["earning"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://finance.sina.com.cn/stock/relnews/cn/2026-02-14/doc-inhmuhwk8255405.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":"sina","symbols":["688778"],"gpt_icon":0},{"id":"2608851943","title":"2月2日厦钨新能跌5.17%，易方达价值成长混合基金重仓该股","url":"https://stock-news.laohu8.com/highlight/detail?id=2608851943","media":"证券之星","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2608851943?lang=zh_cn&edition=full","pubTime":"2026-02-02 16:46","pubTimestamp":1770021985,"startTime":"0","endTime":"0","summary":"证券之星消息，2月2日厦钨新能跌5.17%，收盘报81.84元，换手率1.14%，成交量5.75万手，成交额4.81亿元。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56家，其中持有数量最多的公募基金为易方达基金的易方达价值成长混合。易方达价值成长混合目前规模为31.15亿元，最新净值1.6915，较上一交易日上涨1.07%，近一年上涨34.38%。林海在任的基金产品包括:易方达趋势优选混合A，管理时间为2022年3月23日至今，期间收益率为7.04%。","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/RB2026020200023551.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":["688778","BK0224"],"gpt_icon":0},{"id":"2608072494","title":"每周股票复盘：厦钨新能（688778）2025年净利增41.83%","url":"https://stock-news.laohu8.com/highlight/detail?id=2608072494","media":"证券之星","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2608072494?lang=zh_cn&edition=full","pubTime":"2026-02-01 01:39","pubTimestamp":1769881150,"startTime":"0","endTime":"0","summary":"截至2026年1月30日收盘，厦钨新能报收于86.3元，较上周的98.0元下跌11.94%。公司公告汇总厦门厦钨新能源材料股份有限公司发布2025年度业绩快报，营业总收入2,003,365.33万元，同比增长47.84%；营业利润87,505.02万元，同比增长57.20%；利润总额85,787.38万元，同比增长55.77%；归属于母公司所有者的净利润75,489.95万元，同比增长41.83%。厦门厦钨新能源材料股份有限公司根据《企业会计准则》及公司会计政策，对截至2025年12月31日的资产进行减值测试，计提资产减值准备合计20,547.08万元。","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/RB2026020100000291.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":["688778","BK0224"],"gpt_icon":0},{"id":"2606766018","title":"东吴证券：给予厦钨新能买入评级","url":"https://stock-news.laohu8.com/highlight/detail?id=2606766018","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2606766018?lang=zh_cn&edition=full","pubTime":"2026-01-28 12:02","pubTimestamp":1769572947,"startTime":"0","endTime":"0","summary":"东吴证券股份有限公司曾朵红,阮巧燕近期对厦钨新能进行研究并发布了研究报告《2025年业绩快报点评：Q4业绩符合预期，固态业务稳步推进》，给予厦钨新能买入评级。25年钴酸锂实现销量6.53万吨，同增41%，其中25Q4钴酸锂销量1.8万吨，环比持平，我们预计26年需求稳定。最新盈利预测明细如下：该股最近90天内共有13家机构给出评级，买入评级10家，增持评级3家；过去90天内机构目标均价为85.0。","market":"hk","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/RB2026012800018543.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","601555"],"gpt_icon":0},{"id":"2606047392","title":"厦钨新能(688778.SH)2025年度归母净利润7.55亿元左右 同比增长41.83%","url":"https://stock-news.laohu8.com/highlight/detail?id=2606047392","media":"智通财经","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2606047392?lang=zh_cn&edition=full","pubTime":"2026-01-27 17:01","pubTimestamp":1769504462,"startTime":"0","endTime":"0","summary":"智通财经APP讯，厦钨新能 发布2025年度业绩快报，报告期内，公司实现营业收入200.34亿元左右，同比增长47.84%;实现利润总额8.58亿元左右，同比增长55.77%;实现归属于母公司所有者的净利润7.55亿元左右，同比增长41.83%;实现归属于母公司所有者的扣除非经常性损益的净利润7.05亿元左右，同比增长57.85%。","market":"sh","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":"http://www.zhitongcaijing.com/content/detail/1397950.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":"厦钨新能(688778.SH)2025年度归母净利润7.55亿元左右 同比增长41.83%","news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["688778"],"gpt_icon":0},{"id":"2605422620","title":"1月23日厦钨新能涨5.66%，易方达价值成长混合基金重仓该股","url":"https://stock-news.laohu8.com/highlight/detail?id=2605422620","media":"证券之星","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2605422620?lang=zh_cn&edition=full","pubTime":"2026-01-23 15:39","pubTimestamp":1769153963,"startTime":"0","endTime":"0","summary":"证券之星消息，1月23日厦钨新能涨5.66%创60日新高，收盘报98.0元，换手率1.78%，成交量8.96万手，成交额8.55亿元。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56家，其中持有数量最多的公募基金为易方达基金的易方达价值成长混合。易方达价值成长混合目前规模为31.15亿元，最新净值1.7366，较上一交易日上涨1.92%，近一年上涨38.45%。林海在任的基金产品包括:易方达趋势优选混合A，管理时间为2022年3月23日至今，期间收益率为7.1%。","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/RB2026012300019868.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":["BK0224","688778"],"gpt_icon":0},{"id":"2604119937","title":"厦钨新能（688778）披露变更持续督导保荐代表人公告，1月20日股价下跌1.62%","url":"https://stock-news.laohu8.com/highlight/detail?id=2604119937","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2604119937?lang=zh_cn&edition=full","pubTime":"2026-01-20 22:07","pubTimestamp":1768918037,"startTime":"0","endTime":"0","summary":"截至2026年1月20日收盘，厦钨新能报收于91.61元，较前一交易日下跌1.62%，最新总市值为462.35亿元。该股当日开盘93.27元，最高93.93元，最低87.8元，成交额达6.66亿元，换手率为1.46%。近日，厦门厦钨新能源材料股份有限公司发布公告称，因原持续督导保荐代表人王亚娟女士工作变动，兴业证券指定赖雨宸女士接替其职务，继续履行公司2022年度向特定对象发行A股股票项目的持续督导义务。变更后，持续督导保荐代表人为周倩女士和赖雨宸女士。","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/RB2026012000039356.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"],"gpt_icon":0},{"id":"2604282659","title":"每周股票复盘：厦钨新能（688778）审议2026年度日常关联交易预计额度","url":"https://stock-news.laohu8.com/highlight/detail?id=2604282659","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2604282659?lang=zh_cn&edition=full","pubTime":"2026-01-18 01:47","pubTimestamp":1768672030,"startTime":"0","endTime":"0","summary":"截至2026年1月16日收盘，厦钨新能报收于94.37元，较上周的81.79元上涨15.38%。本周关注点公司公告汇总：审议通过《关于公司2026年度日常关联交易预计额度的议案》公司公告汇总：股东会表决通过率达99.9548%，关联股东厦门钨业回避表决公司公告汇总：福建至理律师事务所确认会议程序合法有效公司公告汇总厦门厦钨新能源材料股份有限公司于2026年1月12日召开2026年第一次临时股东会，审议通过《关于公司2026年度日常关联交易预计额度的议案》。","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/RB2026011800000327.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":["688778","BK0224"],"gpt_icon":0},{"id":"2602545298","title":"厦钨新能（688778）披露公司2026年度日常关联交易预计额度，1月12日股价上涨3.04%","url":"https://stock-news.laohu8.com/highlight/detail?id=2602545298","media":"证券之星","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2602545298?lang=zh_cn&edition=full","pubTime":"2026-01-12 22:16","pubTimestamp":1768227380,"startTime":"0","endTime":"0","summary":"截至2026年1月12日收盘，厦钨新能报收于84.28元，较前一交易日上涨3.04%，最新总市值为425.35亿元。该股当日开盘84.27元，最高86.6元，最低81.79元，成交额达7.63亿元，换手率为1.79%。近日，厦门厦钨新能源材料股份有限公司召开2026年第一次临时股东会，审议通过《关于公司2026年度日常关联交易预计额度的议案》。出席会议的股东及代理人共138人，代表表决权48,891,787股，占公司总表决权的9.6875%。议案获普通股股东同意票48,869,725股，占比99.9548%。","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/RB2026011200037170.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","688778"],"gpt_icon":0},{"id":"2602070564","title":"中银国际：供需格局有望重塑 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22:25","pubTimestamp":1767709524,"startTime":"0","endTime":"0","summary":"截至2026年1月6日收盘，厦钨新能报收于82.3元，较前一交易日上涨2.99%，最新总市值为415.36亿元。该股当日开盘80.67元，最高83.69元，最低80.0元，成交额达7.41亿元，换手率为1.79%。公告显示，公司将审议《关于公司2026年度日常关联交易预计额度的议案》。根据文件内容，2026年度公司预计发生的日常关联交易总额为58,637.68万元，涉及采购、销售、房屋租赁及其他关联交易事项。","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/RB2026010600042540.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"],"gpt_icon":0},{"id":"2601960288","title":"固态电池产业化加速 这些公司已布局","url":"https://stock-news.laohu8.com/highlight/detail?id=2601960288","media":"人民财讯","labels":["corporation"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2601960288?lang=zh_cn&edition=full","pubTime":"2026-01-06 18:42","pubTimestamp":1767696120,"startTime":"0","endTime":"0","summary":"人民财讯1月6日电，据证券时报报道，当地时间1月5日，芬兰初创企业Donut Lab正式宣布推出全球首款具备商业化量产条件的全固态电池，并计划于6日在美国拉斯维加斯2026年消费电子展 公开亮相。据证券时报·数据宝统计，2025年11月以来机构研报标题提及固态电池的个股主要有天赐材料、海希通讯、厦钨新能、华亚智能、先导智能等。部分公司今年业绩有望大幅增长。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260106184301a6fa10a9&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2590947344?lang=zh_cn&edition=full","pubTime":"2025-12-09 21:12","pubTimestamp":1765285920,"startTime":"0","endTime":"0","summary":"证券日报网讯 12月9日，厦钨新能在互动平台回答投资者提问时表示，公司法国基地年产40000吨三元材料项目为公司下属子公司欧洲厦钨与法国Orano集团下属子公司Orano CAM在法国共同出资设立电池正极材料合资公司承担建设的项目，该项目是公司全球化布局的重点推进项目。目前，工厂建设各项工作正有序推进。（文章来源：证券日报）\n\n\n海量资讯、精准解读，尽在新浪财经APP","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"sina","url":"https://finance.sina.com.cn/stock/relnews/cn/2025-12-09/doc-inhafmiz0651755.shtml","rn_cache_url":null,"customStyle":"body{padding-top:10px;}.art_tit_h1{#titleStyle#}a{#lv2TextColor#}.art_time, .art_cite{#sourceStyle#;} .art_cite{margin-left: 3px;}","selectors":".module-article, article","filters":"header, .voice2, .tags, #norm_qrcode_link_auto, .unfold-box, 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