688778 厦钨新能
已收盘 06-12 15:00:01
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6月8日厦钨新能跌5.97%，景顺长城新能源产业股票A基金重仓该股
证券之星 · 06-08
6月8日厦钨新能跌5.97%，景顺长城新能源产业股票A基金重仓该股
厦门钨业：公司控股子公司厦钨新能法国正极材料基地正在进行工厂建设前期工作
证券之星 · 06-01
厦门钨业：公司控股子公司厦钨新能法国正极材料基地正在进行工厂建设前期工作
每周股票复盘：厦钨新能（688778）完成董事会换届选举
证券之星 · 05-24
每周股票复盘：厦钨新能（688778）完成董事会换届选举
5月14日厦钨新能跌7.63%，景顺长城新能源产业股票A基金重仓该股
证券之星 · 05-14
5月14日厦钨新能跌7.63%，景顺长城新能源产业股票A基金重仓该股
厦钨新能：NL新材料能量密度和倍率性能都有显著的提升
证券日报网 · 05-12
厦钨新能：NL新材料能量密度和倍率性能都有显著的提升
厦钨新能（688778）披露将参加厦门辖区上市公司2025年年报业绩说明会暨投资者网上集体接待日活动，5月08日股价下跌4.87%
证券之星 · 05-08
厦钨新能（688778）披露将参加厦门辖区上市公司2025年年报业绩说明会暨投资者网上集体接待日活动，5月08日股价下跌4.87%
厦钨新能涨7.12%，国金证券六日前给出“买入”评级
证券之星 · 04-29
厦钨新能涨7.12%，国金证券六日前给出“买入”评级
每周股票复盘：厦钨新能（688778）Q1营收增117.82%
证券之星 · 04-26
每周股票复盘：厦钨新能（688778）Q1营收增117.82%
厦钨新能（688778）2026年一季报简析：营收净利润同比双双增长，应收账款上升
证券之星 · 04-24
厦钨新能（688778）2026年一季报简析：营收净利润同比双双增长，应收账款上升
4月23日厦钨新能跌6.57%，景顺长城新能源产业股票A基金重仓该股
证券之星 · 04-23
4月23日厦钨新能跌6.57%，景顺长城新能源产业股票A基金重仓该股
国金证券：给予厦钨新能买入评级
证券之星 · 04-23
国金证券：给予厦钨新能买入评级
厦钨新能(688778.SH)发布一季度业绩，归母净利润2.2亿元，同比增长79.17%
智通财经 · 04-22
厦钨新能(688778.SH)发布一季度业绩，归母净利润2.2亿元，同比增长79.17%
厦钨新能（688778）披露2026年第一季度报告，4月22日股价上涨4.05%
中金财经 · 04-22
厦钨新能（688778）披露2026年第一季度报告，4月22日股价上涨4.05%
厦钨新能拟向子公司增资6.97亿元 用于项目建设
美股速递 · 04-22
厦钨新能拟向子公司增资6.97亿元 用于项目建设
厦钨新能（688778）披露召开2025年度暨2026年第一季度业绩说明会公告，4月21日股价上涨1.04%
证券之星 · 04-21
厦钨新能（688778）披露召开2025年度暨2026年第一季度业绩说明会公告，4月21日股价上涨1.04%
4月17日厦钨新能涨7.98%，平安新能源精选混合发起式A基金重仓该股
证券之星 · 04-17
4月17日厦钨新能涨7.98%，平安新能源精选混合发起式A基金重仓该股
4月10日厦钨新能涨5.13%，易方达价值成长混合基金重仓该股
证券之星 · 04-10
4月10日厦钨新能涨5.13%，易方达价值成长混合基金重仓该股
4月8日厦钨新能涨6.06%，易方达价值成长混合基金重仓该股
证券之星 · 04-08
4月8日厦钨新能涨6.06%，易方达价值成长混合基金重仓该股
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
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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。公司的主要产品是高电压钴酸锂、高电压三元材料、高镍三元材料、高功率三元材料、磷酸铁锂、氢能材料、补锂材料。公司累计获得专利295个、软件著作权5个、其他知识产权（注册商标）13个。截至2025年12月31日，公司在国内外拥有295项注册专利（其中，发明专利164项），形成了较为完整的自主知识产权体系。
发行价格：
24.50
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18:15","pubTimestamp":1780308911,"startTime":"0","endTime":"0","summary":"证券之星消息，厦门钨业(600549)06月01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：请问董秘贵公司法国合资公司有进展吗法国政策有变新能源车不好卖了，合资公司可以暂停了吗谢谢厦门钨业回复：尊敬的投资者，您好！公司控股子公司厦钨新能法国正极材料基地正在进行工厂建设前期工作，后续进展情况请您关注公司定期报告。感谢您的关注。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。相关 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03:54","pubTimestamp":1779566053,"startTime":"0","endTime":"0","summary":"截至2026年5月22日收盘，厦钨新能报收于70.31元，较上周的71.18元下跌1.22%。本周关注点公司公告汇总：厦钨新能完成第三届董事会换届选举，杨金洪当选董事长，姜龙任总经理。公司公告汇总厦门厦钨新能源材料股份有限公司第三届董事会独立董事专门会议第一次会议于2026年5月18日召开，审议通过《关于选举第三届董事会独立董事专门会议召集人的议案》，选举陈少华先生为召集人，任期至第三届董事会任期届满。","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/RB2026052400001166.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"executive","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["688778","BK0224"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2635792543","title":"5月14日厦钨新能跌7.63%，景顺长城新能源产业股票A基金重仓该股","url":"https://stock-news.laohu8.com/highlight/detail?id=2635792543","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2635792543?lang=zh_cn&edition=full","pubTime":"2026-05-14 16:33","pubTimestamp":1778747585,"startTime":"0","endTime":"0","summary":"证券之星消息，5月14日厦钨新能跌7.63%，收盘报71.41元，换手率2.69%，成交量13.59万手，成交额9.97亿元。根据2026基金Q1季报公募基金重仓股数据，重仓该股的公募基金共52家，其中持有数量最多的公募基金为景顺长城基金的景顺长城新能源产业股票A。景顺长城新能源产业股票A目前规模为17.62亿元，最新净值1.5822，较上一交易日上涨1.43%，近一年上涨35.95%。","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/RB2026051400028647.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":["160640","000941.SH","159875","688778","BK0224","399941"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2634215283","title":"厦钨新能：NL新材料能量密度和倍率性能都有显著的提升","url":"https://stock-news.laohu8.com/highlight/detail?id=2634215283","media":"证券日报网","labels":["productRelease"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2634215283?lang=zh_cn&edition=full","pubTime":"2026-05-12 18:08","pubTimestamp":1778580480,"startTime":"0","endTime":"0","summary":"证券日报网5月12日讯，厦钨新能在接受调研者提问时表示，公司重点推进NL全新结构正极材料在3C消费领域中的应用，并针对低空飞行、电动工具、全固态电池等领域积极开发相应的NL全新结构正极材料。NL新材料相较传统正极材料体系，其能量密度和倍率性能都有显著的提升，同时，可以用廉价金属元素逐渐替代贵重金属，未来有较大的降本空间。鉴于目前工艺的特殊性和需求的急迫性会优先在低空和消费领域使用，最终再往动力领域发展。\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/2026-05-12/doc-inhxrwqe1452179.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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22:17","pubTimestamp":1778249834,"startTime":"0","endTime":"0","summary":"截至2026年5月8日收盘，厦钨新能报收于81.34元，较前一交易日下跌4.87%，最新总市值为410.52亿元。该股当日开盘84.45元，最高86.49元，最低80.61元，成交额达7.84亿元，换手率为1.87%。近日，厦门厦钨新能源材料股份有限公司发布《关于参加厦门辖区上市公司2025年年报业绩说明会暨投资者网上集体接待日活动的公告》。公告显示，公司已于2026年4月23日发布《公司2025年年度报告》及《公司2026年第一季度报告》。","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/RB2026050800043649.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":["BK0224","688778"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2631567061","title":"厦钨新能涨7.12%，国金证券六日前给出“买入”评级","url":"https://stock-news.laohu8.com/highlight/detail?id=2631567061","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2631567061?lang=zh_cn&edition=full","pubTime":"2026-04-29 16:32","pubTimestamp":1777451579,"startTime":"0","endTime":"0","summary":"今日厦钨新能（688778）涨7.12%，收盘报85.36元。2026年4月23日，国金证券研究员姚遥发布了对厦钨新能的研报《业绩增长稳健，有待新品放量》，该研报对厦钨新能给出“买入”评级。证券之星数据中心根据近三年发布的研报数据计算，该研报作者对此股的盈利预测准确度为96.08%。证券之星数据中心计算显示，对该股盈利预测较准的分析师团队为国金证券的姚遥。厦钨新能（688778）个股概况：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":["rate"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2026042900052151.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},{"id":"2630801380","title":"每周股票复盘：厦钨新能（688778）Q1营收增117.82%","url":"https://stock-news.laohu8.com/highlight/detail?id=2630801380","media":"证券之星","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2630801380?lang=zh_cn&edition=full","pubTime":"2026-04-26 01:59","pubTimestamp":1777139948,"startTime":"0","endTime":"0","summary":"截至2026年4月24日收盘，厦钨新能报收于82.0元，较上周的82.78元下跌0.94%。本周，厦钨新能4月22日盘中最高价报87.6元。股本股东变化截至2026年3月31日，厦钨新能股东户数为1.78万户，较2025年12月31日减少1563户，减幅8.08%。业绩披露要点厦钨新能2026年一季报显示，一季度主营收入65.85亿元，同比上升117.82%；归母净利润2.2亿元，同比上升79.17%；扣非净利润2.18亿元，同比上升95.73%；毛利率8.41%，负债率56.69%。","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":"https://stock.stockstar.com/RB2026042600000604.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"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2629840229","title":"厦钨新能（688778）2026年一季报简析：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=2629840229","media":"证券之星","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2629840229?lang=zh_cn&edition=full","pubTime":"2026-04-24 22:29","pubTimestamp":1777040943,"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年一季报。截至本报告期末，公司营业总收入65.85亿元，同比上升117.82%，归母净利润2.2亿元，同比上升79.17%。本报告期厦钨新能应收账款上升，应收账款同比增幅达106.92%。本次财报公布的各项数据指标表现尚佳。持有厦钨新能最多的基金为景顺长城新能源产业股票A，目前规模为17.62亿元，最新净值1.5172，较上一交易日下跌2.04%，近一年上涨36.57%。","market":"hk","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/RB2026042400065163.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"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2629888693","title":"4月23日厦钨新能跌6.57%，景顺长城新能源产业股票A基金重仓该股","url":"https://stock-news.laohu8.com/highlight/detail?id=2629888693","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2629888693?lang=zh_cn&edition=full","pubTime":"2026-04-23 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11:57","pubTimestamp":1776916654,"startTime":"0","endTime":"0","summary":"国金证券股份有限公司姚遥近期对厦钨新能进行研究并发布了研究报告《业绩增长稳健，有待新品放量》，给予厦钨新能买入评级。2025预计销量5.55万吨，同增8%。NL结构正极，硫化锂及富锂锰基等新产品带来广阔成长空间，维持“买入”评级。最新盈利预测明细如下：该股最近90天内共有6家机构给出评级，买入评级4家，增持评级2家；过去90天内机构目标均价为85.0。","market":"sh","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/RB2026042300032992.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},{"id":"2629040939","title":"厦钨新能(688778.SH)发布一季度业绩，归母净利润2.2亿元，同比增长79.17%","url":"https://stock-news.laohu8.com/highlight/detail?id=2629040939","media":"智通财经","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2629040939?lang=zh_cn&edition=full","pubTime":"2026-04-22 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用于项目建设","url":"https://stock-news.laohu8.com/highlight/detail?id=1151558445","media":"美股速递","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/1151558445?lang=zh_cn&edition=full","pubTime":"2026-04-22 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22:03","pubTimestamp":1776780200,"startTime":"0","endTime":"0","summary":"截至2026年4月21日收盘，厦钨新能报收于82.2元，较前一交易日上涨1.04%，最新总市值为414.86亿元。该股当日开盘81.35元，最高83.38元，最低80.01元，成交额达7.91亿元，换手率为1.93%。公告显示，公司将于2026年4月27日16:00-17:30通过上证路演中心召开2025年度暨2026年第一季度业绩说明会，介绍公司经营成果和财务状况。投资者可于4月22日至26日16:00前通过上证路演中心网站或公司邮箱xwxn@cxtc.com提问。说明会结束后可通过上证路演中心查看会议情况。","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/RB2026042100052580.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":"2628927952","title":"4月17日厦钨新能涨7.98%，平安新能源精选混合发起式A基金重仓该股","url":"https://stock-news.laohu8.com/highlight/detail?id=2628927952","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2628927952?lang=zh_cn&edition=full","pubTime":"2026-04-17 16:17","pubTimestamp":1776413843,"startTime":"0","endTime":"0","summary":"证券之星消息，4月17日厦钨新能涨7.98%，收盘报82.78元，换手率2.51%，成交量12.66万手，成交额10.05亿元。重仓厦钨新能的前十大公募基金请见下表：该股最近90天内共有6家机构给出评级，买入评级4家，增持评级2家；过去90天内机构目标均价为85.0。根据2026基金Q1季报公募基金重仓股数据，重仓该股的公募基金共2家，其中持有数量最多的公募基金为平安基金的平安新能源精选混合发起式A。","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/RB2026041700030009.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":["160640","BK0224","688778","000941.SH","399941","159875"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2626160219","title":"4月10日厦钨新能涨5.13%，易方达价值成长混合基金重仓该股","url":"https://stock-news.laohu8.com/highlight/detail?id=2626160219","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2626160219?lang=zh_cn&edition=full","pubTime":"2026-04-10 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同比增长60%至110%","url":"https://stock-news.laohu8.com/highlight/detail?id=2616539374","media":"智通财经","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2616539374?lang=zh_cn&edition=full","pubTime":"2026-03-04 18:28","pubTimestamp":1772620137,"startTime":"0","endTime":"0","summary":"智通财经APP讯，厦钨新能(688778.SH)发布公告，经公司初步测算，公司预计2026年1-2月实现营业收入27.02亿元至35.46亿元，同比增长60%至110%。2026年1-2月营业收入同比增长主要系原材料价格上涨、公司产品销量同比增长所致。","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":"http://www.zhitongcaijing.com/content/detail/1410011.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":"厦钨新能(688778.SH)：预计1-2月营收27.02亿元至35.46亿元 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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":"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/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"],"isVideo":false,"video":null,"gpt_icon":0}],"profile":{"ret":0,"serverTime":1781347028702,"stockEarnings":[{"period":"1week","weight":-0.0223},{"period":"1month","weight":-0.2562},{"period":"3month","weight":-0.2492},{"period":"6month","weight":-0.2164},{"period":"1year","weight":0.3123},{"period":"ytd","weight":-0.2568}],"compareEarnings":[{"period":"1week","weight":0.0009},{"period":"1month","weight":-0.0497},{"period":"3month","weight":-0.0156},{"period":"6month","weight":0.0366},{"period":"1year","weight":0.1848},{"period":"ytd","weight":0.0158}],"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":"17779人(较上一季度减少8.08%)","perCapita":"28386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":" 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