002756 Yongxing Special Materials Technology
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- -0.37-0.77%
Yongxing Special Materials Technology News
Yongxing Materials (002756.SZ): 1.41% of shares have been cumulatively repurchased
Gelonghui, May 6, 丨 Yongxing Materials (002756.SZ) announced that as of April 30, 2024, the company had repurchased 7,608,491 shares through a dedicated securities account, accounting for 1.41% of the company's total share capital. The highest transaction price was 53.05 yuan/share, the minimum transaction price was 40.59 yuan/share, and the total transaction amount was 364 million yuan (not including transaction fees, etc.).
Yongxing Materials (002756): Continued optimization of lithium salt costs, steady rise in special steel business
The company released its 2023 annual report: achieved revenue of 12.189 billion yuan, -21.76% year-on-year; realized net profit of 3.407 billion yuan, or -46.09% year-on-year; realized net profit without deduction of 3.239 billion yuan
Express News | Has the cost of lithium carbonate dropped below 60,000 yuan/ton, and the industry still hasn't left the bottom of the cycle?
Express News | Yongxing Materials: If there is a suitable opportunity, some lithium resource layout will also be considered
Express News | Yongxing Materials: The complete cost of the company's lithium carbonate without tax has been reduced to less than 60,000 yuan/ton
Yongxing Materials (002756) 2023 Report and 2024 Quarterly Report Review: Mica Lithium Tap Costs Continue to Optimize, and Special Steel's Profitability Has Significantly Increased
Event: The company released its 2023 annual report and 2024 quarterly report. 1) 2023: The company achieved revenue of 12.19 billion yuan, -21.8% year-on-year, and net profit of 3.41 billion yuan to mother, -46.1% year-on-year.
Yongxing Materials (002756): Q1 performance slightly exceeded expectations and had significant cost advantages
The company's annual report met expectations, and the quarterly report slightly exceeded market expectations. The company's revenue for 23 years was 12.2 billion yuan, down 22%; net profit attributable to mother was 3.4 billion yuan, down 46%; after deducting non-net profit of 3.2 billion yuan, the same decrease of 48%, of which Q4 revenue 2
Yongxing Materials (002756): Performance declines, industry prosperity may pick up
Net profit to mother declined year-on-year in '23, maintaining the shareholding increase rating, Yongxing Materials released an annual report. In 2023, it achieved revenue of 12.189 billion yuan (yoy -21.76%) and net profit to mother of 3.47 billion yuan (yoy-46)
Yongxing Materials (002756.SZ): Net profit of 468 million yuan in the first quarter decreased by 49.7% year on year
On April 29, Ge Longhui | Yongxing Materials (002756.SZ) released its first quarter report. Operating revenue was 2.3 billion yuan, down 31.07% year on year, net profit of 468 million yuan, down 49.7% year on year, after deducting non-net profit of 308 million yuan, down 67.14% year on year, with basic earnings of 0.88 yuan per share.
Yongxing Materials (002756.SZ): The company has no solid state battery business
Gelonghui, April 10 | Yongxing Materials (002756.SZ) said on the investor interactive platform that the company has no solid state battery business.
Yongxing Materials (002756.SZ): 1.35% of shares have been repurchased cumulatively
Gelonghui, April 1, 丨 Yongxing Materials (002756.SZ) announced that as of March 31, 2024, the company had repurchased 7,277,651 shares through a dedicated securities account, accounting for 1.35% of the company's total share capital. The highest transaction price was 53.05 yuan/share, the minimum transaction price was 40.59 yuan/share, and the total transaction amount was 349 million yuan (not including transaction fees, etc.).
Dongwu Securities: An inflection point for lithium batteries in March was established that exceeded expectations in demand and production
Looking at the production side of the lithium battery industry chain, production schedules recovered strongly in March, and the utilization rate of leading production capacity recovered to 70-80%, and sustainability can be expected.
China Post Securities: PLS lithium concentrate auction price of 1,200 US dollars/ton lithium continues to fluctuate at a high level
The Zhitong Finance App learned that China Post Securities released a research report saying that the PLS announcement had accepted the offer before the BMX auction. The price of 5,000 tons of lithium concentrate was 1106 US dollars/ton SC5.5, equivalent to 1,200 US dollars/ton SC6, and the equivalent cost of lithium carbonate was about 106,000 yuan/ton. A sales contract has been signed with the buyer and shipped in 2024Q4. In terms of the domestic market, judging from the production schedule, the downstream battery industry is booming. The March production schedule continued to grow month-on-month, and the April production schedule is still improving after learning about the industry chain. In addition, the industry was previously in a state of low inventory, and some manufacturers during the Spring Festival
Express News | China Post Securities: The inflection point of lithium carbonate highlights priority lithium ore recommendation
SDIC Securities: There is little room for lithium prices to continue to fall, and companies with high lithium concentrate self-sufficiency rates have high profit flexibility
There is little room for lithium prices to continue to fall. The upward elasticity is high, and companies with high lithium concentrate self-sufficiency rates still have high profit elasticity.
League of Nations Securities: Lithium prices have entered a downward cycle, focus on incremental and low-cost companies
Guolian Securities believes that lithium prices may bottom out at 70,000 to 80,000 yuan.
Open Source Securities: Production capacity clearance in the lithium industry has not yet begun, and it is expected that lithium prices will still be bottoming out in 2024
Projects such as the Australian mine, non-mining, and South American salt lakes continue to expand. Although many greenfield projects have been postponed, it is expected that in 2024, projects will be put into operation and climbing one after another, releasing volume, and the supply and demand pattern will shift to excess.
Yongxing Materials (002756.SZ) has spent 267 million yuan to buy back 5.6563 million shares
According to Zhitong Finance App, Yongxing Materials (002756.SZ) issued an announcement. As of February 29, 2024, the company had repurchased a total of 5.6563 million shares through a special securities repurchase account, accounting for 1.05% of the company's total share capital. The highest transaction price was 53.05 yuan/share, the lowest transaction price was 40.59 yuan/share, and the total transaction amount was 267 million yuan.
Yongxing Materials (002756.SZ): 1.05% of shares have been cumulatively repurchased
Gelonghui, Feb. 21丨Yongxing Materials (002756.SZ) announced that as of February 20, 2024, the company had repurchased 5,656,272 shares through a dedicated securities account, accounting for 1.05% of the company's total share capital. The highest transaction price was 53.05 yuan/share, the minimum transaction price was 40.59 yuan/share, and the total transaction amount was 267 million yuan (not including transaction fees, etc.).
Yongxing Materials (002756.SZ): A total cost of 229 million yuan to buy back 4.779,800 shares
Gelonghui, February 2, 丨 Yongxing Materials (002756.SZ) announced that as of January 31, 2024, the company had repurchased 47798.17 million shares through a dedicated securities account, accounting for 0.89% of the company's total share capital. The highest transaction price was 53.05 yuan/share, the minimum transaction price was 43.78 yuan/share, and the total transaction amount was 229 million yuan (not including transaction fees, etc.).
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