节点:中游(冶炼、中间品)位置:中游情绪:利好参考度:6/10


3月30日,中伟新材发布2025年年度报告。全年实现营收481.40亿元,同比增长19.68%,其中海外地区收入240.20亿元,同比增长34.31%;经营质量持续优化,归母净利润15.67亿元,同比增长6.84%,归母扣非净利润14.49亿元,同比增长13.10%;净资产336.22亿元,同比增长14.02%,资产负债率下降0.82个百分点。2025年四季度营收148.42亿元,同比增长47.54%;归母净利润4.55亿元,同比大增217.24%。

资源端布局扎实,印尼优质红土锁定超6亿湿吨,通过投资、参股、长期协议筑牢资源底座,依托“OESBF+RKEF”双技术路线构建镍产品输出通道;中国贵州开阳9844万吨优质磷矿项目正式开工,规划年采规模280万吨;阿根廷折合碳酸锂当量超1000万吨锂矿项目有序推进,矿源储量有望随勘探深入提升。

回收端全球化布局落地,与德国CRONIMET合作..全国首批进口再生黑粉抵黔,铜仁黑粉再生产线已满产,年产1万吨电池级碳酸锂产线全面达产达效。

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