界面新闻记者 | 王勇

shengxinlineng(002240.sz)qunianyejibujia，danyiranweitingxia“zhaokuang”debufa。

3yue27riwanjian，shengxinlinengfabugonggao，2023nianshixianyingyeshouru79.51yiyuan，tongbixiajiang33.96%；guimujinglirun7.02yiyuan，tongbixiajiang87.35%。

danjidukan，qiquniansijidukuisun3.93yiyuan。zheishiji2020niansijiduyilai，zaiduchuxiandanjidukuisun。

shengxinlinengzai2023niandefenhongyebuchuyiwaidisuoshui，qimei10gupaixishu(hanshui)wei2.4yuan，shangyinianwei6.5yuan；xianjinfenhongzongewei2.5yiyuan，shangyinianwei5.9yiyuan。

盛新锂能是全球锂盐龙头之一，主要业务为锂矿采选、基础锂盐和金属锂产品的生产与销售；以及少量林木业务。其中锂产品营收占比达97.95%。

juzhaoshangyinxingyanjiuyuantongji，ganfengliye(002460.sz)、sqm、alb、tianhuaxinneng(300390.sz)、shengxinlineng、tianqiliye(002466.sz)rengranshiquanqiuqianliudaliyanshengchanqiye，channengzhanbibaochizai58.3%zuoyou，qizhongshengxinlinengzai2023nianchannengzhanbiyuewei8%，weiliediwu。

zhenduiyejibianhua，shengxinlinengbiaoshi，2023nianliyanxuqiuzengsufanghuandiejiagongjichixushifang，daozhigongxuguanxifashengbianhua，liyanjiagechuxianqushixingxiaxing，qiequannianxiadiefudujiaoda。

yazhoujinshuwangdeshujuxianshi，dianchijitansuanlidejiageyounianchude51.95wanyuan/dunxiadiezhinianmode9.65wanyuan/dun，xiadiefuduwei81.42%；dianchijiqingyanghualidejiageyounianchude52.05wanyuan/dunxiadiezhinianmode9.05wanyuan/dun，xiadiefuduwei82.61%。

去年，盛新锂能锂产品的毛利率仅11.9%，同比下降48.17个百分点。

shengxinlinengzaichandeliyanxiangmuzhuyaoweiyuguonei，qizhongzhiyuanliyeshejichanneng4.2wandun，suiningshengxinshejichanneng3wandun，yiquanbujianchengtouchan。

nianbaoxianshi，shengxinlinengdetansuanlishejichannengwei4.5wandun/nian，qingyanghualichannengwei9.5wandun/nian，qizhongsungongsiyinnishengtuotuoweiyuyinnizhongsulaweixishengmoluowalixianmoluowaligongyeyuan(imip)，1wanduntansuanlichanneng、5wandunqingyanghualichannengzhengzaijianshezhong，junyuji2024nianshangbannianjiancheng；ciwaihaiyoulvhuali2000dun/nian，jinshuli1000dun/nian。

jushangshuchannengjisuan，ruchannengquanbutouchanhou，shengxinlinengmeiniansuoxudeyanghualiyuewei50wandun。

zaijinglileliyanchanpinjiagedafubodonghou，shengxinlinengrenwei，liyanshengchanqiyedeyinglikongjianshoudaodafuyasuo，yongyouchixuwendingqiedichengbendeliziyuangongyingbaozhangjiangchengweiliyanshengchanqiyedehexinjingzhengli，liziyuanzhanlvediweijiangriyituxian。

shengxinlinengzhengzaiquanqiubujulihuishi、yanhutilidengxiangmu。

nianbaoxianshi，shengxinlinengsungongsiaoyinuokuangyeyongyousichuanshengjinchuanxianyelonggoulihuishikuangcaikuangquanhesichuanshengjinchuanxiantaiyanghekouliduojinshukuangxiangchatankuangquan，qizhongyelonggoulihuishikuangyiyu2019nian11yuetouchan，yuankuangshengchanguimo40.5wandun/nian，zhehelijingkuangyue7.5wandun/nian。

konggusungongsimax mindjinbabuweiyongyousabixinglitankuangxiangmuzongji40gexiyoujinshukuangkuaidecaikuangquanzheng，qizhongwugekuangquanyuankuangshengchanguimo90wandun/nian，zhehelijingkuangyue20wandun/nian，yiyu2023nian5yuetouchan，qita35gekuangquanchuyukantanjieduan。

ciwai，shengxinlinengyezaizengjiaduimurongkuangshandetouzi。gaikuangweiyusichuanyajiang，yitanmingyanghualiziyuanliang98.96wandun，pingjunpinwei1.62%，shiyazhouqijintanmingguimozuidadeyingyanxingdantilikuang，zhengzaibanlitankuangquanzhuancaikuangquanxiangguanshouxu，shengxinlinengchiyoumuronglikuang48.06%guquan。

xinnengyuanqichehechunengxingyedekuaisufazhan，daozhidaliangdeqiyehezijinjinruliyanxingye，weilaixingyeneichannengjiangkuaisuzengzhangheshifang，tongshizhongduanxuqiudezengsuchuxianhuiluo，shideliyanshichangdejingzhenggengjiajilie。

danshengxinlinengduiweilailiyanxingyebiaoshileguan。qizainianbaozhongzhichu，zhangqikan，suizhelidianxinnengyuanhechunengchanyedechixukuozhang，weilailiyanxuqiujiangjixubaochizengzhang，liyanxingyerengyoujiaodadefazhankongjian。

zhenduiweilaijihua，shengxinlinengbiaoshi，2024nianjiangjiadatouru，quanlibaozhangsichuanaoyinuokuangshanyujinbabuweisabixingkuangshandewendinggaoxiaoshengchan；jijituijinmuronglikuangxiangmudetanzhuancaijindu，bingzuohaohouxukaifajianshedechongfenzhunbei；jinyibutuidongagenting sdla yanhuxiangmujigaigongzuohe pocitos yanhunianchan 2000 duntansuanlidangliangdezhongshishengchanxianjianshe。

qitoulu，jiangzaiquanqiufanweineijixujijixunqiuyouzhideliziyuanxiangmu，zhongdianguanzhusichuan、feizhoujinanmeidiqu。

jiezhi3yue29ri11dianxu，shengxinlinengshangzhang0.16%，baoshou19.4yuan，shizhiyue177yiyuan。