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多家锂盐厂商半年报业绩大增 最高净利增超10倍_我的网站

A |     　　8月24日晚，多家锂盐上市公司披露2026年半年报。    As excitement steadily builds around Jailer 2, a new piece of casting buzz has begun doing the rounds in Chennai film circles. According to industry sources, Nora Fatehi is likely to appear in a major song sequence alongside Rajinikanth in the much-anticipated sequel. While there has been no official confirmation yet, the chatter has grown persistent enough to suggest that the collaboration is more than mere speculation.Jailer, directed by Nelson, became a phenomenon upon release, fuelled by Rajinikanth’s towering screen presence and Anirudh Ravichander’s chart topping music. The sequel is expected to expand that universe while raising the bar in terms of scale and spectacle. The possible inclusion of Nora Fatehi appears to be part of that larger ambition.     A song built for scale and swagger     Sources suggest that Nora is currently in Chennai shooting an outdoor dance number designed as a full-fledged visual spectacle. The track is said to be composed by Anirudh Ravichander, whose association with Rajinikanth films has consistently resulted in viral hits and mass appeal anthems. What stands out is the reported duration of the shoot. Nora is said to be filming for nearly eight days alongside Rajinikanth, a detail that hints at the scale and importance of the sequence within the film.          In Rajinikanth’s cinema, songs often serve a narrative and myth building purpose rather than functioning as standalone interludes. Whether it was style driven introductions or moments of playful dominance, music has long been a tool to reinforce his screen persona. Placing Nora Fatehi within this framework suggests a carefully curated sequence that blends his trademark charisma with contemporary dance energy.Those close to the project indicate that the song is expected to be upbeat and rooted in a South Indian musical sensibility, even as it accommodates Nora’s global dance appeal. Rather than a fleeting appearance, the number is reportedly being designed as one of the film’s standout moments, with visual ambition to match its musical punch.     A crossover that reflects changing cinema     Nora Fatehi’s possible casting also reflects the increasingly porous boundaries between film industries. Over the past few years, she has emerged as a recognisable global pop culture figure, with her music videos and performances travelling far beyond Indian cinema circuits. Her recent run of viral songs and international collaborations has positioned her as a performer whose presence instantly expands a film’s reach across demographics and geographies.Pairing her with Rajinikanth is not just about novelty. It represents a meeting of two distinct kinds of star power. Rajinikanth embodies decades of mass appeal, cultural memory, and cinematic mythology. Nora brings with her a modern, internet savvy energy that resonates strongly with younger audiences. If the reports are accurate, Jailer 2 may be attempting to harness this contrast to create a musical moment that feels both rooted and contemporary.     Directed by Nelson, who is known for blending irreverent humour with stylised action, Jailer 2 carries significant expectations after the first film’s success. The original featured a carefully assembled ensemble and music that became a cultural talking point. A high profile song featuring Nora Fatehi could be one way the sequel signals its intent to go bigger without losing its core tone.For now, the Rajinikanth and Nora Fatehi collaboration remains an industry buzz rather than confirmed fact. But if it does materialise, it is likely to become one of the most discussed elements of Jailer 2, long before the film reaches theatres.     Also Read: Rajinikanth Celebrates Birthday With A Surprise On Jailer 2 Set。受益于今年上半年锂价格的上涨，相关公司业绩集体大增，最高净利润增幅超过10倍。　　中矿资源(002738)的锂电新能源原料业务板块源于原江西锂厂，但公司近年来不断加大在锂矿业务方面的布局。截至目前，公司合计拥有418万吨/年选矿产能和7.1万吨/年电池级锂盐产能，公司锂盐业务的综合竞争力进一步增强。　　报告期内，中矿资源实现营业收入36.6亿元，同比增长12.03%；实现归母净利润11.11亿元，同比增长1146.81%。今年第二季度，公司实现营业收入22.84亿元，环比增长65.96%；实现归母净利润6.04亿元，环比增长18.89%。　　同样在江西布局锂电业务的永兴材料(002756)，是国内锂云母提锂的龙头企业。公司控股子公司花桥矿业，拥有的化山矿矿权面积1.87平方公里，其中，累计查明氧化锂≥0.20%陶瓷土矿矿石量41000.80万吨，是公司碳酸锂生产原材料的主要保障渠道。　　今年上半年，永兴材料实现营业收入50.83亿元，同比增长37.62%；归母净利润9.59亿元，同比增长139.24%；扣非净利润9.13亿元，同比增长179.77%。其中，公司锂电新能源业务实现营业收入21.4亿元，同比增长148.2%；毛利率49.72%，较上年同期增加近20个百分点。　　盛新锂能(002240)在国内外建有多个锂产品生产基地，目前已建成锂盐产能13.7万吨/年和金属锂产能500吨/年，产能规模位居全球前列。此外，公司在南美阿根廷拥有SDLA盐湖项目（2500吨碳酸锂当量）的独立运营权，投资了Pocitos等盐湖勘探项目。　　受益于锂盐市场行情的持续回暖，盛新锂能今年上半年的锂盐产品销售价格，较上年同期大幅上涨。报告期内，公司实现营业收入73.58亿元，同比增长355.94%；实现归母净利润10.12亿元，同比增长220.3%。　　川能动力(000155)今年上半年营业收入为33.4亿元，同比增长124.78%；归母净利润为7.06亿元，同比增长130.73%。

B | 公司锂电业务的量价齐升，是上半年业绩大幅增长的重要原因。报告期内，公司锂电业务收入为19.17亿元，同比增长786.33%。　　川能动力拥有阿坝州金川县李家沟锂辉石矿开采权，已探明矿石资源储量3881.2万吨，该项目目前锂辉石原矿处理能力105万吨/年，锂精矿采选处理能力约15万吨/年（品位6%），产能规模位于锂矿企业前列，并且公司已启动在李家沟矿区增储的相关勘探工作。（文章来源：证券时报网）。

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