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300607切入光通信赛道！碳酸锂价格触底反弹 7股上半年业绩翻倍_我的网站

一 |     　　近期，碳酸锂主力期货合约价格持续大涨。    Filmmaker Anil Sharma's association with Dharmendra and the Deol family goes back a long way. He had directed the late actor in Hukumat (1987), which went on to be one of the biggest blockbusters of the filmmaker's career. Together, they delivered more hits such as Elaan-E-Jung (1989), Farishtay (1991) and Apne (2007). Filmfare caught up with Sharma, who opened his heart about this bond with Dharmendra.Excerpts:     What kind of an impact did Dharamji have on your life and career?     My entire career exists because of him. The first star I ever saw on the big screen was Dharmendra. When I became an assistant director, I worked with him on The Burning Train (1980). And the biggest blockbuster of my life, my first blockbuster Hukumat was also with him. We also did Elaan-E-Jung, Farishtay (1991) and Tahalka (1992), and all four were hits.          I worked with his son Sunny Deol on Gadar: Ek Prem Katha (2001). I produced Policewala Gunda (1995) and directed Ab Tumhare Hawale Watan Saathiyo (2004) with Bobby Deol. My film Apne had all the three Deols in it. Then there were The Hero: Love Story of a Spy (2003) and Singh Saab The Great (2013). My whole life has been spent working with the Deols and most with Dharamji. I consider myself fortunate to have worked with this family and Dharmendra. He was a legend, an era by himself . People love him so much because he too loved them in equal measure.     Go on...     Dharmendra was a young man from Sahnewal... He would stand before the Frontier Mail train and say, 'Frontier, please take me to Bombay.' And truly, Dharmendra became the film industry. He would have 6–7 releases in a single year, and all of them were hits… Today, if an actor gives even three hits in a year, he’ll run around with a sword, ready to conquer the entire country.     Dharmendra ji delivered massive blockbusters that no hero today has ever seen on that scale. It was not just action films that worked. He did films like Anupama, Chupke Chupke, Naya Zamana, Mera Gaon Mera Desh, Pratigya, Yaadon Ki Baarat, Hukumat. He had such a range! All these were hit films. And he was so handsome… It felt like God crafted him with his own hands, and then broke the mould forever. He was what you truly call, 'a Greek God'. Today we loosely call many heroes 'Greek God' but the real Greek God was Dharmendra.          It is said that he never increased his fee even after delivering blockbusters...He had multiple hits releasing at the same time. When he watched Hukumat, he liked it a lot. His payment terms used to be that some money was given during production and the rest upon release. So, he told me, 'Anil, you've made such a wonderful film, I'm waving off my entire balance fee.' He would waive off his remaining payment if you made a good film. He had no attachment to money; his attachment was only to good cinema.     How was your last meeting with him?     It was a couple of months ago. He asked me about the films I was working on. He then said that he wants to do such a film that the world will watch in awe and asked me to find a role for him. He said, "Camera meri mehbooba hai, aur mujhe miss kar rahi hai..." (Camera is my beloved, and she is missing me) I'm missing her too and I have to go back to her. He actually had a film ready to release and in the last couple of years, he had done films, and he had such passion even at the age of 89. He would tell me, "Just watch, I’ll do such good work that the world will watch… you’ll see what I’ll do. You’ll see." It felt like he was the same little boy from Sahnewal.                                                                 View this post on Instagram          A post shared by Anil Sharma (@anilsharma_dir)               How was Dharmendra as a person when the cameras stopped rolling?      Dharamji never realised how big his stardom and influence was. We would tell him that you are such a big star and he would say, "I am nothing...I am just a farmer, a man of the soil." In fact, the entire Deol family is like that. They genuinely believe they are still new and have a lot more to achieve. Dharam ji once said that he worked only for the people and their love. He came to be a part of the film industry, and he didn’t just become a part of it, he became the film industry itself.     Tell us about Sher, Dharmendra's shelved James Bond style spy thriller...     Sher goes back to 1988. I wanted to make a James Bond–style film. Recently the poster suddenly resurfaced, and everyone was shocked seeing Dharmendra with such a fantastic, powerful physique. I was a big fan of Bond films, because what does a Bond film need? Personality, handsomeness, wit, romance in the eyes, action prowess, intelligence, and Dharam ji had every single one of those qualities. But somehow, the film couldn’t get made. Hukumat hadn’t released yet at that time and I had signed Sher during Hukumat itself. The producer ran into some issues. If the film had been made, it would have been something remarkable in Dharamji’s career. I still have the script with me. Even now, people tell me to make it with Sunny Deol. I haven’t thought about it yet, but yes, I’ll see, and maybe I will think about it again.     What do you want people to remember most about Dharmendra and his legacy?     He was a genuinely good human being who knew how to love. I used to ask him what defines a good actor and he always said that a good actor is first a good person. If today’s actors understand just this one thing, they’ll automatically become better actors. If you’re a good person, you can play a bad man, you can play a worthless man, you can play an average man. His goodness, and the way he showered love on people, these two qualities were truly special about him. And that is exactly how he will always be remembered. He is a legend and legends never die, they remain immortal.     Also Read: Exclusive: When Esha Deol Called Dharmendra and Hema Malini Excellent Babysitters。　　拓斯达宣布切入光通信赛道　　8月24日晚间，拓斯达（300607）发布关于对外投资的公告。　　公司拟以自有资金或自筹资金1.47亿元，通过受让来勒光电原股东所持部分股权的方式，取得来勒光电合计49%的股权。本次交易完成后，标的公司将成为公司参股企业。在协议签署且收购方首次信息披露后的6个月内，出售方承诺在二级市场购买上市公司拓斯达A股股票，合计购买总金额不低于3000万元。　　拓斯达表示，本次交易后，标的公司将成为公司参股企业。投资来勒光电对公司的业务布局和产业协同具有促进作用，可以进一步完善公司在智能制造装备领域布局，助力公司切入高景气光通信赛道，符合公司发展战略要求。　　拓斯达聚焦于工业机器人、注塑装备、数控机床三大核心主业，以机器人业务为核心主线，依托全栈式技术能力，持续推进具身智能产品的场景落地。公司上半年实现营收12.88亿元，同比增长18.61%；归母净利润1.04亿元，同比增长262.99%；整体毛利率达31.12%。　　截至8月24日，拓斯达最新股价33.32元，总市值158.93亿元。公司已于2026年7月二次向港交所递交IPO申请，目前正在有序推进中。　　碳酸锂价格触底反弹
　　在7月22日，碳酸锂主力期货合约价格触及13.25万元/吨的阶段性低位后，近期，该期货合约价格持续大涨，8月以来，累计涨幅高达14.17%。　　有分析指出，本轮碳酸锂行情在于供给端收缩与需求端扩张。

二 |
　　供给端来看，7—8月，江西、四川、青海三大主产区头部企业集中停线检修，中矿资源、天华新能、九岭锂业旗下产线陆续公布8—9月停产检修安排，行业测算累计减产约1.4万吨，砍掉国内近10%的月度有效供给，7月产量环比下滑8.8%，为年内首次回落。盐湖端同样收紧，盐湖检修令产量回落，叠加津巴布韦锂精矿到港不及预期，矿石端偏紧格局短期难解。　　需求端来看，鑫椤锂电测算，8月国内电池样本企业排产203.76GWh，环比增长8.73%，超出此前预期；市场普遍预计9月正极材料排产环比再增8%到10%，“金九银十”备货窗口临近。储能与动力电池并驾齐驱，成为库存去化的主要引擎。

三 | 　　展望后市，华西证券指出，8月下游排产稳步高增，部分锂盐厂检修导致短期供给收缩，对锂价构成支撑。江西宜春枧下窝锂矿仍未复产，宜春其余停产换证矿山亦处于换证较早阶段，津巴布韦锂精矿到港量逐步增加，但面临年底出口配额到期后二次冲击供给的可能性。本轮周期呈现碳酸锂价格中高位的长久期。

四 | 锂价自5月初大跌至今，锂矿股受此影响股价大幅回落，回调后的锂矿板块已经极具性价比。　　中信建投判断，下半年需求旺季到来，碳酸锂供给缺口将逐步放大，四季度来到缺口峰值，年内价格高点或在三季度末至四季度初。

五 | 　　锂矿股半年度业绩普遍大幅向好　　截至8月24日，万得锂矿指数24只成份股均已发布2026半年报相关报告。

六 | 按半年报、快报、预告中值顺序选取，11股净利润规模超过10亿元。

七 | 盐湖股份、西部矿业、赣锋锂业、藏格矿业、天齐锂业净利润逾30亿元，依次为61.5亿元、41.69亿元、41.25亿元、36.38亿元、35.5亿元。　　盐湖股份预计上半年归母净利润60亿元至63亿元，同比增长131.38%至142.95%。报告期内，受销量及价格同比上涨驱动，氯化钾板块盈利显著增长。

八 | 同时，4万吨/年基础锂盐项目量产，带动碳酸锂产销量同比提升，且市场价格呈上涨趋势，助力公司整体业绩实现大幅增长。　　盐湖股份表示，公司现有锂盐年总产能约9.8万吨，产品销售结合市场需求中长期价格走势，进行动态的库存管理。

九 | 销售端，公司实行“长协锁量+双周定价+点价销售”机制，搭配套期保值对冲短期价格波动。　　西部矿业上半年实现营收394.43亿元，同比增长25%；归母净利润41.69亿元，同比增长123%。公司持有青海东台吉乃尔锂资源股份有限公司27%股权，同时持有控股股东青海泰丰先行锂能科技（集团）6.29%股权。

十 | 公司将利用青海省矿产资源储量丰富的优势，夯实公司主业，保证矿山有序开发，实现国有资产保值增值。　　从净利润变动看，融捷股份、雅化集团、永兴材料、盐湖股份、川能动力、西部矿业、藏格矿业7股净利润同比实现翻倍增长。

十一 | 融捷股份增幅居首，高达1076.14%；雅化集团随后，增幅783.83%。

十二 | 　　雅化集团预计上半年实现归母净利润11亿元至13亿元，同比增长710.17%至857.48%。报告期内，锂盐市场价格持续上行，公司锂盐产品销量和销售均价同步增长，主营业务收入显著提升。公司不断深化全链条生产运营管理，加强矿、产、销平衡，持续优化生产效率、严控生产成本，盈利水平同步改善。

十三 | 　　此外，赣锋锂业、天齐锂业、天华新能、中矿资源等8家企业上半年实现扭亏为盈。　　赣锋锂业24日晚间公告，赣锋国际与LAR已就共同开发PPGS锂盐湖项目签署一系列确定性关键协议，将项目整合至Millennial旗下。

十四 | 整合完成后，赣锋国际与LAR将分别持有Millennial 67%和33%股权，按比例共同持有项目权益。项目规划分三期建设，总设计产能为年产15万吨碳酸锂当量，预计2026年第三季度末完成整合，并于年底前获RIGI批准。（文章来源：数据宝）。

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