文章ID：6941

一吻定情2

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

一 | 　　8月24日晚，多家锂盐上市公司披露2026年半年报。 Mohanlal is stepping into yet another exciting phase of his career, and this time he is returning to a space where he has delivered some of his most memorable performances. Ashiq Usman Productions has officially confirmed a new film that reunites the legendary actor with director Tharun Moorthy. The announcement arrived with a photo that featured Mohanlal alongside the creative heads, instantly sparking interest among fans and industry watchers. The collaboration follows the spectacular success of Thudarum, which cemented Tharun Moorthy as one of the most promising storytellers in Malayalam cinema.The new film is written by Ratheesh Ravi, a screenwriter known for his ability to create emotionally grounded, socially aware stories. His works, including Pullikkaran Staraa, Ishq, and Adi, showcase a writing style rooted in realism and moral tension. This new collaboration is expected to carry the same narrative strength, although the makers are holding back details of the story for now. Early conversations around the film suggest that Mohanlal will once again step into the police uniform, a role that audiences have loved him in for decades. However, insiders insist that the storyline is entirely different from anything the actor has done recently.Shaji Kumar has been brought on board as the cinematographer. His long association with Mohanlal has given Malayalam cinema some unforgettable frames. They have previously worked together on films such as Naran, Pulimurugan, and most recently Thudarum. His visual sensibilities have always meshed well with Mohanlal’s on-screen language, and their partnership has often resulted in rich, atmospheric storytelling. The team that has been assembled so far hints at a production that aims for both scale and emotional depth. View this post on Instagram A post shared by Ashiq Usman Productions (@ashiqusmanproductions_) A Previous Project Falls Away, Opening Space for a New Idea This announcement comes right after a surprising development from the same production house. Earlier in the year, Ashiq Usman Productions had revealed another Mohanlal film written by Ratheesh Ravi, with debutant Austin Dan Thomas set to direct. The project, initially called L 365, was meant to showcase Mohanlal in a police officer role after a considerable gap. The film made headlines at the time, but new information suggests that the project has now been shelved entirely. The reasons have not been disclosed, but sources close to the team indicate that the creative direction shifted and the new Tharun Moorthy film will explore a different policing narrative.It is a rare situation where a cancelled project ends up clearing the path for a collaboration that fans were already hoping to see. Mohanlal and Tharun Moorthy had expressed interest in reuniting earlier, and this new film seems to have arrived at the right moment. The two were also planning another project with producer M Renjith, which was revealed during the celebratory event for Thudarum. The status of that film remains unclear, leaving observers curious about which project will go into production first. Tharun Moorthy’s Expanding Slate and What It Means for the Industry Tharun Moorthy is steadily becoming one of the most sought after directors in Malayalam cinema. His upcoming schedule reflects a filmmaker in high demand. Apart from the new Mohanlal film, he is working on Torpedo, a star-studded venture that brings together Fahadh Faasil, Naslen, Arjun Das, and Ganapathi. He is also preparing Operation Cambodia, with Prithviraj Sukumaran in the lead. This project functions as the sequel to Operation Java, the film that announced Tharun’s arrival as an exciting new voice in the industry.The reunion with Mohanlal adds another layer of anticipation. Their first film together established a creative partnership that clearly resonated with audiences. The decision to return with a story that reportedly explores the police force once again suggests a synthesis of craft and star power. With Ashiq Usman Productions backing the venture, expectations for strong production values and a story with emotional weight are already taking shape.As fans await further announcements, the industry is watching closely. This new collaboration feels like the beginning of another significant chapter for both Mohanlal and Tharun Moorthy, one that may shape the next season of Malayalam cinema.Also Read: Pranav Mohanlal’s Dies Irae All Set to Bring Chills to Streaming Platform。

二 | 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%。

三 | 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%。

四 | 　　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。

五 | 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%。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。