Lithium Americas Faces Key Year at Thacker Pass, Wedbush Says

-- Lithium Americas (LAC) is facing a defining execution year at Thacker Pass, which has evolved from a mining development project into a national security asset, Wedbush Securities said in a Monday note.

"We see FY26 as a key year for the Thacker Pass buildout with the favorable geopolitical backdrop for domestic lithium production," the report said.

The note said construction momentum is building at the project and is fully funded through first production. It said Thacker Pass is underpinned among others by the world's largest known measured lithium resource, a $2.23 billion Department of Energy loan, and a GM joint venture with a 20-year offtake deal.

Wedbush kept its neutral rating and $8 price target, saying that execution risk remains the primary overhang.

Price: $5.06, Change: $+0.22, Percent Change: +4.44%

深圳中金岭南非菲美公司2025年归属利润下滑26%

根据深圳中金岭南有色金属有限公司（股票代码：000060）周三向深圳证券交易所提交的文件，该公司预计2025年归属于股东的净利润将同比下降26%，从2024年的10.8亿元人民币降至8.018亿元人民币。该公司每股收益同比下降26%，从上年的0.27元人民币降至0.20元人民币。营业利润同比增长7.2%，从564亿元人民币增至605亿元人民币。

$SHE:000060

杭叉2025年归属利润预计增长8.9%

根据周三提交给上海证券交易所的文件，杭叉（SHA:603298）经调整后的2025年归属股东净利润预计为21.9亿元人民币，较2024年的20.1亿元人民币增长8.9%。这家重型设备制造商的每股收益从上年的1.54元人民币增至1.67元人民币。营业利润同比增长5.9%，从167亿元人民币增至177亿元人民币。

$SHA:603298

根据最近提交给美国证券交易委员会（SEC）的文件显示，Aehr Test Systems公司内部人士出售了价值566万美元的股票。

2026年4月21日，董事Geoffrey Gates Scott出售了Aehr Test Systems (AEHR)的60,000股股票，套现5,660,000美元。根据向美国证券交易委员会（SEC）提交的4号表格文件，Scott目前控制着该公司共计102,864股普通股，其中52,864股为直接持有，50,000股为间接控制。 SEC文件链接： https://www.sec.gov/Archives/edgar/data/1040470/000104047026000140/xslF345X05/primary_01.xml

$AEHR

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深圳中金岭南非菲美公司2025年归属利润下滑26%

杭叉2025年归属利润预计增长8.9%

根据最近提交给美国证券交易委员会（SEC）的文件显示，Aehr Test Systems公司内部人士出售了价值566万美元的股票。