Core Viewpoint - Lithium stocks experienced a significant afternoon rally, driven by rising lithium carbonate futures and strong demand in both the electric vehicle and energy storage markets [1] Group 1: Stock Performance - Ganfeng Lithium (002460) saw a 4.8% increase, trading at 44.56 HKD [1] - Tianqi Lithium (002466) rose by 3.17%, reaching 43.66 HKD [1] Group 2: Market Dynamics - As of October 23, lithium carbonate futures main contract increased by over 3%, currently priced at 79,400 CNY per ton [1] - Supply side improvements include new production lines for both spodumene and salt lake lithium, indicating potential growth in total lithium carbonate production for October [1] - The demand side is bolstered by rapid growth in both commercial and passenger electric vehicles, alongside a robust energy storage market [1] Group 3: Futures Market Insights - Huatai Futures noted that recent futures market rebounds were primarily influenced by news and consumer support, with total inventory decreasing and warehouse receipts being canceled [1] - Supply side challenges include delays in resuming production and various shutdown news, contributing to market volatility [1] - The current consumption peak provides some support, leading to a favorable short-term supply-demand balance and ongoing inventory reduction [1]

NO.2 赣锋锂业：副总裁傅利华计划减持不超4万股公司股份 NO.1 天齐锂业：全资子公司与专业投资机构共同投资设立合伙企业 10月22日，天齐锂业公告称，公司全资子公司成都天齐与安徽隐齐、珠海隐湾、安徽新材料母基金、明 光投资签署合伙协议及相关协议，拟共同出资设立安徽隐山天齐双新股权投资合伙企业（有限合伙）， 总认缴出资额为5亿元。公司全资子公司成都天齐作为有限合伙人，以自有资金认缴2.5亿元，占合伙企 业认缴出资总额的50%。合伙企业不纳入公司合并报表范围。本次投资将有利于加深公司与新材料、新 能源产业链的合作，为公司开展业务拓展新的触角和反馈，有利于公司在践行垂直一体化发展战略的同 时探索产业链循环发展的机会。 点评：天齐锂业出资设立产业基金，是其垂直一体化战略的深化延伸。此举聚焦新材料与新能源赛道， 旨在通过资本纽带强化产业链协同，探索循环发展新机遇。采用基金模式，公司可在控制风险的同时， 为长远发展进行前瞻性布局，积极寻求外延式增长，彰显其巩固行业龙头地位的决心。 10月22日，赣锋锂业公告称，公司副总裁傅利华计划自公告披露之日起15个交易日后的3个月内（即 2025年11月14日至2026年2月1 ...

丨 2025年10月23日星期四丨 NO.1天齐锂业：全资子公司与专业投资机构共同投资设立合伙企业 10月22日，天齐锂业（002466）公告称，公司全资子公司成都天齐与安徽隐齐、珠海隐湾、安徽新材料 母基金、明光投资签署合伙协议及相关协议，拟共同出资设立安徽隐山天齐双新股权投资合伙企业(有 限合伙)，总认缴出资额为5亿元。公司全资子公司成都天齐作为有限合伙人，以自有资金认缴2.5亿 元，占合伙企业认缴出资总额的50%。合伙企业不纳入公司合并报表范围。本次投资将有利于加深公司 与新材料、新能源产业链的合作，为公司开展业务拓展新的触角和反馈，有利于公司在践行垂直一体化 发展战略的同时探索产业链循环发展的机会。 点评：天齐锂业出资设立产业基金，是其垂直一体化战略的深化延伸。此举聚焦新材料与新能源赛道， 旨在通过资本纽带强化产业链协同，探索循环发展新机遇。采用基金模式，公司可在控制风险的同时， 为长远发展进行前瞻性布局，积极寻求外延式增长，彰显其巩固行业龙头地位的决心。 NO.2赣锋锂业：副总裁傅利华计划减持不超4万股公司股份 10月22日，赣锋锂业（002460）公告称，公司副总裁傅利华计划自公告披露之日起15个 ...

Group 1 - On October 22, no A-share listed companies disclosed any increase in shareholding [1] - A total of 10 A-share listed companies announced share reductions, including Tai Lingwei, Jindan Technology, Shenlian Biology, Qianyuan Pharmaceutical, Hengsheng Energy, Zhengfan Technology, Lanshi Heavy Industry, Haiguo Co., Ganfeng Lithium, and Hengsuo Co. [1] Group 2 - Tai Lingwei's second largest shareholder, the National Big Fund, plans to reduce its stake by no more than 2% [2] - Jindan Technology's shareholder, Guangzhou Chengxin, intends to reduce its stake by no more than 1.05% [2] - Shenlian Biology's shareholder, UB, plans to reduce its stake by no more than 3% [2] - Qianyuan Pharmaceutical's shareholder, Weng Zhangguo, intends to reduce its stake by no more than 3% [2] - Zhengfan Technology's directors and supervisors plan to collectively reduce their stake by no more than 1.88% [2] - Hengsheng Energy's actual controller has already reduced his stake by 501,600 shares [2] - Lanshi Heavy Industry's shareholder, Hualing Xianggang, plans to reduce its stake by no more than 1% [2] - Haiguo Co.'s shareholder, Yujian Chuangtou, intends to reduce its stake by no more than 0.9965% [2] - Ganfeng Lithium's vice president, Fu Lihua, plans to reduce his stake by no more than 40,000 shares [2] - Hengsuo Co.'s shareholders collectively plan to reduce their stake by no more than 3% [2]

Group 1 - Ganfeng Lithium (002460) (01772) announced that Vice President Fu Lihua has submitted a share reduction plan [1] - Fu Lihua plans to reduce his holdings by no more than 40,000 shares, which represents approximately 0.002% of the company's total share capital [1] - The reduction will take place within three months starting from 15 trading days after the announcement, specifically from November 14, 2025, to February 13, 2026 [1]

智通财经APP讯，赣锋锂业(01772)公布，近日，公司收到副总裁傅利华先生的《股份减持计划告知 函》，傅利华先生计划自本公告披露之日起 15 个交易日后的3 个月内(即2025 年 11 月 14 日至 2026 年 2 月 13 日)以集中竞价方式减持公司股份不超过4万股(即不超过公司总股本比例0.002%)。 ...

Core Viewpoint - Ganfeng Lithium (002460.SZ) announced that Vice President Fu Lihua plans to reduce his shareholding by no more than 40,000 shares, representing approximately 0.002% of the company's total share capital, within a three-month period starting from November 14, 2025, to February 13, 2026 [1] Summary by Category - **Company Actions** - The Vice President of Ganfeng Lithium intends to sell up to 40,000 shares through centralized bidding [1] - **Shareholding Details** - The planned reduction accounts for a maximum of 0.002% of the total share capital of the company [1]

Group 1 - The company Ganfeng Lithium (002460.SZ) announced that its Vice President, Mr. Fu Lihua, plans to reduce his shareholding by no more than 40,000 shares, which represents approximately 0.002% of the company's total share capital [1] - The planned reduction will take place within a three-month period from November 14, 2025, to February 13, 2026, through centralized bidding [1] - This announcement follows the disclosure of the plan, which will occur 15 trading days after the announcement date [1]

本公告乃根據香港聯合交易所有限公司證券上市規則第13.10B條 刊 發。 根據中華人民共和國的有關法例規定，江西贛鋒鋰業集團股份有限公司（「本 公 司」）在 深 圳 證 券 交 易 所 網 站（http://www.szse.cn/）刊 發 了 以 下 公 告。茲 載 列 如 下，僅 供 參 閱。 香港交易及結算所有限公司及香港聯合交易所有限公司對本公告的內 容 概 不 負 責，對 其 準 確 性 或 完 整 性 亦 不 發 表 任 何 聲 明，並 明 確 表 示，概 不對因本公告全部或任何部分內容而產生或因倚賴該等內容而引致的 任 何 損 失 承 擔 任 何 責 任。 （於中華人民共和國註冊成立之股份有限公司） （股份代號：1772） 海外監管公告 承董事會命 江西贛鋒鋰業集團股份有限公司 董事長 李良彬 中國‧江西 二 零 二 五 年 十 月 二 十 二 日 於 本 公 告 日 期，董 事 會 成 員 包 括 本 公 司 執 行 董 事 李 良 彬 先 生、王 曉 申 先 生、沈 海 博 先 生、黃 婷 女 士 及 李 承 霖 先 生；本 公 司 非 執 行 董 事 羅 榮 女 士； 本 公 司 獨 立 ...

Core Viewpoint - Ganfeng Lithium announced that Vice President Fu Lihua plans to reduce his shareholding by a maximum of 40,000 shares, representing no more than 0.002% of the company's total share capital, to repay equity incentive loans [1] Summary by Relevant Sections - **Share Reduction Plan** - Fu Lihua intends to sell shares within a three-month period from November 14, 2025, to February 13, 2026, starting 15 trading days after the announcement [1] - **Reason for Reduction** - The reduction is aimed at repaying loans related to equity incentives, with the shares being sourced from those granted under the company's equity incentive plan [1]