证券代码：002460 证券简称：赣锋锂业 编号：临2025-091 江西赣锋锂业集团股份有限公司 关于为控股子公司提供担保的进展公告 本公司及其董事会全体成员保证公告内容真实、准确和完整，无 虚假记载、误导性陈述或者重大遗漏。 一、担保情况概述 1、江西赣锋锂业集团股份有限公司(以下简称"公司") 于 2025 年 3 月 28 日召开的第五届董事会第九十一次会议、于 2025 年 6 月 25 日召开 2024 年年度股东大会审议通过了《关于 2025 年度公司及 子公司对外担保额度预计的议案》，为满足公司及子公司的发展和生 产经营需要，同意公司向子公司提供连带责任保证担保额度合计人民 币 2,521,000 万元，同意子公司向子公司提供连带责任保证担保额度 人民币 1,114,000 万元，两项合计担保总额人民币 3,635,000 万元（包 括新增担保和原有担保的展期或续保）。其中公司及子公司向资产负 债率 70%以上的子公司提供总额不超过人民币 1,501,000 万元，向资 产负债率 70%以下的子公司（含新设立暂无财务数据的子公司）提供 总额不超过人民币 2,134,000 万元。本次担保额度在 ...

Group 1 - Lithium stocks continue to decline, with Tianqi Lithium (09696) down 4.25% at HKD 34.9 and Ganfeng Lithium (01772) down 4.21% at HKD 26.15 [1] - On July 31, lithium carbonate futures main contract fell over 6%, currently reported at CNY 68,300 per ton [1] - Southwest Futures indicates that the supply-demand balance in the lithium carbonate market remains unchanged, with supply still robust despite some major manufacturers undergoing maintenance, leading to a slight decrease in supply this week [1] Group 2 - Recent improvements in downstream consumption are noted, with July production increasing, primarily supported by energy storage demand [1] - However, there is a strong reluctance to purchase among downstream buyers due to high prices, coupled with ample inventory leading to a cautious market sentiment [1] - The overall supply-demand surplus situation has not been reversed, although there remains significant uncertainty regarding supply from mining sources [1]

Group 1 - Lithium stocks continue to decline, with Tianqi Lithium down 4.25% at HKD 34.9 and Ganfeng Lithium down 4.21% at HKD 26.15 [1] - On July 31, lithium carbonate futures main contract fell over 6%, currently reported at CNY 68,300 per ton [1] - Southwest Futures indicates that the supply-demand balance in the lithium carbonate market remains unchanged, with supply still robust despite some major manufacturers undergoing maintenance [1] Group 2 - Although there has been a slight decrease in supply this week due to maintenance, overall supply levels remain high [1] - Recent improvements in downstream consumption are noted, with July production increasing primarily due to energy storage demand [1] - However, there is a strong reluctance to purchase at high prices in the downstream market, coupled with ample inventory leading to a cautious trading atmosphere [1]

Group 1 - Lithium stocks continue to decline, with Tianqi Lithium (002466)(09696) down 4.25% at HKD 34.9 and Ganfeng Lithium (002460)(01772) down 4.21% at HKD 26.15 [1] - On July 31, lithium carbonate futures main contract fell over 6%, currently reported at CNY 68,300 per ton [1] - Southwest Futures indicates that the supply-demand structure of the lithium carbonate market remains unchanged, with supply from the resource side still strong [1] Group 2 - Although some major manufacturers have halted production for maintenance, the overall supply remains high, and recent consumption has shown improvement due to increased production in July, primarily supported by energy storage demand [1] - However, downstream purchasing sentiment is cautious due to high prices, coupled with ample inventory leading to a strong wait-and-see attitude, resulting in relatively quiet trading [1] - The fundamental oversupply situation has not been reversed, although there remains significant uncertainty regarding supply from the mining sector [1]

Group 1 - The core point of the article is the establishment of Shenzhen Shengguan Storage Technology Co., Ltd., which is fully owned by Ganfeng Lithium Co., Ltd. through its subsidiary Shenzhen Yichu Energy Technology Co., Ltd. [1] - The new company will engage in various services including industrial internet data services, commercial complex management services, software development, battery manufacturing, and testing machine manufacturing [1]

Group 1 - Ganfeng Lithium's stock price closed at 37.36 yuan on July 30, down 1.99% from the previous trading day [1] - The trading volume on that day was 375,603 hands, with a transaction amount of 1.415 billion yuan [1] - Ganfeng Lithium is primarily engaged in lithium resource development, lithium product processing, and lithium battery material R&D and production, covering the entire industry chain from upstream lithium resource extraction to downstream lithium battery manufacturing [1] Group 2 - Recently, Ganfeng Lithium established Shenzhen Xunyue New Energy Technology Co., Ltd. through its wholly-owned subsidiary Shenzhen Yichu Energy Technology Co., Ltd. [1] - The new company's business scope includes motor manufacturing, wind power generation technology services, and energy storage technology services [1] - On July 30, the net outflow of main funds from Ganfeng Lithium was 115.8023 million yuan, accounting for 0.26% of the circulating market value [1]

Group 1 - Lithium stocks experienced significant declines, with Tianqi Lithium down 3.82% to 36.5 HKD and Ganfeng Lithium down 3.36% to 27.35 HKD [1] - The main contract for lithium carbonate, LC2509, saw a substantial reduction in positions, with a drop of 6% [1] - According to CITIC Futures, the weekly production from SMM showed a slight decline, primarily due to reduced output from salt lake sources, while the impact of maintenance on actual supply was limited [1] Group 2 - The overall inventory trend remains upward, but strong price increases are causing inventory to shift from upstream to intermediate stages [2] - Despite production cuts in Jiangxi and Qinghai, domestic output continues to rise, while July saw a year-on-year decline in retail and wholesale sales of new energy vehicles, with only the energy storage market showing growth [2] - The anticipated "anti-involution" policy in the bulk commodity market has made compliance risks regarding mining licenses in Jiangxi a focal point in the lithium carbonate market [2]

中辉期货指出，基本面总库存维持累库趋势，但价格强势拉涨令库存开始从上游转移至中间环节。国内 虽然江西和青海均有企业减停产但产量依然维持上升，7月新能源汽车零售和批发市场销量同比下滑， 仅储能市场有一定增量。短期大宗商品市场交易"反内卷"政策预期，江西锂矿采矿证的合规风险成为碳 酸锂博弈的焦点，综合近期国内外的减产信息，全年的过剩量将由8万吨缩窄至5万吨LCE。 消息面上，碳酸锂主力合约LC2509大幅减仓，跌幅达6%。中信期货指出，SMM周度产量环比小幅下 滑，主要体现为盐湖端藏格减产的部分，藏格停产和银锂检修对实际供应影响有限，市场主要是交易其 他项目的进一步停产预期；需求也没有明显超预期，8月排产表现相对平稳；社会库存继续累库，仓单 库存进入7月注销月后持续快速去化，但交仓意愿随价格上涨有所修复，8月仓单或可逐渐恢复。总体看 来三季度国内供需处于大体平衡状态，但价格处于当前高位或刺激供应加快释放。当前影响市场的核心 仍是反内卷情绪与矿山采矿证相关问题的进展。 智通财经APP获悉，锂业股午后跌幅扩大，截至发稿，天齐锂业(09696)跌3.82%，报36.5港元；赣锋锂 业(01772)跌3.36%，报27. ...

Group 1 - Shenzhen Xunyu New Energy Technology Co., Ltd. has been established recently, focusing on various sectors including motor manufacturing, wind power technology services, energy management services, gas compression machinery manufacturing, and energy storage technology services [1] - The company is wholly owned by Shenzhen Yichu Energy Technology Co., Ltd., which is a subsidiary of Ganfeng Lithium Co., Ltd. [1]

Summary of Key Points Core Viewpoint - The report highlights the top short-selling stocks in the market, indicating significant short-selling activity and potential investor sentiment towards these companies. Group 1: Top Short-Selling Ratios - JD Health (86618) has the highest short-selling ratio at 100.00% [1][2] - Hang Seng Bank (80011) follows with a short-selling ratio of 88.44% [1][2] - SenseTime (80020) has a short-selling ratio of 76.25% [1][2] Group 2: Top Short-Selling Amounts - Xiaomi Group (01810) leads in short-selling amount with 2.209 billion [1][2] - Tencent Holdings (00700) has a short-selling amount of 0.955 billion [1][2] - WuXi AppTec (02359) reports a short-selling amount of 0.698 billion [1][2] Group 3: Top Short-Selling Deviations - Hang Seng Bank (80011) has the highest deviation value at 48.82% [1][2] - JD Health (86618) follows with a deviation value of 45.78% [1][2] - Uni-President China (00220) has a deviation value of 33.70% [1][2]