证券代码：002460 证券简称：赣锋锂业 编号：临2025-090 江西赣锋锂业集团股份有限公司 本公司及其董事会全体成员保证公告内容的真实、准确和完整， 没有虚假记载、误导性陈述或重大遗漏。 关于以持有子公司股权及矿权质押担保涉及关联交易的进展公告 近日，公司收到全资子公司青海良承矿业有限公司（以下简称"青 海良承"）的通知，青海良承已向相关登记部门提交质押申请，并完 成五矿盐湖 49%股权的质押登记工作。 截至本公告披露日，公司暂未办理横峰县松树岗钽铌矿和宁都河 源锂辉石矿的矿权质押登记。公司董事会将积极关注事项进展情况， 及时履行信息披露义务。敬请广大投资者理性投资，注意投资风险。 特此公告。 江西赣锋锂业集团股份有限公司 董事会 2025 年 7 月 25 日 一、本次交易概述 江西赣锋锂业集团股份有限公司（以下简称"公司"）分别于 2025 年 2 月 21 日召开第五届董事会第八十九次会议、于 2025 年 3 月 17 日召开 2025 年第一次临时股东大会审议通过了《关于以持有子公司 股权及矿权质押担保涉及关联交易的议案》，为保障公司日常经营活 动正常开展，同意公司将持有的参股子公司五矿盐湖 ...

证券代码：002460 证券简称：赣锋锂业 编号：临2025-089 江西赣锋锂业集团股份有限公司 关于为全资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 ...

作者 | 哥吉拉 数据支持 | 勾股大数 据（www.gogudata.com） 今天 A股震荡反弹，沪指涨0.65%报3605.73点，三年半以来首次收于3600点上方 。 助力 A股站上3600的题材真不少， 近期在"反内卷"主旋律催化下， 很多期货品种开始了大幅反弹，情绪面蔓延到 了股票市场。 今天又轮到了碳酸锂。 国内碳酸锂期货主力合约今天涨势强劲，盘中一度触及涨停（ 8%），关联个股如赣锋锂 业、天齐锂业相继涨停，港股涨幅也一度超过15%。 发生了什么？ 涨停！ 01 板块方面，钢铁、地产、券商、多元金融等板块涨幅居前，锂矿、小金属、水利水电等概念股跟 ，盘面热点杂乱， 海南自贸区、免税店、雅下水电概念涨幅居前。 | Wind中国行业指数 | | | | | | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 林木 | 机场 | 基本金属 | 生物科技 | 券商 | 餐饮旅游 | 3.07% | 2.59% | 2.39% | 4.18% | 3.26% | 2.50% | ...

Core Viewpoint - The China Securities New Energy Vehicle Index (CS New Energy Vehicle, 399976) has shown significant growth, with a 2.67% increase on July 24, 2023, and a year-to-date rise of 9.56% [1] Group 1: Index Performance - The CS New Energy Vehicle Index has increased by 8.88% over the past month and 9.74% over the last three months [1] - The index was established on December 31, 2011, with a base value of 1000.0 points [1] Group 2: Index Holdings - The top ten weighted companies in the CS New Energy Vehicle Index are: CATL (10.42%), Huichuan Technology (9.24%), BYD (8.84%), Changan Automobile (4.72%), Sanhua Intelligent Control (4.61%), Huayou Cobalt (4.39%), Yiwei Lithium Energy (4.32%), Ganfeng Lithium (3.3%), Tianqi Lithium (3.09%), and Gree Environmental (2.56%) [1] - The market distribution of the index holdings shows that 84.21% are listed on the Shenzhen Stock Exchange, 15.21% on the Shanghai Stock Exchange, and 0.58% on the Beijing Stock Exchange [1] Group 3: Industry Composition - The industry composition of the index holdings includes: 58.48% in industrials, 22.92% in consumer discretionary, 17.46% in materials, and 1.14% in information technology [2] - The index samples are adjusted biannually, with changes implemented on the next trading day following the second Friday of June and December [2]

Core Viewpoint - The lithium mining sector is experiencing a significant rally, driven by rising lithium carbonate prices and strong market sentiment, particularly in the context of the electric vehicle industry and solid-state battery technology advancements [1][2][4][9]. Lithium Market Dynamics - On July 24, A-shares saw a notable increase, with lithium stocks like Tibet Mining and Yongshan Lithium hitting the daily limit, while others like Ganfeng Lithium and Rongjie shares also surged [1][3]. - The main contract for lithium carbonate futures rose by 7.83% to 77,120 yuan/ton, marking a significant rebound in prices, which have increased over 30% since late June [2][4]. - The average price for battery-grade lithium carbonate increased by 1,350 yuan/ton to 70,450 yuan/ton, while industrial-grade lithium carbonate also saw a similar rise [5]. Regulatory Environment - Recent regulatory actions in Yichun City require lithium mining companies to compile resource verification reports by September 30, raising concerns about potential production halts and contributing to price increases [6][7]. - Cangge Mining announced the suspension of its lithium resource development activities following a notice from local authorities, which could further impact supply dynamics [7]. Global Supply Trends - Prices for lithium spodumene from Australia and Zimbabwe have started to rebound after a period of stagnation, with Australian spodumene priced at $730/ton and Zimbabwean lithium priced at $657.5/ton, reflecting weekly increases of 7.7% and 7.3%, respectively [8]. Battery Industry Outlook - The Chinese automotive battery sector is projected to grow significantly, with a 47.3% year-on-year increase in cumulative battery installation from January to June, driven by the rising demand for electric vehicles [9]. - Solid-state battery technology is gaining traction, with companies like CATL and BYD making progress in development, indicating a potential shift in the battery landscape [10][11]. - The overall demand for lithium batteries is expected to maintain a rapid growth trajectory, supported by advancements in solid-state battery technology and increasing production capacities [10][11].

Core Viewpoint - Ganfeng Lithium is facing significant financial challenges, with projected losses for the first half of 2025, despite efforts to expand its energy storage business [1][2] Financial Performance - Ganfeng Lithium forecasts a net loss of 300 million to 550 million yuan for the first half of 2025, with a narrowing year-on-year loss margin [1] - The company's revenue for 2024 is expected to be 18.9 billion yuan, a decline of 42.66% year-on-year, with a net loss of 2.074 billion yuan, representing a 141.96% increase in losses [1] - In Q1 2025, Ganfeng Lithium reported revenue of 3.772 billion yuan, down 25.43% year-on-year, and a net loss of 356 million yuan, an 18.93% increase in losses compared to the previous year [1] Business Expansion - Ganfeng Lithium is actively seeking new growth opportunities through its energy storage business, having established multiple subsidiaries under Shenzhen Yichu [2] - Since February 2025, Ganfeng Lithium has formed three energy storage technology companies, each with a registered capital of 5 million yuan, fully owned by Shenzhen Yichu [2] - Shenzhen Yichu has initiated several independent shared energy storage projects across various regions, with total investments exceeding 3.6 billion yuan, including a 1.6 billion yuan project in Shanxi expected to generate an annual output value of 200 million yuan and over 10 million yuan in tax revenue [2]

Group 1: Market Overview - Investors are awaiting earnings reports from major tech companies like Google and Tesla, while digesting tariff-related news, leading to a decline in semiconductor and AI sectors, which ended the Nasdaq's seven-day rally [1] - The S&P 500 index rose by 0.06%, and the Dow Jones increased by 0.40%, while the Nasdaq fell by 0.39% [2] - Nvidia dropped over 2.5%, while Google A shares rose by 0.65%, marking the longest consecutive rise since the end of 2010 [2] Group 2: Commodity and Currency Movements - U.S. Treasury yields fell across the board, with the 10-year yield dropping nearly 3 basis points [3] - The U.S. dollar experienced a three-day decline, decreasing by nearly 0.5% [3] - Gold prices surged over 1%, reaching $3,400, marking a one-month high [4] Group 3: Sector Developments - The global first Tesla restaurant opened, featuring "Cybertruck" and humanoid robots for food delivery, with some customers waiting 13 hours [6] - The UK approved a £38 billion project for the Sizewell C nuclear power station [7] - OpenAI announced a partnership with Oracle to expand a 4.5 GW data center, accelerating AI infrastructure [8] Group 4: Investment Trends - The State-owned Assets Supervision and Administration Commission emphasized the role of state-owned enterprises in supporting high-quality development in Tibet, focusing on infrastructure investment [11] - A report indicated that the lithium carbonate futures rose over 2.7%, with a 13% increase over the past seven trading days, driven by regulatory actions in lithium resource production [15] - The Hainan Free Trade Port is expected to release positive policy signals regarding its construction and operation, which could significantly boost the regional economy [16] Group 5: Aging Population and Healthcare - The National Health Commission released a plan to promote integrated medical and elderly care services, responding to the growing demand for elderly health services [17] - The elderly population in China is projected to exceed 300 million by 2025, with the market size for elderly care expected to grow to ¥16.1 trillion, reflecting a growth rate of over 15% [17]

Market Overview - The Hong Kong stock market showed volatility, with the Hang Seng Index closing at 25,130.03 points, up 0.54% or 135.89 points, with a total turnover of HKD 266.07 billion [1] - The Hang Seng China Enterprises Index rose 0.39% to 9,075.6 points, while the Hang Seng Tech Index increased by 0.38% to 5,606.83 points [1] Blue Chip Performance - BYD (01211) saw a significant increase of 5.09%, closing at HKD 134.2, contributing 37.78 points to the Hang Seng Index [2] - In the first half of 2023, BYD's domestic sales exceeded 2.113 million units, a year-on-year increase of 31.5%, while overseas sales reached 472,000 units, up 128.5% [2] - Other notable blue chips included Xinyi Glass (00868) up 7.23%, Zhongsheng Holdings (00881) up 6.15%, while New Oriental (09901) and Bank of China Hong Kong (02388) saw declines of 4.92% and 3.5% respectively [2] Sector Highlights - Coal stocks surged, with Mongolian Coking Coal (00975) up 11.55% and Yancoal Australia (01171) up 9.53%, driven by rumors of capacity control measures in the coal industry [3][4] - Infrastructure stocks performed strongly, with China Communications Construction (01800) rising 7.57% and China Railway Construction (01186) up 6.03% [4] - The launch of the Yarlung Tsangpo River downstream hydropower project, with an investment of approximately CNY 1.2 trillion, is expected to boost infrastructure investment [5] Commodity and Material Stocks - Non-ferrous metal stocks continued to rise, with Ganfeng Lithium (01772) up 8.94% and Luoyang Molybdenum (03993) up 7.12%, supported by upcoming policies aimed at stabilizing growth in key industries [6] - The photovoltaic sector was active, with Kaisa New Energy (01108) rising 8% and GCL-Poly Energy (03800) up 6.67%, as supply-side reforms are anticipated to improve industry conditions [7] Notable Stock Movements - China Longgong (03339) surged 15.83% after announcing a significant profit increase forecast for the first half of 2025 [8] - Fufeng Group (00546) rose 10.8% on expectations of a substantial profit increase due to higher sales and lower raw material costs [9] - Lijun Pharmaceutical (01513) reached a new high, up 9.37%, following positive clinical trial results for a new drug [10] - Harbin Electric (01133) climbed 8.14% after announcing a profit forecast that exceeded expectations [11] - Meizhong Jiahe (02453) faced pressure, down 6%, due to a planned share placement at a discount [12]

| 代码 | 名称 | | 最新价 | 涨跌额 | 涨跌幅 | | --- | --- | --- | --- | --- | --- | | 800000 | 恒生指数 | 0 | 25130.03 | +135.89 | 0.54% | | 800100 | 国企指数 | | 9075.60 | +35.40 | 0.39% | | 800700 | 恒生科技指数 | | 5606.83 | +21.33 | 0.38% | 盘面上，大型科技股多数继续上涨行情，其中，快手涨近2%，百度涨1.38%，腾讯、小米、网易、阿里巴巴均上涨，美团、京东走低。 受相关传闻影响，煤炭股午后异动拉升上扬，蒙古焦煤涨11.55%，兖矿能源、南戈壁涨超9%，中煤能源、中国神华皆强势。 基建类股全天表现活跃，尤其是高铁基建股涨幅明显，中国交通建设涨7.57%领衔，中国铁建、中国中车、中国中铁齐涨。 汽车股、光伏股、半导体股、海运股、电力股、钢铁股、黄金股等有色金属股纷纷上涨。 今日，港股三大指数全天呈现窄幅震荡行情，盘中均刷新阶段新高，且都录得连涨行情，市场做多情绪稳步攀升。 截止收盘，恒生指数涨0.54%突破年内高点，创20 ...

Summary of Key Points from Conference Call Records Industry Overview - **Lithium and Rare Earth Industry**: The conference call primarily discusses the lithium and rare earth sectors, focusing on supply dynamics, pricing trends, and government regulations affecting these industries [1][3][6]. Core Insights and Arguments - **Supply Tightening in Lithium**: The verification report for lithium reserves in Yichun, Jiangxi Province, may lead to some companies being unable to renew mining licenses on time, potentially affecting lithium carbonate production by approximately 20,000 tons per month, which could drive prices up [1][4]. - **Impact of Qinghai Salt Lake Production**: Companies in Qinghai are less affected by the recent regulatory changes, but there are concerns about overproduction and illegal mining practices that could pose risks to lithium supply [1][5]. - **Government Regulation Intent**: The government aims to optimize the lithium industry by eliminating loss-making capacities and better understanding national strategic metal reserves, which has contributed to a rebound in lithium prices from low levels [1][6]. - **Rare Earth Supply-Demand Shift**: Initially, there was an oversupply of rare earths in May, but a shift to a supply deficit is expected in Q3, which is likely to significantly boost prices, with prices for products like gadolinium oxide nearing 500,000 yuan per ton [1][9]. - **Geopolitical Factors Enhancing Rare Earth Value**: The U.S.-China trade tensions have led to a reassessment of the strategic value of rare earths, with China limiting exports and the U.S. supporting local industries, thus enhancing the valuation of the rare earth sector [1][10]. - **Market Sentiment in Rare Earths**: The auction of gadolinium and niobium metals on the Baotou exchange has led to a price increase, reflecting heightened market activity and confidence, with bullish sentiment prevailing [1][12]. Additional Important Content - **Current Lithium Companies to Watch**: Companies such as Zhongmin Resources, Shengxing Lithium Energy, Tianqi Lithium, Ganfeng Lithium, and Yongxing Materials are highlighted for their stable stock performance and future growth potential [1][7]. - **Rare Earth Market Trends**: The rare earth market has shown significant improvement, with a tightening supply situation compared to the previous year, leading to a positive price outlook [1][9][13]. - **Investment Opportunities in Rare Earths**: The rare earth magnetic materials sector is recommended for investment, with companies like Northern Rare Earth and China Rare Earth being noted for their potential [1][15][17]. - **Precious Metals Market Outlook**: The precious metals market, particularly silver and gold, is viewed optimistically due to expectations of Federal Reserve interest rate cuts, with silver showing strong performance due to its dual financial and industrial attributes [2][16][18]. This summary encapsulates the key points discussed in the conference call, providing insights into the lithium and rare earth industries, market dynamics, and investment opportunities.