Core Viewpoint - The lithium battery industry is undergoing a significant transformation as leading companies like CATL and Ganfeng Lithium shift their focus towards virtual power plants, indicating a change in their business models from suppliers and manufacturers to energy platform service providers [1][2][4]. Group 1: CATL's Strategic Shift - CATL is deepening its strategic focus on the power system, collaborating with Hong Kong University to advance integrated energy solutions and virtual power plant applications [1][2]. - The company's commitment to "zero carbon" technology aligns with its research into virtual power plants and solid-state batteries, which are key areas of investment for this year [1][2]. Group 2: Market Demand and Policy Support - The need for effective management of distributed energy resources drives the demand for virtual power plants, which can aggregate and dispatch these resources [2]. - Recent policy changes in China have established the legal status of new operational entities like virtual power plants in the electricity market, facilitating their participation in power trading and ancillary services [2]. Group 3: Ganfeng Lithium's Developments - Ganfeng Lithium has integrated its subsidiary, Shenzhen Yichu Energy Technology, to focus on becoming a technology enterprise that combines virtual power plants and smart energy operations [3]. - The company has initiated the construction of 3.9 GWh of power station projects across seven locations in China and plans to expand its operational equipment to 10,000 units by 2025 [3]. Group 4: Competition from Tech Giants - The entry of internet giants into the virtual power plant sector introduces competition, with companies like Ant Group collaborating with various renewable energy firms to leverage AI and blockchain technologies [4]. - This competition is expected to accelerate the development of virtual power plant technologies and create a new dynamic between traditional energy companies and tech firms [4]. Group 5: Industry Transformation - The transition towards energy service platforms is becoming essential for companies like CATL and Ganfeng Lithium, as it is crucial for future growth opportunities [4]. - The competition surrounding virtual power plants represents a pivotal moment in the lithium battery industry's evolution, as it seeks to extend its value from manufacturing to service-oriented models [4].

Battery Industry - CATL and CRRC Zhuzhou Institute signed a framework cooperation agreement for 2025, focusing on promoting high-quality development in the energy storage industry [2] - Guoxuan High-Tech received multiple customer orders for its 20MWh energy storage battery system, totaling over 3GWh during the International Solar Energy and Smart Energy Conference [3] - CATL, Bettery, and Dalian Oriental Carbon Valley New Materials Group established Dalian Times Carbon Valley New Energy Co., Ltd., with a registered capital of 10 million RMB, focusing on emerging energy technology research and battery sales [4] - Ganfeng Lithium established a lithium battery recycling company in Qingdao, aiming to create a comprehensive platform for recycling, testing, and reusing resources [5] Materials - Fengsheng Tai New Materials launched its first phase of a para-aramid project in Inner Mongolia, with an expected annual sales of 1 billion RMB and tax revenue of 350 million RMB [6] Equipment - Guan Hong Intelligent signed an agreement for a 200MWh all-solid-state battery production line project, promoting the industrial application of dry electrode technology [6] Overseas Developments - Rock Tech Lithium announced an 800,000 Euro grant from the EU for optimizing lithium conversion processes and innovations at its plant in Germany [6] - Surge Battery Metals released an evaluation report for its North Nevada Lithium Project, which plans to construct a lithium processing plant in two phases, with a total mining volume of 205 million tons and an average lithium grade of 4016ppm [10]

Battery - CATL and CRRC Zhuzhou Institute signed a framework cooperation agreement for 2025, focusing on promoting high-quality development in the energy storage industry [2][3] - Guoxuan High-Tech received orders exceeding 3GWh for its 20MWh energy storage battery system during the 18th International Solar Photovoltaic and Smart Energy Conference [3] Company Formation - Dalian Times Carbon Valley New Energy Co., Ltd. was established with a registered capital of 10 million RMB, focusing on emerging energy technology R&D, battery sales, and solar power technology services [6] - Qingdao Ganfeng Yunque New Energy Technology Co., Ltd. was inaugurated, aiming to create a comprehensive platform for recycling, testing, and reusing new energy resources [8] Materials - Inner Mongolia Fengshengtai New Materials Co., Ltd. launched its first phase of a meta-aramid project with an annual production capacity of 6,000 tons, expecting annual sales of 1 billion RMB and tax revenue of 350 million RMB [10] Equipment - Guan Hong Intelligent signed an agreement for a 200MWh all-solid-state battery production line project, promoting the industrial application of dry electrode technology [14] Overseas Developments - Rock Tech Lithium received a €800,000 grant from the EU for optimizing lithium conversion processes and innovations at its German facility [16] - Surge Battery Metals released an evaluation report for its North Nevada Lithium Project, planning a two-phase construction of a lithium processing plant with a total mining volume of 205 million tons and an average lithium grade of 4016ppm [18]

Core Viewpoint - The lithium battery industry is undergoing a significant transformation as leading companies like CATL and Ganfeng Lithium shift their focus towards virtual power plants, indicating a change in their business models from suppliers and manufacturers to energy platform service providers [2][3][5]. Group 1: Industry Trends - CATL is deepening its strategic focus on the power system, collaborating with Hong Kong University to advance integrated energy solutions and virtual power plant applications [2][3]. - The recent policy developments in China have established the legal status of new operational entities like energy storage and virtual power plants in the electricity market, providing essential support for this transformation [3][5]. - The virtual power plant model is set to operate as an independent market entity, participating directly in electricity bidding and ancillary services, thus removing barriers to commercialization [5]. Group 2: Company Strategies - CATL's core advantage lies in its comprehensive understanding of battery technology, utilizing unique data assets from its manufacturing processes to enhance virtual power plant scheduling strategies [5]. - Ganfeng Lithium is also making significant moves in this space, fully integrating its subsidiary, Shenzhen Yichu Energy Technology, to focus on becoming a technology enterprise that combines virtual power plants and intelligent energy operations [5]. - Ganfeng plans to expand its operational equipment to 10,000 units by 2025, aiming to deepen its electricity sales and virtual power plant business, thereby creating its own energy management platform [5]. Group 3: Competitive Landscape - The entry of internet giants into the virtual power plant sector introduces new competition, with companies like Ant Group collaborating with various renewable energy firms to leverage AI and blockchain technologies [6]. - This competition will accelerate the development of virtual power plant technologies and create a new dynamic between traditional industry leaders like CATL and Ganfeng Lithium and tech companies [6]. - The shift towards energy service platforms is becoming a strategic necessity for CATL and Ganfeng Lithium, as it is crucial for their future growth and market positioning [6].

Core Insights - The establishment of Qingdao Ganfeng Yunqu New Energy Technology Co., Ltd. marks a significant collaboration between state-owned and private enterprises, focusing on the electric vehicle battery recycling industry with a projected output value of 300 million yuan [1][2] Group 1: Company Collaboration - The partnership involves Qingdao Chengyun Holding Group, Jiangxi Ganfeng Lithium Industry Group, and Qingdao Yuanpeng New Energy Company, indicating a substantial step in the "state-owned + private enterprise" cooperation model [1][2] - The new company aims to leverage the strengths of each partner to enhance the development of the new energy battery industry, covering research, supply, and sales [2] Group 2: Strategic Goals - Qingdao Chengyun Holding Group is committed to building an efficient, green, and intelligent comprehensive transportation service system, integrating energy technology as a crucial part of its industrial ecosystem [1] - The collaboration is aligned with Qingdao's investment attraction strategy and aims to expand the market reach of new energy industry achievements across the Shandong region and nationwide [2] Group 3: Leadership and Future Outlook - Key leaders from various organizations attended the unveiling ceremony, highlighting the collaborative effort and commitment to innovation in the new energy sector [3] - The three companies plan to utilize their respective advantages to drive innovation and contribute to the high-quality development of the domestic new energy industry [3]

证券代码：002460 证券简称：赣锋锂业 编号：临2025-075 江西赣锋锂业集团股份有限公司 关于注销 2021 年股票期权激励计划剩余股票期权的公告 本公司及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。 江西赣锋锂业集团股份有限公司（以下简称"公司"）于 2025 年 6 月 11 日召开的第六届董事会第三次会议和第六届监事会第三次 会议，审议通过了《关于注销 2021 年股票期权激励计划剩余股票期 权的议案》，现将相关情况内容公告如下： 一、2021 年股票期权激励计划已履行的相关审批程序 28 日，公司监事会做出《公司监事会关于 2021 年股票期权激励计划 授予激励对象的核查意见及公示情况说明》。监事会经核查认为，本 次列入激励计划的激励对象均符合相关法律、法规及规范性文件所规 定的条件，符合《激励计划》规定的激励对象条件，其作为本次股票 期权激励计划的激励对象合法、有效。 4、2021 年 6 月 4 日，公司召开 2020 年年度股东大会、2021 年 第二次 A 股类别股东会议及 2021 年第二次 H 股类别股东会议，审议 通过了《关于<公司 20 ...

法律意见书 汉坤（证）字[2025]第[27422-11]-O-3 号 北京市汉坤律师事务所 关于 江西赣锋锂业集团股份有限公司 注销部分 2021 年股票期权激励计划股票期权的 中国北京市东长安街 1 号东方广场 C1 座 9 层 100738 电话：(86 10) 8525 5500；传真：(86 10) 8525 5511 / 8525 5522 北京 上海 深圳 香港 海口 武汉 新加坡 纽约 www.hankunlaw.com 北京市汉坤律师事务所 关于江西赣锋锂业集团股份有限公司 注销部分 2021 年股票期权激励计划股票期权的 法律意见书 汉坤（证）字[2025]第[27422-11]-O-3 号 致：江西赣锋锂业集团股份有限公司 北京市汉坤律师事务所（以下简称"本所"）接受江西赣锋锂业集团股份有限 公司（以下简称"公司"）的委托，担任公司法律顾问并就公司注销部分2021年股 票期权激励计划股票期权所涉及的相关事项，出具本法律意见书。 本所及经办律师根据《中华人民共和国证券法》《中华人民共和国公司法》 《上市公司股权激励管理办法》《律师事务所从事证券法律业务管理办法》以及 《律师事务所证券法律业 ...

一、关于公司与合营公司作为联合承租人开展融资租赁业务暨关 联交易的独立意见； 江西赣锋锂业集团股份有限公司 2025年第五次独立董事专门会议决议 根据《中华人民共和国公司法》《上市公司独立董事管理办法》 《深圳证券交易所上市公司自律监管指引第1号——主板上市公司规 范运作》等法律、法规及《江西赣锋锂业集团股份有限公司独立董事 制度》《江西赣锋锂业集团股份有限公司公司章程》等的有关规定， 作为江西赣锋锂业集团股份有限公司（以下简称"公司"）第六届董 事会的独立董事，我们就相关事项发表如下独立意见： 公司与合营公司深圳鲁源矿业投资有限公司（以下简称"深圳鲁 源"）、刚果鲁源矿业有限公司（以下简称"刚果鲁源"）作为联合 承租人开展融资租赁业务，有利于帮助其缓解资金压力，降低融资成 本，优化资金配置。本次交易履行了必要的决策程序，深圳鲁源和刚 果鲁源资产质量较高，经营情况及行业前景良好，偿债能力较强，信 用状况良好，财务风险处于公司可控范围之内，不会对公司的日常经 营产生重大影响，不存在损害公司及全体股东、特别是中小股东利益 的情形，决策程序合法、有效。 因此，独立董事一致同意本次公司与合营公司作为联合承租人开 展融 ...

暨关联交易的公告 本公司及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。 证券代码：002460 证券简称：赣锋锂业 编号：临2025-076 江西赣锋锂业集团股份有限公司 关于公司与合营公司作为联合承租人开展融资租赁业务 一、开展融资租赁业务概述 江西赣锋锂业集团股份有限公司（以下简称"公司"）于 2025 年 6 月 11 日召开的第六届董事会第三次会议和第六届监事会第三次 会议审议通过了《关于公司与合营公司作为联合承租人开展融资租赁 业务暨关联交易的议案》，为优化合营公司深圳鲁源矿业投资有限公 司（以下简称"深圳鲁源"）、刚果鲁源矿业有限公司（以下简称"刚 果鲁源"）资产配置，提升资产效率，同意公司与深圳鲁源、刚果鲁 源作为联合承租人开展融资租赁业务，租赁物总价不超过人民币 50,000 万元，租赁期限不超过 7 年。授权公司经营层在本议案额度内 代表公司办理相关手续，并签署相关法律文件。 因公司董事兼副总裁黄婷女士及副总裁徐建华先生在深圳鲁源 担任董事，本次交易构成关联交易，但不构成《上市公司重大资产重 组管理办法》规定的重大资产重组，本次交易无需提交公司股东大会 ...

证券代码：002460 证券简称：赣锋锂业 编号：临2025-077 江西赣锋锂业集团股份有限公司 江西赣锋锂业集团股份有限公司（以下简称"公司"）于 2025 年 6 月 11 日召开的第六届董事会第三次会议和第六届监事会第三次 会议审议通过了《关于为合营公司提供财务资助暨关联交易的议案》， 同意公司或控股子公司为合营公司 Mt Marion Lithium Pty Ltd（以下 简称"Mt Marion Lithium"）提供不超过 15,000 万澳元的财务资助， 主要用于旗下澳大利亚 Mt Marion 锂辉石项目日常运营。授权公司经 营层在本议案额度内代表公司办理相关手续，并签署相关法律文件。 本次财务资助会使公司产生一定的现金流出，但不会影响公司的 正常经营和资金使用。本次财务资助不属于《深圳证券交易所股票上 市规则》《深圳证券交易所上市公司自律监管指引第 1 号——主板上 市公司规范运作》规定的不得提供财务资助的情形。 因公司董事长李良彬先生、副董事长兼总裁王晓申先生在 Mt Marion Lithium 担任董事，本次交易构成关联交易，但不构成《上市 公司重大资产重组管理办法》规定的重大资产重 ...