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港股赣锋锂业高开近3%
Mei Ri Jing Ji Xin Wen· 2026-01-06 01:54
(文章来源:每日经济新闻) 每经AI快讯,赣锋锂业(01772.HK)高开近3%,截至发稿,涨2.72%,报54.75港元,成交额1400.51万港 元。 ...
赣锋锂业高开近3% 公司称内蒙古维拉斯托项目已正式获得核准批复
Zhi Tong Cai Jing· 2026-01-06 01:42
消息面上,1月5日,赣锋锂业在互动者交流平台上回复称,内蒙古维拉斯托矿业有限公司锂锡多金属矿 240万吨/年采矿建设项目(简称"维拉斯托项目")已正式获得核准批复,采矿设备正在分批进场。 公开资料显示,内蒙古维拉斯托锂多金属矿整体开发计划为"先期露天开采+接续转地下开采"。露天开 采部分计划按"两期"建设开发。一期投资20亿元,建设8000吨/日(240万吨/年)的锂矿露天采选工程,项 目建成达产后预计年产值突破23亿元,每年税收9亿元,年净利润达11亿元。二期规划投资30亿元打造 1000万吨/年锂锡矿露天采选工程,达产后预计年产值超80亿元,创造税收约14亿元,净利润16亿元。 赣锋锂业(002460)(01772)高开近3%,截至发稿,涨2.72%,报54.75港元,成交额1400.51万港元。 ...
港股异动 | 赣锋锂业(01772)高开近3% 公司称内蒙古维拉斯托项目已正式获得核准批复
智通财经网· 2026-01-06 01:37
智通财经APP获悉,赣锋锂业(01772)高开近3%,截至发稿,涨2.72%,报54.75港元,成交额1400.51万 港元。 公开资料显示,内蒙古维拉斯托锂多金属矿整体开发计划为"先期露天开采+接续转地下开采"。露天开 采部分计划按"两期"建设开发。一期投资20亿元,建设8000吨/日(240万吨/年)的锂矿露天采选工程,项 目建成达产后预计年产值突破23亿元,每年税收9亿元,年净利润达11亿元。二期规划投资30亿元打造 1000万吨/年锂锡矿露天采选工程,达产后预计年产值超80亿元,创造税收约14亿元,净利润16亿元。 消息面上,1月5日,赣锋锂业在互动者交流平台上回复称,内蒙古维拉斯托矿业有限公司锂锡多金属矿 240万吨/年采矿建设项目(简称"维拉斯托项目")已正式获得核准批复,采矿设备正在分批进场。 ...
赣锋锂业:碳酸锂价格走势将取决于实际需求增速与供应增长之间的博弈
Zheng Quan Ri Bao Wang· 2026-01-05 11:08
Group 1 - The core viewpoint of the article is that Ganfeng Lithium (002460) remains optimistic about the future demand for lithium driven by the electrification trend and growth in the energy storage market [1] - The price trend of lithium carbonate will depend on the interplay between actual demand growth and supply increase [1] - Stable demand growth is expected to provide long-term support for lithium prices [1]
赣锋锂业:内蒙古维拉斯托矿业有限公司锂锡多金属矿240万吨/年采矿建设项目已正式获得核准批复
Mei Ri Jing Ji Xin Wen· 2026-01-05 10:32
每经AI快讯,有投资者在投资者互动平台提问:请问维拉斯托项目进展如何?请问采矿设备进场时 间? 赣锋锂业(002460.SZ)1月5日在投资者互动平台表示,投资者您好,内蒙古维拉斯托矿业有限公司锂 锡多金属矿240万吨/年采矿建设项目已正式获得核准批复,采矿设备正在分批进场。 (文章来源:每日经济新闻) ...
赣锋锂业(002460) - H股公告
2026-01-05 10:15
股份發行人及根據《上市規則》第十九B章上市的香港預託證券發行人的證券變動月報表 截至月份: 2025年12月31日 狀態: 新提交 | 1. 股份分類 | 普通股 | 股份類別 | A | | | 於香港聯交所上市 (註1) | | 否 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 證券代號 (如上市) | 002460 | 說明 | | A股 (深圳證券交易所) | | | | | | | | | 法定/註冊股份數目 | | | 面值 | | | 法定/註冊股本 | | | 上月底結存 | | | 1,613,593,699 | RMB | | 1 | RMB | | 1,613,593,699 | | 增加 / 減少 (-) | | | 0 | | | | RMB | | 0 | | 本月底結存 | | | 1,613,593,699 | RMB | | | 1 RMB | | 1,613,593,699 | | 2. 股份分類 | 普通股 | 股份類別 | H | | 於香港聯交所上市 (註1) | | 是 | | ...
赣锋锂业(01772) - 截至二零二五年十二月三十一日止股份发行人的证券变动月报表
2026-01-05 08:03
截至月份: 2025年12月31日 狀態: 新提交 股份發行人及根據《上市規則》第十九B章上市的香港預託證券發行人的證券變動月報表 第 1 頁 共 10 頁 v 1.1.1 致:香港交易及結算所有限公司 | 1. 股份分類 | 普通股 | 股份類別 | A | | | 於香港聯交所上市 (註1) | | 否 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 證券代號 (如上市) | 002460 | 說明 | | A股 (深圳證券交易所) | | | | | | | | | 法定/註冊股份數目 | | | 面值 | | | 法定/註冊股本 | | | 上月底結存 | | | 1,613,593,699 | RMB | | 1 | RMB | | 1,613,593,699 | | 增加 / 減少 (-) | | | 0 | | | | RMB | | 0 | | 本月底結存 | | | 1,613,593,699 | RMB | | | 1 RMB | | 1,613,593,699 | | 2. 股份分類 | 普通股 | ...
“锂” 解2026:过剩退散,紧缺归来?
雪球· 2026-01-05 07:50
以下文章来源于因歪斯汀小明 ,作者因特瑞斯汀 小明 因歪斯汀小明 . 保护我方金融消费者! ↑点击上面图片 加雪球核心交流群 ↑ 风险提示:本文所提到的观点仅代表个人的意见,所涉及标的不作推荐,据此买卖,风险自负。 澳洲矿区 此前锂下行周期澳矿都在拼命降本增效 , 包括开采高品位区域 、 改造设备提高回收率 、 缩减资本开支等方式 。 除三家关停矿山外 , 财务压 力山大的MRL被迫出售了其30%的锂业务给韩国浦项制铁 。 澳矿在2026年新增产能为Greenbushes早在2018年规划的三期项目 ( 6.5万吨 ) , 市场更关注的边际变化可能是 —— 关停矿山在锂上行周 期复产 。 但 , 锂矿价格预期稳定在复产决策线上方只是必要条件之一 , 实际可复产量<关停量 。 澳矿复产必选题是Pilbara的高成本Ngungaju项目 ( 1.7万吨 ) , 若作出决策 , PLS能够给出澳洲最快的复产准备时间 , 约为4个月 。 关停 三家各有各的问题 : Bald Hill此前经历过非常痛苦的23年复产24年再停产过程 , 复产决策取决于MRL的运营压力 ; Finniss重启需要进行融 资 , 这延长了复 ...
赣锋锂业:维拉斯托项目已正式获得核准批复
Core Viewpoint - Ganfeng Lithium has received official approval for the mining construction project of the Inner Mongolia Velashto Mining Co., Ltd., which has a capacity of 2.4 million tons per year for lithium-tin polymetallic mining [1] Group 1 - The Velashto project has officially obtained the necessary approvals for its development [1] - Mining equipment is currently being delivered in batches to the project site [1]
中芯国际拟406亿元收购子公司中芯北方剩余股权 |财富周历 动态前瞻
Sou Hu Cai Jing· 2026-01-05 00:17
A-Share Market - As of December 30, 2025, over 2,800 A-share listed companies have received broker research, indicating that more than half of the market's listed companies have attracted broker attention. The most focused sectors include machinery, electronics, and pharmaceuticals, with over 290 companies in each sector receiving broker research [2] - On December 29, Ganfeng Lithium announced it received a notice from the Yichun Public Security Bureau regarding prosecution for suspected insider trading, with the case now transferred to the procuratorate for review and prosecution. The company had previously received an administrative penalty from the Jiangxi Securities Regulatory Bureau in July 2024 and has complied with disclosure obligations and paid fines [2] - Minmetals Development announced on December 29 that it received a notice from its actual controller, China Minmetals, regarding a planned major asset restructuring. The company intends to acquire equity stakes in Minmetals Mining and Luzhong Mining from its controlling shareholder through asset swaps, share issuance, and cash payments, while also raising matching funds [2] - On December 29, Huali Co., a leader in decorative composite materials, disclosed the termination of its intention to acquire a 51% stake in Beijing Zhongke Huilian Technology Co., due to failure to reach consensus on core transaction terms [3] - On December 22, Beijing Haizhi Technology Group submitted its listing application to the Hong Kong Stock Exchange for the second time, having previously let its application expire in June 2025. The company reported net losses of 176 million, 266 million, 93.73 million, and 128 million yuan for the years 2022, 2023, 2024, and the first half of 2025, respectively, primarily due to high upfront investments in upgrading products and technology [3] - On December 29, SMIC announced plans to issue 547 million shares to acquire a 49% stake in SMIC North from five shareholders, with a transaction price of 40.601 billion yuan [3] - As of December 28, 19 A-share companies have successfully listed on the Hong Kong capital market this year, a significant increase of 533% compared to 3 companies in 2024, accounting for over 50% of the total fundraising for new shares in Hong Kong [4] Financial Management - On January 5, 2026, new local government special bonds and replacement bonds will be issued, with Shandong Province planning to issue its first batch of 24.609 billion yuan in bonds, including 24.609 billion yuan for replacing existing hidden debts [5] - As of September 2025, China's banking sector had foreign financial assets of 1.8114 trillion USD and foreign liabilities of 1.4399 trillion USD, resulting in a net foreign asset of 371.6 billion USD, with net liabilities in RMB of 224.9 billion USD and net assets in foreign currency of 596.5 billion USD [5] - As of the end of November, there were 165 public fund management institutions in China, with a total net asset value of public funds amounting to 37.02 trillion yuan, a slight increase of approximately 60 billion yuan from the end of October [5] - As of December 28, the issuance of FOF (fund of funds) products surged to 83.828 billion units, marking a historical high, with both the number and scale of products reaching new records as more investors shift their funds into these products [5]