赣锋锂业（002460）(01772)公布，公司于2025年12月22日完成了发行2025年度第一期科技创新债券(并 购)的发行，实际发行总额为5亿元，发行利率2.33%，本期超短期融资券的募集资金主要用于置换公司 一年内归还并购贷款的自有资金。 ...

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； 本公司獨立非執行董事王金本先 生、黃浩鈞先 生、徐一新女士及徐光華 先 生；以及本公司職工董事廖萃女 士。 （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 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。 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 二 月 二 十 三 日 ...

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 關 於2025年 度 第 一 期 科 技 創 新 債 券（併 購）發 行 結 果 的 公 告 為 優 化 債 務 結 構、拓 寬 融 資 渠 道、降 低 融 資 成 本，滿 足 公 司 業 務 發 展 需 要，江 西 贛 鋒 鋰 業 集 團 股 份 有 限 公 司（「本公司」）於2025年8月向中國銀行 間市場交易商協會申請註冊不超過人民幣20億 元 的 超 短 期 融 資 券。 2025年8月，中 國 銀 行 間 市 場 交 易 商 協 會 印 發《接 受 註 冊 通 知 書》，同 意 接 受 本 公 司 發 行 超 短 期 融 資 券 註 冊，註 冊 金 額 為 人 民 幣20億 元。 本公司於2025年12月22日完成了發行2025年 度 第 一 期 ...

Core Viewpoint - The Hong Kong stock market saw a net inflow of 611 million HKD from Northbound trading on December 23, with significant buying in stocks like Alibaba and Meituan, while major sell-offs occurred in China Mobile and Tencent. Group 1: Northbound Trading Summary - Northbound trading recorded a net buy of 611 million HKD, with Shanghai Stock Connect showing a net sell of 582 million HKD and Shenzhen Stock Connect showing a net buy of 1.193 billion HKD [1] - The most bought stocks included Alibaba-W (09988), Meituan-W (03690), and Zijin Mining (02899) [1] - The most sold stocks included China Mobile (00941), Tencent (00700), and SMIC (00981) [1] Group 2: Stock-Specific Details - Alibaba-W (09988) had a net inflow of 1.359 billion HKD, driven by the launch of the AI DingTalk operating system [5] - Meituan-W (03690) received a net buy of 223 million HKD [7] - Zijin Mining (02899) saw a net buy of 111 million HKD, with Macquarie raising its target price by 75% to 40 HKD [5] - Tencent (00700) faced a net sell of 1.088 billion HKD [7] - China Mobile (00941) experienced a net sell of 1.975 billion HKD [7] - SMIC (00981) had a net sell of 141 million HKD, influenced by U.S. export regulations on AI chips [6]

Core Viewpoint - The lithium battery sector has rebounded strongly after a two-month correction, with significant inflows of capital and a notable increase in stock prices, indicating a potential new upward trend for the industry [1][5]. Market Performance - As of December 23, the lithium battery concept index rose by 2.07%, with a net inflow of 5 billion in main capital, leading all sectors [1]. - The price of lithium carbonate futures surged by 5.96%, reaching 120,000 yuan/ton, marking a return to the high point seen in March 2024 [3]. Supply and Demand Dynamics - The recent price increase in lithium is attributed to a tight supply-demand balance, with domestic lithium carbonate production decreasing to a three-year low [7]. - In November 2025, domestic production of battery-grade lithium carbonate was approximately 66,000 tons, down 0.2% month-on-month, while imports of lithium carbonate fell by 7.6% [7]. - The demand for lithium remains robust, driven by the growth in the electric vehicle market, with November 2025 seeing production and sales of 1.88 million and 1.823 million units respectively, both up by over 20% year-on-year [7][8]. Price Trends and Industry Recovery - The price of battery-grade lithium carbonate has risen from 81,000 yuan/ton at the beginning of November to 92,000 yuan/ton by the end of the month, reflecting a monthly increase of 13.58% [5]. - The overall profitability of the lithium battery industry is recovering, with the net profit of 118 lithium battery concept stocks in the A-share market reaching 117.196 billion yuan in the first three quarters, a year-on-year increase of 26.97% [14]. Key Players and Financial Performance - Leading companies like Ganfeng Lithium reported a significant revenue increase of 44.1% year-on-year, with net profit soaring by 364.02% in the third quarter [15]. - Other companies such as Tianqi Lithium and Guoxuan High-Tech also reported substantial profit increases, indicating a positive trend across the sector [16]. Future Outlook - The global energy storage market is expected to see explosive growth, with predictions of lithium battery shipments reaching 580 GWh in 2025, a year-on-year increase of 65% [9]. - Major institutions are optimistic about the lithium battery sector, with forecasts suggesting a new upward cycle starting in 2026, driven by strong demand and favorable policies [18][19].

Core Viewpoint - The lithium battery sector has rebounded strongly after a two-month correction, with significant capital inflow and a notable increase in lithium prices, indicating a potential new upward trend for the industry [2][6]. Market Performance - As of December 23, the lithium battery concept index rose by 2.07%, with a year-to-date increase of 70.44% and a net capital inflow of 5 billion [3]. - Key sectors such as battery materials and energy-related industries also showed strong performance, with notable stocks like Binhai Energy and Tianqi Lithium seeing gains of over 10% [4]. Price Trends - The price of battery-grade lithium carbonate surged by 5.96% to over 120,000 yuan per ton, marking a significant recovery from earlier lows [4]. - In November 2025, the average price of battery-grade lithium carbonate rose from 81,000 yuan to 92,000 yuan per ton, reflecting a monthly increase of 13.58% [7]. Supply and Demand Dynamics - The lithium supply has contracted due to proactive supply-side reforms, with lithium carbonate production in November 2025 at approximately 66,000 tons, a 0.2% decrease month-on-month [9]. - Demand for lithium remains robust, driven by the growth in the electric vehicle market, with November 2025 seeing production and sales of 1.88 million and 1.823 million new energy vehicles, respectively, both up over 20% year-on-year [10]. Industry Growth - The global energy storage market is experiencing explosive growth, with significant increases in both domestic and international demand for energy storage solutions [11]. - In November 2025, the production of power and other batteries reached 176.3 GWh, a year-on-year increase of 49.2% [11]. Profit Recovery - The lithium battery industry's profitability is recovering rapidly, with a reported net profit of 117.196 billion yuan for 118 lithium battery concept stocks in the first three quarters, a year-on-year increase of 26.97% [18]. - Leading companies like Ganfeng Lithium reported a substantial increase in revenue and net profit, indicating a strong correlation between rising lithium prices and improved financial performance [19][20]. Policy and Institutional Support - Recent policy initiatives are expected to boost the energy storage battery industry, while institutional forecasts predict a significant increase in lithium battery demand through 2026 [21][22]. - Major institutions have raised their price forecasts for lithium, reflecting a consensus on the industry's growth potential [22]. Valuation and Investment Focus - The lithium battery sector is currently in a phase of valuation recovery, with leading companies trading at significantly lower multiples compared to industry growth rates [25]. - Investors are advised to focus on three core areas: leading lithium mining companies, materials firms benefiting from supply-demand balance, and stable battery manufacturers with strong profitability [26][27].

| | 江西赣锋锂业集团股份有限 | | 25 赣锋锂业 | | --- | --- | --- | --- | | 债券名称 | 公司 2025 年度第一期科技创 | 债券简称 | SCP001(科创债/并 | | | 新债券（并购） | | 购) | | 债券代码 | 012583126 | 期限 | 180 日 | | 起息日 | 2025 年 12 月 23 日 | 兑付日 | 2026 年 6 月 21 日 | | 计划发行总额（万元） | 50,000 | 实际发行总额（万元） | 50,000 | | 发行利率（%） | 2.33 | 发行价（百元面值） | 100.00 | | 簿记管理人 | 上海浦东发展银行股份有限公司 | | | | 主承销商 | 上海浦东发展银行股份有限公司 | | | | 联席主承销商 | 中国银行股份有限公司、招商银行股份有限公司、兴业银行股份有限公司 | | | 本期超短融资券的募集资金主要用于置换公司一年内归还并购 贷款的自有资金。 证券代码：002460 证券简称：赣锋锂业 编号：临2025-148 江西赣锋锂业集团股份有限公司 关于公司2025年度第一期科技 ...

证券代码：002460 证券简称：赣锋锂业 编号：临2025-149 江西赣锋锂业集团股份有限公司 关于股东部分股份质押和解除质押的公告 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。 江西赣锋锂业集团股份有限公司（以下简称"公司"）于近日接 到公司股东王晓申先生将其持有的公司部分股份质押和解除质押的 通知，具体情况如下： 一、股东股份质押和解除质押的基本情况 | 1、股东股份质押情况 | | --- | | 股东 | 是否为第 一大股东 | 解除质押股数 | 占其所持 | 占公司 | | | | | --- | --- | --- | --- | --- | --- | --- | --- | | 名称 | 及一致行 | （股） | 股份比例 | 总股本 | 质押开始日期 | 质押解除日期 | 质权人 | | | 动人 | | | 比例 | | | | | 王晓申 | 否 | 1,160,000 | 0.82% | 0.06% | 2023年3月30日 | | 招商证券 | | | | 270,000 | 0.19% | 0.01% | 2023年8月16日 | ...

赣锋锂业公告称，公司于2025年8月获交易商协会同意，注册20亿元超短期融资券，额度2年内有效。经 2024年年度股东会授权，12月22日完成2025年度第一期科技创新债券（并购）发行。债券简称"25赣锋 锂业SCP001(科创债/并购)"，期限180日，起息日为12月23日，兑付日为2026年6月21日，计划和实际发 行总额均为5亿元，发行利率2.33%。募集资金用于置换一年内归还并购贷款的自有资金。 ...

赣锋锂业公告称，近日股东王晓申进行部分股份质押和解除质押。2025年12月22日，王晓申质押140万 股，占其所持股份0.99%，占公司总股本0.07%，质权人为招商证券，用于个人资金需求。12月23日， 其解除质押合计223万股，分别于2023年3月30日、8月16日及2024年3月29日质押。截至公告披露日，王 晓申持股1.41亿股，占比6.75%，质押后质押股份6466万股，占其所持股份45.71%，占公司总股本 3.08%，质押风险可控。 ...