Group 1 - The company Ganfeng Lithium (002460.SZ) stated that producing one ton of lithium sulfide theoretically requires 0.3 tons of metallic lithium or 1.6 tons of lithium carbonate equivalent (LCE) [1] - The actual consumption of lithium raw materials in industrial production may vary due to different forms of raw materials and preparation processes used [1]

Core Viewpoint - Ganfeng Lithium (002460.SZ) has confirmed that its current orders are sufficient to ensure the orderly operation of all business lines, while also gaining customer recognition and cooperation orders in solid-state batteries and energy storage sectors [1] Group 1 - The company has a stable order backlog that supports its operational continuity across various business lines [1] - Ganfeng Lithium is actively involved in the solid-state battery and energy storage markets, indicating a strategic focus on emerging technologies [1] - The company is receiving positive feedback and collaboration opportunities from customers in these sectors, highlighting its competitive position [1]

Group 1 - The core viewpoint of the article is that Ganfeng Lithium (002460.SZ) has sufficient orders to ensure the orderly operation of its various business lines and is continuously gaining customer recognition and cooperation orders in the fields of solid-state batteries and energy storage [1] Group 2 - The company is actively engaged in solid-state battery and energy storage sectors, indicating a strategic focus on emerging technologies [1] - The current order backlog is positioned to support the company's operational stability across its business lines [1] - Customer recognition and collaboration in these sectors suggest a positive market reception and potential for future growth [1]

Core Viewpoint - Ganfeng Lithium has achieved large-scale production of battery-grade lithium sulfide and is supplying it steadily to multiple downstream customers [1] Company Summary - Ganfeng Lithium's battery-grade lithium sulfide production line has reached a stage of large-scale production [1] - The company is successfully providing stable supply to various downstream clients [1]

Core Viewpoint - The Carbontech 2025 International Carbon Materials Conference and Industry Exhibition will be held from December 9-11, 2025, in Shanghai, focusing on advancements in carbon materials and their applications in energy storage and battery technologies [22]. Group 1: Conference Overview - The conference will cover topics such as silicon-carbon anodes, solid-state batteries, and sodium batteries, discussing the latest research and industrialization paths for carbon materials [3][22]. - The event will feature various sessions, including keynote speeches, expert panels, and product launches, aimed at fostering collaboration and innovation in the carbon materials sector [21][22]. Group 2: Supporting Organizations - The conference is organized by DT New Materials and supported by several institutions, including the National Engineering Research Center for Vehicle Supercapacitors and various leading companies in the new energy and battery sectors [4][22]. - Notable supporting media include DT New Materials, Carbontech, and other industry-specific publications, highlighting the event's significance in the carbon materials industry [4]. Group 3: Agenda Highlights - Key sessions include discussions on cutting-edge battery materials, the outlook for the new materials industry, and advancements in silicon-based anodes [5][6][8]. - The agenda features presentations from prominent experts in the field, covering topics such as carbon nanotubes, graphene applications, and the development of high-performance silicon-based anode materials [6][8][10]. Group 4: Exhibition Details - The exhibition will showcase a wide range of carbon materials, including porous carbon, silicon-carbon composites, and carbon fibers, along with production and processing equipment [22]. - The event aims to connect industry players, researchers, and investors, facilitating knowledge exchange and potential partnerships in the carbon materials domain [22].

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11月30日 狀態: 新提交 致：香港交易及結算所有限公司 公司名稱: 江西贛鋒鋰業集團股份有限公司 呈交日期: 2025年12月2日 本月底法定/註冊股本總額： RMB 2,094,496,604 第 1 頁 共 10 頁 v 1.1.1 FF301 FF301 II. 已發行股份及/或庫存股份變動 | 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) | | | | | | | | 已發行股份（不包括庫存股份）數目 | | 庫存股份數目 | | 已發行股份總數 | | | 上月底結存 | | | 1,613,593,699 | | 0 | | 1,613,593,699 | | 增加 / 減少 (-) | | | 0 | | 0 | | | | 本月底結存 | | | 1, ...

公司名稱: 江西贛鋒鋰業集團股份有限公司 呈交日期: 2025年12月2日 I. 法定/註冊股本變動 | 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 | | | --- | --- | ...

每经AI快讯，港股锂业股今日走低。截至发稿，天齐锂业(09696.HK)跌3.49%，报47.02港元；赣锋锂业 (01772.HK)跌2.43%，报47.44港元。 （文章来源：每日经济新闻） ...

Group 1 - Lithium stocks experienced a decline, with Tianqi Lithium (002466) down 3.49% at HKD 47.02 and Ganfeng Lithium (002460) down 2.43% at HKD 47.44 [1] - Since October, the price of lithium carbonate has been on the rise, surpassing HKD 80,000 and HKD 90,000, reaching a peak of HKD 102,500 per ton on November 19, marking a new high since June 2024 [1] - The total monthly production of lithium carbonate continued to increase in November, with a month-on-month growth of 3% and a year-on-year increase of 49%, indicating ongoing domestic supply expansion [1] Group 2 - Guoyuan Futures released a report indicating that while market expectations for December demand remain positive, the actual demand performance is falling short of expectations due to inventory levels and production schedules in the downstream sector [1] - The report suggests that with a significant amount of lithium salt inventory still held by downstream players, combined with high lithium prices and year-end inventory reduction needs, the support for lithium prices from the demand side may weaken, leading to a potential short-term downward trend in lithium prices [1]

Core Viewpoint - Lithium stocks have declined despite rising lithium carbonate prices, indicating potential volatility in the market [1] Group 1: Market Performance - As of the report, Tianqi Lithium (09696) fell by 3.49% to HKD 47.02, while Ganfeng Lithium (01772) decreased by 2.43% to HKD 47.44 [1] - Lithium carbonate prices have surged since October, surpassing HKD 80,000 and HKD 90,000, reaching a peak of HKD 102,500 per ton on November 19, marking the highest level since June 2024 [1] Group 2: Supply and Demand Dynamics - The total monthly production of lithium carbonate continued to rise in November, with a month-on-month increase of 3% and a year-on-year surge of 49%, indicating ongoing domestic supply expansion [1] - Guoyuan Futures reported that while market expectations for December demand remain positive, the actual demand performance is falling short, influenced by existing lithium salt inventory levels and high lithium prices [1] Group 3: Price Outlook - Due to the combined effects of inventory levels and year-end demand, it is anticipated that support for lithium prices may weaken, leading to a potential short-term downward trend in prices [1]