智通财经APP获悉，根据2025年9月10日披露数据，中远海能（01138）、碧桂园（02007）、赤峰黄金 （06693）港股通持股占比增加值最大，分别增加3.98%、1.24%、1.09%；宜搜科技（02550）、知行科 技（01274）、美中嘉和（02453）港股通持股占比减少值最大，分别减少-5.42%、-3.19%、-3.07%。 在最近有统计数据的5个交易日内，中远海能（01138）、长飞光纤光缆（06869）、赣锋鋰业（01772） 港股通持股占比增加值最大，分别增加6.88%、6.31%、3.49%；宜搜科技（02550）、龙蟠科技 （02465）、中兴通讯（00763）港股通持股占比减少值最大，分别减少-6.57%、-4.63%、-2.81%。 具体数据如下（交易所数据根据T+2日结算）： 1、港股通最新日占比增持榜（前20名） | 公司名称 | 占比值变动 | 最新持股比例 | | --- | --- | --- | | 中远海能(01138) | +3.98% | 64.59% | | 碧桂园(02007) | +1.24% | 11.93% | | 赤峰黄金(06693) | +1.0 ...

证券日报网讯 9月10日晚间，赣锋锂业发布公告称，公司不存在逾期担保的情形；不存在为大股东、实 际控制人及其关联方提供担保的情形。 （文章来源：证券日报） ...

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。 董事長 （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 李良彬 中 國‧江 西 二 零 二 五 年 九 月 十 日 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； 以及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。 证券代码：002460 证券简称：赣 ...

关于为控股子公司提供担保的进展公告 证券代码：002460 证券简称：赣锋锂业 编号：临2025-105 江西赣锋锂业集团股份有限公司 统一社会信用代码：91140212MAD7BM3L8J 2、公司向信达金融租赁股份有限公司（以下简称"信达金租"） 申请《不可撤销的保证函》（合同编号：XDZL-A-2025-119-QYBZ）。 约定公司为控股子公司深圳易储能源科技有限公司（以下简称"深圳 易储"）旗下全资子公司大同市新荣区合邦新能源有限公司（以下简 称"大同合邦"）在信达金租的融资租赁债务提供人民币 70,000 万 元的连带保证责任。 住所：山西省大同市新荣区长城西街文化商住楼二层四号 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 ...

Investment Rating - The industry rating is optimistic [2] Core Insights - Solid-state batteries are expected to achieve a technological breakthrough in electrolyte technology by 2027 and may reach industrialization by 2030, with sulfide solid-state batteries being the most emphasized route domestically and internationally [3][24] - The current focus is on sulfide electrolytes, while composite electrolytes are anticipated to be the best long-term solution [4][33] - High-nickel ternary materials and silicon-carbon anodes are expected to dominate in the short term, with lithium-rich manganese-based and lithium metal anodes being the long-term goals [5][56] - Nickel-coated or nickel-based current collectors are being developed to address corrosion issues, while porous copper foils are being explored for their lightweight and elastic properties [6] - Other materials such as single-walled carbon nanotubes and UV adhesives are also gaining attention for their potential in solid-state battery applications [7] Summary by Sections Solid-State Battery Overview - Solid-state batteries are considered the ultimate form of lithium batteries, balancing safety and energy density [16][18] - The timeline for achieving significant milestones includes 200-300 Wh/kg energy density by 2027 and 400 Wh/kg by 2030 [19][24] Electrolytes - Sulfide electrolytes are currently the focus, with challenges in cost reduction and production scalability [4][39] - The development of halide electrolytes is also being pursued to enhance electrochemical stability and compatibility with high-voltage cathodes [44] Cathode Materials - High-nickel ternary materials are expected to be the primary choice for solid-state batteries, with ongoing modifications to improve performance [45][50] - Lithium-rich manganese-based materials are being developed to enhance energy density and reduce costs [55] Anode Materials - CVD silicon-carbon anodes are emerging as a leading option due to their performance and cost advantages, with significant growth expected in the coming years [61] - Lithium metal anodes are viewed as the ultimate solution, with ongoing research to address associated challenges [64] Investment Recommendations - Focus on leading companies in various material segments, including sulfide electrolytes, high-nickel ternary cathodes, CVD silicon-carbon anodes, and nickel-based current collectors [8]

智通财经APP获悉，美国非农就业数据大幅下修，降息预期持续发酵。港股今日再度走高，恒指成功突 破两万六大关创近四年新高，三大指数均实现四连涨行情。截止收盘，恒生指数涨1.01%或262.13点， 报26200.26点，全日成交额为2882.09亿港元；恒生国企指数涨0.93%，报9328.16点；恒生科技指数涨 1.27%，报5902.69点。 中金指出，港股市场今年的突出特点是结构胜于指数、主线不断轮动。在基本面和指数大幅上行动力不 足的情况下，投资者应该把握港股的结构性优势，以盈利趋势主导的景气方向为主，同时辅以一定的中 美映射主题作辅助。花旗表示，上调年底恒生指数目标7%至26800点，并预期明年上半年及年底进一步 升至27500点及28800点。 蓝筹股表现 香港特区政府将于下周三(17日)发表2025年施政报告。瑞银发布研报称，市场憧憬政府将进一步削减价 值400万至600万元的住宅物业印花税、设立"购房资金通"计划、进一步放宽资本投资者入境计划下住宅 物业投资资格、吸引更多内地访港、加快北部都会区发展，以及就房地产投资信托基金(REITs)纳入互 联互通提出时间表。摩根大通则表示，发表施政报告翌日 ...

Core Insights - The article highlights the top and bottom AH premium rates for various stocks, indicating significant disparities in market valuations between H-shares and A-shares [1][2][3] Group 1: Top AH Premium Rates - Northeast Electric (00042) leads with an AH premium rate of 800.00%, followed by Hongye Futures (03678) at 227.63% and Andeli Juice (02218) at 219.28% [1][2] - Other notable mentions include Fudan Zhangjiang (01349) with a premium of 215.70% and Beijing Mechanical & Electrical (00187) at 214.38% [2] Group 2: Bottom AH Premium Rates - CATL (03750) has the lowest AH premium rate at -10.67%, followed by Hengrui Medicine (01276) at -1.72% and Zijin Mining (02899) at 4.00% [1][2] - Additional companies with low premium rates include China Merchants Bank (03968) at 5.29% and Midea Group (00300) at 6.40% [2] Group 3: Top Deviation Values - Zhaoyan New Drug (06127) shows the highest deviation value at 25.76%, followed by Ganfeng Lithium (01772) at 19.31% and Kaisheng New Energy (01108) at 18.78% [1][2] - Other companies with significant deviation values include Dongjiang Environmental (00895) at 16.43% and Tianqi Lithium (09696) at 16.34% [2] Group 4: Bottom Deviation Values - Fosun Pharma (02196) has the lowest deviation value at -21.97%, followed by Longyuan Power (00916) at -20.23% and Longpan Technology (02465) at -17.81% [1][3] - Additional companies with low deviation values include BYD Company (01211) at -15.75% and Jiangxi Copper (00358) at -15.61% [3]

Group 1 - Lithium stocks opened lower, with Ganfeng Lithium down 8.67% at HKD 33.3 and Tianqi Lithium down 7.88% at HKD 40 [1] - On September 10, the main contract for lithium carbonate on the Shanghai Futures Exchange opened with a drop of over 7%, currently reported at CNY 69,920 per ton [1] - Ningde Times' subsidiary, Yichun Times New Energy Mining Co., held a meeting on September 9 to advance the resumption of operations at the Jiangxiawo lithium mine, with progress on mining rights and permits faster than market expectations [1] Group 2 - Dongwu Futures indicated that the resumption of operations at Ningde Times' lithium mine will lead to a rebound in lithium mica supply, potentially causing a downward shift in lithium carbonate prices [1] - Everbright Futures noted that the announcement of the resumption meeting could weaken the impact of mining permit issues on other projects, suggesting a short-term price decline while monitoring actual resumption timelines [1]

Core Viewpoint - Ganfeng Lithium has seen a significant stock price increase, with a 5.31% rise on September 8, reaching 46.98 CNY per share, and a total market capitalization of 966.47 billion CNY, reflecting a cumulative increase of 11.8% over three days [1] Company Overview - Ganfeng Lithium Industry Group Co., Ltd. is located in Xinyu City, Jiangxi Province, and was established on March 2, 2000. The company went public on August 10, 2010. Its main business involves the research, development, production, and sales of various lithium products [1] - The revenue composition of Ganfeng Lithium includes lithium series products (56.78%), lithium battery series products (35.52%), and other products (7.70%) [1] Shareholder Insights - E Fund's Hu Shen 300 ETF (510310) is among the top ten circulating shareholders of Ganfeng Lithium, having increased its holdings by 143.46 thousand shares in Q2, totaling 14.34 million shares, which represents 0.89% of the circulating shares. The estimated floating profit today is approximately 33.99 million CNY, with a total floating profit of 67.56 million CNY over the three-day increase [2] - The E Fund Hu Shen 300 ETF was established on March 6, 2013, with a current scale of 266.516 billion CNY. Year-to-date returns are 15.82%, ranking 2851 out of 4222 in its category, while the one-year return is 40.3%, ranking 2264 out of 3795 [2] Fund Management - The fund managers of E Fund Hu Shen 300 ETF are Yu Haiyan and Pang Yaping. Yu has a cumulative tenure of 14 years and 277 days, managing assets totaling 385.764 billion CNY, with the best fund return of 165.5% and the worst return of -83.57% during his tenure [3] - Pang has a cumulative tenure of 6 years and 327 days, managing assets of 314.865 billion CNY, with the best fund return of 69.91% and the worst return of -37.67% during his tenure [3] Fund Holdings - E Fund's Zhong Zheng New Energy ETF (516090) has also invested in Ganfeng Lithium, having reduced its holdings by 25.5 thousand shares in Q2, now holding 41.27 thousand shares, which accounts for 2.17% of the fund's net value. The estimated floating profit today is about 0.9781 million CNY, with a total floating profit of 1.9439 million CNY over the three-day increase [4] - The E Fund Zhong Zheng New Energy ETF was established on March 11, 2021, with a current scale of 643 million CNY. Year-to-date returns are 28.52%, ranking 1264 out of 4222, while the one-year return is 52.99%, ranking 1558 out of 3795 [4] Fund Management (Zhong Zheng New Energy ETF) - The fund manager of E Fund Zhong Zheng New Energy ETF is Zhang Zhan, who has a cumulative tenure of 5 years and 178 days, managing assets totaling 45.852 billion CNY, with the best fund return of 62.87% and the worst return of -54.7% during his tenure [5]

Core Viewpoint - The resumption of lithium mining by Ningde Times is expected to impact the supply of lithium mica and subsequently lead to a decrease in lithium carbonate prices, with market sentiment playing a significant role in this shift [1][2]. Group 1: Company Developments - On September 9, Yichun Times New Energy Mining Co., a subsidiary of Ningde Times, held a meeting to advance the resumption of operations at the Jiangxiawo lithium mine, with progress on mining rights and permits being faster than market expectations [1]. - The market is anticipating the resumption of operations at the Jiangxiawo lithium mine, which is expected to alleviate supply constraints and influence pricing dynamics in the lithium market [2]. Group 2: Market Implications - East Wu Futures indicated that the resumption of lithium mining by Ningde Times will lead to a rebound in lithium mica supply, which may cause the price of lithium carbonate to decline [2]. - According to Guangda Futures, the announcement of the resumption meeting by Ningde Times is likely to weaken the impact of mining permit issues on other projects, suggesting a potential short-term price drop for lithium carbonate [2].