锂业股午前走高，截至发稿，赣锋锂业（01772）上涨3.46%，报51.40港元；天齐锂业（09696）上涨 2.28%，报47.52港元。 责任编辑：卢昱君 热点栏目 自选股 数据中心 行情中心 资金流向 模拟交易 客户端 锂业股午前走高，截至发稿，赣锋锂业（01772）上涨3.46%，报51.40港元；天齐锂业（09696）上涨 2.28%，报47.52港元。 责任编辑：卢昱君 热点栏目 自选股 数据中心 行情中心 资金流向 模拟交易 客户端 ...

Group 1 - The lithium battery sector in Hong Kong is experiencing active performance, with notable stock increases for companies such as Ganfeng Lithium (+4.27%), Tianqi Lithium (+3.19%), and CATL (+2.02%) [2] - The U.S. Department of Defense is significantly stockpiling critical minerals, including lithium, cobalt, graphite, and rare earths, highlighting the global emphasis on strategic resource security and supporting long-term lithium demand [3] - Vulcan Energy has secured nearly $2.5 billion in financing for its Lionheart lithium project in Germany, which is expected to produce 24,000 tons of lithium annually, sufficient to meet the annual demand of approximately 500,000 electric vehicles, thereby strengthening the local supply chain in Europe [3] Group 2 - A report from CITIC Securities predicts that global lithium battery demand will exceed 2,700 GWh by 2026, with a year-on-year growth of over 30%, and energy storage battery demand surpassing 900 GWh, indicating potential supply tightness across various segments [3] - Huatai Securities forecasts that global lithium resource supply (measured in LCE) will reach 1.634 million tons, 2.162 million tons, and 2.532 million tons in 2025, 2026, and 2027 respectively, with year-on-year growth rates of 22.3%, 32.3%, and 17.1%, although structural scarcity remains a concern [3] - CATL has received type approval for its marine battery system from the Italian classification society RINA, and its products are now used in nearly 900 vessels, including the world's largest pure electric inland cruise ship [4] Group 3 - CATL has signed a framework supply agreement with Singapore's renewable energy developer Vena Energy to provide 4 GWh of EnerX battery storage systems, showcasing its technological output and delivery capabilities in the global energy storage market [4]

五矿证券指出，观察到产业的三大变化：供给端生产韧性强；需求带动下，产业链去库并加速。 2025Q3全球新能源汽车销量540万辆，同比+23%；储能电池出货量170Gwh，同比+98.5%，产业链排产 增加带动库存去化并加速；中资企业资本开支已处于周期底部约3年时间，我们预计2026-2028年锂盐项 目投产节奏放缓。该行认为锂矿周期拐点已经逐步接近。 锂业股早盘走高，截至发稿，赣锋锂业（002460）(01772)涨4.27%，报51.8港元；天齐锂业（002466） (09696)涨3.31%，报48港元。 消息面上，碳酸锂期货2605合约今早一度涨超3%，最高见96800元/吨。根据华泰证券测算，由于预期 27年全球锂资源供需关系或走向短缺，短缺预期或推升价格在26年下半年提前启动，有望再次突破10万 元/吨。考虑下游对于碳酸锂价格的敏感程度相对较低，该行认为若27年出现持续短缺去库情况，碳酸 锂价格上行空间或进一步打开，有望上涨至12万元/吨。 ...

智通财经APP获悉，锂业股早盘走高，截至发稿，赣锋锂业(01772)涨4.27%，报51.8港元；天齐锂业 (09696)涨3.31%，报48港元。 消息面上，碳酸锂期货2605合约今早一度涨超3%，最高见96800元/吨。根据华泰证券测算，由于预期 27年全球锂资源供需关系或走向短缺，短缺预期或推升价格在26年下半年提前启动，有望再次突破10万 元/吨。考虑下游对于碳酸锂价格的敏感程度相对较低，该行认为若27年出现持续短缺去库情况，碳酸 锂价格上行空间或进一步打开，有望上涨至12万元/吨。 五矿证券指出，观察到产业的三大变化：供给端生产韧性强；需求带动下，产业链去库并加速。 2025Q3全球新能源汽车销量540万辆，同比+23%；储能电池出货量170Gwh，同比+98.5%，产业链排产 增加带动库存去化并加速；中资企业资本开支已处于周期底部约3年时间，我们预计2026-2028年锂盐项 目投产节奏放缓。该行认为锂矿周期拐点已经逐步接近。 ...

Group 1 - The Hong Kong stock market's non-ferrous metal sector has seen an upward trend, with Lingbao Gold (03330.HK) rising over 7% [1] - Ganfeng Lithium (01772.HK) increased by more than 4%, while Tianqi Lithium (09696.HK) rose over 3% [1] - Other companies such as Zhaojin Mining (01818.HK), China Hongqiao (01378.HK), and China Aluminum (02600.HK) also experienced gains [1]

截至发稿，赣锋锂业(01772.HK)涨5.17%、天齐锂业(09696.HK)涨3.31%、宁德时代(03750.HK)涨 1.81%。 ...

Group 1 - The U.S. Department of Defense is significantly stockpiling critical minerals, including lithium, cobalt, graphite, and rare earth elements, which are essential for energy transition [1] - Vulcan Energy has secured nearly $2.5 billion in financing for the construction of Europe's largest lithium production project, with an annual production capacity of 24,000 tons of lithium, sufficient to meet the demand for approximately 500,000 electric vehicles per year [1] - CITIC Securities forecasts that the total demand for lithium batteries is expected to exceed 2,700 GWh next year, with a year-on-year growth rate of over 30%, and energy storage battery demand surpassing 900 GWh, indicating potential shortages in various segments of lithium [1] Group 2 - Huatai Securities predicts that the global lithium resource supply increment by 2026 will mainly come from new domestic salt lake projects, increased output from African and Australian mines, and gradual production ramp-up from South American salt lakes [2] - Under neutral expectations, global lithium resource supply is projected to be 1.634 million tons, 2.162 million tons, and 2.532 million tons of LCE for 2025, 2026, and 2027 respectively, with year-on-year growth rates of 22.3%, 32.3%, and 17.1% [2] - CITIC Securities emphasizes the importance of resource self-sufficiency and low-cost quality resources, suggesting that companies with high self-sufficiency can maintain stable raw material supply and high margins, mitigating risks associated with low-margin processing in the future [2] Group 3 - Related companies in the lithium mining sector listed on the Hong Kong Stock Exchange include Tianqi Lithium (09696), Ganfeng Lithium (01772), and Longpan Technology (02465) [3]

Group 1 - The U.S. Department of Defense is significantly stockpiling critical minerals, including lithium, cobalt, graphite, and rare earth elements, essential for energy transition [1] - Vulcan Energy has secured nearly $2.5 billion in financing for the largest lithium production project in Europe, with an annual production capacity of 24,000 tons of lithium, sufficient to meet the demand for approximately 500,000 electric vehicles per year [1] - CITIC Securities forecasts that the total demand for lithium batteries is expected to exceed 2,700 GWh next year, with a year-on-year growth rate of over 30%, indicating potential shortages in various segments of the lithium supply chain [1] Group 2 - Huatai Securities predicts that the global lithium resource supply increment from 2025 to 2027 will mainly come from new domestic salt lake projects, increased output from African and Australian mines, and gradual production ramp-up from South American salt lakes, with expected supply volumes of 1.634 million tons, 2.162 million tons, and 2.532 million tons of LCE respectively [2] - CITIC Securities emphasizes the importance of resource self-sufficiency and low-cost quality resources, suggesting that companies with high self-sufficiency rates will have stable raw material supply and high margins, reducing risks associated with low-margin processing in the future [2] - The report highlights that as lithium prices stabilize, companies with significant production and capacity growth will be prioritized for investment opportunities [2] Group 3 - Relevant Hong Kong-listed companies in the lithium resource sector include Tianqi Lithium (002466), Ganfeng Lithium (002460), and Longpan Technology (603906) [3]

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 就因本公告全部或任何部份內容而產生或因依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） 自願公告 二零二六年到期之固定息率可換股債券 轉換及贖回情況更新 茲 提 述 江 西 贛 鋒 鋰 業 集 團 股 份 有 限 公 司（「本公司」）日 期 為2025年8月26日、 2025年9月2日 及2025年11月6日 的 公 告（「該等公告」），內 容 有 關 根 據 一 般 性授權同步建議發行於2026年到期的1,370,000,000港元1.50%可換股債券（「可 換股債券」）及 根 據 發 行 人 贖 回 權 利 提 前 贖 回 可 換 股 債 券 之 贖 回 通 知。除 非 另 有 定 義，本 公 告 所 用 詞 彙 與 該 等 公 告 所 界 定 者 具 有 相 同 涵 義。 繼本公司於2025年9月2日 完 成 發 行 可 換 股 債 券 後，持 有 ...

证券代码：002460 证券简称：赣锋锂业 编号：临2025-140 江西赣锋锂业集团股份有限公司 关于H股可转换公司债券转股及赎回的进展公告 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"或"发行人"） 于2025年9月2日完成了H股可转换公司债券（以下简称"本次可转 债"）的发行，本次可转债发行总额为1,370,000,000港元，于2026年 到期，可转债的转换价为每股H股33.67港元。公司于2025年11月发布 提前赎回H股可转换公司债券的通知，本次可转债已触发提前赎回条 件，公司将于2025年12月18日赎回和注销余下可转债，可转债持有人 如欲行使其转换权，应于2025年12月8日香港时间下午3时前提交转换 通知。（详见公告：2025-102、2025-132） | | | | | 股份数目（股） | 约占已发行总股 本的比例（%） | 增加新股 | 股份数目（股） | 约占已发行总股 本的比例（%） | | --- | --- | --- | --- | --- | --- | | 李良彬 | 378, ...