消息面上，8月8日，碳酸锂期货再度走高，主力LC2511合约现涨幅扩大逾5%，报75340元/吨。银河期 货认为，盘面增仓大涨反映市场相信江西矿山停产概率增加，资金押注基本面阶段性短缺。锂价短期向 上弹性更高，关注矿证审批工作的结论。碳酸锂供应整体维持高位，需求表现稳中有升，三季度呈现旺 季特征，紧平衡对碳酸锂盘面有支撑。 智通财经APP获悉，锂业股再度活跃，截至发稿，天齐锂业(09696)涨3.62%，报41.2港元；赣锋锂业 (01772)涨1.75%，报27.92港元。 ...

Group 1 - The China Securities New Energy Index increased by 0.83%, with significant gains from component stocks such as Sunshine Power (+7.27%) and China Minmetals Resources (+4.24%) [1] - The New Energy ETF (159875) saw a trading volume of 16.47 million yuan, with a turnover rate of 1.83% [1] - Over the past month, the New Energy ETF's average daily trading volume was 39.61 million yuan, indicating strong market interest [1] Group 2 - The New Energy ETF's net asset value increased by 2.22% over the past six months, with a maximum monthly return of 25.07% since inception [1] - The top ten weighted stocks in the China Securities New Energy Index account for 43.41% of the index, with notable companies including CATL and Longi Green Energy [2] - A strategic partnership between Green Energy Wisdom Digital Energy Technology Co., Ltd. and Xinjiang Commerce Logistics Group aims to enhance logistics and emergency drone fleet bases in key regions, accelerating the construction of wind and solar projects in Xinjiang [2]

企查查APP显示，近日，河北赣锋资源循环科技有限公司成立，注册资本2000万元，经营范围包含：电 池制造；电池零配件生产；电池零配件销售等。企查查股权穿透显示，该公司由赣锋锂业（002460）全 资子公司江西赣锋循环科技有限公司等共同持股。 （原标题：赣锋锂业等在河北成立资源循环科技公司） ...

Group 1 - Lithium stocks experienced a midday surge, with Tianqi Lithium (09696) rising by 6.33% to HKD 39.3 and Ganfeng Lithium (01772) increasing by 2.88% to HKD 27.12 [1] - The main contract for lithium carbonate futures saw an intraday increase of 5%, reaching CNY 72,140 per ton [1] - A report from Huafu Securities indicated a significant rise in lithium carbonate prices in July, driven by disruptions in Jiangxi and Qinghai mines, along with an expected increase in production in August and price hikes in September due to the traditional peak season [1] Group 2 - Bohai Securities noted that market expectations regarding the "anti-involution" policy are gradually adjusting, leading to weakened sentiment supporting prices; despite a reduction in industry inventory, overall supply remains excessive with limited demand recovery, suggesting short-term price fluctuations [1] - In the medium to long term, the "anti-involution" policy is expected to dominate supply-side regulations in the industry, with a trend towards increased regulatory oversight that may optimize the future supply landscape of the lithium industry, thereby supporting the price center of lithium [1]

智通财经APP获悉，锂业股午前拉升，截至发稿，天齐锂业(09696)涨6.33%，报39.3港元；赣锋锂业 (01772)涨2.88%，报27.12港元。 消息面上，碳酸锂期货主力合约日内涨幅扩大至5%，报72140元/吨。华福证券发布研报称，7月碳酸锂 价格大幅上涨。江西及青海矿端扰动，叠加8月排产环比提升，9月传统旺季涨价带动板块上涨可期。 （原标题：港股异动 | 反内卷仍将主导行业供给端政策 天齐锂业(09696)现涨超6% 赣锋锂业(01772)涨近 3%） 渤海证券指出，展望未来，当前市场对"反内卷"政策的预期逐渐调整和消化，情绪对价格支撑减弱；当 前行业库存虽出现去化，但整体供给仍然过剩，需求回暖有限，短期价格或震荡运行。中长期看，"反 内卷"仍将主导行业供给端政策，目前行业供给端存在监管加强的趋势，有望优化锂行业未来供给格 局，从而对锂价中枢形成支撑。 ...

锂业股午前拉升，截至发稿，天齐锂业（002466）(09696)涨6.33%，报39.3港元；赣锋锂业（002460） (01772)涨2.88%，报27.12港元。 渤海证券指出，展望未来，当前市场对"反内卷"政策的预期逐渐调整和消化，情绪对价格支撑减弱；当 前行业库存虽出现去化，但整体供给仍然过剩，需求回暖有限，短期价格或震荡运行。中长期看，"反 内卷"仍将主导行业供给端政策，目前行业供给端存在监管加强的趋势，有望优化锂行业未来供给格 局，从而对锂价中枢形成支撑。 消息面上，碳酸锂期货主力合约日内涨幅扩大至5%，报72140元/吨。华福证券发布研报称，7月碳酸锂 价格大幅上涨。江西及青海矿端扰动，叠加8月排产环比提升，9月传统旺季涨价带动板块上涨可期。 ...

Group 1 - The core point of the news is the establishment of Yineng Aggregation (Shenzhen) Technology Co., Ltd., which is fully owned by Ganfeng Lithium's subsidiary, Shenzhen Yichu Energy Technology Co., Ltd. The company focuses on new material technology promotion, big data services, energy management contracts, and project planning and public relations services [1][2][3]. Group 2 - The registered capital of Yineng Aggregation is 5 million yuan, and it is located in Nanshan District, Shenzhen, Guangdong Province [2]. - The company is classified under the national standard industry of electricity supply (D4420) and has a business scope that includes technology services, photovoltaic equipment manufacturing, and recycling of used power batteries from new energy vehicles [2][3]. - The ownership structure shows that Shenzhen Yichu Energy Technology Co., Ltd. holds 100% of Yineng Aggregation, while Ganfeng Lithium Group holds a 69.5754% stake in Shenzhen Yichu Energy Technology Co., Ltd. [3][4].

格隆汇8月6日｜港交所文件显示：7月31日，花旗对赣锋锂业(1772.HK)的持仓比例从5.15%降至 4.48%。 ...

Core Viewpoint - The wealth of Li Liangbin, known as the "Lithium King of Jiangxi," has decreased significantly, dropping to 13.26 billion yuan, a reduction of 25.34 billion yuan from its peak in 2022, closely linked to the declining performance of Ganfeng Lithium [1][4]. Financial Performance - In 2022, Ganfeng Lithium achieved a net profit of 20.504 billion yuan, a year-on-year increase of 292.16%. However, in 2023, the net profit plummeted by 75.87% to 4.947 billion yuan, and in 2024, the company reported a loss of 2.074 billion yuan, marking a year-on-year decline of 141.93% [5][6]. - For the first half of 2025, Ganfeng Lithium anticipates a net loss between 300 million to 550 million yuan, compared to a loss of 760 million yuan in the same period last year [6]. Debt Situation - Ganfeng Lithium's debt ratio has risen sharply from 33% in 2021 to 54.95% by the end of the first quarter of 2025 [7]. - The total liabilities increased from 12.89 billion yuan at the end of 2021 to 57.443 billion yuan by the end of the first quarter of 2025, representing a growth of 44.553 billion yuan [8]. - The company has been actively seeking to optimize its debt structure and has registered for the issuance of medium-term notes and short-term financing bonds to alleviate debt pressure [9][10][11].

（文章来源：证券日报） 证券日报网讯赣锋锂业8月5日在互动平台回答投资者提问时表示，公司业绩情况请关注公司后续披露的 定期报告。 ...