Group 1 - Lithium stocks continue to decline, with Tianqi Lithium (002466)(09696) down 4.25% at HKD 34.9 and Ganfeng Lithium (002460)(01772) down 4.21% at HKD 26.15 [1] - On July 31, lithium carbonate futures main contract fell over 6%, currently reported at CNY 68,300 per ton [1] - Southwest Futures indicates that the supply-demand structure of the lithium carbonate market remains unchanged, with supply from the resource side still strong [1] Group 2 - Although some major manufacturers have halted production for maintenance, the overall supply remains high, and recent consumption has shown improvement due to increased production in July, primarily supported by energy storage demand [1] - However, downstream purchasing sentiment is cautious due to high prices, coupled with ample inventory leading to a strong wait-and-see attitude, resulting in relatively quiet trading [1] - The fundamental oversupply situation has not been reversed, although there remains significant uncertainty regarding supply from the mining sector [1]

Group 1 - The core point of the article is the establishment of Shenzhen Shengguan Storage Technology Co., Ltd., which is fully owned by Ganfeng Lithium Co., Ltd. through its subsidiary Shenzhen Yichu Energy Technology Co., Ltd. [1] - The new company will engage in various services including industrial internet data services, commercial complex management services, software development, battery manufacturing, and testing machine manufacturing [1]

Group 1 - Ganfeng Lithium's stock price closed at 37.36 yuan on July 30, down 1.99% from the previous trading day [1] - The trading volume on that day was 375,603 hands, with a transaction amount of 1.415 billion yuan [1] - Ganfeng Lithium is primarily engaged in lithium resource development, lithium product processing, and lithium battery material R&D and production, covering the entire industry chain from upstream lithium resource extraction to downstream lithium battery manufacturing [1] Group 2 - Recently, Ganfeng Lithium established Shenzhen Xunyue New Energy Technology Co., Ltd. through its wholly-owned subsidiary Shenzhen Yichu Energy Technology Co., Ltd. [1] - The new company's business scope includes motor manufacturing, wind power generation technology services, and energy storage technology services [1] - On July 30, the net outflow of main funds from Ganfeng Lithium was 115.8023 million yuan, accounting for 0.26% of the circulating market value [1]

Group 1 - Lithium stocks experienced significant declines, with Tianqi Lithium down 3.82% to 36.5 HKD and Ganfeng Lithium down 3.36% to 27.35 HKD [1] - The main contract for lithium carbonate, LC2509, saw a substantial reduction in positions, with a drop of 6% [1] - According to CITIC Futures, the weekly production from SMM showed a slight decline, primarily due to reduced output from salt lake sources, while the impact of maintenance on actual supply was limited [1] Group 2 - The overall inventory trend remains upward, but strong price increases are causing inventory to shift from upstream to intermediate stages [2] - Despite production cuts in Jiangxi and Qinghai, domestic output continues to rise, while July saw a year-on-year decline in retail and wholesale sales of new energy vehicles, with only the energy storage market showing growth [2] - The anticipated "anti-involution" policy in the bulk commodity market has made compliance risks regarding mining licenses in Jiangxi a focal point in the lithium carbonate market [2]

中辉期货指出，基本面总库存维持累库趋势，但价格强势拉涨令库存开始从上游转移至中间环节。国内 虽然江西和青海均有企业减停产但产量依然维持上升，7月新能源汽车零售和批发市场销量同比下滑， 仅储能市场有一定增量。短期大宗商品市场交易"反内卷"政策预期，江西锂矿采矿证的合规风险成为碳 酸锂博弈的焦点，综合近期国内外的减产信息，全年的过剩量将由8万吨缩窄至5万吨LCE。 消息面上，碳酸锂主力合约LC2509大幅减仓，跌幅达6%。中信期货指出，SMM周度产量环比小幅下 滑，主要体现为盐湖端藏格减产的部分，藏格停产和银锂检修对实际供应影响有限，市场主要是交易其 他项目的进一步停产预期；需求也没有明显超预期，8月排产表现相对平稳；社会库存继续累库，仓单 库存进入7月注销月后持续快速去化，但交仓意愿随价格上涨有所修复，8月仓单或可逐渐恢复。总体看 来三季度国内供需处于大体平衡状态，但价格处于当前高位或刺激供应加快释放。当前影响市场的核心 仍是反内卷情绪与矿山采矿证相关问题的进展。 智通财经APP获悉，锂业股午后跌幅扩大，截至发稿，天齐锂业(09696)跌3.82%，报36.5港元；赣锋锂 业(01772)跌3.36%，报27. ...

Group 1 - Shenzhen Xunyu New Energy Technology Co., Ltd. has been established recently, focusing on various sectors including motor manufacturing, wind power technology services, energy management services, gas compression machinery manufacturing, and energy storage technology services [1] - The company is wholly owned by Shenzhen Yichu Energy Technology Co., Ltd., which is a subsidiary of Ganfeng Lithium Co., Ltd. [1]

Summary of Key Points Core Viewpoint - The report highlights the top short-selling stocks in the market, indicating significant short-selling activity and potential investor sentiment towards these companies. Group 1: Top Short-Selling Ratios - JD Health (86618) has the highest short-selling ratio at 100.00% [1][2] - Hang Seng Bank (80011) follows with a short-selling ratio of 88.44% [1][2] - SenseTime (80020) has a short-selling ratio of 76.25% [1][2] Group 2: Top Short-Selling Amounts - Xiaomi Group (01810) leads in short-selling amount with 2.209 billion [1][2] - Tencent Holdings (00700) has a short-selling amount of 0.955 billion [1][2] - WuXi AppTec (02359) reports a short-selling amount of 0.698 billion [1][2] Group 3: Top Short-Selling Deviations - Hang Seng Bank (80011) has the highest deviation value at 48.82% [1][2] - JD Health (86618) follows with a deviation value of 45.78% [1][2] - Uni-President China (00220) has a deviation value of 33.70% [1][2]

Group 1 - Ganfeng Comprehensive Energy (Qinghai) Co., Ltd. has been established with a registered capital of 200 million RMB [1] - The company is fully owned by Ganfeng Lithium (002460) [1] - The business scope includes research and development of emerging energy technologies, manufacturing and sales of new energy driving equipment [1]

| 序号 | | 股东名称 | 持股比例 ⇒ | | --- | --- | --- | --- | | | | 深圳易储能源科技有限公司 | 100% | | | | 江西赣锋锂业集团股份有限公司 + | 74.8379% | | | 级 股 | 石姣 | 8.3153% | | | 东 | 深圳市聚能贰号创业投资合伙企业（有限合伙） + | 4.9892% | | | | + 深圳市聚能壹号创业投资合伙企业（有限合伙） | 3.3926% | | 全国企业信用查询 | 深圳迅越新能源科技有限公司 | | × 查一下 | | --- | --- | --- | --- | | 基本信息 11 | 法律诉讼 | 经营风险 | 经营信息 | | 法定代表人 | 宋春阳 饶 关联企业 4 | 登记状态 | 存续（在营、开业、i | | | | 注册资本 | 500万元 | | 组织机构代码 | MAERKKRU-8 | 工商注册号 | 440300226454168 | | 企业类型 | 有限责任公司 (法人独资) | 营业期限 | 2025-07-28 至 无固定 | | 人员规模 | | 参保人数 | | | ...

Battery - CATL supports the operation of the first pure electric passenger ship "Yujian 77" in China, which utilizes CATL's marine battery system, providing a zero-emission and low-noise experience for tourists, marking a significant step towards green transformation in the maritime tourism industry [2][3] - BYD Energy signed a strategic cooperation agreement with CCS Wuhan, aiming to advance green ship technology standards and establish a joint laboratory for battery-powered ship safety research, focusing on battery system innovation and industry standards [4] - ZK Electronic has obtained a patent for a solid-state battery capable of high-rate charging and discharging, continuing its research and application development in solid-state battery technology [5][6] - Ganfeng Lithium established Ganfeng Comprehensive Energy (Qinghai) Co., Ltd. with a registered capital of 200 million RMB, focusing on renewable energy technology and independent energy storage development, indicating Ganfeng's expansion into the energy storage sector [7] - QuantumScape Corporation expanded its strategic cooperation with PowerCo SE, with an investment of up to $131 million (approximately 956 million RMB) to accelerate the development of solid-state battery technology [9] - CATL signed a strategic cooperation agreement with the government of Jiyuan City, focusing on the development of the new energy industry and energy storage technology applications [10] Materials - A 10,000-ton silicon-carbon anode material project in Yichang, Hubei, has been publicly announced, with a total investment of approximately 1 billion RMB, aiming for an annual production capacity of 10,000 tons [12] - Jiayuan Technology and South China University of Technology established a joint research center for high-performance environmentally friendly electrolytic copper foil, initiating projects on interface mechanisms and functional materials [14][15] - Sichuan Luocheng's solid-state battery binder is currently in the small-scale testing phase, with positive results from lithium battery electrolyte additive tests, achieving ton-level production supply [16] Battery Recycling - Tianli Lithium Energy announced an investment of 30 million RMB to establish Guangxi Tianli Advanced Energy Research Co., Ltd. in collaboration with other investors [20]