Transaction Overview - Jiangxi Ganfeng Lithium Co., Ltd. has approved a proposal to pledge its 49% equity in Minmetals Salt Lake Co., Ltd. and mining rights of two other subsidiaries to secure financing [1][2] - The pledge is intended to support the company's daily operations and financing activities [1] Recent Developments - The company has completed the pledge registration for the 49% equity in Minmetals Salt Lake [1] - As of the announcement date, the pledges for the mining rights of the two other subsidiaries have not yet been completed [2]

证券代码：002460 证券简称：赣锋锂业 编号：临2025-090 江西赣锋锂业集团股份有限公司 本公司及其董事会全体成员保证公告内容的真实、准确和完整， 没有虚假记载、误导性陈述或重大遗漏。 关于以持有子公司股权及矿权质押担保涉及关联交易的进展公告 近日，公司收到全资子公司青海良承矿业有限公司（以下简称"青 海良承"）的通知，青海良承已向相关登记部门提交质押申请，并完 成五矿盐湖 49%股权的质押登记工作。 截至本公告披露日，公司暂未办理横峰县松树岗钽铌矿和宁都河 源锂辉石矿的矿权质押登记。公司董事会将积极关注事项进展情况， 及时履行信息披露义务。敬请广大投资者理性投资，注意投资风险。 特此公告。 江西赣锋锂业集团股份有限公司 董事会 2025 年 7 月 25 日 一、本次交易概述 江西赣锋锂业集团股份有限公司（以下简称"公司"）分别于 2025 年 2 月 21 日召开第五届董事会第八十九次会议、于 2025 年 3 月 17 日召开 2025 年第一次临时股东大会审议通过了《关于以持有子公司 股权及矿权质押担保涉及关联交易的议案》，为保障公司日常经营活 动正常开展，同意公司将持有的参股子公司五矿盐湖 ...

证券代码：002460 证券简称：赣锋锂业 编号：临2025-089 江西赣锋锂业集团股份有限公司 关于为全资子公司提供担保的进展公告 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。 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，同意公司向子公司提供连带责任保证担保额度合计人民 币 2,521,000 万元，同意子公司向子公司提供连带责任保证担保额度 人民币 1,114,000 万元，两项合计担保总额人民币 3,635,000 万元（包 括新增担保和原有担保的展期或续保）。其中公司及子公司向资产负 债率 70%以上的子公司提供总额不超过人民币 1,501,000 万元，向资 产负债率 70%以下的子公司（含新设立暂无财务数据的子公司）提供 总额不超过人民币 2,134,000 万元。本次担保额度在 ...

作者 | 哥吉拉 数据支持 | 勾股大数 据（www.gogudata.com） 今天 A股震荡反弹，沪指涨0.65%报3605.73点，三年半以来首次收于3600点上方 。 助力 A股站上3600的题材真不少， 近期在"反内卷"主旋律催化下， 很多期货品种开始了大幅反弹，情绪面蔓延到 了股票市场。 今天又轮到了碳酸锂。 国内碳酸锂期货主力合约今天涨势强劲，盘中一度触及涨停（ 8%），关联个股如赣锋锂 业、天齐锂业相继涨停，港股涨幅也一度超过15%。 发生了什么？ 涨停！ 01 板块方面，钢铁、地产、券商、多元金融等板块涨幅居前，锂矿、小金属、水利水电等概念股跟 ，盘面热点杂乱， 海南自贸区、免税店、雅下水电概念涨幅居前。 | Wind中国行业指数 | | | | | | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 林木 | 机场 | 基本金属 | 生物科技 | 券商 | 餐饮旅游 | 3.07% | 2.59% | 2.39% | 4.18% | 3.26% | 2.50% | ...

Core Viewpoint - The China Securities New Energy Vehicle Index (CS New Energy Vehicle, 399976) has shown significant growth, with a 2.67% increase on July 24, 2023, and a year-to-date rise of 9.56% [1] Group 1: Index Performance - The CS New Energy Vehicle Index has increased by 8.88% over the past month and 9.74% over the last three months [1] - The index was established on December 31, 2011, with a base value of 1000.0 points [1] Group 2: Index Holdings - The top ten weighted companies in the CS New Energy Vehicle Index are: CATL (10.42%), Huichuan Technology (9.24%), BYD (8.84%), Changan Automobile (4.72%), Sanhua Intelligent Control (4.61%), Huayou Cobalt (4.39%), Yiwei Lithium Energy (4.32%), Ganfeng Lithium (3.3%), Tianqi Lithium (3.09%), and Gree Environmental (2.56%) [1] - The market distribution of the index holdings shows that 84.21% are listed on the Shenzhen Stock Exchange, 15.21% on the Shanghai Stock Exchange, and 0.58% on the Beijing Stock Exchange [1] Group 3: Industry Composition - The industry composition of the index holdings includes: 58.48% in industrials, 22.92% in consumer discretionary, 17.46% in materials, and 1.14% in information technology [2] - The index samples are adjusted biannually, with changes implemented on the next trading day following the second Friday of June and December [2]

Core Viewpoint - The lithium mining sector is experiencing a significant rally, driven by rising lithium carbonate prices and strong market sentiment, particularly in the context of the electric vehicle industry and solid-state battery technology advancements [1][2][4][9]. Lithium Market Dynamics - On July 24, A-shares saw a notable increase, with lithium stocks like Tibet Mining and Yongshan Lithium hitting the daily limit, while others like Ganfeng Lithium and Rongjie shares also surged [1][3]. - The main contract for lithium carbonate futures rose by 7.83% to 77,120 yuan/ton, marking a significant rebound in prices, which have increased over 30% since late June [2][4]. - The average price for battery-grade lithium carbonate increased by 1,350 yuan/ton to 70,450 yuan/ton, while industrial-grade lithium carbonate also saw a similar rise [5]. Regulatory Environment - Recent regulatory actions in Yichun City require lithium mining companies to compile resource verification reports by September 30, raising concerns about potential production halts and contributing to price increases [6][7]. - Cangge Mining announced the suspension of its lithium resource development activities following a notice from local authorities, which could further impact supply dynamics [7]. Global Supply Trends - Prices for lithium spodumene from Australia and Zimbabwe have started to rebound after a period of stagnation, with Australian spodumene priced at $730/ton and Zimbabwean lithium priced at $657.5/ton, reflecting weekly increases of 7.7% and 7.3%, respectively [8]. Battery Industry Outlook - The Chinese automotive battery sector is projected to grow significantly, with a 47.3% year-on-year increase in cumulative battery installation from January to June, driven by the rising demand for electric vehicles [9]. - Solid-state battery technology is gaining traction, with companies like CATL and BYD making progress in development, indicating a potential shift in the battery landscape [10][11]. - The overall demand for lithium batteries is expected to maintain a rapid growth trajectory, supported by advancements in solid-state battery technology and increasing production capacities [10][11].

关注公众号，点击公众号主页右上角" ··· "，设置星标 "⭐" ，关注 鑫椤锂电 资讯~ 资料显示，深圳易储主要从事独立共享式储能电站项目的投资、建设和运营，该公司2024 年5月成立以 来，已在河北威县、广东和平县、山西榆社县等地启动多个独立共享储能电站项目，总投资超36亿元。其 中，山西榆社16亿元储能项目采用先进系统设计，预计年产值2亿元、年税收超千万元。 进固态电池群 ，加小编微信：13248122922 注：添加好友请备注 公司名称、姓名、职务，入群需发送1张您的纸质名片~ END 公告称， 报告期内，锂盐及锂电池产品销售价格持续下跌，尽管公司电池板块产能有序释放、销售增长， 但整体经营业绩仍受到冲击，并计提了存货等相关资产减值准备。 目前，赣锋锂业陷入业绩亏损的"困境"。2024年，公司全年营收189亿元，同比下滑42.66%，归母净亏 损达20.74亿元，同比下降141.96%；2025年第一季度营收37.72亿元，同比下降25.43%，净利润亏损 3.56亿，同比增长18.93%。在业绩承压之际，赣锋锂业正通过储能业务布局寻求新的突破。 7月15日，赣锋锂业旗下储能公司深圳易储又成立了新公司 ...

Group 1: Market Overview - Investors are awaiting earnings reports from major tech companies like Google and Tesla, while digesting tariff-related news, leading to a decline in semiconductor and AI sectors, which ended the Nasdaq's seven-day rally [1] - The S&P 500 index rose by 0.06%, and the Dow Jones increased by 0.40%, while the Nasdaq fell by 0.39% [2] - Nvidia dropped over 2.5%, while Google A shares rose by 0.65%, marking the longest consecutive rise since the end of 2010 [2] Group 2: Commodity and Currency Movements - U.S. Treasury yields fell across the board, with the 10-year yield dropping nearly 3 basis points [3] - The U.S. dollar experienced a three-day decline, decreasing by nearly 0.5% [3] - Gold prices surged over 1%, reaching $3,400, marking a one-month high [4] Group 3: Sector Developments - The global first Tesla restaurant opened, featuring "Cybertruck" and humanoid robots for food delivery, with some customers waiting 13 hours [6] - The UK approved a £38 billion project for the Sizewell C nuclear power station [7] - OpenAI announced a partnership with Oracle to expand a 4.5 GW data center, accelerating AI infrastructure [8] Group 4: Investment Trends - The State-owned Assets Supervision and Administration Commission emphasized the role of state-owned enterprises in supporting high-quality development in Tibet, focusing on infrastructure investment [11] - A report indicated that the lithium carbonate futures rose over 2.7%, with a 13% increase over the past seven trading days, driven by regulatory actions in lithium resource production [15] - The Hainan Free Trade Port is expected to release positive policy signals regarding its construction and operation, which could significantly boost the regional economy [16] Group 5: Aging Population and Healthcare - The National Health Commission released a plan to promote integrated medical and elderly care services, responding to the growing demand for elderly health services [17] - The elderly population in China is projected to exceed 300 million by 2025, with the market size for elderly care expected to grow to ¥16.1 trillion, reflecting a growth rate of over 15% [17]

Market Overview - The Hong Kong stock market showed volatility, with the Hang Seng Index closing at 25,130.03 points, up 0.54% or 135.89 points, with a total turnover of HKD 266.07 billion [1] - The Hang Seng China Enterprises Index rose 0.39% to 9,075.6 points, while the Hang Seng Tech Index increased by 0.38% to 5,606.83 points [1] Blue Chip Performance - BYD (01211) saw a significant increase of 5.09%, closing at HKD 134.2, contributing 37.78 points to the Hang Seng Index [2] - In the first half of 2023, BYD's domestic sales exceeded 2.113 million units, a year-on-year increase of 31.5%, while overseas sales reached 472,000 units, up 128.5% [2] - Other notable blue chips included Xinyi Glass (00868) up 7.23%, Zhongsheng Holdings (00881) up 6.15%, while New Oriental (09901) and Bank of China Hong Kong (02388) saw declines of 4.92% and 3.5% respectively [2] Sector Highlights - Coal stocks surged, with Mongolian Coking Coal (00975) up 11.55% and Yancoal Australia (01171) up 9.53%, driven by rumors of capacity control measures in the coal industry [3][4] - Infrastructure stocks performed strongly, with China Communications Construction (01800) rising 7.57% and China Railway Construction (01186) up 6.03% [4] - The launch of the Yarlung Tsangpo River downstream hydropower project, with an investment of approximately CNY 1.2 trillion, is expected to boost infrastructure investment [5] Commodity and Material Stocks - Non-ferrous metal stocks continued to rise, with Ganfeng Lithium (01772) up 8.94% and Luoyang Molybdenum (03993) up 7.12%, supported by upcoming policies aimed at stabilizing growth in key industries [6] - The photovoltaic sector was active, with Kaisa New Energy (01108) rising 8% and GCL-Poly Energy (03800) up 6.67%, as supply-side reforms are anticipated to improve industry conditions [7] Notable Stock Movements - China Longgong (03339) surged 15.83% after announcing a significant profit increase forecast for the first half of 2025 [8] - Fufeng Group (00546) rose 10.8% on expectations of a substantial profit increase due to higher sales and lower raw material costs [9] - Lijun Pharmaceutical (01513) reached a new high, up 9.37%, following positive clinical trial results for a new drug [10] - Harbin Electric (01133) climbed 8.14% after announcing a profit forecast that exceeded expectations [11] - Meizhong Jiahe (02453) faced pressure, down 6%, due to a planned share placement at a discount [12]

| 代码 | 名称 | | 最新价 | 涨跌额 | 涨跌幅 | | --- | --- | --- | --- | --- | --- | | 800000 | 恒生指数 | 0 | 25130.03 | +135.89 | 0.54% | | 800100 | 国企指数 | | 9075.60 | +35.40 | 0.39% | | 800700 | 恒生科技指数 | | 5606.83 | +21.33 | 0.38% | 盘面上，大型科技股多数继续上涨行情，其中，快手涨近2%，百度涨1.38%，腾讯、小米、网易、阿里巴巴均上涨，美团、京东走低。 受相关传闻影响，煤炭股午后异动拉升上扬，蒙古焦煤涨11.55%，兖矿能源、南戈壁涨超9%，中煤能源、中国神华皆强势。 基建类股全天表现活跃，尤其是高铁基建股涨幅明显，中国交通建设涨7.57%领衔，中国铁建、中国中车、中国中铁齐涨。 汽车股、光伏股、半导体股、海运股、电力股、钢铁股、黄金股等有色金属股纷纷上涨。 今日，港股三大指数全天呈现窄幅震荡行情，盘中均刷新阶段新高，且都录得连涨行情，市场做多情绪稳步攀升。 截止收盘，恒生指数涨0.54%突破年内高点，创20 ...