消息面上，9月19日，2025遂宁国际锂电产业大会召开。工业和信息化部电子信息司二级巡视员吴国纲 在发言中表示，下一步，将强化锂电池技术创新引领，加快布局前瞻技术，加快固态电池、钠离子电 池、全气候电池、快充电池及关键材料的研发和产业化。 此外，近日，研究机构EVTank、伊维经济研究院联合中国电池产业研究院共同发布了《中国金属锂行 业发展白皮书(2025年)》。根据白皮书内容，全球各地固态电池头部企业已经开始布局和研发金属锂用 于固态电池负极材料，随着全固态电池实现大规模商业化，以及金属锂负极的渗透率的上升，将为金属 锂开拓一个巨大的增量市场。其中，天齐锂业拥有600吨金属锂产能，在建产能1000吨，排名全球第 二。 天齐锂业（002466）(09696)涨近5%，截至发稿，涨4.98%，报41.28港元，成交额4.18亿港元。 ...

此外，近日，研究机构EVTank、伊维经济研究院联合中国电池产业研究院共同发布了《中国金属锂行 业发展白皮书(2025年)》。根据白皮书内容，全球各地固态电池头部企业已经开始布局和研发金属锂用 于固态电池负极材料，随着全固态电池实现大规模商业化，以及金属锂负极的渗透率的上升，将为金属 锂开拓一个巨大的增量市场。其中，天齐锂业拥有600吨金属锂产能，在建产能1000吨，排名全球第 二。 智通财经APP获悉，天齐锂业(09696)涨近5%，截至发稿，涨4.98%，报41.28港元，成交额4.18亿港元。 消息面上，9月19日，2025遂宁国际锂电产业大会召开。工业和信息化部电子信息司二级巡视员吴国纲 在发言中表示，下一步，将强化锂电池技术创新引领，加快布局前瞻技术，加快固态电池、钠离子电 池、全气候电池、快充电池及关键材料的研发和产业化。 ...

Group 1: Liquidity and Performance of Rare Metal ETF - The rare metal ETF had an intraday turnover of 2.39%, with a transaction volume of 62.4557 million yuan [3] - Over the past week, the average daily transaction volume of the rare metal ETF reached 250 million yuan, ranking first among comparable funds [3] - The rare metal ETF's scale increased by 66.2844 million yuan in the past week, achieving significant growth and ranking first among comparable funds [3] - The ETF's shares grew by 262 million shares in the past week, also ranking first among comparable funds [3] - In the last five trading days, the rare metal ETF attracted a total of 175 million yuan in inflows [3] - As of September 18, 2025, the net value of the rare metal ETF increased by 87.33% over the past year [3] - The highest monthly return since inception was 24.02%, with the longest consecutive monthly increase being four months and a maximum increase of 58.56% [3] - The average monthly return during the rising months was 8.77%, and the annualized return over the past three months exceeded the benchmark by 6.60% [3] Group 2: Industry Insights and Developments - The concept of the "Asian Lithium Belt" was introduced, spanning 2,800 kilometers across four provinces, with multiple large and super-large lithium mines discovered [4] - According to a report by CITIC Securities, the profitability growth rate of the metal sector is expected to rise further in the first half of 2025, maintaining strong performance [4] - Sub-sectors such as rare earths, tungsten, nickel, cobalt, tin, antimony, and copper are performing exceptionally well [4] - The metal sector's dividends and fund holdings are on the rise, with valuations reaching their highest levels since 2022, although still below the 2021 peak [4] - The top ten weighted stocks in the CSI Rare Metal Theme Index account for 57.58% of the index, including companies like Northern Rare Earth, Luoyang Molybdenum, and Tianqi Lithium [4] - Investors can also participate in the rare metal sector through the Rare Metal ETF linked fund (014111) [4]

责任编辑：小浪快报 9月19日，天齐锂业涨5.59%，截至发稿，报45.56元/股，成交19.16亿元，换手率2.91%，总市值747.74 亿元。 资料显示，天齐锂业股份有限公司位于四川省成都市天府新区红梁西一街166号,香港铜锣湾勿地臣街1 号时代广场2座31楼，成立日期1995年10月16日，上市日期2010年8月31日，公司主营业务涉及锂精矿产 品和锂化合物及其衍生物产品的生产和销售。主营业务收入构成为：锂化合物及衍生品50.54%，锂矿 49.25%，其他0.21%。 从基金十大重仓股角度 数据显示，招商基金旗下1只基金重仓天齐锂业。招商中证新能源汽车指数A（013195）二季度减持2.5 万股，持有股数32.17万股，占基金净值比例为2.49%，位居第十大重仓股。根据测算，今日浮盈赚取约 77.53万元。 招商中证新能源汽车指数A（013195）成立日期2021年8月27日，最新规模1.26亿。今年以来收益 42.44%，同类排名870/4222；近一年收益85.97%，同类排名872/3805；成立以来亏损24.96%。 招商中证新能源汽车指数A（013195）基金经理为刘重杰。 截至发稿，刘重 ...

9月19日，天齐锂业涨5.59%，截至发稿，报45.56元/股，成交19.16亿元，换手率2.91%，总市值747.74 亿元。 资料显示，天齐锂业股份有限公司位于四川省成都市天府新区红梁西一街166号,香港铜锣湾勿地臣街1 号时代广场2座31楼，成立日期1995年10月16日，上市日期2010年8月31日，公司主营业务涉及锂精矿产 品和锂化合物及其衍生物产品的生产和销售。主营业务收入构成为：锂化合物及衍生品50.54%，锂矿 49.25%，其他0.21%。 从基金十大重仓股角度 数据显示，天弘基金旗下1只基金重仓天齐锂业。天弘中证新能源车A（011512）二季度减持2.68万股， 持有股数72.73万股，占基金净值比例为2.49%，位居第十大重仓股。根据测算，今日浮盈赚取约175.27 万元。 天弘中证新能源车A（011512）成立日期2021年4月9日，最新规模1.3亿。今年以来收益42.73%，同类 排名853/4222；近一年收益84.94%，同类排名894/3805；成立以来收益13%。 天弘中证新能源车A（011512）基金经理为祁世超。 截至发稿，祁世超累计任职时间241天，现任基金资产总规模2 ...

格隆汇9月19日｜能源金属板块持续走强，其中，赣锋锂业涨停，天齐锂业涨超6%，腾远钴业、博迁新 材、寒锐钴业、盛新锂能跟涨。 相关ETF方面，有色50ETF(159652)涨1.51%，成交额3586.03万元，稀 有金属ETF(159608)涨2.02%，成交额2416.0万元。 ...

长江商报消息 "锂矿双雄"之一的天齐锂业（002466.SZ），在高性能锂电池关键材料领域，取得关键进 展。 9月16日，天齐锂业在互动平台表示，在下一代高性能锂电池关键材料研究领域，目前，公司新型电解 制备技术已完成实验级验证，正积极推进中试线建设。市场较为关注的固态电池的硫化物电解质材料方 面，天齐锂业年产50吨硫化锂中试项目已实质落地并动工。 净利扭亏股价回升 天齐锂业是一家以锂为核心的新能源材料企业，公司深耕锂行业已30余年，通过战略性布局中国、澳大 利亚和智利的锂产业链，为全球多个国家和地区提供优质的产品和服务。 当前，碳酸锂价格持续磨底，但天齐锂业盈利能力有所回升，2025年上半年归母净利润扭亏为盈。 同时，二级市场上，近五个月以来，天齐锂业股价上涨约75%。 参与固态电池产业链发展 根据互动平台内容，在下一代高性能锂电池关键材料研究领域，天齐锂业新型电解制备技术已完成实验 级验证，正积极推进中试线建设；完善稳态合金负极研制实验平台建设，具备"克级—公斤级—百公斤 级"系统性开发能力，开发出的五类二元锂合金负极材料部分进入电芯客户验证阶段；建立300mm幅宽 超宽锂带稳定生产能力，并实现超薄复合带 ...

Core Viewpoint - Suining is positioning itself as a "Lithium Battery Capital," focusing on enhancing its lithium battery industry while expanding into sodium and solid-state battery sectors, aiming for high-quality economic development and increased competitiveness in the lithium battery supply chain [9][10]. Industry Overview - Suining's lithium battery industry is experiencing significant growth, with a projected 21.3% increase in added value in 2024, contributing 86.8% to the industrial added value [9]. - The lithium battery sector in Suining accounts for approximately one-third of the city's industrial scale, becoming a key driver for high-quality development [9]. Production and Capacity - Sichuan Fulin New Energy Materials Co., located in Suining, has an annual production capacity of 123,000 tons of lithium iron phosphate, achieving nearly 4 billion yuan in output from January to July, a 19.3% year-on-year increase [8]. - Suining has established itself as the largest production base for lithium iron phosphate in China, with an annual capacity of 460,000 tons, representing 18% of the national output in 2024 [10]. Supply Chain and Ecosystem - Suining has over 50 large-scale enterprises in the lithium battery industry, including top private companies in China, forming a comprehensive industrial cluster [9]. - The city has developed a full lifecycle industrial chain from lithium resource development to battery recycling, enhancing its competitiveness in the lithium battery market [10]. Investment and Projects - Since 2025, Suining has signed seven major projects in solid-state and sodium battery sectors, with total planned investments exceeding 40 billion yuan [10]. - The establishment of the first carbon lithium futures designated delivery warehouse in Southwest China has positioned Suining as a key player in the national lithium salt trading market [10]. Efficiency and Business Environment - Suining is implementing an "efficiency revolution" to improve the business environment, aiming for a significant reduction in project approval times and enhancing service quality for enterprises [10]. - The city has achieved a 70% improvement in service efficiency through integrated policy reforms and streamlined processes for investment projects [10].

财报显示，天齐锂业上半年营收为4,832,680,736.98元，同比下降24.71%；归属于上市公司股东的净利润为84,410,596元，同比扭亏为 盈；扣除非经常性损益后的净利润为1,320,004.23元，同比扭亏为盈。 （校对/黄仁贵） 同时，硫化物固态电解质材料方面，在完成硫化锂产业化筹备工作基础上，针对下游硫化物固态电解质对硫化锂的需求，公司年产50 吨硫化锂中试项目已实质落地并动工。项目采用自主开发的硫化锂制备新技术、新设备，具有低风险、快速量产的能力。 此外，天齐锂业已完成下一代固态电池关键原材料硫化锂的产业化设备及工艺开发，形成可落地的完整工艺数据包。公司研发的电池 级硫化锂微粉新品在均一性、活性方面显著提升，并通过循环提纯技术降低生产成本，为突破全固态电池原材料"卡脖子"难题提供技 术支持。 9月16日，天齐锂业在投资者互动平台表示，在下一代高性能锂电池关键材料研究领域，目前，新型电解制备技术已完成实验级验证， 正积极推进中试线建设；完善稳态合金负极研制实验平台建设，具备"克级-公斤级-百公斤级"系统性开发能力，开发出的五类二元锂合 金负极材料部分进入电芯客户验证阶段；建立300mm幅宽超 ...

Core Viewpoint - Tianqi Lithium's stock price has shown significant growth this year, with a year-to-date increase of 37.55% and notable recent performance in the market [2]. Group 1: Stock Performance - As of September 17, Tianqi Lithium's stock price reached 45.39 CNY per share, with a trading volume of 10.97 billion CNY and a market capitalization of 744.95 billion CNY [1]. - The stock has increased by 3.32% over the last five trading days, 5.46% over the last 20 days, and 44.00% over the last 60 days [2]. Group 2: Financial Performance - For the first half of 2025, Tianqi Lithium reported a revenue of 4.833 billion CNY, a year-on-year decrease of 24.71%, while the net profit attributable to shareholders was 84.41 million CNY, reflecting a year-on-year increase of 101.62% [2]. - The company has distributed a total of 7.868 billion CNY in dividends since its A-share listing, with 7.137 billion CNY distributed over the past three years [3]. Group 3: Shareholder Information - As of June 30, 2025, the number of shareholders for Tianqi Lithium was 270,800, a decrease of 6.08% from the previous period, with an average of 5,451 shares held per shareholder, an increase of 6.45% [2]. - Major shareholders include Hong Kong Central Clearing Limited and China Securities Finance Corporation, with significant increases in holdings for several ETFs [3].