智通财经APP获悉，锂业股今日走低，截至发稿，天齐锂业(09696)跌3.49%，报47.02港元；赣锋锂业 (01772)跌2.43%，报47.44港元。 消息面上，10月以来，碳酸锂主力合约价格持续上涨，先后突破8万元、9万元关口，于11月19日冲高至 10.25万元/吨，创2024年6月以来新高。值得注意的是，碳酸锂月度总产量在11月继续攀升，环比增长 3%，同比大幅增长49%，表明国内供应持续扩张。 国元期货发布研报称，前期市场预期12月需求端依旧向好，去库将进一步加速，但从去库速度以及下游 排产节奏来看，需求端表现不及预期，考虑到下游仍保有一定量级的锂盐库存，在锂价偏高以及年底去 库需求的综合影响下，预计需求端对锂价的支撑松动，短期内锂价或呈震荡下行走势。 ...

股份發行人及根據《上市規則》第十九B章上市的香港預託證券發行人的證券變動月報表 | 截至月份: | 2025年11月30日 | | | | | 狀態: 新提交 | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 致：香港交易及結算所有限公司 | | | | | | | | | | 公司名稱: | 天齊鋰業股份有限公司 | | | | | | | | | 呈交日期: | 2025年12月1日 | | | | | | | | | I. 法定/註冊股本變動 | 不適用 | | | | | | | | | 1. 股份分類 | 普通股 | 股份類別 H | | | 於香港聯交所上市 (註1) | 是 | | + | | 證券代號 (如上市) | 09696 | 說明 | | | | | | | | 增加多櫃檯證券代號 | | | | | | | | | | 手動填寫 | | 法定/註冊股份數目 | | 面值 | | | 法定/註冊股本 | | | 上月底結存 | | 164,122,200 | RMB | | 1 RMB | | | 164,1 ...

股份發行人及根據《上市規則》第十九B章上市的香港預託證券發行人的證券變動月報表 截至月份: 2025年11月30日 狀態: 新提交 致：香港交易及結算所有限公司 公司名稱: 天齊鋰業股份有限公司 呈交日期: 2025年12月1日 I. 法定/註冊股本變動 | 1. 股份分類 | 普通股 | 股份類別 | H | | | 於香港聯交所上市 (註1) | | 是 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 證券代號 (如上市) | 09696 | 說明 | | | | | | | | | | | 法定/註冊股份數目 | | | 面值 | | | 法定/註冊股本 | | | 上月底結存 | | | 164,122,200 | RMB | | | 1 RMB | | 164,122,200 | | 增加 / 減少 (-) | | | 0 | | | | RMB | | 0 | | 本月底結存 | | | 164,122,200 | RMB | | | 1 RMB | | 164,122,200 | 1. 因本公司是於中華人民共 ...

Core Viewpoint - Tianqi Lithium Industries has shown significant stock performance with a year-to-date increase of 70.15%, reflecting strong market interest and investment activity [1][2]. Financial Performance - For the period from January to September 2025, Tianqi Lithium reported a revenue of 7.397 billion yuan, a year-on-year decrease of 26.50%, while the net profit attributable to shareholders was 180 million yuan, marking a substantial increase of 103.16% [2]. - The company has distributed a total of 7.868 billion yuan in dividends since its A-share listing, with 7.137 billion yuan distributed over the past three years [3]. Stock Market Activity - As of December 1, Tianqi Lithium's stock price reached 56.15 yuan per share, with a trading volume of 764 million yuan and a turnover rate of 0.93%, resulting in a total market capitalization of 92.153 billion yuan [1]. - The stock has seen a net inflow of 18.789 million yuan from major funds, with significant buying activity from large orders [1]. Shareholder Structure - As of September 30, 2025, the number of shareholders increased to 310,100, with an average of 4,759 shares held per shareholder, a decrease of 12.68% from the previous period [2][3]. - The top ten circulating shareholders include significant institutional investors, with Hong Kong Central Clearing Limited holding 68.159 million shares, an increase of 3.3416 million shares from the previous period [3].

Group 1 - The core viewpoint of the articles highlights the optimistic outlook for the lithium industry, particularly regarding supply-demand dynamics and price forecasts for 2026 [1][12][19] - The lithium mining sector has seen significant stock price increases, with companies like Ganfeng Lithium and Tianqi Lithium expressing bullish sentiments about future lithium prices [1][15] - Predictions indicate that global lithium supply may reach 203,000 tons LCE by 2026, while demand could rise to 214,000 tons LCE, resulting in an 11,000-ton supply gap [17][18] Group 2 - The carbon lithium market has experienced a recovery after a decline, with prices rebounding from a low of 60,000 yuan/ton in June to new highs in November [3][5] - Speculative trading in the futures market has been volatile, with trading volumes fluctuating significantly due to regulatory adjustments by exchanges [5][6][10] - The trading environment has seen a shift, with trend-following funds remaining at historically high levels despite some speculative funds withdrawing [10][12] Group 3 - The lithium industry is characterized by a slow capacity reduction, with companies maintaining production levels and avoiding permanent shutdowns [12][15] - The demand for lithium is expected to be driven by the growth in energy storage and electric vehicle markets, with significant increases in production of energy storage cells reported [23][28] - The potential resumption of production at the Jiangxiawo lithium mine could introduce supply pressures, depending on market conditions and price levels [27][28]

Group 1 - The core transaction of Tianqi Lithium Industries on November 28 involved a block trade of 132,500 shares, amounting to 6.8542 million yuan, with a transaction price of 51.73 yuan, representing a 6.00% discount compared to the closing price of the day [1][2] - The buyer of the block trade was CITIC Securities Co., Ltd. Beijing Headquarters, while the seller was CITIC Jinpu Securities Co., Ltd. Beijing Chaowai Street Securities [1] - Over the past three months, Tianqi Lithium has recorded three block trades with a total transaction value of 11.9953 million yuan [2] Group 2 - On the same day, Tianqi Lithium's closing price was 55.03 yuan, reflecting a 2.38% increase, with a daily turnover rate of 4.27% and a total transaction amount of 3.456 billion yuan [2] - The net inflow of main funds for the day was 265 million yuan, while the stock has seen a cumulative decline of 1.87% over the past five days, with a total net outflow of 112 million yuan [2] - The latest margin financing balance for Tianqi Lithium is 3.074 billion yuan, which has decreased by 64.852 million yuan over the past five days, representing a decline of 2.07% [2]

Core Insights - Tianqi Lithium conducted a block trade of 132,500 shares on November 28, with a transaction value of 6.8542 million yuan, representing 0.2% of the total trading volume for the day [1][2] - The transaction price was 51.73 yuan per share, which is a 6% discount compared to the market closing price of 55.03 yuan [1][2] Summary by Category - **Transaction Details** - Date of transaction: November 28, 2025 [2] - Security code: 002466 [2] - Security name: Tianqi Lithium [2] - Transaction price: 51.73 yuan [2] - Transaction volume: 132,500 shares [2] - Transaction amount: 6.8542 million yuan [2] - Buyer brokerage: CITIC Securities Co., Ltd. [2] - Seller brokerage: CITIC Jinshi Securities Co., Ltd. [2]

Core Viewpoint - Tianqi Lithium Industries (09696) has seen a stock price increase of over 3%, currently at HKD 49.26, with a trading volume of HKD 189 million, following positive industry insights and a significant technological breakthrough in lithium sulfide for solid-state batteries [1] Industry Summary - The "2025 Second China International Lithium Industry Conference" commenced in Chengdu on November 24, where the industry outlook was positively assessed, indicating a "recovery" in supply and demand dynamics [1] - Pacific Securities previously indicated that global lithium battery production is expected to exceed 1000 GWh in the first three quarters of 2025, leading to sustained strong demand for lithium carbonate, with prices stabilizing and fluctuating at the bottom [1] Company Summary - Tianqi Lithium has disclosed a groundbreaking technological advancement in lithium sulfide, a core material for solid-state batteries, marking a strategic shift from "resource and processing" to "cutting-edge new material research and development" [1] - The company is accelerating the construction of a pilot line for lithium sulfide with an annual production capacity of 50 tons, expected to be completed in the second half of 2026 [1]

Group 1 - Tianqi Lithium Industries (09696.HK) saw a stock price increase of over 3%, specifically a rise of 3.57%, reaching HKD 49.26 [1] - The trading volume for Tianqi Lithium Industries was reported at HKD 189 million [1]

Group 1 - Tianqi Lithium Industries (002466)(09696) saw a stock increase of over 3%, currently up 3.57% at HKD 49.26, with a trading volume of HKD 189 million [1] - At the "2025 Second China International Lithium Industry Conference" held in Chengdu on November 24, Tianqi Lithium provided a positive assessment of the industry's supply and demand dynamics, indicating a "recovery" [1] - The company announced a significant breakthrough in the core material for all-solid-state batteries—lithium sulfide—marking its transition from "resource and processing" to "cutting-edge new material research and development" [1] Group 2 - Tianqi Lithium is accelerating the construction of a pilot line for lithium sulfide with an annual production capacity of 50 tons, expected to be completed in the second half of 2026 [1] - According to Pacific Securities, global lithium battery production is projected to exceed 1000 GWh in the first three quarters of 2025, driving strong demand for lithium carbonate, which is stabilizing in price and experiencing fluctuations at the bottom [1] - The company is actively positioning itself in emerging lithium battery material technologies to prepare for the development of the next generation of lithium batteries [1]