作为全球领先的锂产品供应商，天齐锂业的资源布局一直在不断优化和强化。公司拥有的全球顶级锂资 源资产发挥了"压舱石"作用，格林布什锂矿的稳定供应和成本优势，为公司在行业下行阶段维持健康的 毛利空间提供了坚实保障。天齐锂业通过一系列举措成功将资源优势转化为成本优势，展现了卓越的运 营管理能力。过去一年里，公司坚定地推进内部流程优化和产业链协同，迎来了经营质量的实质性改 善。 展望未来，随着全球能源转型和电动汽车普及的长期趋势持续，储能市场的快速发展将为锂需求打开新 的增长空间。同时，行业调整期间，高成本产能的逐步出清有望优化供给格局，将进一步巩固天齐锂业 作为行业龙头企业的市场地位。 公司通过优化控股子公司的定价机制，显著缩短了锂矿的定价周期，公司全资子公司的化学级锂精矿定 价机制与公司锂化工产品销售定价机制在以前年度存在的时间周期错配的影响已大幅减弱。随着国内新 购锂精矿陆续入库及库存锂精矿的逐步消化，公司各锂化工产品生产基地的生产成本得以显著优化，有 效对冲了产品销售价格下滑带来的压力。同时公司抓住了2025年澳元走强带来的汇兑收益，成功在行业 筑底阶段巩固了自身的盈利韧性。 另外，值得关注的是，公司扣除非经 ...

Core Viewpoint - Tianqi Lithium Industries, Inc. is expected to report a positive net profit for the year 2025, indicating a turnaround from previous losses [2]. Group 1: Performance Forecast - The performance forecast period is from January 1, 2025, to December 31, 2025 [1]. - The company anticipates a positive net profit, indicating a turnaround from previous losses [2]. Group 2: Communication with Auditors - The financial data related to the performance forecast has not yet been audited by the accounting firm [2]. - There are no significant disagreements between the company and the auditors regarding the performance forecast as of the announcement date [2]. Group 3: Reasons for Performance Changes - Despite fluctuations in the lithium product market leading to a decrease in sales prices compared to the previous year, the company benefits from a shortened pricing cycle for lithium ore from its subsidiary Windfield Holdings Pty Ltd [3]. - The pricing mechanism for chemical-grade lithium concentrate from its wholly-owned subsidiary Talison Lithium Pty Ltd has aligned more closely with the sales pricing mechanism for lithium chemical products, reducing previous discrepancies [3]. - The company expects significant growth in investment income from its joint venture, Sociedad Química y Minera de Chile S.A. (SQM), based on Bloomberg's forecast for SQM's earnings per share for Q4 2025 [3]. - The Australian dollar has strengthened against the US dollar, resulting in increased foreign exchange gains compared to 2024 [4]. - The company plans to conduct impairment tests on assets showing signs of impairment as of the balance sheet date, with preliminary estimates indicating a decrease in impairment losses compared to 2024 [4].

转自：成都日报锦观 报告提振信心 蓝图催人奋进 迈向"十五五"，如何坚持创新驱动，用好人才第一资源，让创新成为成都发展最鲜明的特色、最强劲的 引擎？"产业是人才集聚的载体，人才是产业升级的引擎。"在市人大代表、四川蜀祥金融服务有限公司 董事长张伟看来，可以强化本土人才培育，支持高校、职业院校与企业共建实训基地，定向培养技能 型、应用型人才，形成"产业需要什么人才，就培养引进什么人才"的良性循环。 政府工作报告提出，今年将坚持双碳引领、加快绿色化转型，全力推动公园城市增色添彩，如何抓好落 实？市人大代表、天齐锂业股份有限公司高级副总裁熊万渝已有思考。"锂电产业是推动能源结构转 型、实现'双碳'目标的核心支柱产业。成都可联动重庆、眉山、宜宾等周边锂电产业集群城市，协同建 立川渝锂电固废协同治理机制，搭建跨区域固废资源化利用合作平台，推动锂电产业固废资源化利 用。" "'十五五'规划纲要草案明确了今后五年全市经济社会发展的主要目标和重点任务。"市政协常委、成都 融通产业链创新中心理事长皮建军表示，"八个推进、八个提升"重点任务，为企业和各界下一步的发展 提供了清晰的路线图。就如何在推进科产深度融合上取得更大进展，他 ...

Core Viewpoint - Tianqi Lithium Industries (09696) anticipates a significant turnaround in its financial performance for the year ending December 31, 2025, projecting a net profit attributable to shareholders between RMB 369 million and RMB 553 million, compared to a net loss of approximately RMB 7.905 billion in the previous year [1] Group 1 - The expected net profit range for the current reporting period is RMB 369 million to RMB 553 million, while the previous year recorded a net loss of RMB 7.905 billion [1] - The projected net profit, excluding non-recurring gains and losses, is estimated to be between RMB 240 million and RMB 360 million, compared to a loss of RMB 792.3 million in the prior year [1] - Basic earnings per share are expected to be between RMB 0.22 and RMB 0.34, a significant improvement from a loss of RMB 4.82 per share in the previous year [1] Group 2 - The main reason for the expected performance change is the reduced impact of pricing cycle mismatches in lithium product sales, despite a decline in sales prices due to market fluctuations [1] - The company’s subsidiary, Windfield Holdings Pty Ltd, has improved its pricing cycle, which has positively affected the cost of lithium concentrate used in production [1] - The company is also benefiting from the gradual consumption of inventory lithium concentrate and the arrival of newly purchased lithium concentrate [1] Group 3 - The company’s investment income from its associate, Sociedad Química y Minera de Chile S.A. (SQM), is expected to increase significantly due to projected growth in SQM's performance for the fourth quarter of 2025 [2] - The appreciation of the Australian dollar against the US dollar has resulted in increased foreign exchange gains compared to the previous year [2] - The company plans to conduct impairment tests on assets showing signs of impairment as of the 2025 balance sheet date, with preliminary estimates indicating a reduction in impairment losses compared to 2024 [2]

Core Viewpoint - Tianqi Lithium Industries (002466) anticipates a significant turnaround in its financial performance for the year ending December 31, 2025, projecting a net profit attributable to shareholders between RMB 369 million and RMB 553 million, compared to a net loss of approximately RMB 7.905 billion in the previous year [1] Financial Performance - The expected net profit range for 2025 is RMB 369 million to RMB 553 million, a substantial improvement from the previous year's loss of RMB 7.905 billion [1] - The projected net profit after excluding non-recurring gains and losses is estimated to be between RMB 240 million and RMB 360 million, compared to a loss of RMB 7.923 billion in the prior year [1] - Basic earnings per share are expected to be between RMB 0.22 and RMB 0.34, a recovery from a loss of RMB 4.82 per share in the same period last year [1] Market and Operational Factors - The primary reason for the expected performance improvement is the reduced impact of pricing mismatches in lithium product sales, despite a decline in sales prices compared to the previous year [1] - The company has benefited from a shortened pricing cycle for lithium ore from its subsidiary Windfield Holdings Pty Ltd, which has improved the alignment of pricing mechanisms for lithium chemical products [1] - The gradual consumption of inventory lithium ore and the arrival of newly purchased lithium ore are expected to stabilize production costs close to the latest procurement prices [1] Investment and Currency Impact - The company has not yet received the fourth-quarter earnings report for 2025 from its significant associate, Sociedad Química y Minera de Chile S.A. (SQM), but is using Bloomberg's forecasts to estimate investment income from SQM, which is expected to show significant growth [2] - The appreciation of the Australian dollar since 2025 has led to increased foreign exchange gains compared to the previous year [2] - The company plans to conduct impairment tests on assets showing signs of impairment as of the balance sheet date in 2025, with preliminary estimates indicating a reduction in impairment losses compared to 2024 [2]

格隆汇1月29日丨天齐锂业(09696.HK)公告，公司财务部门按中国企业会计准则初步测算，预期集团截 至2025年12月31日止年度(i)归属于公司股东的净利润区间预计为人民币3.69亿元至人民币5.53亿元，而 上年同期集团录得归属于公司股东的亏损净额约为人民币79.05亿元；(ii)扣除非经常性损益后的净利润 区间预计为人民币2.4亿元至人民币3.6亿元，而上年同期集团录得扣除非经常性损益后的亏损净额约为 人民币79.2亿元；(iii)基本每股收益区间预计为人民币0.22元至人民币0.34元(上年同期：基本每股亏损 为人民币4.82元)。 ...

尽管受锂产品市场波动的影响，公司锂产品销售价格较上年同期下降，但得益于公司控股子公司 Windfield Holdings Pty Ltd 锂矿定价周期缩短，其全资子公司Talison LithiumPtyLtd 化学级锂精矿定价机 制与公司锂化工产品销售定价机制在以前年度存在的时间周期错配的影响已大幅减弱。随着国内新购锂 精矿陆续入库及库存锂精矿的逐步消化，公司各锂化工产品生产基地生产成本中耗用的化学级锂精矿成 本基本贴近最新采购价格。 格隆汇1月29日丨天齐锂业(002466.SZ)发布2025年度业绩预告，预计2025年度归属于上市公司股东的净 利润3.69亿元-5.53亿元，同比实现扭亏为盈；预计2025年度扣除非经常性损益后的净利润2.40亿元-3.6 亿元，同比实现扭亏为盈。 截至本业绩预告公告日，公司重要的联营公司 Sociedad Química y Minera de ChileS.A.(以下简称"SQM") 尚未公告其 2025 年第四季度业绩报告。公司全面考虑所能获取的可靠信息，沿用一贯方式，采用彭博 社预测的 SQM 2025 年第四季度每股收益等信息为基础来计算同期公司对 SQM 的 ...

香港交易及結算所有限公司及香港聯合交易所有限公司對本公告的內容概不負責，對其準確性 或完整性亦不發表任何聲明，並明確表示，概不對因本公告全部或任何部分內容而產生或因倚 賴該等內容而引致的任何損失承擔任何責任。 Tianqi Lithium Corporation 天齊鋰業股份有限公司 （於中華人民共和國註冊成立的股份有限公司） （股份代號：9696） 盈利預喜 本公司股東及潛在投資者於買賣本公司證券時務請審慎行事。 承董事會命 董事會謹此知會本公司股東及潛在投資者，本公司財務部門按中國企業會計準 則初步測算，預期本集團截至2025年12月31日止年度(i)歸屬於公司股東的淨利 潤區間預計為人民幣369百萬元至人民幣553百萬元，而上年同期本集團錄得歸 屬於公司股東的虧損淨額約為人民幣7,904.58百萬元；(ii)扣除非經常性損益後 的淨利潤區間預計為人民幣240百萬元至人民幣360百萬元，而上年同期本集團 錄得扣除非經常性損益後的虧損淨額約為人民幣7,922.75百萬元；及(iii)基本每 股收益區間預計為人民幣0.22元至人民幣0.34元（上年同期：基本每股虧損為人 民幣4.82元）。 本公告乃由天齊鋰業 ...

随着天齐智利终审败诉，SQM与智利国家铜业公司的《合伙协议》所涉交易正式生效。 根据双方签署的协议，智利国家铜业公司的子公司Minera Tarar，将并入SQM开发阿塔卡马盐湖的子公 司SQM Salar。 智通财经记者 | 高菁 天齐锂业(002466.SZ)智利诉讼终审败诉。 1月28日晚间，天齐锂业宣布，智利当地时间1月27日，全资子公司天齐智利收到智利最高法院作出的判 决书，其维持了智利法院的裁决。该裁决驳回了天齐智利此前向智利最高法院提交的上诉请求。 这意味着，天齐锂业就智利化工矿业公司(下称SQM)与智利国家铜业公司战略合作提起的诉讼，以败诉 告终。 上述合并完成后，阿塔卡马盐湖的核心锂业务将由智利国家铜业公司持有多数股权，并将由智利国家铜 业公司自2031年起合并报表。 这表明，预计从2031年开始，SQM不再拥有其智利阿塔卡马核心锂业务的控制权。 且根据SQM和智利国家铜业公司共同发布的公告，2025-2030年，智利政府将获得合资公司70%的经营 利润。2031年起，这一比例将升至85%。 片来源：智利国家铜业公司 标普全球曾在分析中指出，在《合伙协议》生效前，智利政府2022年已从SQM ...

Core Viewpoint - Tianqi Lithium Industries is expected to achieve a net profit of 369 million to 553 million yuan in 2025, indicating a turnaround from losses [1] Group 1: Financial Performance - The company is projected to return to profitability despite fluctuations in the lithium product market, which have led to a decrease in sales prices compared to the same period last year [1] - The expected net profit range for 2025 represents a significant improvement in financial performance [1] Group 2: Operational Factors - The reduction in the pricing cycle for lithium ore from the company's subsidiary, Windfield Holdings Pty Ltd, has positively impacted the company's operations [1] - The pricing mechanism for chemical-grade lithium concentrate from the wholly-owned subsidiary, Talison Lithium Pty Ltd, has seen a significant reduction in the mismatch with the sales pricing mechanism for lithium chemical products [1] Group 3: Cost Management - The production costs of various lithium chemical products are now closely aligned with the latest procurement prices due to the gradual consumption of inventory lithium concentrate and the arrival of newly purchased lithium concentrate [1]