天齐锂业公告，公司于2023年5月12日召开董事会会议，同意建设江苏张家港年产3万吨电池级单水氢氧 化锂项目。项目总投资不超过20亿元人民币，资金来源为公司自筹。截至2025年7月30日，该项目已竣 工，并进入联动试车阶段。2025年10月17日，项目首袋电池级氢氧化锂产品通过公司内部实验室取样检 查，所有参数达到电池级氢氧化锂标准。项目成功生产出首袋电池级氢氧化锂产品，为工厂后续连续量 产奠定基础。待实现产品的连续稳定生产后，产品将提供给不同客户进行品质认证，待客户认证通过 后，将逐步实现产能提升以达到设计产能。 ...

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通告之內容概不負責，對其準確性 或完整性亦不發表任何聲明，並明確表示，概不對因本通告全部或任何部分內容而產生或因倚 賴該等內容而引致之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） 董事會會議通告 天齊鋰業股份有限公司（「本公司」）董事會（「董事會」）謹此宣佈，本公司將於 2025年10月29日（星期三）舉行董事會會議，藉以（其中包括）考慮及批准本公司 及其附屬公司截至2025年9月30日止九個月之第三季度業績及其發佈，以及處理 其他事項（如有）。 承董事會命 天齊鋰業股份有限公司 董事長兼執行董事 蔣安琪 香港，2025年10月17日 於本通告日期，董事會由以下成員組成：執行董事蔣安琪女士、蔣衛平先生、 夏浚誠先生及鄒軍先生；及獨立非執行董事向川先生、唐國瓊女士、黃瑋女士及 吳昌華女士。 ...

Core Viewpoint - The Sichuan Xiangyuan cylindrical lithium battery project, with a total investment of 6 billion yuan, aims to enhance the local lithium battery manufacturing capacity and is expected to significantly contribute to the regional lithium battery industry chain [2] Investment and Project Details - The project covers an area of approximately 400 acres and is being developed in two phases, with the first phase involving an investment of 2.8 billion yuan to establish 9 cylindrical battery production lines and 1 PACK production line, projected to generate an annual output value exceeding 2 billion yuan [2] - The second phase will expand with 13 additional production lines, with the total annual output value expected to surpass 5 billion yuan upon full completion [2] Construction Progress - As of October 14, the construction site is progressing rapidly, with five main buildings completed and interior renovations ongoing, aiming for production to commence by the end of the year [2] - The project has seen a significant acceleration in its timeline, with key milestones achieved within a few months, including signing, excavation, and structural completion [2] Local Industry Ecosystem - The project is strategically positioned within a growing lithium battery ecosystem in Suining, which includes upstream companies like Tianqi Lithium and Sichuan Youneng, and downstream manufacturers such as JAC Motors [2] - The local industry is characterized by a relatively weak midstream battery manufacturing segment, prompting the establishment of Sichuan Xiangyuan to fill this gap [2] Collaboration and Supply Chain - The project is expected to foster collaboration within the local lithium battery supply chain, with Tianqi Lithium and Sichuan Youneng working closely to optimize logistics and reduce costs [2] - The establishment of a circular supply chain is anticipated, with Sichuan Youneng supplying raw materials to Sichuan Xiangyuan, enhancing local production efficiency [2] Industry Growth and Scale - Suining has developed a comprehensive lithium battery industry chain, with over 50 enterprises contributing to a total industry scale of approximately 67 billion yuan, accounting for about one-quarter of the province's lithium battery industry [2] - The lithium battery sector in Suining has maintained a high growth rate of 15% in value added this year, indicating robust demand and expansion in the industry [2]

10月15日，天齐锂业盘中上涨2.09%，截至09:39，报47.96元/股，成交3.66亿元，换手率0.52%，总市值 787.13亿元。 天齐锂业所属申万行业为：有色金属-能源金属-锂。所属概念板块包括：盐湖提锂、小金属、化肥、H 股、新材料等。 截至6月30日，天齐锂业股东户数27.08万，较上期减少6.08%；人均流通股5451股，较上期增加6.45%。 2025年1月-6月，天齐锂业实现营业收入48.33亿元，同比减少24.71%；归母净利润8441.06万元，同比增 长101.62%。 分红方面，天齐锂业A股上市后累计派现78.68亿元。近三年，累计派现71.37亿元。 机构持仓方面，截止2025年6月30日，天齐锂业十大流通股东中，香港中央结算有限公司位居第四大流 通股东，持股6481.74万股，相比上期增加869.65万股。中国证券金融股份有限公司位居第五大流通股 东，持股2785.36万股，持股数量较上期不变。华泰柏瑞沪深300ETF（510300）位居第六大流通股东， 持股1839.68万股，相比上期增加154.77万股。易方达沪深300ETF（510310）位居第七大流通股东，持 股13 ...

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，诺安基金旗下1只基金重仓天齐锂业。诺安改革趋势混合（001780）二季度持有股数2.44万 股，与上期相比持股数量不变，占基金净值比例为2.56%，位居第六大重仓股。根据测算，今日浮亏损 失约6.34万元。 诺安改革趋势混合（001780）成立日期2017年8月29日，最新规模3049.05万。今年以来收益14.71%，同 类排名5248/8162；近一年收益10.32%，同类排名5835/8015；成立以来收益90.3%。 诺安改革趋势混合（001780）基金经理为杨琨。 10月14日，天齐锂业跌5.22%，截至发稿，报47.17元/股，成交30.76亿元，换手率4.26%，总市值774.16 亿元。 截至发稿，杨琨累计任职时间11年133天，现任 ...

Core Insights - Tianqi Lithium Industries (002466) reported that as of September 30, 2025, the number of A-share shareholders is 310,109 [1] Company Summary - Tianqi Lithium Industries has provided an update on its shareholder base, indicating a significant number of A-share shareholders as of the specified date [1]

Group 1: Rare Metal ETF Performance - The Rare Metal ETF has a turnover rate of 11.57% during trading, with a transaction volume of 359 million yuan, indicating active market trading [3] - The latest scale of the Rare Metal ETF reached 3.08 billion yuan, marking a new high since its inception and ranking first among comparable funds [3] - The ETF's share reached 3.67 billion shares, also a new high since inception, and ranks first among comparable funds [3] - Over the past three days, the Rare Metal ETF has seen continuous net inflows, with a maximum single-day net inflow of 358 million yuan, totaling 551 million yuan [3] - As of October 10, the net value of the Rare Metal ETF has increased by 17.31% over the past three years [3] - The highest monthly return since inception is 24.02%, with the longest consecutive monthly increase being five months and a maximum increase of 66.25%, averaging a monthly return of 8.60% [3] Group 2: Cobalt Export Quotas and Market Dynamics - According to CITIC Construction Investment, cobalt export quotas for Congo (Kinshasa) have been finalized, with Luoyang Molybdenum, Glencore, and Eurasian Resources holding the top three shares at 35.9%, 27.3%, and 21.6% respectively [4] - The total quota for 2026 and 2027 is set at 96,600 tons, which includes a basic quota of 87,000 tons allocated to production enterprises and a strategic quota of 9,600 tons [4] - Under the quota system, only about 44% of production can be exported, resulting in a reduction of over 100,000 tons [4] - Based on estimates for 2024, with a supply of 270,000 tons and demand of 230,000 tons, the market is expected to shift from a surplus of about 70,000 tons to a shortage of about 30,000 tons, potentially driving cobalt prices higher [4] Group 3: Rare Earth Export Controls - The Ministry of Commerce has issued four documents to strengthen rare earth export controls, adding five categories of medium and heavy rare earths to the export control list [4] - The controls also extend to the entire industrial chain, including equipment, technology, and raw materials, with additional regulations on overseas military and high-end semiconductor demands [4] - The strategic position of rare earths has been further reinforced through these measures [4] Group 4: Rare Metal Index and Investment Opportunities - As of September 30, 2025, the top ten weighted stocks in the CSI Rare Metal Theme Index include Northern Rare Earth, Luoyang Molybdenum, Huayou Cobalt, and others, collectively accounting for 59.91% of the index [4] - Investors can also participate in the rare metal sector through the Rare Metal ETF linked fund (014111) [4]

招 式 名 称 "早"字当头 招 式 拆 解 锂电行业的煎熬期仍在持续。9月以来，碳酸锂期货主力合约价格在7万—7.5万元/吨之间徘徊，与2022 年60万元/吨的历史高位相比，跌幅超八成。产能过剩，企业陷入"内卷式"恶性竞争，即便是行业龙头 也无法置身事外。寒冬之中，被网友称为"锂王"的天齐锂业如何穿越周期？ 当抢跑者 早早进入"下一代电池"赛道 "我们突破了硫化锂制备技术，中试项目已进入建设阶段，最快明年下半年投产。"9月底，天齐锂业创 新实验研究院院长刘杨向记者透露。 就在一个月前，天齐锂业对外宣布，公司年产50吨硫化锂中试项目已在眉山高新区动工，距离天齐锂业 创新实验研究院不到50公里。 产线"未建先火"。"多家下游企业已经和我们达成框架协议，有意向采购我们的硫化锂产品，预计明年 达产后将不会有库存。"刘杨透露。 固态电池热度飙升，业内人士称硫化锂价格已达200万—300万元/吨，相关概念股持续走强。作为"下一 代电池"终极形态，固态电池能量密度是传统锂电池的2倍以上，能让新能源车的续航从500—700公里提 升至1000公里以上，而且更安全、循环寿命更长、低温性能更优，可杜绝燃爆风险。 而硫化锂是硫 ...

Core Viewpoint - The market is experiencing a consolidation phase, with the non-ferrous metal sector ETF (159876) seeing a price drop of 3.33% while achieving a record trading volume of 1.72 billion yuan, indicating strong investor interest despite the downturn [1] Fund Flows and Performance - The non-ferrous metal ETF (159876) saw a net subscription of 116 million units, with a total inflow of 117 million yuan on the previous day and a cumulative inflow of 210 million yuan over the past 20 days [1][3] - As of October 9, the latest scale of the non-ferrous metal ETF reached 493 million yuan, marking a new historical high [1] Sector Analysis - The "Copper Doctor" remains strong, with Jiangxi Copper rising over 7% and Yunnan Copper increasing by more than 1%. Silver stocks also performed well, with a limit-up increase [1] - Conversely, companies like Hanrui Cobalt and Western Gold fell over 9%, dragging down the index performance [1] Market Drivers - Gold prices have fluctuated due to a ceasefire agreement between Israel and Hamas, with Bank of America indicating a potential bull market for gold lasting until 2026, following a nearly 50% increase this year [3] - Copper prices surged due to supply constraints from the Grasberg copper mine incident, igniting investor enthusiasm [3] - The recent export control regulations on rare earths by the Ministry of Commerce are expected to maintain strong pricing in the rare earth sector [3][4] Industry Outlook - The non-ferrous metal industry maintains a high level of prosperity, with precious metals benefiting from Federal Reserve rate cuts and geopolitical tensions, leading to gold prices surpassing the 4000 USD mark [4] - Industrial metals like copper and aluminum are experiencing price increases due to supply constraints and a weak dollar environment [4] - The rare earth sector is expected to see continued valuation and performance growth due to tightening export controls [4] Investment Strategy - The non-ferrous metal ETF (159876) and its linked funds provide a diversified exposure to various metals, including copper (27.6%), gold (14.5%), aluminum (13.1%), rare earths (10.4%), and lithium (8.4%), making it suitable for risk diversification in investment portfolios [6]

智通财经APP获悉，锂业股集体走低，截至发稿，赣锋锂业(01772)跌7.7%，报47.12港元；天齐锂业 (09696)跌6.83%，报45.28港元；宁德时代(03750)跌6.24%，报548.5港元。 消息面上，近期锂业供需两端博弈激烈。兴业期货表示，对碳酸锂而言，需要注意的是，需求的好转也 伴随着供应的持续释放，庞大的锂盐冶炼产能增强了碳酸锂的供给弹性。现阶段碳酸锂周度产量已突破 2万吨，单周产出位于历史高位；其中，辉石料碳酸锂产量接近1.3万吨，辉石提锂产线的增产弥补了前 期因青海盐湖及枧下窝矿停产造成的盐湖料及云母料的产出减量。与2024年相比，当前周产相较于去年 均值提升7796吨，增幅达61.29%。 该行指出，自8月中下旬以来，上游去库、下游主动补库的库存结构性变化已反映出实际需求的增长较 为积极，且宜春矿企储量核实报告递交审核一事仍将扰动10月中上旬市场对资源端的预期，事件落地前 锂价走势存在支撑；针对四季度，枧下窝矿即将复产，供应增长压力再度增高，供给增速预计高于需求 增长，碳酸锂价格走势仍将承压，价格波动中枢7-7.5万元/吨。 ...