每经AI快讯，港股锂业股盘中走强，截至发稿，赣锋锂业(01772.HK)涨8.56%，报66.5港元；天齐锂业 (09696.HK)涨3.17%，报45.5港元。 ...

Core Viewpoint - The lithium sector is experiencing a significant rally, driven by optimistic forecasts from UBS regarding lithium prices and demand, indicating the market has entered a third super cycle for lithium prices [1] Group 1: Market Performance - Lithium stocks have shown strong performance, with Ganfeng Lithium (01772) rising by 8.56% to HKD 66.5 and Tianqi Lithium (09696) increasing by 3.17% to HKD 45.5 [1] Group 2: Price Predictions - UBS has notably raised its price forecasts for lithium spodumene and lithium carbonate, emphasizing a sustained increase in lithium demand due to the "triple balance" in electric vehicles and a global surge in energy storage needs [1] Group 3: Company Outlook - UBS highlighted three Chinese lithium companies: Tianqi Lithium, Ganfeng Lithium, and China Salt Lake, and has upgraded their performance expectations [1] - According to DBS, Ganfeng Lithium is projected to achieve a net profit between CNY 1.1 billion and CNY 1.65 billion for the fiscal year 2025 [1] Group 4: Industry Trends - The lithium battery supply chain is showing signs of recovery, with multiple lithium companies reporting positive earnings forecasts for 2025 [1] - It is anticipated that lithium prices will remain high until mining permits are obtained for the Jiangxi lithium mine, with industry profitability expected to rebound by 2026 [1]

Core Insights - The report highlights changes in the Hong Kong Stock Connect holdings, indicating significant increases and decreases in ownership percentages for various companies [1][2]. Group 1: Increased Holdings - The companies with the largest increases in Hong Kong Stock Connect holdings include: - Junda Co., Ltd. (02865) with an increase of 11.84%, bringing the latest holding percentage to 61.70% [3] - Xixiang Group (02473) with an increase of 9.47%, now at 35.10% [3] - Haotian International Construction Investment (01341) with an increase of 2.61%, now at 70.78% [3] - Other notable increases include: - Lionteng Holdings (02562) with +2.24% to 51.05% [3] - Longpan Technology (02465) with +1.64% to 46.94% [3] Group 2: Decreased Holdings - The companies with the largest decreases in Hong Kong Stock Connect holdings include: - Tianqi Lithium (09696) with a decrease of 9.20%, now at 29.93% [3] - Sinopec Engineering (02386) with a decrease of 3.87%, now at 22.75% [3] - Hang Seng China Enterprises (02828) with a decrease of 3.63%, now at 0.48% [3] - Other significant decreases include: - Guoen Technology (02768) with -3.60% to 12.34% [3] - Dongfang Electric (01072) with -3.54% to 20.47% [3] Group 3: Summary of Holdings - The latest holding percentages for companies with no change in holdings include: - Hang Seng Technology ETF (03032) at 17.31% [2] - Amundi Hang Seng Technology (03067) at 4.63% [2] - Southern East Select (03441) at 22.57% [2] - Other companies maintaining their holdings include Tencent Holdings (00700) at 11.53% and China Hongqiao (01378) at 11.26% [2].

智通财经APP获悉，根据2026年2月16日披露数据，恆生科技ETF（03032）、安硕恆生科技 （03067）、珠光控股（01176）港股通持股占比增加值最大，分别增加0.43%、0.01%、-0.00%；碧桂 园（02007）、珠光控股（01176）、中原建业（09982）港股通持股占比减少值最大，分别减 少-0.03%、-0.00%、-0.00%。 在最近有统计数据的5个交易日内，钧达股份（02865）、喜相逢集团（02473）、昊天国际建投 （01341）港股通持股占比增加值最大，分别增加11.84%、9.47%、2.61%；天齐鋰业（09696）、中石 化炼化工程（02386）、恆生中国企业（02828）港股通持股占比减少值最大，分别减 少-9.20%、-3.87%、-3.63%。 具体数据如下（交易所数据根据T+2日结算）： 1、港股通最新日占比增持榜（前20名） | 公司名称 | 占比值变动 | 最新持股比例 | | --- | --- | --- | | 喜相逢集团(02473) | +32.15% | 35.10% | | 钧达股份(02865) | +13.46% | 61.70% | | ...

Core Viewpoint - Tianqi Lithium Industries (002466)(09696) has transferred shares from Merrill Lynch Far East Limited to Citibank, with a market value of HKD 522 million, representing 5.24% of the company [1] Group 1 - Tianqi Lithium announced that all conditions of the revised and restated placement agreement have been met, and the placement was completed on February 11, 2026 [1] - The placement agent successfully placed a total of 65.05 million shares at a placement price of HKD 45.05 per share to no fewer than six subscribers [1] - The estimated net price per share from the placement is approximately HKD 44.95 [1]

智通财经APP获悉，根据2026年2月13日披露数据，喜相逢集团（02473）、钧达股份（02865）、狮腾 控股（02562）港股通持股占比增加值最大，分别增加5.68%、2.88%、1.60%；国恩科技（02768）、吉 宏股份（02603）、京城机电股份（00187）港股通持股占比减少值最大，分别减 少-1.81%、-0.88%、-0.82%。 在最近有统计数据的5个交易日内，喜相逢集团（02473）、钧达股份（02865）、南方恆生科技 （03033）港股通持股占比增加值最大，分别增加13.49%、13.04%、2.65%；天齐鋰业（09696）、中石 化炼化工程（02386）、GX恆生科技（02837）港股通持股占比减少值最大，分别减 少-7.72%、-3.88%、-2.92%。 具体数据如下（交易所数据根据T+2日结算）： 1、港股通最新日占比增持榜（前20名） 2、港股通最新日占比减持榜（前20名） 5、港股通20日占比增持榜（前10名） | 公司名称 | 占比值变动 | 最新持股比例 | | --- | --- | --- | | 喜相逢集团(02473) | +32.29% | 35.10% ...

Group 1 - The core point of the article is that JPMorgan has reduced its stake in Tianqi Lithium (09696) by selling 1.172834 million shares at a price of HKD 42.9065 per share, totaling approximately HKD 50.3222 million [1] - After the reduction, JPMorgan's remaining shareholding is approximately 14.6328 million shares, representing a holding percentage of 8.91% [1]

Group 1 - Critical minerals are essential for new energy, high-end manufacturing, and strategic industries, including lithium, cobalt, nickel, tungsten, and rare earth elements [1] - The global critical minerals market is projected to reach approximately $142 billion by 2025 and $213 billion by 2030, with a CAGR of about 8.5% from 2025 to 2030 [3] - Lithium, cobalt, and nickel account for 55% of the market, driven mainly by the demand from electric vehicle batteries and energy storage [3] Group 2 - China is the most complete supply chain country for critical minerals, with lithium production expected to reach 280,000 tons (lithium carbonate equivalent) by 2025, accounting for about 50% of global production [4] - The demand for critical minerals in downstream applications such as new energy vehicles, energy storage, and smart manufacturing is increasing, leading to higher material content per vehicle or component [4][6] - The global sales of new energy vehicles are expected to reach approximately 22 million units by 2025, with energy storage systems projected to have an installed capacity of 200 GWh [6] Group 3 - The critical minerals industry chain consists of three core segments: upstream (mining and initial beneficiation), midstream (refining and alloying), and downstream (applications) [5] - China holds about 35-50% of global critical mineral reserves and 85-90% of rare earth separation capacity, making it a key processing center [5] - The refining cost of high-nickel battery materials accounts for about 15-20% of the total cost of electric vehicle batteries [5] Group 4 - Major companies in the critical minerals sector include China Northern Rare Earth Group, Rongjie Resources, Tianqi Lithium, and others, with projected revenues for 2025 ranging from approximately 45-48 billion RMB for China Northern Rare Earth Group to 2-3 billion USD for MP Materials [7] - Global efforts are underway to localize critical mineral supply chains, with initiatives from the US, EU, and India to enhance midstream refining and downstream processing capabilities [7] Group 5 - Future industry trends include breakthroughs in high-purity material technology, scaling up critical mineral recycling, and increasing the value of mid-heavy rare earths and high-nickel materials [8] - The strategic importance of critical minerals in high-end manufacturing and new energy industries positions supply chain leaders for competitive advantages in the global market [9] - Companies should focus on enhancing midstream refining technology, developing high-value downstream applications, and exploring recycling and value extraction of mid-heavy minerals for sustainable supply chains [9]

Group 1 - The company announced the resignation of its Vice President, Mr. Li Guo, due to personal career planning reasons, effective immediately upon delivery of the resignation report to the board [1][2] - Mr. Li Guo held 7,500 shares directly and 29,185 shares under a restricted stock incentive plan, and his shareholding will be managed according to relevant regulations post-resignation [2] - The board expressed gratitude for Mr. Li Guo's significant contributions to the company's strategic development and investments during his tenure [2] Group 2 - The resignation will not affect the normal operations of the company, and Mr. Li Guo's term was originally set to end on April 13, 2026 [1] - The company will ensure a proper handover of responsibilities in accordance with its internal management regulations [1] - The announcement was made on February 14, 2026, by the board of directors of Tianqi Lithium Corporation [4]

Group 1 - The core point of the article is that JPMorgan has reduced its stake in Tianqi Lithium (09696) by selling 1,172,834 shares at a price of HKD 42.9065 per share, totaling approximately HKD 50.3222 million [1] - After the reduction, JPMorgan's remaining shareholding is approximately 14,632,800 shares, representing a holding percentage of 8.91% [1]