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6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7月2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 | | 164,122,2 ...

固态电池因高能量密度和高安全性优势加速产业化突破。 固态电池相关港股： 龙蟠科技（02465）：公司全资子公司江苏三金锂电科技有限公司涉及固态电池三元前驱体的开发工 作，目前仍处于研发试用阶段，部分前驱体材料已小批量送样到头部企业并通过客户测试，但暂未对外 销售产生收入，对公司整体业绩暂不构成重大影响。 赣锋锂业（01772）：公司已形成固态电池全链路布局，覆盖硫化物电解质及原材料、氧化物电解质、 金属锂负极等关键环节。公司同步推进硅基与锂金属负极双路线，其中400Wh/kg电池循环寿命突破800 次并完成工程验证；首款500Wh/kg级10Ah产品实现小批量量产。硅基体系实现320-450Wh/kg产品梯度 布局，其中320Wh/kg电芯循环寿命突破1000次。公司将充分发挥上下游产业一体化协同优势，持续加 大研发力度，推动固态电池商业化进程，促进能源转型与产业升级。 天齐锂业（09696）：公司已完成下一代固态电池关键原材料硫化锂产业化相关支持工作，累计与十余 家下游客户进行打样。目前公司硫化锂产品暂未量产，但公司已完成硫化锂产业化相关工艺、设备开发 及验证，已形成完整的产业化数据包，将使公司拥有硫化锂快 ...

Market Overview - The Hang Seng Index closed down 0.17% at 24,284.15 points, while the Hang Seng Tech Index fell 0.07% to 5,341.43 points, and the Hang Seng China Enterprises Index decreased by 0.47% to 8,762.47 points [2] - The automotive, pharmaceutical, and banking sectors showed weakness, while the metals sector experienced gains [4] Metals Sector Performance - The metals sector saw significant gains, with Jiangxi Copper rising over 7%, Tianqi Lithium and Luoyang Molybdenum both increasing over 6%, and Zijin Mining among the top performers [4] - Notable stock performances included Luoyang Molybdenum at 6.26% with a market cap of 191.02 billion, Tianqi Lithium at 6.78% with a market cap of 56.97 billion, and Ganfeng Lithium at 2.74% with a market cap of 69.64 billion [5] Commodity Price Outlook - Goldman Sachs forecasts that copper prices will peak at approximately $10,050 per ton by August 2025 due to tightening supply in markets outside the U.S. [5] - Ping An Securities reports that the weakening of the U.S. dollar credit system will continue to drive precious metal prices higher, while industrial metals like copper and aluminum are expected to benefit from a loose monetary environment [5] Automotive Sector Dynamics - Xiaomi Group's stock rose by 3.6%, while major automotive stocks like Xpeng Motors, NIO, and BYD saw declines of 3.17%, 1.84%, and 1.19% respectively [6][7] - Market analysts suggest that the automotive sector may be impacted by Xiaomi's competitive pricing strategy for its new YU7 series, with expectations of monthly sales reaching 60,000 to 80,000 units [7] Banking Sector Trends - Chinese bank stocks experienced slight declines, with Luzhou Bank, Chongqing Bank, and China Merchants Bank dropping by 3.49%, 2.91%, and 2.39% respectively [8] - Recent reports indicate that insurance funds have been favoring high-dividend bank stocks, but this trend may be slowing down as investment teams shift focus towards technology innovation board companies [8] Financial Sector Developments - Huaxing Capital Holdings saw a significant intraday rise of nearly 38% before closing up 4.67% at HKD 4.48 per share, following its announcement of a $100 million investment in the Web 3.0 and cryptocurrency asset space [11] - The Hong Kong Securities and Futures Commission announced an increase in position limits for futures and options contracts on major indices, effective July 2, 2025, aimed at enhancing market flexibility [12]

Group 1: Ganfeng Lithium - Ganfeng Lithium has established a closed-loop lithium ecosystem with an integrated layout across upstream lithium resource development, midstream lithium salt processing, and downstream lithium battery manufacturing and recycling [1][2] - The company has a lithium salt production capacity of over 150,000 tons LCE domestically and an additional 40,000 tons LCE from the Cauchari lithium salt lake in Argentina, totaling nearly 200,000 tons LCE [1][2] - Ganfeng Lithium is expanding its lithium salt processing capacity to meet growing demand while maintaining risk control and effective inventory management [1][2] Group 2: Tianqi Lithium - Tianqi Lithium focuses on strategic resource layout in China, Australia, and Chile, aiming to build leading-scale lithium compound production bases [6][7] - The company has a lithium concentrate production capacity of 162,000 tons per year at the Greenbushes lithium mine, with plans for further expansions [7] - Tianqi Lithium holds a 22.16% stake in SQM, the largest lithium salt lake producer globally, which enhances its investment returns [9] Group 3: Salt Lake Potash - Salt Lake Potash has a chlorate potassium production capacity of 5 million tons per year, playing a crucial role in stabilizing the potassium fertilizer market [11] - The company has a current lithium carbonate production capacity of 30,000 tons per year, with plans for a new integrated lithium salt project with a capacity of 40,000 tons per year [12] Group 4: Yongxing Materials - Yongxing Materials has established a dual business model of "new materials + new energy," optimizing its entire industry chain to reduce costs and enhance competitiveness [14][15] - The company has achieved a carbon lithium production cost of 50,000 yuan per ton, with expectations for further cost optimization [14] Group 5: Zhongjin Lingnan - Zhongjin Lingnan has diversified its operations into lithium and other mineral resources, with a focus on reducing costs in its lithium mining operations [16][17] - The company has significant lithium resources in Canada and Zimbabwe, with plans for further capacity expansions [18] Group 6: Self-owned Lithium Mines - The company has three production bases with a total lithium salt processing capacity of approximately 73,000 tons, with plans for further expansions [21] - The company has secured priority supply rights for the Li family lithium mine, which has a lithium oxide resource of approximately 50,220 tons [21][22] Group 7: Shengxin Lithium Energy - Shengxin Lithium Energy has established four major lithium resource layouts and five lithium product production bases, positioning itself as a leading player in the domestic lithium market [23][24] - The company has a lithium carbonate production capacity of 42,000 tons per year, with ongoing projects to increase capacity [25][26]

Core Viewpoint - The new materials industry in China is experiencing rapid growth driven by policy support, market demand, and technological innovation, with a projected total output value of 8.48 trillion yuan in 2024, maintaining double-digit growth for 14 consecutive years [1][3][20]. Group 1: Industry Definition and Classification - New materials refer to recently developed or developing structural and functional materials with superior properties. They can be classified into structural materials and functional materials based on their usage, and further categorized into four types: metal materials, inorganic non-metal materials, organic polymer materials, and advanced composite materials [1]. Group 2: Current Development Status - The new materials industry has expanded significantly, with the government focusing on electronic information materials, aerospace materials, new energy materials, and environmentally friendly materials. National high-tech industrial bases for new materials have been established in seven cities [3][5]. Group 3: Market Size and Structure - In 2024, the chemical new materials market is expected to account for approximately 22.08% of the total new materials market in China, while battery new materials will represent about 6.66%. By 2025, these figures are projected to be 21.75% and 6.97%, respectively [7]. Group 4: Competitive Landscape - Major companies in the new materials sector include Lens Technology, Antai Technology, China National Materials, and others, which are enhancing their international competitiveness through technological innovation and market expansion [12][16]. Group 5: Development Trends - The demand for new materials is increasing due to the rapid development of downstream industries such as information technology and new energy. The industry is transitioning towards low-carbon and green development, supported by significant technological advancements [20][23].

关注公众号，点击公众号主页右上角" ··· "，设置星标 "⭐" ，关注 鑫椤锂电 资讯~ | 来源：张家港市保税区 | 发布时间:2025-05-15 16:36:21 访问量:124 | ☆ 字体【 大 中 小 】 | | --- | --- | --- | | | 根据建设项目环境影响评价审批程序的有关规定、江苏省张家港保税区管理委员会拟对以下项目环境影响评价文件作出审批决定。现将拟作出审批决定的环境影响评价文件基本情况 | | | 予以公示,公示期为:从公示之日起5个工作日。 | | | | 安环局联系电话:0512-58323803 | | | | 听证权利告知:依据《中华人民共和国行政许可法》的相关规定,自公示起五日内申请人、利客关系人可提出听证申请。 | | | | 拟批准的建设项目环境影响评价文件 | | | 文章来源： 张家港市人民政府网 项 目名称 ： 天齐锂业新能源材料（苏州）有限公司年产26000吨电池级碳酸锂项目 近日，张家港市人民政府就天齐锂业新能源材料（苏州）有限公司年产26000吨电池级碳酸锂项目环评进 行公示。 建设主体 ： 天齐锂业全资子公司—— 天齐锂业新能源材料（苏州） ...

Core Viewpoint - Tianqi Lithium Industry Co., Ltd. has shown signs of recovery in its performance, achieving a net profit of 1.04 billion yuan in Q1 2025, indicating a turnaround from previous losses [1] Group 1: Financial Performance - In Q1 2025, the company reported an operating income of 25.84 billion yuan and a net profit attributable to shareholders of 1.04 billion yuan, marking a return to profitability [1] - The lithium carbonate market price remains low, hovering above 60,000 yuan per ton, which has exerted pressure on the overall lithium industry [1] Group 2: Industry Outlook - The lithium salt market is currently experiencing oversupply, and companies with advantages in resources, technology, and international operations are expected to thrive in the long term [2] - The core growth drivers for the lithium battery industry will continue to be the electric vehicle and energy storage markets, with emerging applications in low-altitude flying vehicles and drones expanding market opportunities [2] Group 3: Strategic Development - Tianqi Lithium is committed to a long-term strategy of strengthening its upstream resources, enhancing its midstream capabilities, and penetrating downstream markets [2] - The company is actively pursuing high-quality lithium resource projects globally, considering factors such as economic viability, resource assessment, and local political environments [2] Group 4: Project Updates - The company’s controlled Australian Talison Greenbushes lithium concentrate has an annual capacity of 1.62 million tons, and the construction of the chemical-grade lithium concentrate processing plant is underway [2] - The Zola lithium spodumene project is in the preparatory phase for construction, with the feasibility study being updated [3] Group 5: Research and Development - Tianqi Lithium has made significant advancements in solid-state battery technology, successfully preparing for the industrialization of lithium sulfide, a key material for next-generation solid-state batteries [3] - The company has developed a new battery-grade lithium sulfide micro-powder with improved uniformity and activity, while also reducing production costs through advanced recycling techniques [3] - Collaborative research efforts with battery manufacturers and related downstream companies are ongoing, positioning the company as a key player in the development of efficient battery technologies [3]

Core Viewpoint - The lithium market is currently experiencing a bottoming phase, and Tianqi Lithium is focusing on cost reduction, quality improvement, and efficiency enhancement to navigate this challenging environment [1][2][6]. Company Performance - Tianqi Lithium's 2024 revenue is projected to be 13.063 billion yuan, a year-on-year decrease of 67.75%, with a net loss of 7.905 billion yuan, marking a shift from profit to loss due to declining lithium salt prices [5]. - The benchmark price for battery-grade lithium carbonate in China was 65,633 yuan per ton as of May 13, down 43.52% year-on-year [5]. Market Dynamics - The lithium salt market is expected to face oversupply starting in 2024, influenced by a surge in new market entrants during the previous lithium boom from 2019 to 2022, when prices skyrocketed from 70,000 yuan to around 600,000 yuan per ton [5][6]. - The current lithium salt prices are in a bottoming phase, and the duration of this process is uncertain, with competition expected to remain intense [5][6]. Production and Sales - In the previous year, Tianqi Lithium's sales volume of lithium chemical products reached 102,800 tons, an increase of 81.46% year-on-year, while production volume was 70,700 tons, up 39.44% year-on-year [7]. - The company's lithium salt inventory decreased by 43.64% year-on-year, indicating effective resource management [7]. Resource Expansion Strategy - Tianqi Lithium is shifting its strategy to seek both external and internal lithium resources, with ongoing developments at the Yajiang Cuola lithium spodumene mine, which could become the company's first domestic source of lithium concentrate [1][10]. - The company is also exploring potential asset injections from its controlling shareholder, Tianqi Group, which holds various lithium mining rights [10][11]. Future Outlook - The company is preparing for the next generation of battery materials by increasing R&D investments and collaborating with downstream customers to innovate [12]. - Tianqi Lithium aims to play a crucial role in the solid-state battery sector, focusing on core materials such as lithium sulfide and lithium metal, and has successfully developed battery-grade lithium sulfide micro-powder [12][13].

0近日，宁德时代公众号上发布消息称山东时代新能源科技有限公司储能及动力电池生产基地在济宁市兖州区正式投产，这是宁德时代在北方布局的首个基地，也是目前在北方产档规划最大的 基地, 该基地采用"灯塔·零碳工厂"标准建造，配备当前全球领先的数字化、智能化产线。新基地共分三规建设，此次投产的一期项目总规模为60CV1n，占地800余亩，总建筑面积2.5万平方 米. 涵盖从厂房到生活配套全方位智能化生产空间;项目二、三期将于今明两年陆续投产,有望形成全球领先的千亿级新能源电池产业集群, ©今日，盐湖股份公开表示，当前在中国五矿和中国盐湖的大力支持下，新建4万吨键盐项目通过全面加强建设进度管控，按照计划，今年4万吨项目将生产3000吨碳酸锂, | | | | 碳 锌 8 评20250521:国内碳酸锂5月供给预期偏松,国内碳酸锂社会库存量环比增加 | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | | | | 交易日期(日) | 2025-05-20 | 2025-05-19 | 2025-05-14 | 较昨日变化 | 近两周走势 | | | 近月合约 ...

Core Viewpoint - The Shenzhen Upstream Industry Index has shown a recent increase, indicating potential investment opportunities in the upstream sector of the market [1] Group 1: Index Performance - The Shenzhen Upstream Industry Index rose by 1.32%, closing at 3951.01 points, with a trading volume of 16.078 billion yuan [1] - Over the past month, the index has increased by 5.14%, while it has decreased by 4.57% over the last three months and is down 0.09% year-to-date [1] Group 2: Index Composition - The Shenzhen Upstream Industry Index is composed of companies from the upstream, midstream, and downstream sectors, providing diverse investment options for investors [1] - The index is based on a reference date of December 31, 2002, with a base point of 1000.0 [1] Group 3: Top Holdings - The top ten weighted stocks in the Shenzhen Upstream Industry Index include: - Ganfeng Lithium (5.27%) - Shanjin International (4.81%) - Yun Aluminum (4.64%) - Tianqi Lithium (4.54%) - Shenhuo Co. (4.0%) - Feilihua (3.7%) - Tongling Nonferrous Metals (3.66%) - China Rare Earth (3.62%) - Zhongmin Resources (3.17%) - Tianshan Aluminum (3.13%) [1] Group 4: Sector Allocation - The sector allocation of the index holdings is as follows: - Industrial metals: 34.91% - Rare metals: 32.53% - Precious metals: 10.22% - Coal: 6.42% - Other non-metal materials: 5.57% - Oil and natural gas: 3.86% - Other nonferrous metals and alloys: 3.39% - Oil and gas extraction and field services: 3.10% [2] Group 5: Sample Adjustment - The index samples are adjusted semi-annually, with adjustments occurring on the next trading day after the second Friday of June and December each year [2] - The sample adjustment typically does not exceed 20%, with special circumstances allowing for temporary adjustments [2]