东海期货近日指出，当前碳酸锂供需双增，周产量创新高，储能带动下旺季需求表现强劲，社会库存小 幅去库，冶炼厂库存向下游转移，下游持续补库。基本面边际转好，下方空间有限，行情震荡偏强，关 注反内卷政策驱动。瑞达期货也表示，海外矿商挺价意愿仍强，国内矿区供给走向预计将逐步明晰，锂 矿或将延续坚挺报价。 消息面上，美东时间周二，美国能源部长克里斯·赖特表示，美国政府将持有加拿大矿业巨头美洲锂业 （Lithium Americas）少量股份。受该消息刺激，美洲锂业股价在美股盘后交易中一度暴涨超40%。据 悉，美洲锂业公司正在美国内华达州开展一个大型锂矿开发项目Thacker Pass，该锂矿是美国已知最大 锂矿床之一，该项目的第一阶段预计将于2027年底投入运营。目前美国锂产量较低，而该项目将成为美 国最主要的锂资源来源。值得一提的是，赣锋锂业曾为美洲锂业第一大股东。 智通财经APP获悉，锂业股早盘走强，截至发稿，天齐锂业(09696)涨15.15%，报51.75港元；赣锋锂业 (01772)涨11.36%，报48.04港元。 ...

Group 1 - The Hang Seng Index rose by 0.87%, while the Hang Seng Tech Index increased by 2.24% [1] - Semiconductor stocks experienced significant gains, with Hua Hong Semiconductor rising nearly 11% and SMIC increasing by almost 4% [1] - Spot gold prices reached new highs, leading to a strong performance in gold stocks, with Zijin Mining International surging over 68% and MKS PAMP Group rising more than 4% [1] Group 2 - Ganfeng Lithium and WuXi AppTec both saw increases of over 8%, while Tianqi Lithium rose by more than 5% [1]

每经AI快讯，9月30日，港股锂电股继续走高，截至发稿，赣锋锂业(01772.HK)涨6.7%，报42.36港元； 天齐锂业(09696.HK)涨5.49%，报44.94港元；宁德时代(03750.HK)涨3.38%，报565.5港元；中创新航 (03931.HK)涨3.4%，报34.7港元。 ...

锂电股继续走高，截至发稿，赣锋锂业（002460）(01772)涨6.7%，报42.36港元；天齐锂业（002466） (09696)涨5.49%，报44.94港元；宁德时代（300750）(03750)涨3.38%，报565.5港元；中创新航(03931) 涨3.4%，报34.7港元。 而据央视财经报道，目前国内储能电芯的需求十分强劲。头部电池企业均表示工厂已处于满产状态，一 些订单已经排到明年年初。此外，根据《专项行动方案》提出的目标，到2027年，中国新型储能装机规 模将达到1.8亿千瓦以上，这将拉动新增项目投资约2500亿元。中信建投（601066）发布研报称，继续 看好储能、锂电板块景气度抬升。 消息面上，据智通财经报道，对于江西宜春8家涉锂矿山企业变更储量报告工作，记者从业内人士处获 悉：本周，国轩高科（002074）提交的矿种变更储量核实报告通过国家自然资源部审批，选矿试验和工 业论证、开采设计与生态修复方案一并获得通过。另据透露，与国轩高科一同提交报告并通过的企业还 有宁德时代。对于该消息，国轩高科方面表示属实，宁德时代方面未进行正面回应。根据宜春市自然资 源局7月发布的文件，矿企后续还需继续 ...

而据央视财经报道，目前国内储能电芯的需求十分强劲。头部电池企业均表示工厂已处于满产状态，一 些订单已经排到明年年初。此外，根据《专项行动方案》提出的目标，到2027年，中国新型储能装机规 模将达到1.8亿千瓦以上，这将拉动新增项目投资约2500亿元。中信建投发布研报称，继续看好储能、 锂电板块景气度抬升。 消息面上，据智通财经报道，对于江西宜春8家涉锂矿山企业变更储量报告工作，记者从业内人士处获 悉：本周，国轩高科提交的矿种变更储量核实报告通过国家自然资源部审批，选矿试验和工业论证、开 采设计与生态修复方案一并获得通过。另据透露，与国轩高科一同提交报告并通过的企业还有宁德时 代。对于该消息，国轩高科方面表示属实，宁德时代方面未进行正面回应。根据宜春市自然资源局7月 发布的文件，矿企后续还需继续完成办理采矿许可证矿种变更、矿业权出让收益征收、矿山储量动态管 理等相关工作。 智通财经APP获悉，锂电股继续走高，截至发稿，赣锋锂业(01772)涨6.7%，报42.36港元；天齐锂业 (09696)涨5.49%，报44.94港元；宁德时代(03750)涨3.38%，报565.5港元；中创新航(03931)涨3.4%， ...

9月30日，天齐锂业盘中上涨2.00%，截至09:53，报47.37元/股，成交11.28亿元，换手率1.64%，总市值 777.45亿元。 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：化肥、盐湖提锂、小金属、锂 电池、固态电池等。 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 ...

Core Viewpoint - Tianqi Lithium Industries has seen a stock price increase of 3.73% on September 29, reaching 46.44 CNY per share, with a total market capitalization of 76.218 billion CNY, reflecting a cumulative increase of 8.45% over four consecutive days [1] Group 1: Company Overview - Tianqi Lithium Industries, established on October 16, 1995, and listed on August 31, 2010, is located in Chengdu, Sichuan Province. The company specializes in the production and sales of lithium concentrate products and lithium compounds and their derivatives [1] - The revenue composition of Tianqi Lithium Industries is as follows: lithium compounds and derivatives account for 50.54%, lithium ore for 49.25%, and other products for 0.21% [1] Group 2: Fund Holdings - Silver Hua Fund has a significant holding in Tianqi Lithium Industries through its Silver New Energy Materials Quantitative Stock Fund A (005037), which held 343,200 shares, representing 2.21% of the fund's net value, making it the sixth-largest holding [2] - During the four-day stock price increase, the fund has realized a floating profit of approximately 124,240 CNY, with a daily profit of about 57,310 CNY [2] Group 3: Fund Manager Performance - The fund managers of Silver New Energy Materials Quantitative Stock Fund A include Zhang Kai, Yang Teng, and Li Yixuan, with varying tenures and performance records [3] - Zhang Kai has a tenure of 12 years and 323 days, with a best fund return of 130.54% and a worst return of -43.75% [3] - Yang Teng has been managing the fund for 3 years and 306 days, achieving a best return of 25.32% and a worst return of -34.29% [3] - Li Yixuan has a tenure of 7 years and 281 days, with a best return of 95.92% and a worst return of -32.56% [3]

Group 1 - Tianqi Lithium Industries Inc. experienced a stock price increase of 3.73% on September 29, reaching 46.44 CNY per share, with a trading volume of 4.014 billion CNY and a turnover rate of 5.92%, resulting in a total market capitalization of 76.218 billion CNY [1] - The stock has risen for four consecutive days, accumulating a total increase of 8.45% during this period [1] - The company, founded on October 16, 1995, and listed on August 31, 2010, primarily engages in the production and sales of lithium concentrate products and lithium compounds, with revenue composition being 50.54% from lithium compounds and derivatives, 49.25% from lithium ore, and 0.21% from other sources [1] Group 2 - According to data from the top ten holdings of funds, one fund under Huatai-PineBridge has a significant position in Tianqi Lithium, specifically the Huatai-PineBridge CSI New Energy Vehicle Industry ETF (516390), which reduced its holdings by 19,000 shares in the second quarter, maintaining 261,000 shares, representing 2.65% of the fund's net value [2] - The fund has realized a floating profit of approximately 435,900 CNY today and a total floating profit of 944,800 CNY during the four-day increase [2] - The Huatai-PineBridge CSI New Energy Vehicle Industry ETF was established on June 3, 2021, with a current size of 316 million CNY, achieving a year-to-date return of 48.53% and a one-year return of 76.57%, ranking 629 out of 4,221 and 751 out of 3,836 in its category, respectively [2]

Core Viewpoint - The recent surge in the non-ferrous metal sector is driven by a significant policy announcement aimed at stabilizing growth in the industry, leading to a notable increase in stock prices for related companies in both Hong Kong and A-shares markets [3][4]. Group 1: Market Performance - In the Hong Kong stock market, several non-ferrous metal companies saw substantial gains, including Zijin Mining (+5.60%), Ganfeng Lithium (+5.37%), and China Aluminum International (+5.29%) [1]. - A-shares also experienced a positive trend, with companies like Yicheng New Energy and Boqian New Materials hitting the daily limit up, and Hengdian East Magnetic rising by 6.16% [2]. Group 2: Policy Impact - The Ministry of Industry and Information Technology, along with eight other departments, released the "Non-Ferrous Metal Industry Stabilization Growth Work Plan (2025-2026)", projecting an average annual growth of around 5% in the industry's added value and a 1.5% increase in the production of ten major non-ferrous metals [3]. - The plan addresses current challenges in the industry, proposing ten initiatives focused on resource security, supply optimization, transformation promotion, consumption expansion, and strengthening cooperation [3]. Group 3: Industry Outlook - The non-ferrous metal industry is showing strong performance, with a reported 7.8% year-on-year increase in the added value of large-scale non-ferrous metal industries from January to August 2025, outpacing the overall industrial growth [3]. - Analysts from various institutions express optimism about the sector's future, citing factors such as potential interest rate cuts by the Federal Reserve and seasonal demand increases in the aluminum and lithium markets [5].

Battery - Chuangneng New Energy launched a new generation 588Ah energy storage battery with an energy density of 190Wh/kg and a volume energy density of 419Wh/L, achieving an energy efficiency of 96.5%. The company plans to have over 200GWh of production capacity, with small-scale production expected in Q2 2026 and full-scale production in Q3 2026 [1] - EVE Energy's first large-capacity sodium-ion battery energy storage system has successfully entered commercial operation, featuring a cycle life of over 30,000 times and operational capabilities in a temperature range of -40℃ to +60℃, significantly reducing lifecycle carbon emissions by over 42% compared to lithium-ion batteries [2][3] Materials - Greenme's Qingmeibang park has opened a nickel electroplating production line with an annual capacity of 30,000 tons, achieving a nickel plate product purity of over 99.97%, contributing to a total global production capacity of 60,000 tons for Greenme [5][6] - Tianqi Lithium's battery-grade lithium hydroxide project, with a total investment of approximately 1.8 billion yuan, has been completed and put into production in Jiangsu Zhangjiagang Free Trade Zone [7] - Tibet Mining's battery-grade lithium carbonate project has officially commenced production, utilizing a complex membrane separation and MVR lithium extraction process, marking a significant achievement in challenging high-altitude conditions [8] Equipment - Mannesmann has completed the dual-line product layout for solid-state batteries, with multiple devices shipped and customer validation achieved [10] Battery Recycling - A project for processing waste lithium batteries has been publicly announced, aiming to handle approximately 11,000 tons of waste batteries annually using a low-temperature physical crushing technology developed by Southern University of Science and Technology, which avoids the pollution and high energy consumption associated with traditional methods [11]