Core Insights - The solid-state battery industry is entering a "sprint phase" towards commercialization, with significant advancements in sodium-based solid-state batteries [1][2] - A new sodium-based solid-state battery developed by the University of Chicago and Singapore's Agency for Science, Technology and Research can operate stably in sub-zero temperatures, enhancing its competitiveness [1] - The global solid-state battery shipment is expected to reach 614.1 GWh by 2030, with a market size projected to exceed 100 billion yuan [2] Industry Developments - The solid-state battery industry is experiencing accelerated progress driven by both policy and technology, with a key conference scheduled for September 2025 to discuss future trends and challenges [2] - The demand for solid-state battery materials is expected to grow significantly, with investments in equipment projected to reach hundreds of billions [2] - Several A-share listed companies are making strides in solid-state battery technology, with Li Yuan Heng successfully developing manufacturing processes for solid-state battery equipment [2][3] Market Activity - Recent data shows that financing clients have significantly increased their positions in 26 solid-state battery concept stocks, with notable net purchases exceeding 1 billion yuan [4] - Leading companies in this sector include Xian Dao Intelligent, CATL, and others, with some stocks projected to have a net profit growth rate exceeding 20% in the coming years [4][5] - As of September 22, 2023, several stocks in this sector have rolling price-to-earnings ratios below 40, indicating potential investment opportunities [4][5]

Industry Background - The solid-state battery industry is driven by the urgent demand for high-performance batteries in electric vehicles and consumer electronics, with solid-state batteries offering advantages such as higher safety, significantly improved energy density, and fast charging potential [2][3] - Traditional liquid lithium batteries face three main challenges: limited energy density affecting range, safety issues due to flammable liquid electrolytes, and insufficient fast charging performance [8][10][14] Negative Electrode Material Systems - The negative electrode materials in solid-state batteries currently rely on graphite and silicon-carbon, with silicon-based anodes being a significant development direction due to their theoretical capacity being much higher than that of graphite [19][35] - Lithium metal anodes, while facing challenges such as volume expansion and dendrite growth, have the potential to achieve a qualitative leap in energy density, with commercial applications becoming increasingly viable [19][45] Lithium Metal Anode Preparation Methods - The most mature method for lithium metal preparation is the extrusion/rolling method, which involves extracting lithium from ore or brine, followed by electrolysis and rolling to achieve the desired thickness [53][54] - New techniques such as electrochemical deposition and liquid phase methods are being explored to overcome thickness limitations and improve uniformity in lithium metal anodes [57][59] Market Size and Growth Potential - The global lithium-ion battery shipment is projected to reach 1545.1 GWh in 2024, with the power battery segment accounting for 1051.2 GWh, indicating a rapid growth trajectory in the market [22] - The development of low-altitude economy and humanoid robots is expected to significantly boost the demand for solid-state batteries, as traditional liquid batteries cannot meet the energy density and safety requirements [24][28] Solid-State Battery Advantages - Solid-state batteries can achieve energy densities exceeding 500 Wh/kg, far surpassing the liquid battery limit of 300 Wh/kg, thus enhancing the range of electric vehicles and reducing charging frequency [19][21] - The solid-state electrolyte eliminates the risks associated with liquid electrolytes, such as leakage and combustion, thereby significantly improving battery safety [19][21] Industry Trends and Future Directions - The transition from semi-solid to all-solid-state batteries is underway, with semi-solid batteries serving as a bridge technology while full solid-state batteries are being developed to address existing technical challenges [30][34] - The industry is focusing on overcoming technical bottlenecks and high costs associated with solid-state batteries, including low ionic conductivity and poor solid-solid contact interface performance [32][34]

证券日报网讯 9月22日晚间，赣锋锂业发布公告称，公司不存在逾期担保的情形。 （文章来源：证券日报） ...

Core Insights - SK On plans to mass-produce all-solid-state batteries by 2029, marking a significant advancement in battery technology [3][39] - The solid-state battery sector has seen strong performance, with a year-to-date increase of 48.53% in the solid-state battery index [3][7] - The lithium battery sector continues to grow, with a year-to-date increase of 46.79% in the lithium battery index [3][7] Market Review - The Shanghai Composite Index fell by 1.3% this week, while the solid-state battery index decreased by 2.09% [3][7] - Year-to-date, the Shanghai Composite Index has risen by 13.97%, and the lithium equipment sector has surged by 122.31% [3][7] - Trading volume for the entire A-share market was 12,589.23 billion yuan, up 8.23% week-on-week [3][7] Price Tracking - Lithium carbonate (battery-grade Li2CO3 ≥99.5%) is priced at 73,000 yuan per ton, up by 1500 yuan from the previous week [3][13] - The price of lithium iron phosphate (domestic) remains stable at 34,300 yuan per ton [3][13] - The price of ternary materials (523) increased by 6.5 yuan per kilogram to 115.3 yuan [3][13] Industry News - Several companies are advancing in solid-state battery technology, including: - Ganfeng Lithium has achieved trial production of solid-state batteries for certain vehicle models [3][31] - Panasonic Energy is focusing on solid-state battery production, aiming for sample shipments by 2026 [3][32] - Tianqi Lithium has commenced a pilot project for producing 50 tons of lithium sulfide [3][35] - Zhonggu Shidai has completed Pre-A financing to accelerate the industrialization of solid-state batteries [3][30] Demand Tracking - In the first eight months of 2025, the production of power and other batteries reached 970.7 GWh, a year-on-year increase of 54.3% [3][41] - The power battery installation volume for the same period was 417.9 GWh, up 43.1% year-on-year [3][41] - Exports of power batteries totaled 111.5 GWh, reflecting a year-on-year increase of 30.3% [3][41]

Market Overview - The Shanghai Composite Index rose by 0.22% on September 22, with 11 sectors experiencing gains, led by the electronics and computer sectors, which increased by 3.71% and 1.70% respectively [1] - The non-ferrous metals sector ranked third in terms of gains for the day, increasing by 0.98% [2] Fund Flow Analysis - The main funds in the market saw a net outflow of 18.892 billion yuan, with only four sectors experiencing net inflows. The electronics sector led with a net inflow of 9.357 billion yuan [1] - The non-ferrous metals sector had a net outflow of 1.435 billion yuan, with 137 stocks in the sector, of which 65 rose and 71 fell [2] Non-Ferrous Metals Sector Performance - The top three stocks in the non-ferrous metals sector by net inflow were Zhongjin Gold, Shandong Gold, and Hunan Silver, with net inflows of 250 million yuan, 250 million yuan, and 229 million yuan respectively [2] - The stocks with the highest net outflows included Ganfeng Lithium, Tianqi Lithium, and Shengtun Mining, with outflows of 852 million yuan, 389 million yuan, and 262 million yuan respectively [4] Top Gainers in Non-Ferrous Metals - Notable gainers in the non-ferrous metals sector included Zhongjin Gold (+9.42%), Shandong Gold (+5.45%), and Hunan Silver (+9.93%) [2] - The trading volume for these stocks indicated significant investor interest, with turnover rates ranging from 1.49% to 14.42% [2] Top Losers in Non-Ferrous Metals - Major losers in the sector included Ganfeng Lithium (-0.53%), Tianqi Lithium (-2.53%), and Shengtun Mining (-3.08%), indicating a shift in investor sentiment [4] - The turnover rates for these stocks were also notable, with Ganfeng Lithium at 10.57% and Tianqi Lithium at 3.87% [4]

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。 （於中華人民共和國註冊成立之股份有限公司） （股份代號：1772） 海外監管公告 本公告乃根據香港聯合交易所有限公司證券上市規則第13.10B 條 刊 發。 根據中華人民共和國的有關法例規定，江西贛鋒鋰業集團股份有限公司（「本 公 司」）在 深 圳 證 券 交 易 所 網 站（http://www.szse.cn/）刊 發 了 以 下 公 告。茲 載 列 如 下，僅 供 參 閱。 承董事會命 江西贛鋒鋰業集團股份有限公司 董事長 关于召开 2025 年第三次临时股东大会的通知 本公司及董事会全体成员保证公告内容的真实、准确和完整， 没有虚假记载、误导性陈述或重大遗漏。 一、召开会议的基本情况 1、股东大会届次：2025年第三次临时股东大会 李良彬 中 國‧江 西 二 零 二 五 年 九 月 二十二 日 於本公告日 期，董事會成員包括本公 ...

（於中華人民共和國註冊成立之股份有限公司） （股份代號：1772） 股東名稱： 附註： 臨時股東大會之回執 1. 請用正楷填上 閣下於本公司H股股東名冊所示的全名及地址。 4. 本回執內所有日期及時間均指香港日期及時間。 致：江西贛鋒鋰業集團股份有限公司（「本公司」） 日期： 股東簽名： 股東名稱及註冊地址 （附註1） ： 持股數目 （附註2） ： H股。 本人╱吾等擬出席將於2025年10月14日（星期二）下午二時正於中華人民共和國江西省新余市經濟開發區龍騰路本公 司總部研發大樓四樓會議室舉行的題述會議或其任何續會。 2. 請填上以 閣下名義登記的本公司H股股份數目。倘未填入股份數目，則本回執將被視為與以 閣下名義登記的本公司所 有H股股份有關。 3. 本回執須於2025年10月4日（星期六）或之前以親身、郵寄或傳真方式送達本公司H股股份過戶登記處香港中央證券登記有 限公司（地址為香港灣仔皇后大道東183號合和中心17M樓）（電話：(852) 2862 8555、傳真：(852) 2865 0990）。 ...

（於中華人民共和國註冊成立之股份有限公司） （股份代號：1772） 臨時股東大會代表委任表格 與本代表委任表格有關的 H股數目 2 本人╱吾等 （附註1 ） 地址為 （附註1） 為江西贛鋒鋰業集團股份有限公司（「本公司」）H股（「H股」） 股 （附註2） 的登記持有 人，茲委任本公司題述會議（「大會」）主席或 （附註3） 地 址 為 （附註3 ） 為本人╱吾等的受委任代表出席本公司謹訂於2025年10月14日（星期二）下午二時正於中華人民共和國江西省新余市 經濟開發區龍騰路本公司總部研發大樓四樓會議室舉行的大會或其任何續會，並代表本人╱吾等於大會或其任何續 會依照下列指示就下列決議案投票，如本人╱吾等並無做出指示，則由本人╱吾等的代表酌情決定投票。 | | 普通決議案* | （附註4） 贊成 | （附註4） 反對 | （附註4） 棄權 | | --- | --- | --- | --- | --- | | 1 | 建議修訂公司部分管理制度 | | | | | 1.1 | 建議修訂股東會議事規則 | | | | | 1.2 | 建議修訂董事會議事規則 | | | | | 1.3 | 建議修訂獨立董事制度 | | ...

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 不對因本通告全部或任何部份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。 （於中華人民共和國註冊成立之股份有限公司） （股份代號：1772） 臨時股東大會通告 茲通告江西贛鋒鋰業集團股份有限公司（「本公司」）謹定於2025年10月14日（星 期 二）下 午 二 時 正 假 座 中 華 人 民 共 和 國 江 西 省 新 余 市 經 濟 開 發 區 龍 騰 路 本 公 司 總 部 研 發 大 樓 四 樓 會 議 室 舉 行 臨 時 股 東 大 會（「臨時股東大會」）， 以 審 議 及 酌 情 批 准 以 下 決 議 案。除 非 另 有 所 指，本 通 告 所 用 詞 彙 與 本 公 司日期為2025年9月22日 之 通 函（「通 函」）所 界 定 者 具 有 相 同 涵 義，而 召 開 臨 時 股 東 大 會 之 通 告 構 成 其 中 一 部 分。 – 1 – 1. 建議修訂公司部分管理制度 1.1 建議修訂 ...

此乃要件 請即處理 （於中華人民共和國註冊成立之股份有限公司） （股份代號：1772） 閣下如對本通函任何方面或對應採取的行動有任何疑問，應諮詢 閣下之持牌證券交易商、 銀行經理、律師、專業會計師或其他專業顧問。 閣下如已售出或轉讓名下所有的江西贛鋒鋰業集團股份有限公司之股份，應立即將本通函及 隨附之代表委任表格及回執送交買主或承讓人，或經手買賣或轉讓之銀行、持牌證券交易商 或其他代理商，以便轉交買主或承讓人。 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函之內容概不負責，對其準確 性或完整性亦不發表任何聲明，並明確表示，概不就因本通函全部或任何部份內容而產生或 因倚賴該等內容而引致之任何損失承擔任何責任。 臨時股東大會通告載於本通函第176至178頁。臨時股東大會謹訂於2025年10月14日（星期二）下 午二時正於中國江西省新余市經濟開發區龍騰路本公司總部研發大樓四樓會議室舉行。臨時股 東大會的通告及適用之代表委任表格及回執已由本公司於2025年9月22日寄發，並刊載於香港 聯合交易所有限公司網站www.hkexnews.com.hk及本公司網站www.ganfenglithium.com，以供下 ...