每经AI快讯，1月27日，赣锋锂业(002460.SZ)公告称，公司预计2025年归属于上市公司股东的净利润为 11.00亿元至16.50亿元，上年同期亏损20.74亿元，同比扭亏为盈。报告期内，公司持有的 PilbaraMineralsLimited（PLS）股票价格上涨产生了公允价值变动收益，在领式期权相关的既定风险管 理策略对冲后，整体公允价值变动收益约10.3亿元。 （文章来源：每日经济新闻） ...

人民财讯1月27日电，赣锋锂业（002460）1月27日发布业绩预告，预计2025年归母净利11亿元—16.5亿 元，上年同期亏损20.74亿元，同比扭亏为盈。报告期内，公司持有的Pilbara Minerals Limited(PLS)股票 价格上涨产生了公允价值变动收益。公司通过转让控股子公司部分股权并成功引入战略投资人，确认了 相应的投资收益。 ...

格隆汇1月27日｜赣锋锂业(002460.SZ)公告称，公司预计2025年归属于上市公司股东的净利润为11.00亿 元–16.50亿元，上年同期亏损20.74亿元，同比扭亏为盈。报告期内，公司持有的PilbaraMineralsLimited （PLS）股票价格上涨产生了公允价值变动收益，在领式期权相关的既定风险管理策略对冲后，整体公 允价值变动收益约10.3亿元。 ...

南财智讯1月27日电，赣锋锂业发布年度业绩预告，预计2025年全年归属于上市公司股东的净利润为 110000万元—165000万元，同比预增153.04%—179.56%；预计2025年全年归属于上市公司股东的扣除 非经常性损益的净利润为亏损60000万元—30000万元，同比预减亏32.38%—66.19%。业绩变动原因： 1、报告期内，公司持有的PilbaraMineralsLimited（PLS）股票价格上涨产生了公允价值变动收益，在领 式期权相关的既定风险管理策略对冲后，整体公允价值变动收益约10.3亿元。2、根据《企业会计准则 第22号》规定，公司将报告期内在H股发行的可转换公司债券整体指定为"以公允价值计量且其变动计 入当期损益的金融负债"。受公司股价显著上涨及绝大部分债券持有人行使转股权影响，本期确认了相 应的公允价值变动损失。3、公司通过转让控股子公司深圳易储数智能源集团有限公司部分股权并成功 引入战略投资人，确认了相应的投资收益。4、根据《企业会计准则第8号》的相关规定，公司对存在减 值迹象的资产（包括长期资产）进行了减值测试，并相应计提了资产减值准备。上述事项1-3导致的公 允价值变动及投 ...

证券代码：002460 证券简称：赣锋锂业 编号：临2026-011 江西赣锋锂业集团股份有限公司 2025 年年度业绩预告 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、本期业绩预计情况 二、与会计师事务所沟通情况 公司就业绩预告有关事项与年报审计会计师事务所进行了预沟 通，与会计师事务所在本报告期业绩预告方面不存在重大分歧。本次 业绩预告相关的财务数据是公司财务部门初步测算的结果，未经会计 师事务所审计。 三、业绩变动原因 1、报告期内，公司持有的 Pilbara Minerals Limited（PLS）股票 价格上涨产生了公允价值变动收益，在领式期权相关的既定风险管理 策略对冲后，整体公允价值变动收益约 10.3 亿元。 2、根据《企业会计准则第 22 号》规定，公司将报告期内在 H 股发行的可转换公司债券整体指定为"以公允价值计量且其变动计入 当期损益的金融负债"。受公司股价显著上涨及绝大部分债券持有人 行使转股权影响，本期确认了相应的公允价值变动损失。 3、公司通过转让控股子公司深圳易储数智能源集团有限公司部 分股权并成功引入战略投资人，确认了相 ...

近期，宜春八矿中已有两矿更新进度，处于换证进程中。 自然资源部采矿许可信息查验系统显示，宜春国轩矿业有限责任公司的水南矿开采主矿种已变更为"锂 矿"，说明已经进入换证阶段。同样，宁德时代枧下窝锂矿的开采主矿种也变更为"锂矿"。此前，枧下 窝锂矿已于2025年12月18日进入第一次环评公示阶段，公示期为10个工作日。 关于换证停产问题，国轩高科回应记者称，目前也在了解情况，以公司公开信息为准。 按照有关法规，换证期间矿山应处于停产状态。《矿产资源开采登记管理办法》规定，变更主要开采矿 种的，采矿权人应当在采矿许可证有效期内，向登记管理机关申请变更登记。任何单位和个人未领取采 矿许可证擅自采矿的，由登记管理机关依照有关法律、行政法规的规定予以处罚。 新的采矿许可证下达或仍需等待较长周期。一位业内知情人士告诉记者，矿山企业申请变更开采主矿 种，是矿业权管理中的重大变更登记事项之一，其办理周期长、流程复杂、不确定性高。通常，一个完 整的变更流程至少需要1.5年至3年甚至更长时间，具体周期受项目基础、地区政策、审批层级等因素影 响巨大。其中，如涉及重做或重大变更，环评报告需重新报批，整个过程包括编制、公示、评审、批 复 ...

Core Insights - In 2025, Jiangxi's non-ferrous metal industry achieved a historic breakthrough, with revenue surpassing 1 trillion yuan, becoming the second trillion-level industrial cluster in the province after the electronic information industry [1] - The capital market plays a significant role in supporting this growth, with eight listed companies in the non-ferrous metal sector generating over 436 billion yuan in revenue and nearly 8 billion yuan in net profit in the first three quarters of 2025 [1] - Leading companies such as Jiangxi Copper, China Rare Earth, and Ganfeng Lithium are pivotal in establishing a robust industrial framework for Jiangxi's non-ferrous metal sector [1] Industry Growth and Development - Jiangxi Copper Group has signed strategic cooperation agreements with local companies to enhance collaboration in mining equipment maintenance and overseas market expansion [2] - The copper industry in Jiangxi has seen a 23.57% increase in main product output and an 11.6% rise in revenue since 2022, driven by integrated development and collaboration among chain enterprises [2] - The province has implemented a "1269" action plan to modernize key manufacturing industry chains, focusing on enhancing the non-ferrous metal sector [2] Resource Utilization and Innovation - Jiangxi's rare earth industry has transformed from a resource-rich but weak industrial base to a thriving sector, with the establishment of the China Rare Earth Group and the emergence of local companies like Jinli Permanent Magnet [3] - The lithium battery industry in Yichun has grown from under 25 billion yuan to a scale exceeding 100 billion yuan, with over 70% of the industry's value chain now in the mid-to-late stages [3] Capital Market Empowerment - The traditional copper industry in Yingtan has shown resilience and vitality, with the establishment of a 5 billion yuan copper industry guidance fund to support the development of over 280 enterprises [4] - Jiangxi has created a copper-based new materials cluster with a production value exceeding 600 billion yuan, driven by collaboration among leading companies [5] - Jiangxi's capital market has facilitated the transformation of companies like Anyuan Coal Industry into new sectors, focusing on rare metals and mining investment [6] Investment and Financial Support - The Jiangxi Modern Industry Guidance Fund, established in May 2022 with a total scale of 300 billion yuan, has exceeded 342 billion yuan and has supported 90 industrial projects [7] - The fund collaborates with major enterprises to establish specialized funds, promoting the transition of key industries from aggregation to quality enhancement [7] - The fund aims to build a development matrix that includes traditional, emerging, and future industries, enhancing the competitiveness of industrial clusters [7]

Investment Rating - The report does not provide specific investment ratings for the industry sectors mentioned [2]. Core Insights - The overall industry strategy focuses on the simultaneous rise in energy storage volume and price, with ongoing themes in space and AI [3]. - The new energy vehicle supply chain is entering an upward cycle, benefiting companies like CATL and EVE Energy due to the electrification upgrade and optimization of energy storage patterns [3]. - By the end of December 2025, China's electric vehicle charging infrastructure is expected to reach 20.092 million units, a year-on-year increase of 49.7% [3]. - Global energy storage battery shipments are projected to reach 640 GWh in 2025, a year-on-year increase of 82.9%, with CATL maintaining a leading position [3][25]. - The solid-state battery sector is entering a critical phase of engineering and industrialization, with companies like Xiamen Tungsten and Peking University Technology benefiting [4]. Summary by Sections Energy Storage and New Energy - The energy storage trend continues to improve, with companies like Sungrow Power and Huaneng Power benefiting from a significant increase in domestic procurement, which exceeded 100 GWh for the first time [5]. - The average price of lithium battery storage systems has rebounded by 6.39% to 0.5226 yuan/Wh [5]. - AI expansion and global grid upgrades are driving demand for power equipment, benefiting companies like TBEA and Sanyuan Electric [5]. Lithium Carbonate and Battery Materials - The supply and demand for lithium carbonate are exceeding expectations, with companies like Salt Lake Potash and Hunan Youneng benefiting from favorable market conditions [4]. - The cost of phosphoric iron lithium cathode materials has increased, with processing fees rising by 318.7 yuan/ton compared to November averages [4][27]. AI and Robotics in New Energy - The integration of AI and humanoid robots in the new energy sector is gaining traction, with companies like Zhejiang Rongtai and Keda Li benefiting from advancements in robotics [7]. - Tesla's shift towards becoming a robotics company is expected to create new growth cycles, with significant implications for the automotive industry [7][26]. Market Trends and Projections - The report highlights that the global energy storage battery shipment is expected to reach 1,090 GWh in 2026, a year-on-year increase of 70% [25]. - The market for commercial energy storage products is evolving, with larger capacity batteries becoming mainstream and driving innovation in the sector [29].

（文章来源：证券日报） 证券日报网讯 1月26日，赣锋锂业在互动平台回答投资者提问时表示，截至2026年1月9日，公司A股股 东人数为319504户。 ...

Core Viewpoint - The energy metals sector experienced a 0.63% increase on January 26, with Shengtu Mining leading the gains, while the Shanghai Composite Index fell by 0.09% and the Shenzhen Component Index decreased by 0.85% [1]. Group 1: Market Performance - The energy metals sector's individual stock performance showed significant variations, with Jidian Mining closing at 18.18, up by 5.09%, and Ganfeng Lithium down by 0.31% at 73.64 [1]. - The trading volume for Jidian Mining reached 2.0884 million shares, with a transaction value of 3.744 billion [1]. - The overall market saw the Shanghai Composite Index close at 4132.61 and the Shenzhen Component Index at 14316.64 [1]. Group 2: Capital Flow - The energy metals sector saw a net inflow of 98.6035 million in main funds, while retail funds experienced a net outflow of 34.3477 million [2]. - The main funds' net inflow for Huayou Cobalt was 26.8 million, while it faced a net outflow of 78.5894 million from speculative funds [3]. - The capital flow data indicates that the sector is attracting institutional investment despite some outflows from retail investors [2][3].