证券代码：002460 证券简称：赣锋锂业 编号：临2025-150 江西赣锋锂业集团股份有限公司 关于收到宜春市公安局移送起诉告知书的公告 本公司及其董事会全体成员保证公告内容真实、准确和完整，无虚假 记载、误导性陈述或者重大遗漏。 公司因上述事项于2024年7月收到中国证券监督管理委员会江西 监管局（以下简称"江西证监局"）下发的《行政处罚决定书》 （[2024]2号），公司已按照相关规定及时履行了信息披露义务，按规 定缴纳罚没款，并对相关问题进行了认真整改。（详见公告编号： 2024-055） 本次事项系在江西证监局行政处罚的基础上，依法开展的后续正 常司法程序。公司理解并尊重司法机关依法履职的行为。 二、对公司的影响 截至目前，公司各项生产经营活动保持正常有序运行。本次涉案 事项为公司前期已披露的特定历史事件，预计不会影响公司正常的生 产经营。 三、风险提示 公司将持续关注上述事项的进展情况，并严格按照相关法律法规 的规定及时履行信息披露义务。公司指定信息披露媒体为《证券日报》 及巨潮资讯网(www.cninfo.com.cn)，有关公司相关信息均以上述指定 信息披露媒体为准，请广大投资者理性投资，注 ...

Group 1 - The lithium extraction concept from salt lakes experienced a decline of 1.89%, ranking among the top losers in the concept sector, with Hualian Holdings hitting the daily limit down [1] - Major stocks within the salt lake lithium extraction sector that saw significant declines include Hualian Holdings, Xinhua Lithium Energy, and China Aluminum International, with respective drops of 9.99%, 6.19%, and 7.17% [1][2] - Conversely, stocks that gained in this sector included Fumiao Technology, ST Zhengping, and Longhua Technology, with increases of 6.96%, 5.03%, and 4.53% respectively [1][3] Group 2 - The salt lake lithium extraction sector faced a net outflow of 4.73 billion yuan, with 39 stocks experiencing net outflows, and 11 stocks seeing outflows exceeding 100 million yuan [1] - The stock with the highest net outflow was Luoyang Molybdenum, with a net outflow of 1.10 billion yuan, followed by Tianqi Lithium and Ganfeng Lithium with outflows of 689 million yuan and 603 million yuan respectively [1] - Stocks with the highest net inflows included BYD, Longhua Technology, and Chuanheng Shares, with inflows of 109 million yuan, 35 million yuan, and 30 million yuan respectively [1][3]

经济观察网 据人民财讯消息，近日，内蒙古赣锋鸿蒙储能科技有限公司成立，法定代表人为刘阿希 达，注册资本为1000万元，经营范围包含：新材料技术推广服务；常用有色金属冶炼；有色金属合金销 售；电池制造；资源再生利用技术研发等。股权穿透显示，该公司由内蒙古鸿蒙新能源科技有限公司、 赣锋锂业（002460）全资子公司赣锋综合能源（青海）有限公司共同持股。 ...

Group 1 - Lithium stocks are declining, with Tianqi Lithium (09696) down 3.51% at HKD 50.85 and Ganfeng Lithium (01772) down 3.03% at HKD 54.35 [1] - On December 29, the main contract for lithium carbonate on the Shanghai Futures Exchange continued to decline, hitting the limit down at the end of trading [1] - At the supplier conference held by CATL in Ningde, it was announced that sodium batteries will be widely applied in various fields such as battery swapping, passenger vehicles, commercial vehicles, and energy storage by 2026, indicating a potential trend of "sodium-lithium dual stars shining" [1] Group 2 - According to sources close to CATL, the lithium mining project of Yichun Times New Energy Mining Co., Ltd. in Yifeng County is expected to resume production around the Spring Festival [1] - Daiwa's report suggests that while the market anticipates an increase in CATL's lithium production capacity next year, the current lithium futures prices only reflect short-term supply-demand balance improvements [1] - The report also indicates that with an expected increase in lithium supply in the first half of next year and a potential quarter-on-quarter decline in demand in the first quarter, lithium prices are unlikely to rise further at the beginning of next year [1]

每经AI快讯，港股锂业股走低。截至发稿，天齐锂业(09696.HK)跌3.51%，报50.85港元；赣锋锂业 (01772.HK)跌3.03%，报54.35港元。 （文章来源：每日经济新闻） ...

Group 1 - Lithium stocks are declining, with Tianqi Lithium down 3.51% at HKD 50.85 and Ganfeng Lithium down 3.03% at HKD 54.35 [1] - On December 29, the main contract for lithium carbonate on the Shanghai Futures Exchange continued to decline, hitting the limit down at the close [1] - CATL announced at its supplier conference on December 28 that it plans to significantly apply sodium batteries in various fields by 2026, indicating a potential trend of "sodium-lithium dual stars" [1] Group 2 - Yichun Times New Energy Mining Co.'s lithium mining project in Jiangxi province is expected to resume production around the Spring Festival [1] - Daiwa Research believes that while the market anticipates an increase in CATL's lithium production capacity next year, current lithium futures prices only reflect short-term supply-demand balance improvements [1] - The firm expects an increase in lithium supply in the first half of next year and a potential quarter-on-quarter decline in demand in the first quarter, suggesting that lithium prices may struggle to rise further in early next year [1]

华泰证券表示，近期商品市场表现强势，背后驱动主要来自双重逻辑：一是货币属性重估，美元信用趋 弱推动黄金的长叙事逻辑向其他商品扩散，多数商品黄金比价仍处于低位，存在比价修复空间；二是商 品属性支撑，明年全球经济或仍具有韧性，有利于需求实际改善。展望后市，部分品种因地缘、资金拥 挤等短期逻辑上涨过快，建议逢低增配而非逢高追涨；权益方面，全球比较下A股与港股周期板块总体 估值相对偏高，但煤炭、石油、化工等仍具相对性价比。 | 色矿业ETF招商 | | | 159690 | | --- | --- | --- | --- | | | | -0.040 -2.05% | | | SZSE CNY 14:32:42 交易中 | | F @ + | | | 净值走势 | | 招商中证有色金属矿业主题ETF | | | 文年 | 98.04% 120日 | 67.69% | | | 5日 | 2.19% 250日 | 90.93% | | | 20日 | 7.04% 52周高 | 1.96 | | | 60日 | 23.15% 52周低 | 0.92 | | | 实时申购陵回信息 | 申购 | 使回 | | | 等数 | 5 ...

Group 1 - The core viewpoint of the news highlights the significant rise in the non-ferrous metal sector, with the index and various stocks experiencing notable gains, particularly in silver and copper prices reaching historical highs [1][2]. - The non-ferrous metal industry index (399395) increased by 0.56%, with key stocks such as Silver Holdings (601212) up by 10.05% and Jiangxi Copper (600362) up by 4.68% [1]. - The surge in precious metals, especially silver, is attributed to lower-than-expected inflation data, which has fueled expectations for interest rate cuts by the Federal Reserve, leading to a decline in U.S. Treasury yields [2]. Group 2 - The top ten weighted stocks in the non-ferrous metal industry index account for 52.34% of the index, with major players including Zijin Mining (601899) and China Aluminum (601600) [3]. - The non-ferrous ETF fund (159880) closely tracks the non-ferrous metal industry index and includes 50 prominent securities from the sector, reflecting the overall performance of listed companies in the non-ferrous metal industry [2][4].

Group 1 - The core point of the article is the establishment of Ganfeng Comprehensive Energy (Jiangxi) Co., Ltd. with a registered capital of 50 million yuan, focusing on energy storage technology services and new energy technology research and development [1] - The company's business scope includes online energy monitoring technology research and development, as well as energy recovery system research and development [1] - Ganfeng Comprehensive Energy (Jiangxi) Co., Ltd. is wholly owned by Ganfeng Lithium's subsidiary, Ganfeng Comprehensive Energy (Qinghai) Co., Ltd. [1]

Group 1 - Lithium prices continue to rise, with carbonate lithium futures on the Shanghai Futures Exchange surpassing 130,000 yuan/ton, reaching a new high of 130,800 yuan/ton since November 2023, and closing at 130,500 yuan/ton, marking a year-to-date increase of 68.72% [1] - The spot market for lithium carbonate also shows strong performance, with battery-grade lithium carbonate prices reaching 121,700 yuan/ton and 120,400 yuan/ton on December 26 [1] - The increase in lithium prices reflects rising market demand and improving market confidence, which is expected to positively impact the profitability of lithium carbonate producers as global demand for new energy vehicles and energy storage continues to grow [1] Group 2 - The lithium industry is experiencing a favorable supply-demand relationship, with expectations for continued growth in the production of new energy vehicles in China, as well as increased penetration rates [2] - The global supply of lithium resources is abundant, ensuring stable supply, and the industry is likely to see increased concentration, with larger companies gaining more market power [2] - Potential mergers and acquisitions may accelerate changes in the industry landscape, driven by companies with resource advantages, scale, and stronger financing capabilities [2]