Group 1 - The meeting in Nanjing included a delegation of nearly 20 well-known companies, such as Xin Feng Ming Group, Yongrong Holdings Group, and Ganfeng Lithium Group, indicating strong interest in investment opportunities in Jiangsu [1][2] - Jiangsu is highlighted as an optimal location for investment due to its complete industrial chain, prominent talent advantages, extensive application scenarios, and significant consumer potential [1] - The provincial government is focused on upgrading traditional industries, expanding emerging industries, and nurturing future industries, aiming to implement new technologies and business models [1] Group 2 - Entrepreneurs expressed confidence in investing in Jiangsu, citing the province's rising economic strength, vibrant technological innovation, and leading business environment [2] - There is a strong desire among businesses to leverage Jiangsu's development opportunities and advantages for mutual benefit and shared growth [2]

Group 1 - The energy metal sector is experiencing a surge in demand driven by a dual catalyst of supply restructuring and explosive demand, particularly in the context of energy storage [1][2] - Major resource countries are actively managing supply through policies such as quotas and licenses, aiming to gain control over resource pricing [1][2] - The demand for carbonated lithium in the energy storage sector is projected to reach approximately 345,000 tons by 2025 and is expected to exceed 500,000 tons by 2026, marking a tenfold increase from 2021 [2] Group 2 - In the lithium sector, the industry is undergoing a deep clearing with a slowdown in capital expenditure, indicating clear bottom signals. The sustained demand for energy storage is expected to drive a tight balance in global carbonated lithium supply and demand by 2026, making lithium prices more likely to rise [2][3] - Cobalt prices are entering an upward channel due to supply management, while nickel prices, despite being suppressed by high inventory, have dropped to deep cost curve levels, with Indonesia's supply management laying the groundwork for future price recovery [2][3] - The domestic production index control for rare earth materials is tightening supply, while resilient demand from downstream sectors such as new energy vehicles and wind power supports a strong price environment [2][3] Group 3 - Recommended companies in the lithium sector include Ganfeng Lithium, Tianqi Lithium, Zhongjin Lingnan Nonfemet Company, Yongxing Materials, and Shengxin Lithium Energy [3][4] - For cobalt and nickel, Huayou Cobalt is highlighted as a potential beneficiary due to strengthened supply-side policies and the industry being at a long-term bottom [3][4] - In the rare earth magnetic materials sector, companies such as Ningbo Yunsheng and Jieli Permanent Magnet are suggested as beneficiaries due to supply tightening and stable high-end demand [3][4]

Market Overview - The S&P 500 index has experienced four consecutive declines, primarily driven by large technology stocks[1] - Major U.S. indices collectively fell, with the Nasdaq down nearly 2%[9] - The S&P 500 closed at 6,800, reflecting a decline of 1.16% for the day and a year-to-date increase of 14.28%[3] Hong Kong Market Performance - The Hong Kong stock market showed a significant recovery in the afternoon, with major indices rebounding after two consecutive days of decline[9] - Large technology stocks such as Meituan and Kuaishou rose nearly 2%, while Tencent and Alibaba increased over 1%[9] - The financial sector saw a collective rise, with China Life Insurance up over 4% and CITIC Securities up over 3%[9] Sector Highlights - Precious metals stocks strengthened, with China Silver Group rising over 7% due to a weaker dollar and expectations of interest rate cuts, pushing silver prices above $66 per ounce[9] - The aviation sector saw gains, with China Southern Airlines up over 5% as ticket bookings surged ahead of the New Year holiday[9] - The lithium battery sector also rose, driven by a significant increase in lithium carbonate futures prices, with Tianqi Lithium up 5.83%[9] Economic Indicators - Japan's November exports grew by 6.1% year-on-year, exceeding market expectations, with a trade surplus of 322.2 billion yen[13] - The U.S. Treasury yields have shown fluctuations, impacting market sentiment and investment strategies[18]

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 李良彬 中 國‧江 西 二 零 二 五年十 二 月 十 八 日 於本公告日 期，董事會成員包括本公司執行董事李良彬先 生、王曉申先 生、沈海博先 生、黃婷女士及李承霖先 生；本公司非執行董事羅榮女 士； 本公司獨立非執行董事王金本先 生、黃浩鈞先 生、徐一新女士及徐光華 先 生；以及本公司職工董事廖萃女 士。 证 ...

Group 1 - Ganfeng Lithium announced that Mr. Li Liangbin and his concerted actors have pledged approximately 107 million shares, accounting for 26.29% of their holdings and 5.1% of the company's total share capital [1] - For the first half of 2025, Ganfeng Lithium's revenue composition is as follows: non-ferrous metal smelting and rolling industry accounts for 56.78%, lithium batteries and cells and their direct materials account for 35.52%, and others account for 7.7% [1] - As of the report date, Ganfeng Lithium's market capitalization is 131 billion yuan [1]

Core Viewpoint - Ganfeng Lithium announced that it will provide a joint liability guarantee of 36.35 billion yuan to its subsidiary, Ganfeng Lithium Battery, as approved by relevant meetings and the shareholders' meeting in 2025 [1] Group 1: Financial Guarantees - The company signed a contract with the Export-Import Bank to provide a maximum joint liability guarantee of 300 million yuan for its 68.85% owned subsidiary, Ganfeng Lithium Battery [1] - As of September 30, 2025, Ganfeng Lithium Battery had a debt-to-asset ratio of 71.71% [1] - The total balance of external guarantees provided by the company and its subsidiaries reached 20.439 billion yuan, accounting for 48.92% of the most recent audited net assets [1] Group 2: Financial Performance - For the period from January to September 2025, Ganfeng Lithium Battery reported revenue of 4.966 billion yuan and a total profit of 70.316 million yuan [1]

| 一、股东股份质押的基本情况 | | --- | | 股东 | 是否为第 一大股东 | 质押股 | 占其所 | 占公司 | 是否 | 是否为 | 质押开始 | 质押解 | 质权 | 资金 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 名称 | 及一致行 | 数（股） | 持股份 | 总股本 | 为限 | 补充质 | 日期 | 除日期 | 人 | 用途 | | | 动人 | | 比例 | 比例 | 售股 | 押 | | | | | | 李良彬 | 是 | 15,000,0 00 | | | | | 2025年12 | 办理解 除质押 | 西藏 信托 | 个人 资金 | | | | | 3.96% | 0.72% | 否 | 否 | 月12日 | 手续之 | 有限 | | | | | | | | | | | | 公司 | 需求 | | | | | | | | | | 日 | | | 二、股东股份累计质押的情况 截至本公告披露日，上述股东及其一致行动人所持质押股份情况 如下： 证券代码：002460 证券简称：赣锋锂 ...

江西赣锋锂业集团股份有限公司 关于为控股子公司提供担保的进展公告 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。 一、担保情况概述 1、江西赣锋锂业集团股份有限公司(以下简称"公司") 于 2025 年 3 月 28 日召开的第五届董事会第九十一次会议、于 2025 年 6 月 25 日召开 2024 年年度股东会审议通过了《关于 2025 年度公司及子 公司对外担保额度预计的议案》，为满足公司及子公司的发展和生产 经营需要，同意公司向子公司提供连带责任保证担保额度合计人民币 2,521,000 万元，同意子公司向子公司提供连带责任保证担保额度人 民币 1,114,000 万元，两项合计担保总额人民币 3,635,000 万元（包括 新增担保和原有担保的展期或续保）。其中公司及子公司向资产负债 率 70%以上的子公司提供总额不超过人民币 1,501,000 万元，向资产 负债率 70%以下的子公司（含新设立暂无财务数据的子公司）提供总 额不超过人民币 2,134,000 万元。本次担保额度在公司股东会审议通 过此议案之日起 12 个月内有效，担保对象之间可以进行担 ...

Core Viewpoint - The article emphasizes the potential of the Tonghu Eco-intelligent Zone in Huizhou as a prime location for the development of the new energy battery industry, highlighting its advantages in terms of cost, infrastructure, and supportive policies for businesses [4][6][14]. Group 1: Industry Growth and Opportunities - The new energy battery industry is expected to experience a growth rate of three to four times over the next decade, with AIDC storage potentially seeing even higher growth [4]. - The Tonghu Eco-intelligent Zone is positioned as a strategic development platform backed by the national-level Zhongkai High-tech Zone, which has nurtured leading companies in the battery sector [6][12]. - The energy electronics industry in Zhongkai is projected to exceed 800 billion yuan this year, with a growth rate of over 30% in the first three quarters [8]. Group 2: Key Indicators for Business Location - **Energy Density**: The industrial concentration in the Tonghu Eco-intelligent Zone is significant, with a projected GDP of 107.1 billion yuan in 2024, surpassing that of Dongguan's Songshan Lake [7]. - **Cycle Life**: The cost competitiveness of the region is highlighted, with industrial land prices approximately one-third of those in Shenzhen, and factory rental prices similarly lower [9][10]. - **Charge and Discharge Speed**: The logistics efficiency and government support in Zhongkai are emphasized, with excellent transportation links and a proactive administrative service system [11]. Group 3: Additional Support and Infrastructure - The Tonghu Eco-intelligent Zone offers a "BMS system protection" that includes technological innovation support, leisure living, and future development space [12]. - The region is developing modern industrial parks and has plans to provide over 8 million square meters of industrial land in the next three years [13]. - The area is equipped with a comprehensive educational and healthcare system, ensuring a high quality of life for employees and their families [12].

Group 1 - Lithium mining stocks experienced a decline today, with Ganfeng Lithium (01772.HK) falling by 2.02% to HKD 50.85 [1] - Tianqi Lithium (09696.HK) also saw a decrease of 0.77%, trading at HKD 48.96 [1]