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]

Core Viewpoint - Lithium mining stocks experienced a decline today, with Ganfeng Lithium down 2.02% and Tianqi Lithium down 0.77, reflecting market volatility influenced by regulatory changes and supply-demand dynamics in the lithium market [1] Group 1: Market Performance - Ganfeng Lithium (002460)(01772) fell by 2.02%, trading at 50.85 HKD [1] - Tianqi Lithium (002466)(09696) decreased by 0.77%, trading at 48.96 HKD [1] Group 2: Regulatory Impact - The Yichun Natural Resources Bureau announced plans to revoke mining permits for 27 mining sites, including the Wuqiao Porcelain Stone Mine, based on relevant laws [1] - Most of the mining permits affected were for kaolin and porcelain clay mines that were set to expire before 2024, and the related mines had already ceased operations, indicating limited impact on the current lithium carbonate market supply-demand balance [1] Group 3: Market Sentiment and Future Outlook - Huabao Futures noted that the market sentiment remains tight due to a balanced supply-demand situation, compounded by recent news of overseas resource recovery and domestic lithium mining capacity developments [1] - The ongoing disputes over mining rights at the Shiziling site and the approval of the Velasto project are contributing to increased market speculation [1] - Considering the potential release of future capacities and the current net short positions, short-term price fluctuations may be amplified [1]

Group 1 - Lithium mining stocks experienced a decline, with Ganfeng Lithium down 2.02% at HKD 50.85 and Tianqi Lithium down 0.77% at HKD 48.96 [1] - The lithium carbonate futures for the 2605 contract saw a rise followed by a retreat [1] - Yichun City Natural Resources Bureau announced plans to revoke mining permits for 27 mining licenses, including the Wuqiao ceramic stone mine, based on relevant regulations [1] Group 2 - According to a report by Cinda Futures, most of the mining licenses involved have already expired before 2024, and the related mines have ceased operations, indicating limited impact on the current supply-demand dynamics of the lithium carbonate market [1] - Huabao Futures noted that market sentiment remains tight due to a balanced supply-demand situation, alongside recent overseas resource and production resumption news, and domestic lithium mining capacity dynamics [1] - The short-term price volatility may increase due to the release of future capacities and the main net short structure [1]

格隆汇12月17日丨赣锋锂业(002460.SZ)公布，2025年12月16日，公司兑付了本期短期融资券本息共计 人民币7.64亿元。 ...

Core Viewpoint - The A-share market is experiencing an upward trend, particularly in the non-ferrous metals sector, driven by significant capital inflows and positive price dynamics in the sector [1][3]. Group 1: Market Performance - The non-ferrous 50 ETF (159652) saw a slight increase of 0.78%, aiming for a second consecutive day of gains, with over 20 million yuan in capital inflow during the trading session [1]. - Over the past five days, the non-ferrous 50 ETF attracted more than 120 million yuan in investments, indicating strong market interest [1]. Group 2: Key Stocks and Announcements - Major stocks within the non-ferrous 50 ETF index experienced gains, with Huayou Cobalt rising over 4% and Shandong Gold increasing by over 2%, influenced by an 80,000-ton "super order" [3][5]. - Huayou Cobalt announced a binding memorandum with a well-known international client to supply a total of 79,600 tons of ternary precursor products [5]. - Luoyang Molybdenum announced plans to acquire 100% equity in EQX's LatAm and Luna Gold Corp. for approximately 10.15 billion USD, equivalent to over 7.1 billion yuan [5]. Group 3: Industry Trends - Lithium carbonate futures surged again, following a previous increase of 7%, reflecting ongoing bullish sentiment in the market [6]. - The Jiangxi Yichun Natural Resources Bureau plans to revoke 27 mining rights, which could tighten lithium supply and support domestic lithium carbonate prices [8]. - The non-ferrous metals sector is seen as crucial for economic recovery and technological advancements, with copper being highlighted as a key indicator of economic health [9]. Group 4: Investment Opportunities - The non-ferrous 50 ETF (159652) is positioned to benefit from a super cycle in non-ferrous metals, covering a wide range of metals including gold, copper, aluminum, lithium, and rare earths [24][26]. - The ETF has a leading concentration of "gold and copper content," with copper accounting for 31% and gold for 14% of its index [26]. - The index has shown a cumulative return of 86.28% since 2022, driven by earnings rather than valuation expansion, indicating a favorable investment environment [28].

南方财经12月18日电，赣锋锂业（002460.SZ）公告，公司已完成向万鑫绿色能源（宿迁）合伙企业转 让所持深圳易储29.5355%股权的交割，交易对价44303.25万元。深圳易储注册资本增至64678万元，赣 锋锂业持股比例降至40.0399%，不再纳入合并报表范围。本次引入战略投资人有助于增强深圳易储资 金实力、优化股权结构，推动公司锂生态上下游一体化战略布局。 ...