Core Viewpoint - Ganfeng Lithium has established partnerships with well-known drone and eVTOL companies, indicating a strategic move towards expanding its market presence in the aviation sector [1] Group 1 - The company has entered the certification process for battery samples, which is a crucial step for compliance and market entry [1] - High-energy density battery cells developed for leading clients have passed the Civil Aviation Administration's manufacturing compliance review, showcasing the company's commitment to quality and safety [1] - The company is now in a substantive phase of commercial cooperation and market expansion, highlighting its proactive approach in the industry [1]

证券日报网讯12月17日，赣锋锂业（002460）在互动平台回答投资者提问时表示，目前固态电池技术路 线多元化，每种路线对锂的使用量不确定，因此对用锂量的影响没有明确结论。 ...

格隆汇12月17日｜据港交所文件，摩根大通所持有的赣锋锂业(1772.HK)H股空头持仓在12月12日由 2.36%降至1.73%。 ...

Market Overview - The Shanghai Composite Index rose by 1.19% on December 17, with 28 out of 33 sectors experiencing gains, led by the communication and non-ferrous metals sectors, which increased by 5.07% and 3.03% respectively [1] - The total net inflow of capital in the two markets was 9.51 billion yuan, with 16 sectors seeing net inflows, primarily in the communication sector, which attracted 6.449 billion yuan [1] Non-Ferrous Metals Sector - The non-ferrous metals sector increased by 3.03%, with a total net inflow of 3.930 billion yuan, and 125 out of 138 stocks in this sector rose, including 3 stocks that hit the daily limit [2] - The top three stocks with the highest net inflow in the non-ferrous metals sector were Tianqi Lithium, with a net inflow of 471 million yuan, followed by Ganfeng Lithium and Shengxin Lithium Energy, with net inflows of 382 million yuan and 378 million yuan respectively [2] Non-Ferrous Metals Sector Outflows - The non-ferrous metals sector also saw some stocks with significant net outflows, with China Uranium Industry leading at a net outflow of 188 million yuan, followed by Shanjin International and Jinli Permanent Magnet with outflows of 103 million yuan and 88 million yuan respectively [3] - Other notable stocks with substantial outflows included SRE New Materials and Antai Technology, with net outflows of 86 million yuan and 71 million yuan respectively [3]

Core Viewpoint - The article highlights a strong rebound in the technology sector, particularly in the lithium mining segment, indicating a potential new industrial cycle reversal driven by supply constraints and rising prices [2][3][8]. Group 1: Market Dynamics - The CS Rare Metals Index, which has the highest lithium mining concept weight (41.59%), saw a significant increase of 4.21% [3]. - Lithium carbonate futures surged over 6%, with notable increases in various options contracts, indicating heightened market activity and optimism [8][11]. - The global lithium supply is expected to decrease by approximately 15% compared to earlier forecasts, prompting major lithium companies to slow down capital expenditures and new capacity launches [15]. Group 2: Price and Performance - Lithium prices, which had previously dropped below 100,000 yuan/ton, have stabilized and are now in the range of 95,000 to 100,000 yuan/ton, reflecting a recovery in the market [11][12]. - The A-share lithium mining sector reported a total revenue of 142.436 billion yuan in the first three quarters of 2025, a year-on-year increase of 13.9%, with net profits rising by 135.02% [16]. Group 3: Demand Drivers - The demand for lithium remains robust, particularly from the electric vehicle sector, with projections indicating that China's new energy vehicle sales will exceed 13 million units in 2025, a growth of about 20% [18]. - Emerging demand from energy storage solutions is expected to grow over 40% year-on-year in 2025, driven by the increasing installation of photovoltaic and wind power systems [19]. Group 4: Future Growth Opportunities - The low-altitude economy, particularly electric vertical takeoff and landing vehicles (eVTOL), is anticipated to create significant demand for high-performance lithium batteries [22][23]. - The development of intelligent robots is also expected to drive demand for high-capacity lithium batteries, with the market for such technologies projected to be several times larger than the electric vehicle market [24][25]. Group 5: Investment Considerations - The lithium mining sector has experienced a significant market cap reduction, with many companies seeing stock price declines of over 70% from their peaks, presenting potential value opportunities [28]. - The CS Rare Metals Index has attracted over 2 billion yuan in net inflows this year, indicating strong investor interest in the sector [32].

（文章来源：每日经济新闻） 每经AI快讯，有投资者在投资者互动平台提问：公司储能电池有多少GW在产产能？ 赣锋锂业（002460.SZ）12月17日在投资者互动平台表示，公司的储能电池业务正处于产能扩张期，多 个GW级别的生产基地正在建设中，为未来增长储备充足的产能。 ...

证券代码：002460 证券简称：赣锋锂业 编号：临2025-144 江西赣锋锂业集团股份有限公司 关于转让控股子公司深圳易储部分股权并引入战略投资人 暨涉及关联交易的进展公告 成立时间：2024 年 5 月 16 日 江西赣锋锂业集团股份有限公司（以下简称"公司"或"赣锋锂 业"）于 2025 年 10 月 17 日召开第六届董事会第八次会议，审议通 过了《关于转让控股子公司深圳易储部分股权并引入战略投资人暨涉 及关联交易的议案》，同意公司拟引入战略投资人万鑫绿色能源（宿 迁）合伙企业（有限合伙）（以下简称"万鑫绿能"），以人民币 66,354.15 万元的交易对价向公司及其他部分原股东收购其持有的深 圳易储数智能源集团有限公司（曾用名"深圳易储能源科技有限公 司"，以下简称"深圳易储"）注册资本人民币 28,611 万元（即 44.2361% 股权），其中万鑫绿能以人民币 44,303.25 万元收购公司持有深圳易 储 29.5355%股权。公司董事会授权公司经营层全权办理本次交易相 关事宜并签署相关法律文件。具体内容详见公司于 2025 年 10 月 18 日在《证券日报》及巨潮资讯网（http://w ...

赣锋锂业公告，公司以4.43亿元向万鑫绿能出售深圳易储29.5355%股权。交易完成后，深圳易储注册资 本6.47亿元，万鑫绿能持股44.2361%，赣锋锂业持股40.0399%，石姣持股10.0003%，深圳市聚能壹号创 业投资合伙企业（有限合伙）持股0.4669%，深圳市聚能贰号创业投资合伙企业（有限合伙）持股 5.2568%。本次交易有利于提升深圳易储资金实力，降低资产负债率，优化其股权结构，促进其可持续 高质量发展。 ...

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。 ...

证券代码：002460 证券简称：赣锋锂业 编号：临2025-143 江西赣锋锂业集团股份有限公司 关于公司2024年度第一期短期融资券（科创票据）兑付完成的公告 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。 江西赣锋锂业集团股份有限公司（以下简称"公司"）于2024 年12月13日完成了2024年度第一期短期融资券（科创票据）（以下简 称"本期短期融资券"）的发行，发行金额为人民币75,000万元，发 行利率为1.86%，发行期限为1年，兑付日为2025年12月16日。具体内 容详见公司于2024年12月17日在《证券时报》及巨潮资讯网 （http://www.cninfo.com.cn）披露的《关于2024年度第一期短期融资 券（科创票据）发行结果的公告》（公告编号：2024-115）。 江西赣锋锂业集团股份有限公司 董事会 2025 年 12 月 18 日 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 76,395万元。 特此公告。 ...