GANFENG LITHIUM(002460)
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赣锋锂业:公司拥有完整的固态电池上下游一体化布局 并具备商业化能力
Zhi Tong Cai Jing· 2025-10-09 14:41
Core Viewpoint - Ganfeng Lithium (002460.SZ) has experienced a significant stock price fluctuation, with a cumulative deviation of over 20% in closing prices over three consecutive trading days, indicating abnormal trading activity [1] Company Overview - The company possesses a complete integrated layout for solid-state batteries, demonstrating commercial capabilities in key areas such as sulfide electrolytes, oxide electrolytes, lithium metal anodes, battery cells, and battery systems [1] - Ganfeng Lithium has launched a flight series power supply suitable for low-altitude economies, with high energy density batteries ranging from 320Wh/kg to 550Wh/kg and a maximum cycle life of 1000 cycles [1] - The company’s products have passed the automotive standard GB38031-2020 and have established partnerships with well-known drone and eVTOL companies [1] Shareholder Information - The controlling shareholder and actual controller of the company have no undisclosed significant matters related to the company and have not engaged in stock trading during the period of abnormal price fluctuations [1]
晚间公告丨10月9日这些公告有看头
第一财经· 2025-10-09 13:55
Core Viewpoint - Multiple companies have announced significant collaborations, sales, and financial forecasts, indicating a dynamic market environment with potential investment opportunities and risks. Group 1: Collaborations and Agreements - Sairus's subsidiary signed a framework agreement with Volcano Engine to collaborate on intelligent robotics technology, focusing on the automotive industry's digital transformation [4] - Lichong Group entered a strategic cooperation agreement with Weijing Intelligent Technology to extend its business into humanoid robotics, enhancing the application of aluminum alloy materials in emerging industries [5][6] Group 2: Stock Transactions and Financial Impact - WuXi AppTec sold 30.3 million shares of WuXi AppTec, amounting to approximately HKD 2.346 billion, impacting its net profit by about RMB 4.351 billion for the fiscal year 2025 [7] - Zhonghuan Environmental Protection announced a change in its controlling shareholder, with a transfer price of RMB 598 million, leading to a resumption of stock trading [8] Group 3: Market Performance and Production Data - Wens Foodstuff reported sales of 3.3253 million pigs in September, generating revenue of RMB 4.975 billion, with a year-on-year price change of -15.16% for live pigs [16] - Muyuan Foods experienced a 22.46% decline in revenue from pig sales, totaling RMB 9.066 billion, with a significant drop in average sales price [17] - Qianli Technology reported a 976% increase in September's production of new energy vehicles, with total vehicle production rising by over 400% [18] Group 4: Profit Forecasts - Guangdong Mingzhu expects a net profit increase of 858.45% to 1071.44% for the first three quarters of 2025, with projected profits between RMB 215.18 million and RMB 262.99 million [19] - Great Material anticipates a net profit increase of approximately 213.92% for the same period, with revenues expected to reach around RMB 3.7 billion [20] - Kinglong Permanent Magnet forecasts a net profit growth of 157% to 179% for the first three quarters of 2025, with profits estimated between RMB 505 million and RMB 550 million [21] Group 5: Shareholding Changes - Huamao Logistics's controlling shareholder plans to increase its stake by RMB 64.5 million to RMB 129 million [24] - Weili announced that some directors and senior management intend to increase their holdings by RMB 6.5 million to RMB 13 million [25] - Qiaoyin Co. plans to reduce its shareholding by up to 6% [26] Group 6: Major Contracts and Bids - *ST Songfa's subsidiary signed contracts for six ultra-large crude oil tankers, with a total value of approximately USD 600 million to USD 900 million [33][34] - Shuangliang Energy won a bid for a project worth RMB 419 million, representing 3.21% of its audited revenue for 2024 [35] - Ningbo Construction's subsidiary won a bid for a construction project valued at RMB 1.41 billion [36]
金力永磁、广东明珠等公布三季报预告;兴业银锡:控股股东重整计划执行完毕丨公告精选
2 1 Shi Ji Jing Ji Bao Dao· 2025-10-09 13:37
Group 1: Company Performance - Jinli Permanent Magnet expects a net profit of 505 million to 550 million yuan for the first three quarters of 2025, representing a year-on-year increase of 157% to 179% [1] - Guangdong Mingzhu anticipates a net profit of 215 million to 263 million yuan for the first three quarters of 2025, reflecting a significant year-on-year growth of 858.45% to 1,071.44% [2] - Wide Special Materials forecasts a net profit of approximately 248 million yuan for the first three quarters of 2025, indicating a year-on-year increase of around 213.92% [6] Group 2: Product Development and Innovations - Jinli Permanent Magnet has established a division for embodied robot motor rotors, with small batch deliveries of related products expected in the first three quarters of 2025 [1] - Ganfeng Lithium has a complete integrated layout for solid-state batteries and has developed key components, including high-energy density batteries with a range of 320Wh/kg to 550Wh/kg [2] - Xingqi Eye Medicine received clinical trial approval for SQ-129, a new drug for treating diabetic macular edema, with no similar products approved domestically or internationally [4] Group 3: Strategic Investments and Projects - Tianhe Magnetic Materials plans to invest 850 million yuan in high-performance rare earth permanent magnet projects, with total investment expected to reach 900 million yuan [7] - Time Space Technology is planning to acquire control of Shenzhen Jiahe Jingwei Electronic Technology Co., Ltd. through a combination of share issuance and cash payment [9] - The company has initiated a project to enhance production capacity and efficiency in offshore wind power casting, contributing to profitability [6]
赣锋锂业A股股票交易价格异常波动 公司拥有完整的固态电池上下游一体化布局并具备商业化能力
Zhi Tong Cai Jing· 2025-10-09 13:09
Core Viewpoint - Ganfeng Lithium (002460) (01772) has experienced a significant stock price fluctuation, with a cumulative increase of over 20% in closing prices over three consecutive trading days, prompting an investigation into the reasons behind this abnormal trading activity [1] Group 1: Company Operations - The company has a complete integrated layout for solid-state batteries and possesses commercialization capabilities, having developed production capabilities in key areas such as sulfide electrolytes, oxide electrolytes, lithium metal anodes, battery cells, and battery systems [1] - Ganfeng Lithium has launched a flight series power supply suitable for low-altitude economies, with high energy density batteries ranging from 320Wh/kg to 550Wh/kg and a maximum cycle life of 1000 cycles, meeting automotive standards GB38031-2020, and has established partnerships with well-known drone and eVTOL companies [1] Group 2: Strategic Developments - The company is actively promoting the introduction of strategic investors for its energy storage segment to support financing and sustainable high-quality development, although no substantial agreements have been formed yet, indicating uncertainty in this area [1] - The company has confirmed that there are no undisclosed matters that should be reported according to the Shenzhen Stock Exchange regulations, nor any significant undisclosed information that could impact stock trading prices [2]
赣锋锂业(01772)A股股票交易价格异常波动 公司拥有完整的固态电池上下游一体化布局并具备商业化能力
智通财经网· 2025-10-09 13:03
Core Viewpoint - Ganfeng Lithium (01772) has experienced a significant stock price fluctuation, with a cumulative increase of over 20% in closing prices over three consecutive trading days, prompting an investigation into the reasons behind this abnormal trading activity [1] Group 1: Company Operations - The company has a comprehensive integrated layout for solid-state batteries and possesses commercialization capabilities, having developed production capabilities in key areas such as sulfide electrolytes, oxide electrolytes, lithium metal anodes, battery cells, and battery systems [1] - Ganfeng Lithium has launched a flight series power supply suitable for low-altitude economies, with high energy density batteries ranging from 320Wh/kg to 550Wh/kg and a maximum cycle life of 1000 cycles, meeting automotive standards GB38031-2020, and has established partnerships with well-known drone and eVTOL companies [1] Group 2: Strategic Developments - The company is actively promoting the introduction of strategic investors in its energy storage segment to support financing and sustainable high-quality development, although no substantial agreements have been formed yet, indicating uncertainty in this area [1] - The company has confirmed that there are no undisclosed significant matters related to its operations or stock trading that need to be disclosed, and previous disclosures do not require any corrections or supplements [2]
赣锋锂业(01772.HK)A股异动 没有应披露而未披露事项
Ge Long Hui· 2025-10-09 13:01
Core Viewpoint - Ganfeng Lithium's A-shares have experienced a significant price fluctuation, with a cumulative closing price deviation exceeding 20% over three consecutive trading days, indicating abnormal trading activity [1] Company Developments - Ganfeng Lithium has established a comprehensive integrated layout for solid-state batteries, demonstrating commercial capabilities in key areas such as sulfide electrolytes, oxide electrolytes, lithium metal anodes, battery cells, and battery systems [1] - The company has launched a flight series power supply suitable for low-altitude economy, with high energy density batteries ranging from 320Wh/kg to 550Wh/kg and a maximum cycle life of 1000 cycles, compliant with automotive standards GB38031-2020 [1] - Collaborations have been formed with well-known drone and eVTOL companies to enhance product offerings [1] - Ganfeng Lithium is actively promoting the introduction of strategic investors for its energy storage segment to support financing and sustainable high-quality development, although no substantial agreements have been formed yet, indicating uncertainty in this area [1] Board Confirmation - The board of directors confirmed that there are no other undisclosed matters that should be disclosed according to the Shenzhen Stock Exchange listing rules, nor any significant information affecting the trading price of the company's stock and derivatives [2] - Previous disclosures by the company do not require correction or supplementation [2]
赣锋锂业(01772) - 海外监管公告


2025-10-09 12:55
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 一、股票交易异常波动的情况介绍 江西赣锋锂业集团股份有限公司(以下简称"公司")A 股股 票(证券简称:赣锋锂业,证券代码:002460)交易价格连续三个 交易日内(2025 年 9 月 29 日、2025 年 9 月 30 日、2025 年 10 月 9 日)日收盘价格涨幅偏离值累计超 ...
A股公告精选 | 金力永磁(300748.SZ)、广东明珠(600382.SH)等公布三季报预告
智通财经网· 2025-10-09 12:18
Group 1 - Jinli Permanent Magnet expects a net profit of 505 million to 550 million yuan for the first three quarters of 2025, representing a year-on-year increase of 157% to 179% [1] - Guangdong Mingzhu anticipates a net profit of 215 million to 263 million yuan for the first three quarters of 2025, with a year-on-year growth of 858.45% to 1,071.44% [1] - Guangda Special Materials forecasts a net profit of approximately 248 million yuan for the first three quarters of 2025, reflecting a year-on-year increase of about 213.92% [2] Group 2 - Taotao Vehicle expects a net profit of 580 million to 620 million yuan for the first three quarters of 2025, indicating a year-on-year growth of 92.46% to 105.73% [2] - Dongfang Wealth has set the initial transfer price at 24.40 yuan per share, which is an 8.9% discount from the closing price [3] - Ganfeng Lithium has established a complete integrated layout for solid-state batteries and possesses commercialization capabilities [3] Group 3 - Huahai Pharmaceutical's subsidiary has received acceptance for the marketing authorization application of a targeted IL-36R antibody, which is the first of its kind developed in China [4][5] - Xingqi Eye Medicine has obtained clinical trial approval for SQ-129, a sustained-release injection for treating diabetic macular edema [6] - Muyuan Foods has raised its forecast for piglet output in 2025 to a range of 12 million to 14.5 million heads [6] Group 4 - Tianhe Magnetic Materials plans to invest 900 million yuan in high-performance rare earth permanent magnet projects [6] - Qianli Technology reported a significant increase in new energy vehicle production, with 4,282 units produced in September 2025, a year-on-year increase of 975.88% [6] - Yongzhen Co. has signed a strategic cooperation agreement with BYD to provide aluminum alloy components for energy storage [6] Group 5 - Xingye Silver Tin's controlling shareholder has completed its restructuring plan without changing the control of the listed company [7] - Jiangxi Copper has experienced significant price increases in its main products, copper cathodes and gold [7] - Saisir has signed a framework agreement with ByteDance's Volcano Engine for collaboration in embodied intelligence [8] Group 6 - Luoyang Molybdenum's production and operational activities remain normal, with no significant fluctuations in production costs or sales [8] - Tongling Nonferrous Metals has reported significant price increases in its main products, copper cathodes and gold, with low processing fees for copper concentrate [8] - New Yisheng has set the initial transfer price at 328 yuan per share, reflecting a 6.6% discount from the closing price [9] Group 7 - Lichong Group has signed a strategic cooperation agreement with Weijing Intelligent to extend its business into humanoid robotics [10] - Poly Development plans to transfer 4.512 billion shares to Poly Group, making it the controlling shareholder [10] - Huajian Group's executives plan to collectively reduce their holdings by 1.05 million shares [10][11]
赣锋锂业A股股票交易价格异常波动
Xin Lang Cai Jing· 2025-10-09 11:56
Core Viewpoint - Ganfeng Lithium (002460.SZ) announced on October 9 that its A-share stock price has experienced an abnormal fluctuation, with a cumulative increase of over 20% in the closing price over three consecutive trading days [1] Group 1: Company Developments - The company has a complete integrated layout for solid-state batteries across the entire supply chain and possesses commercialization capabilities [1] - Ganfeng Lithium has developed research and production capabilities in key areas of solid-state batteries, including sulfide electrolytes and raw materials, oxide electrolytes, lithium metal anodes, battery cells, and battery systems [1] - The company is actively promoting the introduction of strategic investors for its energy storage segment to support financing and sustainable high-quality development, although no substantial agreements have been formed yet, indicating uncertainty [1]
超220亿主力资金爆买,有色领跑市场!有色龙头ETF飙涨8.9%,159876量价齐创新高!北方稀土等16只个股涨停
Xin Lang Ji Jin· 2025-10-09 11:48
今日(10月9日)有色金属板块领涨市场,揽尽有色金属行业龙头的有色龙头ETF(159876)场内价格 盘中飙涨超9%,收涨8.9%,刷新上市以来的高点,收盘涨幅高居全市场ETF涨幅榜第八位!全天成交 额1.71亿元,创历史新高! ETF放量突破上市高点,或为资金买点信号!事实上,有色龙头ETF(159876)全天获资金实时净申购 1.29亿份! 成份股狂掀涨停潮!有色龙头ETF(159876)标的指数60只成份股全部涨超1%,40只个股涨超4%,其 中,西部超导、紫金矿业、北方稀土、洛阳钼业、山东黄金、赣锋锂业等16只个股涨停。 值得关注的是,深交所数据显示,上一交易日(9月30日),有色龙头ETF(159876)单日吸金3463万 元,截至9月30日,有色龙头ETF(159876)最新规模3.47亿元,再创历史新高! 2、铜方面,长假期间大宗商品价格持续上涨。LME铜价强势上涨,于10月3日突破10500美元/吨重要压 力位,并于10月6日创出近一年高点。南华期货指出,节前全球第二大铜矿(印度尼西亚Grasberg铜 矿)事故,或导致今明两年的全球铜矿供应预期急剧收紧,推升了铜金属价格。 3、稀土方面,10 ...