Core Viewpoint - Ganfeng Lithium announced an abnormal fluctuation in its A-share stock price, which has increased by over 20% in the last three trading days, indicating significant market activity [1] Company Overview - The company has 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 economy, with high energy density batteries ranging from 320Wh/kg to 550Wh/kg and a maximum cycle life of 1000 cycles [1] - The company has achieved compliance with automotive standards GB38031-2020 and has established partnerships with well-known drone and eVTOL companies [1] Strategic Developments - Ganfeng Lithium is actively promoting the introduction of strategic investors in its energy storage segment to support financing and sustainable high-quality development [1] - The introduction of strategic investors in the energy storage segment has not yet resulted in any substantial agreements, indicating a level of uncertainty [1]

南财智讯10月9日电，赣锋锂业公告，公司A股股票在2025年9月29日至10月9日期间连续三个交易日收 盘价格涨幅偏离值累计超过20%，属于股票交易价格异常波动。经核实，公司在固态电池领域有重要进 展，包括推出符合车规标准的飞行系列电源并与知名无人机、eVTOL企业合作。储能板块的战略投资 人引进正在推进，但尚未形成实质性协议。公司经营状况正常，控股股东及实际控制人在股票异常波动 期间未买卖公司股票，且不存在违反公平信息披露的情形。 ...

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、股票交易异常波动的情况介绍 证券代码：002460 证券简称：赣锋锂业 编号：临2025-115 江西赣锋锂业集团股份有限公司 A股股票交易异常波动的公告 6、公司控股股东及实际控制人不存在关于公司的应披露而未披 露的重大事项，也不存在处于筹划阶段的重大事项，在公司股票交易 异常波动期间未买卖公司股票； 7、公司不存在违反公平信息披露的情形。 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过 20%，根据《深圳证券交易所 交易规则》等有关规定，属于 A 股股票交易价格异常波动的情形。 二、公司关注并核实的相关情况 根据深圳证券交易所相关规定要求，公司对有关事项进行了核 查，现将核实情况说明如下： 1、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，公司已在硫化物电解质及原材料、氧化物电解质、金属 ...

Core Viewpoint - Ganfeng Lithium has established a comprehensive integrated layout for solid-state batteries and possesses commercialization capabilities [1] Group 1: Solid-State Battery Capabilities - The company has research and production capabilities in key areas of solid-state batteries, including 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 products have passed the automotive standard GB38031-2020 and have established partnerships with well-known drone and eVTOL companies [1] Group 2: Strategic Development - The company is actively introducing strategic investors in the energy storage sector to support its financing and sustainable high-quality development [1]

2025年9月29日至10月9日，赣锋锂业（002460）A股连续三个交易日收盘价格涨幅偏离值累计超20%， 属交易异常波动。公司核查显示，拥有完整固态电池上下游一体化布局及商业化能力，推出适配低空经 济飞行系列电源；积极推动储能板块战略投资人引进，但未形成实质协议；前期信息无补充更正，经营 正常，控股股东及实控人无应披露未披露重大事项，未在异常波动期买卖股票，无违反公平信息披露情 形。公司提醒投资者以指定媒体公告为准，理性投资。 ...

Group 1 - Institutional trading saw 38 stocks listed, with 19 net purchases and 19 net sales on the day [1] - The top three stocks with the highest institutional purchases were Ganfeng Lithium (520 million), Tianji Shares (442 million), and Canxin Shares (409 million) [1][2] - Ganfeng Lithium announced that its 500Wh/kg solid-state battery has entered small-scale production, achieving over 800 cycles, and is being supplied to international automotive and eVTOL companies [2] Group 2 - The Chinese nuclear fusion device BEST has made significant progress, with the successful installation of a 400-ton base, marking the start of the main machine construction [3] - The upcoming International Atomic Energy Fusion Energy Conference (FEC2025) in Chengdu is expected to announce major national and international developments [3] - The international spot gold price has surpassed $4000 per ounce for the first time in history, with futures also reaching this level [4] Group 3 - On October 9, the main copper futures contract surged over 4% [5]

Market Overview - On October 9, the Shanghai Composite Index reached 3900 points for the first time in ten years, with a total market turnover of 2.67 trillion yuan [1] - Market hotspots focused on precious metals, gold, non-ferrous metals, and the controllable nuclear fusion sector, with significant gains in lithium mining and superconducting concepts [1] Key Stocks - Low-priced stock Shanzi Gaoke achieved 9 consecutive trading limits in 14 days, while Tianji Co. in the lithium battery sector recorded 4 consecutive limits [2] - The non-ferrous metal sector was strong throughout the day, with Jingyi Co. achieving 5 limits in 6 days, and Hezhan Intelligent in the controllable nuclear fusion concept achieving 3 limits in 5 days [2] Stock Performance - Notable stock performances included: - Jingyi Co. (002295) at 16.23 yuan, +10.03%, 5 limits in 6 days, turnover of 3.43 billion yuan [3] - Tianji Co. (002759) at 21.69 yuan, +9.99%, 4 consecutive limits, turnover of 38.447 billion yuan [3] - Hezhan Intelligent (603011) at 21.62 yuan, +10.03%, 3 limits in 5 days, turnover of 1.93 billion yuan [3] - Shanzi Gaoke (000981) at 4.66 yuan, +49.91%, 3 consecutive limits, turnover of 54.517 million yuan [3] Trading Statistics - A total of 88 stocks hit the daily limit, with 9 stocks achieving consecutive limits, and a limit sealing rate of 72% (excluding ST and delisted stocks) [4] - The top three net buying stocks on the Dragon and Tiger list were Ganfeng Lithium, Deep Technology, and Tianji Co., with net purchases of 783 million yuan, 551 million yuan, and 315 million yuan respectively [6] Institutional Activity - Ganfeng Lithium (002460) reported a +10.00% increase, with a trading volume of 129.22 million shares and a turnover of 84.66 billion yuan, with institutional net buying of 5.21 billion yuan [8][22] - Deep Technology (000021) also saw a +10.01% increase, with a turnover of 53.84 billion yuan and institutional net buying of 5.51 billion yuan [8][22] - Tianji Co. (002759) had a +9.99% increase, with institutional net buying of 4.42 billion yuan [8][22] Sector Insights - Ganfeng Lithium is focusing on solid-state batteries and lithium resources, with plans to enhance its lithium ecosystem and a projected self-sufficiency rate of over 50% in lithium resources by 2025 [10] - Deep Technology is a leading independent DRAM memory chip packaging enterprise, with a reported revenue growth of 9.71% year-on-year [13] - Tianji Co. is a major player in the hexafluorophosphate lithium sector, maintaining full production capacity and experiencing price increases [16] - West Superconducting is recognized as a leader in controllable nuclear fusion, with a 32.41% increase in superconducting product revenue [19]

Summary of Key Points Core Viewpoint - The trading volume of the Shanghai and Shenzhen Stock Connect reached a total of 360.165 billion, with Zijin Mining and CATL leading in individual stock trading volume. The non-ferrous metals sector saw the highest net inflow of funds, while the electric power ETF experienced a significant increase in trading volume. Group 1: Trading Volume and Stock Performance - The total trading amount for the Shanghai Stock Connect was 177.724 billion, while the Shenzhen Stock Connect was 182.441 billion [2] - Zijin Mining topped the Shanghai Stock Connect with a trading amount of 45.60 billion, while CATL led the Shenzhen Stock Connect with 63.18 billion [3][4] Group 2: Sector Performance - The non-ferrous metals sector had the highest net inflow of funds at 42.78 billion, followed by electric power equipment and construction engineering [5] - The non-bank financial sector experienced the largest net outflow of funds at -68.83 billion [6] Group 3: ETF Trading - The electric power ETF (159611) saw a trading volume increase of 202%, making it the top performer in terms of growth [9] - The Hong Kong Securities ETF (513090) had the highest trading volume overall [8] Group 4: Futures Positioning - In the four major futures contracts, both IH and IC contracts saw an increase in short positions, while IF contracts saw an increase in long positions [10] Group 5: Institutional and Retail Activity - Institutions were active in the market, with significant purchases in lithium battery stocks, including 5.21 billion in Ganfeng Lithium and 4.58 billion in Tianji Shares [12][14] - Retail investors showed varied activity, with significant purchases in stocks like Cambridge Technology and Zhongzhou Special Materials [14][15]

| 名称 | 涨跌幅 | 龙虎榜净买 | 净买额占 | 换手率 | | --- | --- | --- | --- | --- | | | | 额(万元) | 总成交比 | | | 西部超导 | 20% | -37345 | 7.4% | 10.33% | | 中电鑫龙 | 1.67% | -18622 | 4.96% | 42.05% | | 波长光电 | -13.89% | -11780 | 5.59% | 39.21% | | 恒为科技 | -10.01% | -9820 | 5.36% | 17.57% | | 金固股份 | -10.02% | -7005 | 21.03% | 3.21% | | 乖乐微 | 18.48% | -6258 | 2.77% | 12.88% | | 果麦文化 | -20% | -4768 | 75.97% | 1.28% | | 淳中科技 | -7.95% | -4473 | 1.83% | 7.65% | | 北方铜业 | 10.03% | -4411 | 1.23% | 11.04% | | 小崧股份 | -10.04% | -3552 | 12.95% | 9.3 ...

| 国光电气 | 20.00% | 2118.61 | | --- | --- | --- | | 大为股份 | 9.99% | 1921.73 | | 常辅股份 | 29.99% | 1154.87 | | 初灵信息 | -8.82% | 1080.12 | | 铜陵有色 | 10.07% | 1079.81 | | 高能坏境 | 10.06% | 595.22 | | 万里石 | 10.01% | 540.45 | | 锦华新材 | 8.23% | 533.76 | | 南新制药 | -19.96% | 282.65 | | *ST东易 | 5.09% | -273.62 | | 蓝丰生化 | -10.00% | -531.60 | | 洛阳钼业 | 10.00% | -597.02 | | 哈煌交通 | 19.99% | -598.41 | | 中亚股份 | 19.97% | -1137.38 | | ST美晨 | -13.95% | -1502.83 | | 小崧股份 | -10.04% | -2062.19 | | 深科技 | 10.01% | -2184.23 | | 置兴纸业 | 5.10% | ...