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赣锋锂业上半年同比大幅减亏!
起点锂电· 2025-08-24 04:53
近日,赣锋锂业发布2025年半年度报告,该公司营业收入为83.76亿元,同比减少12.65%。 归属于上市公司股东的净亏损为5.31亿元,同 比收窄30.13%。 其中 锂电池业务 表现相对较好, 覆盖固态锂电池、动力电池、消费类电池、聚合物锂电池、储能电池及储能系统等五大类, 营业收入 29.75亿元,同比增长9.89%,占比提升至35.52%。 报告期内,四川赣锋年产5万吨锂盐项目在上半年完成生产线调试,产能逐步释放;青海赣锋一期年产1,000吨金属锂项目处于试生产阶段, 生产线爬坡至最优状态,计划今年9月申请安全验收,预计年底达产;公司电池级硫化锂产线逐步释放产能,赣锋硫化锂产品主含量 ≥99.9%、D50≤5μm,凭借高纯度、低杂质含量及优异的一致性,可满足高导电性固态电解质材料技术要求,目前已通过客户质量认证,已 向多家下游客户供货。 储能端, 587Ah大容量储能电芯 已实现规模化量产,并与多家行业头部企业建立长期稳定供应合作。 最新推出的6.25MWh储能系统,实现 了高效、长寿、安全三重突破,例如其高效热管理系统通过智能控温算法精准调节温差,电池寿命全面提升;C5级防腐设计,不少于15000 ...
赣锋锂业上半年净利-5.31亿元,同比减亏
Bei Jing Shang Bao· 2025-08-24 04:17
中报显示,赣锋锂业系锂生态企业,拥有五大类逾40种锂化合物及金属锂产品的生产能力,公司已经形 成垂直整合的业务模式,业务贯穿上游锂资源开发、中游锂盐深加工及金属锂冶炼、下游锂电池制造及 退役锂电池综合回收利用。2025年上半年,公司实现营业收入约83.76亿元,同比下降12.65%;对应实 现归属净利润约-5.31亿元,同比减亏;对应实现扣非后归属净利润约-9.13亿元,同比增亏。 北京商报讯(记者 马换换 实习记者 李佳雪)8月23日,赣锋锂业(002460)发布2025年半年度报告显 示,公司上半年实现归属净利润约-5.31亿元,同比减亏。 交易行情显示,8月22日,赣锋锂业收涨0.34%,收于38.3元/股,总市值772.6亿元。 ...
赣锋锂业2025年中报简析:亏损收窄,盈利能力上升
Zheng Quan Zhi Xing· 2025-08-23 22:58
Core Viewpoint - Ganfeng Lithium's recent financial report indicates a decline in total revenue and a negative net profit, despite improvements in profitability metrics such as gross margin and net margin [1][4]. Financial Performance - Total revenue for the first half of 2025 was 8.376 billion yuan, a decrease of 12.65% year-on-year [1]. - The net profit attributable to shareholders was -531 million yuan, an increase of 30.13% year-on-year [1]. - In Q2 2025, total revenue was 4.604 billion yuan, up 1.62% year-on-year, while the net profit attributable to shareholders was -175 million yuan, up 45.44% year-on-year [1]. - Gross margin improved to 11.14%, an increase of 3.12% year-on-year, while net margin improved to -9.33%, an increase of 16.09% year-on-year [1]. - Total expenses (selling, administrative, and financial) amounted to 1.381 billion yuan, accounting for 16.49% of revenue, an increase of 28.74% year-on-year [1]. Cash Flow and Debt - Cash flow from operating activities decreased by 92.38%, attributed to reduced cash received from sales [3]. - The company’s interest-bearing debt increased by 43.33% to 43 billion yuan [1]. - The net increase in cash and cash equivalents was up 494.3%, driven by various funding activities [3]. Business Operations - The company achieved record production levels for lithium chemical products and lithium battery products despite challenging market conditions [7]. - Ganfeng Lithium's Mali project has begun stable production, and the Cauchari-Olaroz project in Argentina is progressing well, expected to produce 25,400 tons of LCE in 2024 [7]. - The company is focusing on technological innovations to enhance resource utilization and product value in its lithium chemical segment [8]. Sustainability and ESG - Ganfeng Lithium is committed to sustainable development, improving production and supply chain electrification, and reducing emissions through technological innovations [9]. - The company has received multiple ESG-related awards and maintains a positive MSCI rating, reflecting its commitment to sustainability [9]. Market Position and Future Outlook - Analysts expect Ganfeng Lithium's performance in 2025 to improve, with projected earnings of 845 million yuan and an average earnings per share of 0.42 yuan [5]. - The company aims to leverage its technological innovations and sustainable practices to contribute to global energy transition efforts [10].
赣锋锂业上半年同比大幅减亏 锂电池业务表现向好
Zheng Quan Ri Bao Wang· 2025-08-23 03:58
Core Viewpoint - The global lithium salt industry is undergoing significant adjustments in the first half of 2025, with a decline in lithium product prices due to changes in supply and demand dynamics, yet Ganfeng Lithium has managed to substantially reduce its losses during this period [1] Group 1: Financial Performance - Ganfeng Lithium reported a revenue of 8.376 billion yuan in the first half of 2025, with a net loss attributable to shareholders of 531 million yuan, a significant reduction from a loss of 760 million yuan in the same period last year [1] - The gross margin for lithium compounds remained positive at 8.36%, despite the overall downward trend in lithium compound prices, which fell from $850-$900 per ton at the beginning of the year to $620-$640 per ton by June, representing a decline of 25% to 31% [2][3] Group 2: Market Dynamics - The lithium compound prices have been affected by supply-demand mismatches, with increased production of lithium salts and declining prices of Australian lithium ore contributing to the downward price trend [2] - Ganfeng Lithium's vertical integration across the lithium value chain—from upstream resource development to downstream battery manufacturing—has enhanced operational efficiency and profitability [2] Group 3: Resource Management - The company has established a stable and diversified raw material supply system by securing high-quality lithium resources globally, including spodumene, lithium brine, and lithium mica [3] - Ganfeng Lithium's self-sufficiency in lithium resources is expected to exceed 50% in 2025, which is above the industry average, thereby improving cost control and profitability [3] Group 4: Battery Business Growth - The lithium battery segment of Ganfeng Lithium achieved a revenue of 2.975 billion yuan in the first half of 2025, marking a year-on-year growth of 9.89%, and accounting for 35.52% of total revenue [4] - The company has successfully scaled up the production of its 587Ah large-capacity energy storage cell, which has become a benchmark product in the large-scale energy storage sector due to its long cycle life and high energy density [4] Group 5: Technological Advancements - Ganfeng Lithium has made significant progress in solid-state battery technology, completing the development of a 304Ah square solid-state energy storage battery that outperforms traditional liquid batteries in key safety and performance metrics [5] - The company is also collaborating with well-known drone and eVTOL companies to develop high-energy batteries, with products already passing regulatory compliance checks [6]
长江电力:控股股东拟增持股份,最高80亿元;赣锋锂业:上半年归母净亏损5.31亿元;华扬联众:证券简称变更为ST华扬|公告精选
Mei Ri Jing Ji Xin Wen· 2025-08-23 03:48
Mergers and Acquisitions - Chongqing Water announced the acquisition of 100% equity of Chongqing Yujing Water for 354 million yuan, which does not constitute a major asset restructuring [1] - Wanlong Magnetic Plastic plans to acquire 100% equity of Taizhou Tianen Electronics for 236 million yuan, focusing on glass products for home appliance components [2] - Tailin Micro is planning to purchase all or part of the equity of Shanghai Panqi Microelectronics through a combination of share issuance and cash payment, with the transaction expected not to constitute a major asset restructuring [3] Performance Disclosure - Jiu Gui Jiu reported a 92.6% year-on-year decline in net profit attributable to shareholders, with revenue of 561 million yuan, down 43.54% [4] - Ping An Bank's net profit attributable to shareholders decreased by 3.9% year-on-year, with revenue of 69.385 billion yuan, down 10% [5] - Ganfeng Lithium reported a net loss of 531 million yuan, with revenue of 8.376 billion yuan, down 12.65% [6] - China CNR announced a 72.48% year-on-year increase in net profit attributable to shareholders, with revenue of 119.758 billion yuan, up 32.99% [7] Shareholding Changes - Xin Qiang Lian's controlling shareholders plan to reduce their holdings by up to 2.3385 million shares and 4.677 million shares, respectively [8] - Changjiang Electric's controlling shareholder plans to increase its holdings in the company by no less than 4 billion yuan and no more than 8 billion yuan within the next 12 months [9] Risk Matters - Huayang Lianzhong will be subject to other risk warnings starting August 26, with its stock name changing to ST Huayang [10]
赣锋锂业向海外进击 整合阿根廷三大锂盐湖项目
中经记者 李哲 北京报道 近日,赣锋锂业(002460.SZ、01772.HK)公告披露,计划对旗下阿根廷锂盐湖资源进行整合。 根据公告,赣锋锂业全资子公司赣锋国际与LAR计划以Millennial作为合资平台,共同注入PPG、PG以 及Puna三大锂盐湖项目资产。 此前,PPG锂盐湖项目由赣锋国际单独持有。同时,赣锋锂业和LAR共同持有PG锂盐湖项目(赣锋锂 业持有14.89%股权,LAR持有85.11%)及Puna锂盐湖项目(赣锋锂业持有35%股权,LAR持有65%)。 赣锋锂业人士向记者表示:"此次整合旨在将优质资产纳入统一开发体系,构建全球化、规模化、高效 可持续的锂产品生产供应链,有利于释放PPG、PG及Puna三大项目的潜力与价值,提高资源利用率和 资本效率,保障公司锂资源需求,增强核心竞争力,符合公司上下游一体化发展战略。" 公开资料显示,LAR是一家注册于瑞士的碳酸锂生产商,产品主要应用于锂离子电池和电动汽车领域。 赣锋国际目前持有LAR的9.80%股权,双方还共同运营阿根廷Cauchari-Olaroz锂盐湖项目。 财务数据显示,截至2024年年底,LAR总资产为11.31亿美元。2024年 ...
上市公司动态 | 隆基绿能上半年减亏,万科A亏损扩大,同花顺上半年净利增38.29%
Sou Hu Cai Jing· 2025-08-22 16:42
分组1 - Longi Green Energy reported a revenue of 32.81 billion yuan in the first half of 2025, a decrease of 14.83% year-on-year, with a net loss of 2.57 billion yuan, an improvement of 2.66 billion yuan compared to the previous year [1][2] - The company increased its silicon wafer shipments to 52.08 GW, with external sales of 24.72 GW, and battery module shipments of 41.85 GW, but faced losses due to market prices falling below cost levels [1][2] 分组2 - Vanke A reported a revenue of 105.32 billion yuan in the first half of 2025, a decrease of 26.23% year-on-year, with a net loss of 11.95 billion yuan, a decrease of 21.25% compared to the previous year [3][5] - The company completed the delivery of over 45,000 housing units and achieved a sales amount of 69.11 billion yuan, with a collection rate exceeding 100% [5][6] 分组3 - Tonghuashun achieved a revenue of 1.78 billion yuan in the first half of 2025, an increase of 28.07% year-on-year, with a net profit of 502 million yuan, up 38.29% [7][8] - The increase in revenue was attributed to a rise in user activity on its platform and increased demand for financial information services [7][8] 分组4 - Changan Automobile reported a revenue of 72.69 billion yuan in the first half of 2025, a decrease of 5.25% year-on-year, with a net profit of 2.29 billion yuan, down 19.09% [9][10] - The company achieved a sales volume of 1.355 million vehicles, a year-on-year increase of 1.6%, with new energy vehicle sales reaching 452,000 units, up 49.1% [9][10][11] 分组5 - Ping An Bank reported a revenue of 69.39 billion yuan in the first half of 2025, a decrease of 10.0% year-on-year, with a net profit of 24.87 billion yuan, down 3.9% [12][14] - The bank's net interest margin was 1.80%, a decrease of 16 basis points compared to the previous year [12][14] 分组6 - Longi Green Energy's net loss expanded to 4.955 billion yuan in the first half of 2025, with revenue of 40.51 billion yuan, a decrease of 7.51% year-on-year [26][28] - The company cited ongoing supply-demand imbalances in the industry as a significant challenge [26][28] 分组7 - China CNR reported a revenue of 119.76 billion yuan in the first half of 2025, an increase of 32.99% year-on-year, with a net profit of 7.25 billion yuan, up 72.48% [23][24][25] - The revenue increase was primarily driven by growth in railway equipment and new industry income [23][24] 分组8 - Jiangsu Bank reported a revenue of 448.64 billion yuan in the first half of 2025, an increase of 7.78% year-on-year, with a net profit of 202.38 billion yuan, up 8.05% [32][33] - The bank's total assets reached 4.79 trillion yuan, a growth of 21.16% compared to the previous year [32][33]
长江电力:控股股东拟增持40亿元—80亿元公司股份丨公告精选
Group 1: Company Announcements - Changjiang Electric Power's controlling shareholder, China Three Gorges Group, plans to increase its stake in the company by 4 billion to 8 billion yuan within the next 12 months through secondary market transactions [1] - Huakin Technology is planning to issue H-shares and list on the Hong Kong Stock Exchange to enhance its international strategy and overseas business development [2] - Tailin Microelectronics is planning to acquire all or part of the equity of Shanghai Panqi Microelectronics through a combination of share issuance and cash payment, with trading suspended for up to 10 trading days [3] - Jingwang Electronics intends to invest 5 billion yuan in expanding its Zhuhai Jinwan base to enhance its competitiveness in high-end products related to AI and other technologies [5] - Jiangsu Guotai plans to use up to 12 billion yuan of idle funds for entrusted wealth management in low-risk financial products [6] Group 2: Financial Performance - Ping An Bank reported a 3.9% year-on-year decline in net profit for the first half of 2025, with a proposed cash dividend of 2.36 yuan per 10 shares [1][9] - Several companies reported significant increases in net profit, including Zhezhang Securities with a 46.49% increase and Keg Precision Machinery with a 144% increase [7] - True Love Home reported a net profit of 197 million yuan, a year-on-year increase of 484.48% [8] - Companies like Kunlun Wanwei and Vanke A reported substantial losses, with net losses of 856 million yuan and 11.947 billion yuan respectively [9]
赣锋锂业(01772) - 2025 - 中期业绩
2025-08-22 14:44
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) 截 至2025年6月30日止六個月之中期業績公告 及 建議修訂公司章程 江 西 贛 鋒 鋰 業 集 團 股 份 有 限 公 司(「本公司」或「公 司」)董 事(「董 事」)會(「董 事 會」)謹 此 公 佈 本 公 司 及 其 附 屬 公 司(統 稱「本集團」)截 至2025年6月30日 止 六 個 月(「報告期」)之 簡 明 綜 合 未 經 審 計 中 期 業 績。 – 1 – 財務資料 中 期簡明綜合損益表 截 至2025年6月30日止六個月 | | 附 註 | 2025年 | 2024年 | | --- | --- | --- | --- | | | | (未 經 審 計) | (未 經 審 計) | | | | 人民幣千元 | 人民幣千元 | | 收 益 | 4 ...
赣锋锂业(002460.SZ):上半年净亏损5.31亿元
Ge Long Hui A P P· 2025-08-22 13:48
格隆汇8月22日丨赣锋锂业(002460.SZ)公布2025年半年度报告,上半年公司实现营业收入83.76亿元,同 比下降12.65%;归属于上市公司股东的净利润-5.31亿元;归属于上市公司股东的扣除非经常性损益的 净利润-9.13亿元;基本每股收益-0.27元。 ...