Group 1 - Lithium stocks continue to rise, with Ganfeng Lithium up 6.7% at HKD 42.36, Tianqi Lithium up 5.49% at HKD 44.94, CATL up 3.38% at HKD 565.5, and Zhongxin Innovation up 3.4% at HKD 34.7 [1] - National Natural Resources Department approved the mineral resource change report submitted by Guoxuan High-Tech, along with the associated mining design and ecological restoration plan [1] - Guoxuan High-Tech confirmed the report's approval, while CATL did not provide a direct response [1] Group 2 - Strong demand for domestic energy storage cells, with leading battery companies operating at full capacity and some orders extending into early next year [2] - By 2027, China's new energy storage installation capacity is expected to exceed 180 million kilowatts, driving an additional investment of approximately CNY 250 billion [2] - CITIC Securities remains optimistic about the energy storage and lithium battery sectors' growth potential [2]

Group 1 - Lithium stocks continue to rise, with Ganfeng Lithium up 6.7% at HKD 42.36, Tianqi Lithium up 5.49% at HKD 44.94, CATL up 3.38% at HKD 565.5, and Zhongxin Innovation up 3.4% at HKD 34.7 [1] - The National Natural Resources Department approved the mineral resource change report submitted by Guoxuan High-Tech, which includes the verification of reserves, beneficiation tests, industrial validation, mining design, and ecological restoration plans [1] - Other companies, including CATL, also submitted reports that were approved, although CATL did not provide a direct response to the news [1] Group 2 - There is strong demand for domestic energy storage cells, with leading battery companies operating at full capacity and some orders extending into early next year [2] - According to the "Special Action Plan," by 2027, China's new energy storage installation capacity is expected to exceed 180 million kilowatts, driving an additional investment of approximately CNY 250 billion [2] - CITIC Securities continues to be optimistic about the energy storage and lithium battery sectors, anticipating an increase in industry prosperity [2]

Group 1: Macro Strategy (Gold) - The amount of gold held in ETFs has increased by 0.60%, or 6.01 tons, reaching a total of 1011.73 tons as of September 29 [11] - Gold prices continue to rise, driven by market risk aversion due to the potential government shutdown in the U.S. and ongoing political disagreements [12][14] - The fundamental reason for long-term bullish sentiment on gold is the deteriorating fiscal situation and high government debt burden [12][14] Group 2: Macro Strategy (Government Bonds) - The National Development and Reform Commission announced a new policy financial tool with a total scale of 500 billion yuan aimed at stabilizing economic growth and promoting effective investment [15] - The bond market is expected to experience short-term fluctuations, but the probability of sustained adjustments is low, with recommendations to build long positions on dips [15] Group 3: Agricultural Products (Soybean Meal) - Brazil's new crop planting rate has reached 3.2%, higher than the same period last year [20] - The U.S. soybean harvest rate is at 19%, in line with market expectations, with a good quality rating of 62% [21] - Domestic demand for soybean meal remains strong, with a decrease in inventory at oil mills [22] Group 4: Black Metals (Rebar/Hot Rolled Coil) - The Ministry of Water Resources expects investment in water conservancy construction during the 14th Five-Year Plan to exceed 5.4 trillion yuan, which is 1.6 times that of the previous plan [25] - Steel prices are expected to remain under pressure due to high iron water production and inventory accumulation, with recommendations for light positions ahead of the holiday [26][27] Group 5: Nonferrous Metals (Zinc) - The nonferrous metals industry has released a stable growth work plan, emphasizing orderly project construction and resource development [40][44] - Domestic zinc ingot inventory has decreased to 141,400 tons, indicating a tightening supply situation [45] - The market sentiment for zinc is cautiously optimistic, with potential for short-term price stabilization [46] Group 6: Energy Chemicals (Soda Ash) - The liquid alkali market in Shandong has seen a slight decline, with general market demand being weak ahead of the holiday [47] - The price of liquid alkali has decreased due to insufficient downstream purchasing activity [48] Group 7: Energy Chemicals (PVC) - The domestic PVC powder market has shown a slight decline, with prices fluctuating between 0-10 yuan/ton [51] - The overall market remains weak, but low valuations may limit further price declines [52] Group 8: Energy Chemicals (Urea) - The utilization rate of compound fertilizer production capacity has decreased to 35.27%, indicating a reduction in production activity [53] - Urea prices are expected to remain under pressure due to high inventory levels and weak demand [54]

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 二 零 二 五 年 九 月 二 十 九 日 於本公告日 期，董事會成員包括本公司執行董事李良彬先 生、王曉申先 生、沈海博先 生、黃婷女士及李承霖先 生；本公司非執行董事羅榮女 士； 以及本公司獨立非執行董事王金本先 生、黃浩鈞先 生、徐一新女士及徐 光華先 生。 证券代码：002460 ...

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 证券代码：002460 证券简称：赣锋锂业 编号：临2025-114 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 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 年年度股东大会审议通过了《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 ...

Core Viewpoint - The article highlights the release of the "Mechanical Industry Stabilization and Growth Work Plan (2025-2026)" by six government departments, aiming to promote high-quality development in the manufacturing sector, particularly in key areas such as industrial mother machines, agricultural machinery, and robotics [1][3][6]. Group 1: Policy Initiatives - The plan aims for the mechanical industry to maintain a stable and positive trend, targeting an average annual revenue growth rate of approximately 3.5%, with total revenue exceeding 10 trillion yuan by 2025-2026 [3]. - Specific measures include enhancing major technological renovations and large-scale equipment updates, focusing on replacing outdated equipment with more efficient and environmentally friendly alternatives [3][4]. - The plan emphasizes the promotion of intelligent manufacturing and the integration of new technologies such as artificial intelligence and quantum technology into equipment development [6][7]. Group 2: Market Response - Following the announcement, the robotics sector saw significant activity in the stock market, with nearly 20 related stocks hitting the daily limit or rising over 10% [2][8]. - The non-ferrous metals sector also experienced a collective surge, with an overall increase of more than 3.7% on the same day, driven by supportive policies in various industries [2]. Group 3: Industry Development Focus - The plan outlines the need to cultivate competitive small and medium-sized enterprises and industry clusters with international competitiveness, particularly in high-tech fields [3][7]. - It encourages the development of new economic models such as the "first economy," "ice and snow economy," and "smart tourism," expanding the application of specialized robots and smart equipment [5][6]. - The initiative aims to enhance the integration of artificial intelligence in healthcare, promoting the use of smart medical equipment and robotics in various healthcare scenarios [5][6].

Market Performance - The Hong Kong stock market experienced a significant rise, with the Hang Seng Index closing up 1.89% at 26,622.88 points and a total trading volume of HKD 309.1 billion [1] - The Hang Seng Tech Index increased by 2.08%, closing at 6,324.25 points, while the Hang Seng China Enterprises Index rose by 1.62% to 9,454.12 points [1] Blue-Chip Stocks - Alibaba (09988) saw a notable increase of 4.14%, closing at HKD 173.4, contributing 104.49 points to the Hang Seng Index [2] - Morgan Stanley raised its forecast for Alibaba's capital expenditure for FY2026-2028 from RMB 100-108 billion to RMB 130-135 billion, citing growth in Alibaba Cloud [2] - Other blue-chip stocks like New Oriental (09901) and Zijin Mining (02899) also performed well, with increases of 7.86% and 5.86% respectively [2] Sector Performance - Large technology stocks generally rose, with Kuaishou and Alibaba both up over 4%, while Xiaomi saw a decline of 2.01% [3] - The financial sector showed strong performance, with Huatai Securities (06886) up 12.55% and other major brokerages also experiencing significant gains [3] - The metals sector performed well, with stocks like Zhaojin Mining (01818) and Ganfeng Lithium (01772) rising by 6.68% and 6.55% respectively [4][5] Policy and Economic Outlook - The central bank emphasized the need for a moderately loose monetary policy to boost credit and investment in the financial sector [4] - The A-share margin trading balance reached a historical high, indicating increased trading activity and potential for growth in brokerage earnings [4] Emerging Trends - The demand for energy storage is strong, with leading battery companies operating at full capacity and orders extending into next year [7] - The new energy storage installation target for 2027 is set at 180 million kilowatts, which is expected to drive an investment of approximately RMB 250 billion [7] - The gaming and tourism sectors are anticipated to benefit from the upcoming National Day holiday, with hotel occupancy rates nearing 90% [8] Notable Stock Movements - Ubiquitous Robotics (09880) reported a significant contract worth RMB 30 million for its humanoid robots, indicating strong demand in the robotics sector [6] - Lai Kai Pharmaceutical (02105) saw an increase of 11.16% after positive results from its obesity treatment trials [10] - Xiaomi (01810) faced a decline of 2.01% due to a downward revision in expected shipments for its 17 series smartphones [11]

Market Overview - On September 29, A-shares saw all three major indices rise, with the ChiNext Index and Shenzhen Component Index both increasing by over 2%. The Shanghai Composite Index closed at 3862.53 points, up 0.90% [1] - The total trading volume in the Shanghai and Shenzhen markets reached 2.16 trillion yuan, an increase of 146 billion yuan compared to the previous trading day. A total of 3579 stocks rose, with 69 hitting the daily limit, while 1660 stocks declined [3] Sector Performance - The brokerage and precious metals sectors led the market gains, with the brokerage sector rising by 4.89% and the precious metals sector increasing by 4.3%. The new energy vehicle sector also saw gains, while coal, energy, banking, and pharmaceutical sectors experienced corrections [3][8] - In the brokerage sector, notable stocks included Huatai Securities and GF Securities, both of which saw significant increases, with GF Securities rising by 10.02% [5][6] Precious Metals - The precious metals sector experienced a strong performance, with spot gold breaking through the $3810 mark, reaching a new historical high. As of the report, spot gold was priced at $3813.93 per ounce, up 1.47% for the day [9][11] - Key stocks in the precious metals sector included Shengda Resources, which hit the daily limit, and Zhaojin Mining, which rose over 6% [9][10] Solid-State Battery Sector - The solid-state battery index saw a strong rally, with the lithium battery electrolyte concept sector rising by 7.69%. Notable stocks included Yiwei Lithium Energy, which increased by 8.3%, and Ganfeng Lithium, which rose by 7.83% [15][17] - The advancements in solid-state battery technology were highlighted by research from Tsinghua University, which developed a new type of fluorinated polyether electrolyte, enhancing ionic conductivity [18]

沪指9月29日上涨0.90%，申万所属行业中，今日上涨的有26个，涨幅居前的行业为非银金融、有色金 属，涨幅分别为3.84%、3.78%。有色金属行业位居今日涨幅榜第二。跌幅居前的行业为煤炭、银行， 跌幅分别为0.84%、0.46%。 600531 豫光金铅 4.21 8.44 5702.88 有色金属行业资金流出榜 | 代码 | 简称 | 今日涨跌幅（%） | 今日换手率（%） | 主力资金流量（万元） | | --- | --- | --- | --- | --- | | 300748 | 金力永磁 | -0.43 | 3.64 | -9806.24 | | 600392 | 盛和资源 | -1.68 | 5.83 | -9738.16 | | 000657 | 中钨高新 | -0.43 | 4.67 | -9499.65 | | 300127 | 银河磁体 | 0.37 | 11.39 | -9346.83 | | 601609 | 金田股份 | -1.33 | 5.34 | -8688.34 | | 002295 | 精艺股份 | -9.70 | 24.29 | -7065.41 | | 000408 ...

Core Insights - The lithium extraction concept from salt lakes has seen a rise of 2.78%, ranking 8th among concept sectors, with 39 stocks increasing in value, including Donghua Technology, Wanli Stone, and *ST Zhengping reaching their daily limit [1] - Major gainers in the sector include Yiwai Lithium Energy, Ganfeng Lithium, and Luoyang Molybdenum, with respective increases of 8.30%, 7.83%, and 6.81% [1] - The sector experienced a net inflow of 2.292 billion yuan, with 27 stocks receiving net inflows, and 7 stocks exceeding 100 million yuan in net inflow [2] Sector Performance - The top-performing concept sectors today include Zinc Metals at 3.68%, Nickel Metals at 3.65%, and Lead Metals at 3.61%, while the Salt Lake Lithium concept follows at 2.78% [2] - The Salt Lake Lithium sector's net inflow was led by Ganfeng Lithium with 555.107 million yuan, followed by Zijin Mining and Huayou Cobalt with 428.394 million yuan and 416.767 million yuan respectively [2][3] Stock Performance - Stocks with the highest net inflow ratios include Wanli Stone at 16.06%, Jinyuan Co. at 13.16%, and Fulin Precision at 9.37% [3] - Ganfeng Lithium, Zijin Mining, and Huayou Cobalt are notable for their respective daily increases of 7.83%, 5.00%, and 5.46% [4] - Stocks such as Beijiete, Fumiao Technology, and Wotong Technology experienced declines of 2.14%, 0.88%, and 0.32% respectively [5]