Core Viewpoint - Tianqi Lithium is optimizing its financial structure and strategic layout through capital operations, including fundraising and asset disposal, to strengthen its position in the lithium sector [2][9]. Fundraising Details - Tianqi Lithium plans to issue 65.05 million H-shares at a price of HKD 45.05 per share, raising approximately HKD 58.607 billion, with a net amount of about HKD 58.29 billion after fees [3][4]. - The company will also issue zero-coupon convertible bonds totaling RMB 2.6 billion, convertible into H-shares at an initial price of HKD 49.56 per share [3][4]. Use of Proceeds - The funds raised will support strategic development in the lithium sector, including project development, capital expenditures, and acquisitions of quality lithium assets [4][10]. - Remaining funds will be used to supplement working capital and for general corporate purposes [4]. Financial Performance - Tianqi Lithium expects a net profit attributable to shareholders of RMB 369 million to RMB 553 million for 2025, with a non-recurring profit of RMB 240 million to RMB 360 million, indicating a turnaround from previous losses [9]. - The company has seen improvements in profitability despite market fluctuations in lithium product prices, aided by better pricing mechanisms and reduced impairment losses [9]. Asset Disposal - The company plans to dispose of part of its equity in its associate companies, including 2.02172 million shares of Zhongchuang Innovation and 3.566 million shares of SQM, to enhance asset liquidity [10][11]. - The book value of the SQM shares to be disposed of is approximately USD 206 million (RMB 143.4 million), while the shares of Zhongchuang Innovation have a book value of HKD 516 million (RMB 45.9 million) [10].

Core Viewpoint - Tianqi Lithium Industries (002466) reported that as of January 30, 2026, the number of A-share shareholders is 287,600, with institutional shareholders accounting for 4,414 of that total [1] Group 1 - The total number of A-share shareholders for Tianqi Lithium Industries is 287,600 [1] - The number of institutional shareholders among A-share shareholders is 4,414 [1]

Group 1 - The core point of the article is that Tianqi Lithium Industries (002466) reported its A-share shareholder count as of January 30, 2026, which stands at 287,600 households [1]

Group 1 - Tianqi Lithium Industries, Inc. announced plans to issue new H-shares and convertible bonds, aiming to raise approximately HKD 58.61 billion, with a net amount of about HKD 58.29 billion to support its strategic development in the lithium sector [1] - The company plans to issue 65.05 million new H-shares at a price of HKD 45.05 per share and issue convertible bonds with a total principal amount of RMB 2.6 billion, maturing on February 9, 2027, with an initial conversion price of HKD 49.56 per share [1] - The proceeds from the issuance will be used for capital expenditures related to project development, acquisitions of quality lithium assets, and to supplement working capital and general corporate purposes [1] Group 2 - Tianqi Lithium's lithium salt production capacity has been strengthened with the successful internal testing of battery-grade lithium hydroxide from its Jiangsu Zhangjiagang project, and the first batch of chemical-grade lithium concentrate from its Australian project [2] - The company is expected to complete its pilot project for lithium sulfide production by the second half of 2026, which will support the industrialization of core materials for next-generation solid-state batteries [2] - Market analysts believe that the financing will accelerate resource and capacity expansion for Tianqi Lithium, enhancing its industry consolidation capabilities and providing resources for acquiring quality assets during a low cycle in the industry [2]

股份發行人及根據《上市規則》第十九B章上市的香港預託證券發行人的證券變動月報表 | 截至月份: | 2026年1月31日 | | | | | 狀態: 新提交 | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 致：香港交易及結算所有限公司 | | | | | | | | | | 公司名稱: | 天齊鋰業股份有限公司 | | | | | | | | | 呈交日期: | 2026年2月5日 | | | | | | | | | 法定/註冊股本變動 | 不適用 | | | | | | | I. | | 股份分類 | 普通股 | 股份類別 | H | | 於香港聯交所上市 (註1) | 是 | + | 1. | | 證券代號 (如上市) | 09696 | 說明 | | | | | | | | 增加多櫃檯證券代號 | | | | | | | | | | 手動填寫 | | 法定/註冊股份數目 | | 面值 | | 法定/註冊股本 | | | | 上月底結存 | | | 164,122,200 RMB | | 1 RMB | | 164,122,2 ...

股份發行人及根據《上市規則》第十九B章上市的香港預託證券發行人的證券變動月報表 截至月份: 2026年1月31日 狀態: 新提交 致：香港交易及結算所有限公司 本月底法定/註冊股本總額： RMB 1,641,194,983 備註： 第 1 頁 共 11 頁 v 1.2.0 FF301 公司名稱: 天齊鋰業股份有限公司 呈交日期: 2026年2月5日 I. 法定/註冊股本變動 | 1. 股份分類 | 普通股 | 股份類別 | H | | | 於香港聯交所上市 (註1) | | 是 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 證券代號 (如上市) | 09696 | 說明 | | | | | | | | | | | 法定/註冊股份數目 | | | 面值 | | | 法定/註冊股本 | | | 上月底結存 | | | 164,122,200 | RMB | | | 1 RMB | | 164,122,200 | | 增加 / 減少 (-) | | | 0 | | | | RMB | | 0 | | 本月底結存 | | | 1 ...

格隆汇2月5日丨天齐锂业(002466.SZ)在互动平台表示，奎纳纳目前仍处于产能爬坡与持续优化阶段， 其经营表现受原料供应、爬坡进展、市场情况等多重因素综合影响。目前，公司持续优化奎纳纳工厂运 营、降低生产成本、提升整体生产效率。相关产品已通过下游客户认证并实现对外销售。公司将持续强 化经营管理，切实维护广大投资者的合法权益。 ...

（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：看到天齐发布的2025年度业绩预报扣非利润不太符合 预期，是否是奎纳纳工厂经营仍处于严重亏损的情况？请问奎纳纳工厂在2025年四季度的产能利用率是 多少？是否有长期稳定的海外客户订单以达到稳定销售和利润？生产效率的问题是否能在锂价上涨的趋 势中得到提升？2026年奎纳纳的亏损会继续扩大还是扭亏为赢？ 天齐锂业（002466.SZ）2月5日在投资者互动平台表示，奎纳纳目前仍处于产能爬坡与持续优化阶段， 其经营表现受原料供应、爬坡进展、市场情况等多重因素综合影响。目前，公司持续优化奎纳纳工厂运 营、降低生产成本、提升整体生产效率。相关产品已通过下游客户认证并实现对外销售。公司将持续强 化经营管理，切实维护广大投资者的合法权益。关于奎纳纳一期的具体经营情况，请以公司后续披露的 定期报告为准。 ...

Market Overview - The three major A-share indices collectively declined, with the Shanghai Composite Index down 0.64% to 4075 points, the Shenzhen Component Index down 1.44%, and the ChiNext Index down 1.55% [1][2] - The total market turnover was 2.19 trillion yuan, a decrease of 309 billion yuan compared to the previous trading day, with over 3700 stocks declining [1] Sector Performance - Precious metals stocks experienced significant declines, with Hunan Silver and Sichuan Gold dropping over 9%, and Xiaocheng Technology falling more than 10% [4][5] - The space photovoltaic concept stocks entered a "cooling period," with several stocks, including Junda Co. and Shuangliang Energy, hitting the daily limit down [2][6] - Lithium mining stocks also saw collective declines, with Ganfeng Lithium and Tianqi Lithium both dropping over 6% [7][8] - The tourism sector showed strength, with Sanxia Tourism hitting the daily limit up and Shaanxi Tourism rising over 8% [9][10] - New retail concept stocks were active, with companies like Huangting Hotel and Maoye Commercial hitting the daily limit up [11][12] - Bank stocks performed well, with Xiamen Bank hitting the daily limit up and Chongqing Bank rising over 5% [13] Key Stock Movements - Notable declines in precious metals included Xiaocheng Technology at -10.20%, Hunan Silver at -9.97%, and Sichuan Gold at -9.79% [5] - In the space photovoltaic sector, significant drops included Optech at -12.51% and Jiejia Weichuang at -12.39% [6] - Lithium stocks saw Ganfeng Lithium at -6.31% and Tianqi Lithium at -6.27% [8] - In the tourism sector, Sanxia Tourism rose by 10% and Shaanxi Tourism by 8.57% [10] - New retail stocks like Huangting International rose by 10.11% and Maoye Commercial by 10.04% [12] - Bank stocks showed strong performance with Xiamen Bank at +9.99% and Chongqing Bank at +5.73% [13]

事实上，作为全球领先的以锂为核心的新能源材料企业，天齐锂业早已实现锂资源100%自给自足，核 心资产涵盖澳洲格林布什锂辉石矿，布局智利SQM阿塔卡马盐湖等优质资源，成本优势显著，业绩弹 性突出。 当下，锂电行业回暖信号持续释放，全球锂市场正迎来供需格局重塑的关键转折。 券商研报指出，伴随锂电行业"反内卷"向纵深推进，产能向头部企业集中，高端产品结构性紧缺，势必 推动价格与盈利修复。与此同时，2026年全球储能出货增速将达35%以上，由此带动电芯及材料价格中 枢上行，锂盐价格有望继续向上突破。 在此行业景气度明朗向好的背景下，天齐锂业（002466）日前启动港股配股和零息可转债计划，合计融 资规模约60亿港币，旨在持续夯实核心能力。 具体而言，本次融资将用于支持公司及其子公司在锂领域的战略发展，包括项目开发及优化所需的资本 支出、对优质锂矿资产的收购，补充营运资金与一般企业用途。 2025年，公司预计业绩大幅改善，期间归母净利润预计3.69亿元至5.53亿元，较上年度扭亏为盈，核心 正是得益于公司锂矿定价周期优化与SQM投资收益的增长。 必须看到，核心锂矿产能控制是行业竞争的关键壁垒，融资支撑则是资源布局的核心 ...