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天齐锂业股东将股票由Merrill Lynch Far East Limited转入花旗银行 转仓市值5.22亿港元
Zhi Tong Cai Jing· 2026-02-16 01:58
Core Viewpoint - Tianqi Lithium Industries (002466)(09696) has transferred shares from Merrill Lynch Far East Limited to Citibank, with a market value of HKD 522 million, representing 5.24% of the company [1] Group 1 - Tianqi Lithium announced that all conditions of the revised and restated placement agreement have been met, and the placement was completed on February 11, 2026 [1] - The placement agent successfully placed a total of 65.05 million shares at a placement price of HKD 45.05 per share to no fewer than six subscribers [1] - The estimated net price per share from the placement is approximately HKD 44.95 [1]
天齐锂业遭小摩减持约117.28万股 每股作价42.9065港元
Xin Lang Cai Jing· 2026-02-14 02:10
Group 1 - The core point of the article is that JPMorgan has reduced its stake in Tianqi Lithium (09696) by selling 1.172834 million shares at a price of HKD 42.9065 per share, totaling approximately HKD 50.3222 million [1] - After the reduction, JPMorgan's remaining shareholding is approximately 14.6328 million shares, representing a holding percentage of 8.91% [1]
全球制造的隐形命脉:关键矿产谁主沉浮?
QYResearch· 2026-02-14 00:48
Group 1 - Critical minerals are essential for new energy, high-end manufacturing, and strategic industries, including lithium, cobalt, nickel, tungsten, and rare earth elements [1] - The global critical minerals market is projected to reach approximately $142 billion by 2025 and $213 billion by 2030, with a CAGR of about 8.5% from 2025 to 2030 [3] - Lithium, cobalt, and nickel account for 55% of the market, driven mainly by the demand from electric vehicle batteries and energy storage [3] Group 2 - China is the most complete supply chain country for critical minerals, with lithium production expected to reach 280,000 tons (lithium carbonate equivalent) by 2025, accounting for about 50% of global production [4] - The demand for critical minerals in downstream applications such as new energy vehicles, energy storage, and smart manufacturing is increasing, leading to higher material content per vehicle or component [4][6] - The global sales of new energy vehicles are expected to reach approximately 22 million units by 2025, with energy storage systems projected to have an installed capacity of 200 GWh [6] Group 3 - The critical minerals industry chain consists of three core segments: upstream (mining and initial beneficiation), midstream (refining and alloying), and downstream (applications) [5] - China holds about 35-50% of global critical mineral reserves and 85-90% of rare earth separation capacity, making it a key processing center [5] - The refining cost of high-nickel battery materials accounts for about 15-20% of the total cost of electric vehicle batteries [5] Group 4 - Major companies in the critical minerals sector include China Northern Rare Earth Group, Rongjie Resources, Tianqi Lithium, and others, with projected revenues for 2025 ranging from approximately 45-48 billion RMB for China Northern Rare Earth Group to 2-3 billion USD for MP Materials [7] - Global efforts are underway to localize critical mineral supply chains, with initiatives from the US, EU, and India to enhance midstream refining and downstream processing capabilities [7] Group 5 - Future industry trends include breakthroughs in high-purity material technology, scaling up critical mineral recycling, and increasing the value of mid-heavy rare earths and high-nickel materials [8] - The strategic importance of critical minerals in high-end manufacturing and new energy industries positions supply chain leaders for competitive advantages in the global market [9] - Companies should focus on enhancing midstream refining technology, developing high-value downstream applications, and exploring recycling and value extraction of mid-heavy minerals for sustainable supply chains [9]
天齐锂业股份有限公司 关于公司高级管理人员辞职的公告
Zhong Guo Zheng Quan Bao - Zhong Zheng Wang· 2026-02-13 22:56
Group 1 - The company announced the resignation of its Vice President, Mr. Li Guo, due to personal career planning reasons, effective immediately upon delivery of the resignation report to the board [1][2] - Mr. Li Guo held 7,500 shares directly and 29,185 shares under a restricted stock incentive plan, and his shareholding will be managed according to relevant regulations post-resignation [2] - The board expressed gratitude for Mr. Li Guo's significant contributions to the company's strategic development and investments during his tenure [2] Group 2 - The resignation will not affect the normal operations of the company, and Mr. Li Guo's term was originally set to end on April 13, 2026 [1] - The company will ensure a proper handover of responsibilities in accordance with its internal management regulations [1] - The announcement was made on February 14, 2026, by the board of directors of Tianqi Lithium Corporation [4]
小摩减持天齐锂业约117.28万股 每股作价42.9065港元
Zhi Tong Cai Jing· 2026-02-13 12:05
Group 1 - The core point of the article is that JPMorgan has reduced its stake in Tianqi Lithium (09696) by selling 1,172,834 shares at a price of HKD 42.9065 per share, totaling approximately HKD 50.3222 million [1] - After the reduction, JPMorgan's remaining shareholding is approximately 14,632,800 shares, representing a holding percentage of 8.91% [1]
小摩减持天齐锂业(09696)约117.28万股 每股作价42.9065港元
智通财经网· 2026-02-13 12:01
Group 1 - Core viewpoint: JPMorgan has reduced its stake in Tianqi Lithium (09696) by selling 1,172,834 shares at a price of HKD 42.9065 per share, totaling approximately HKD 50.3222 million [1] - After the reduction, JPMorgan's remaining shareholding is approximately 14,632,800 shares, representing a stake of 8.91% [1]
2月13日晚间重要公告一览
Xi Niu Cai Jing· 2026-02-13 10:24
Group 1 - RuiLian New Materials reported a total operating revenue of 1.677 billion yuan for 2025, an increase of 14.95% year-on-year, with a net profit of 311 million yuan, up 23.48% year-on-year [1] - China Shenhua's subsidiary, Guoneng Qingyuan Power, successfully put its fourth generator unit into commercial operation, expected to provide approximately 20 billion kWh of clean energy annually [2] - Qijiang Airlines announced a 6.04% year-on-year decline in passenger turnover for January 2026, with a passenger load factor of 84.03%, up 1.61% year-on-year [3] Group 2 - QiZheng Tibetan Medicine reported a total operating revenue of 2.416 billion yuan for 2025, a year-on-year increase of 3.34%, with a net profit of 646 million yuan, up 10.98% year-on-year [5] - QiaoYin Co. announced the termination of its artificial intelligence industry headquarters project due to changes in investment cooperation conditions [6] - New Point Software plans to use 90.81 million yuan of surplus raised funds for new projects, including AI-driven software development [7] Group 3 - High Measurement Co. announced plans for major shareholders and executives to reduce their holdings by up to 3.19% of the company's shares [8] - SAIC Group's subsidiary plans to establish a private equity fund with an initial scale of 2.5 billion yuan, focusing on solid-state batteries and chip localization [9] - Tianqi Lithium announced the resignation of its deputy general manager due to personal career planning [10] Group 4 - ZhongKong Technology reported a total operating revenue of 8.051 billion yuan for 2025, a decrease of 11.90%, with a net profit of 450 million yuan, down 59.70% year-on-year [11] - Spring Airlines reported a 6.28% year-on-year increase in total passenger volume for January 2026, with a total available ton-kilometers of 57,008.37 [12] - Qifan Cable's controlling shareholder reduced its stake by 3% through various trading methods [13] Group 5 - China Chemical signed contracts worth a total of 36.925 billion yuan in January 2026, with significant contracts exceeding 5 billion yuan totaling 11.371 billion yuan [19] - SaiTuo Bio received a CEP certificate for its raw material drug Betamethasone, which is used to treat allergies and autoimmune inflammation [20] - Giant Star Agriculture reported a sales revenue of 649 million yuan from commodity fat pigs in January 2026, with a sales volume of 404,400 pigs [23] Group 6 - Qinglong Pipe Industry's subsidiary won a 146 million yuan pipeline project [24] - Changshan Pharmaceutical announced that some of its products are expected to be selected for national centralized procurement [26] - Yangdian Technology completed the transfer of 12.96% of its shares through an agreement [27] Group 7 - Deepin Technology's investment fund introduced new limited partners and adjusted the capital contributions of some partners [28] - Qingyun Technology plans to pledge 25% of its shares for a loan application of up to 30 million yuan [29] - LaiMei Pharmaceutical reported a 57.20% year-on-year decline in net profit for 2025 [30] Group 8 - YouLiDe reported a 16.88% year-on-year decline in net profit for 2025, with total operating revenue of 1.221 billion yuan, up 7.99% [31] - Warner Pharmaceutical reported a net profit of 241 million yuan for 2025, an increase of 46.95% year-on-year [32] - LianRui New Materials reported a net profit of 293 million yuan for 2025, an increase of 16.42% year-on-year [33] Group 9 - HuaQin Technology expects a 24.28% year-on-year decrease in net profit for 2025, with projected revenue of 1.251 billion yuan, up 9.83% [34] - QiPai Technology's shareholder subscribed for 6.3 million shares, accounting for 5.49% of the total share capital [35] - Qilin Security's shareholders completed their planned share reductions without exceeding the original plan [36] Group 10 - Dameng Data announced the lifting of the detention of its senior vice president, allowing him to resume his duties [37] - Haiyou Engineering won a contract for the "NFPS COMP5" project worth approximately 4 billion USD, with the company's share exceeding 800 million USD [38] - Yatai Group plans to sell 20.81% of its shares in Northeast Securities, pending confirmation of financial statements [39]
天齐锂业:李果辞任副总经理职务
Zhi Tong Cai Jing· 2026-02-13 10:08
Core Viewpoint - Tianqi Lithium Industries (002466)(09696) announced the resignation of Deputy General Manager Li Guo due to personal career planning reasons, effective February 13, 2026. After his resignation, he will no longer hold any positions within the company, its subsidiaries, or associated companies [1] Group 1 - The company’s board received a written resignation from Li Guo [1] - Li Guo will not hold any positions in the company or its subsidiaries after his resignation [1] - The resignation is attributed to personal career planning reasons [1]
天齐锂业(09696):李果辞任副总经理职务

智通财经网· 2026-02-13 10:07
Core Viewpoint - Tianqi Lithium Industries announced the resignation of Vice President Li Guo due to personal career planning reasons, effective February 13, 2026 [1] Group 1 - The board of directors received a written resignation letter from Li Guo [1] - After resigning, Li Guo will no longer hold any positions in the company, its subsidiaries, or associated companies [1]
天齐锂业(09696.HK):李果辞任副总经理
Ge Long Hui· 2026-02-13 10:05
Group 1 - Tianqi Lithium Industries, Inc. announced the resignation of its Vice President Li Guo due to personal career planning reasons, effective February 13, 2026 [1] - Following his resignation, Li Guo will no longer hold any positions within the company, its subsidiaries, or associated companies [1] - Morgan Stanley has increased its stake in Tianqi Lithium by acquiring 869,600 shares [1]