Mergers and Acquisitions - Shanghai Yashi plans to acquire 30% equity in Euro-Asia Company, which would result in holding 100% equity if successful [1] - Jizhong Energy intends to acquire 20.02% equity in Duanwang Coal Industry from Jianxin Investment for 898 million yuan, increasing its stake to 83.21% post-transaction [1] Share Buybacks and Increases - Jerry Holdings plans to repurchase shares worth 150 million to 250 million yuan, with a maximum price of 49 yuan per share [2] - Tongkun Holdings' shareholder, Leixin Industrial, intends to increase holdings by 250 million to 500 million yuan [2] External Investments and Daily Operations - Visionox plans to invest 5 billion yuan to establish a global new display industry innovation center project in Kunshan [3] - Siwei Map Technology has signed a strategic cooperation framework agreement with Volcano Engine [4] - Nandu Power plans to list on the Hong Kong Stock Exchange [5] Performance Changes - Tianfu Communication reported a net profit of 338 million yuan in Q1 2025, a year-on-year increase of 21.07% [6] - Yara International reported a net profit of 384 million yuan in Q1, a significant year-on-year increase of 374%, driven by increased sales and prices of potash [7] - Tianqi Lithium expects a net profit of 82 million to 123 million yuan in Q1, marking a turnaround from losses, with increased production and sales of lithium compounds and derivatives [7] - Haitai Technology reported a net profit of 13.92 million yuan in Q1, a year-on-year increase of 5739%, attributed to revenue recognition from molds reaching acceptance status [7] - Lanke Technology's net profit for Q1 2025 was 525 million yuan, up 135.14% year-on-year, benefiting from AI industry trends driving demand for DDR5 memory interface chips and high-performance computing chips [7] - Shanghai Yashi reported a net profit of 9.75 million yuan in Q1 2025, a year-on-year increase of 129.78% [7] - Beiyuan Group's net profit for Q1 was 50 million yuan, a year-on-year increase of 442%, due to rising prices of caustic soda and declining procurement prices of key raw materials [7] - Desay SV reported a net profit of 582 million yuan in Q1, a year-on-year increase of 51.32% [8] - Quectel Wireless Solutions reported a net profit of 588 million yuan in 2024, a year-on-year increase of 548.49% [8] - Aucma corrected its annual performance forecast for 2024, expecting a net loss of 45 million to 50 million yuan [9]

Financial Performance Forecast - The estimated net profit for Q1 2025 is projected to be between 82 million and 123 million CNY, a significant recovery from a loss of approximately 389.68 million CNY in the same period last year[1]. - The net profit after deducting non-recurring gains and losses is expected to be between 32 million and 48 million CNY, compared to a loss of about 391.67 million CNY in the previous year[1]. - Basic earnings per share are anticipated to be between 0.05 CNY and 0.08 CNY, recovering from a loss of 2.38 CNY per share in the same quarter last year[1]. - The investment income from the joint venture Sociedad Química y Minera de Chile S.A. (SQM) is expected to increase compared to the previous year, based on Bloomberg's forecast of SQM's Q1 2025 earnings[5]. - The company emphasizes that the performance forecast is preliminary and subject to change, pending the final audited results to be disclosed in the Q1 2025 report[6]. Market and Operational Factors - The decline in lithium product sales prices was offset by improved pricing mechanisms and production cost management, leading to increased production and sales volumes of lithium compounds and derivatives[3]. - The company is actively managing its inventory and production costs to align with the latest procurement prices of lithium concentrate[3]. - The cyclical nature of the non-ferrous metals industry poses risks, including potential adverse effects on business and financial performance due to fluctuations in lithium product prices[7]. Transparency and Reporting - The company will continue to monitor and disclose any significant changes in its financial performance and market conditions in future reports[7]. - All public disclosures are made through designated media, ensuring transparency and compliance with regulatory requirements[7].

天齐锂业（002466）公告，预计第一季度归属于上市公司股东的净利润为8200万元–1.23亿元，上年同 期为亏损38.97亿元；扣除非经常性损益后的净利润为3200万元–4800万元，上年同期为亏损39.17亿元； 基本每股收益为0.05元/股–0.08元/股，上年同期为亏损2.38元/股。公司业绩变动主要原因是锂产品销售 价格下降、化学级锂精矿成本基本贴近最新采购价格、锂化合物及衍生品产销量同比增长以及联营公司 SQM投资收益较上年同期增长。 ...

Core Viewpoint - The solid-state battery sector is experiencing significant advancements, with multiple projects achieving milestones and companies making notable breakthroughs in technology research and industrial application [1] Group 1: Anva Technology's Solid-State Battery - Anva Technology's second-generation solid-state battery is set to begin mass production in the second half of 2025, with an expected energy density exceeding 400Wh/kg [2] - The first-generation solid-state battery, currently in mass production, has an energy density comparable to traditional batteries at around 280Wh/kg, utilizing innovative manufacturing processes to enhance safety, environmental friendliness, and cost-effectiveness [2] - The company plans to launch a third-generation solid-state battery with an energy density over 500Wh/kg by 2027 and aims to introduce a fully solid-state battery by 2029 [2] Group 2: Guansheng Dongchi's Semi-Solid Lithium Iron Phosphate Battery - Guansheng Dongchi's semi-solid lithium iron phosphate battery project has reached a significant milestone with the completion of its construction phase, covering an area of 135.2 acres and a total investment exceeding 1 billion yuan [3] - The project is expected to complete acceptance by the end of 2025 and achieve production capacity by mid-2026, with an annual output of 2.1 million battery cells and systems, creating approximately 600 direct jobs [3] Group 3: Ruixiao Technology's Solid-State Battery Research Institute - Ruixiao Technology has established a solid-state battery research institute, integrating R&D resources from China and Japan to focus on breakthroughs in sulfide solid electrolyte materials [4] - The company has developed a full-chain capability from basic research to industrialization, with a sulfide electrolyte factory set to begin production in June 2025 [4] Group 4: High-Purity Lithium Sulfide Solid-State Battery Materials Project - A project for the annual production of 6,000 tons of high-purity lithium sulfide solid-state battery materials has been announced, with a total investment of 22 million yuan [6] - The project will be constructed in two phases, with the first phase expected to start in May 2025 and complete by April 2027 [6] Group 5: Guangdong Yuhong's Solid-State Battery Project - Guangdong Yuhong's 2GWh solid-state lithium battery project has received approval for registration, with a planned investment of 40 million yuan [7] - The project will occupy 7,000 square meters and is expected to generate an annual output value of approximately 8 million yuan, creating around 50 jobs [7]

股票代码：002466 股票简称：天齐锂业 公告编号：2025-029 天齐锂业股份有限公司 2025 年 4 月 14 日，公司兑付了 2024 年第一期短期融资券本息共计人民币 307,050,000.00 元。 特此公告。 关于 2024 年第一期短期融资券兑付完成的公告 天齐锂业股份有限公司董事会 本公司及董事会全体成员保证信息披露的内容真实、准确、 完整，没有虚假记载、误导性陈述或重大遗漏。 二〇二五年四月十六日 天齐锂业股份有限公司（以下简称"公司"）于 2024 年 4 月 12 日发行了 2024 年第一 期短期融资券，发行金额为人民币 3 亿元，发行利率为 2.35%，发行期限为 1 年，兑付日 为 2025 年 4 月 12 日（因当日为休息日，兑付日顺延至其后的第一个工作日）。 1 ...

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通告之內容概不負責，對其準確性 或完整性亦不發表任何聲明，並明確表示，概不對因本通告全部或任何部分內容而產生或因倚 賴該等內容而引致之任何損失承擔任何責任。 Tianqi Lithium Corporation （股份代號：9696） 董事會會議通告 天齊鋰業股份有限公司（「本公司」）董事會（「董事會」）謹此宣佈，本公司將於 2025年4月29日（星期二）舉行董事會會議，藉以（其中包括）考慮及批准本公司及 其附屬公司截至2025年3月31日止三個月之第一季度業績及其發佈，以及處理其 他事項。 承董事會命 天齊鋰業股份有限公司 天齊鋰業股份有限公司 （於中華人民共和國註冊成立的股份有限公司） 蔣安琪 香港，2025年4月15日 於本通告日期，董事會由以下成員組成：執行董事蔣安琪女士、蔣衛平先生、夏 浚誠先生及鄒軍先生；及獨立非執行董事向川先生、唐國瓊女士、黃瑋女士及吳 昌華女士。 董事長兼執行董事 ...

任何企业也难以抵御周期的力量。 有中国 "锂矿双雄" 之称的天齐锂业 (002466.SZ) 与赣锋锂业 (002460.SZ) ，一个掌控锂矿资源 储量世界第一，一个则拥有着世界上最大与品质最好的锂矿资源，在 "周期熊" 强烈冲击下也深 陷 "降速巨亏" 泥潭。 据24潮产业研究院 (TTIR) 统计，天齐锂业营业收入已经连续6个季度下降，近五个季度营收降幅 均超50%，其24年更是创纪录的巨亏 （归母净利润，下同） 79.05亿元 （同比下降了208.32%） ，从季度趋势变化看，其已经连续5个季度亏损；赣锋锂业形势也不容乐观，其营业收入已经连 续7个季度下降，24年亏损20.74亿元 （同比下降141.93%） ，这是有记录以来 （2007年以来） 首次出现亏损。 为了方便读者朋友能更为客观、全面的了解锂矿双雄的真正竞争力与潜在风险，24潮团队还统计 对比了天齐锂业与赣锋锂业2024年投资布局与收益、造血力与资本实力、国际化与市值变化等多 个核心指标，供读者朋友参考。 如表所示，24年锂矿双雄国际化方面也遭遇了较大冲击。2024年天齐锂业与赣锋锂业海外业务收 入分别同比下降了81.13%和63.68%。 ...

Core Viewpoint - The lithium mining giants Tianqi Lithium and Ganfeng Lithium are facing significant challenges due to a cyclical downturn, resulting in substantial revenue declines and record losses in 2024 [1][2]. Group 1: Financial Performance - Tianqi Lithium's revenue has decreased for six consecutive quarters, with a revenue drop exceeding 50% for the last five quarters, leading to a record loss of 7.905 billion yuan in 2024, a year-on-year decline of 208.32% [1][4]. - Ganfeng Lithium has also seen a decline in revenue for seven consecutive quarters, reporting a loss of 2.074 billion yuan in 2024, a year-on-year decrease of 141.93%, marking its first recorded loss since 2007 [1][4]. - In 2024, Tianqi Lithium's total revenue was 13.063 billion yuan, down 67.75% year-on-year, while Ganfeng Lithium's revenue was 18.906 billion yuan, down 42.66% year-on-year [4][5]. Group 2: International Operations - Both companies experienced significant declines in overseas revenue in 2024, with Tianqi Lithium's overseas income dropping by 81.13% and Ganfeng Lithium's by 63.68% [2][5]. - The overseas business gross margin for Tianqi Lithium was 41.44%, down 42.45% year-on-year, while Ganfeng Lithium's was 8.41%, down 10.89% year-on-year [5]. Group 3: Investment and Capacity - Ganfeng Lithium has invested heavily in lithium battery manufacturing, achieving a near-integrated lithium supply chain, while Tianqi Lithium has focused on upstream lithium resource development [1][2]. - Ganfeng Lithium's planned capacity for lithium carbonate is 244,200 tons, while Tianqi Lithium's capacity is not specified [5]. - Ganfeng Lithium's cash flow from operations was 5.161 billion yuan, with a year-on-year increase of 3,434.93%, while Tianqi Lithium's was 5.554 billion yuan, down 75.52% year-on-year [5][6]. Group 4: Market Trends and Future Outlook - The global lithium market is experiencing a fundamental shift, with expectations of oversupply leading to a bearish trend in lithium prices, which fell by 32% in 2024 [7][8]. - Despite some production cuts announced by lithium projects, the overall supply is expected to remain high, with a projected price range of 60,000 to 90,000 yuan per ton in 2025 [8]. - The lithium battery industry is facing severe overcapacity, with planned production exceeding demand forecasts, indicating a potential mismatch in the market [9][10].

登录新浪财经APP 搜索【信披】查看更多考评等级 股票代码：002466 股票简称：天齐锂业 公告编号：2025-027 天齐锂业股份有限公司 关于召开2025年第一次临时股东大会的通知 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假记载、误导性陈述或重大遗 漏。 天齐锂业股份有限公司（以下简称"公司"）第六届董事会第二十三次会议于2025年4月11日以通讯表决 的方式召开，会议决定于2025年4月29日（星期二）召开2025年第一次临时股东大会，现将有关事项通 知如下： 一、召开会议基本情况 1、股东大会届次：2025年第一次临时股东大会。 2、召集人：公司董事会。 本次股东大会的召开已经公司第六届董事会第二十三次会议审议通过。 3、会议召开的合法性、合规性：本次股东大会会议召集、召开符合有关法律、行政法规、部门规章、 规范性文件和公司章程等相关规定。 4、会议时间： （1）现场会议召开的时间：2025年4月29日（星期二）下午14:45； （2）网络投票时间：A股股东通过深圳证券交易所（以下简称"深交所"）交易系统进行网络投票的时 间为2025年4月29日上午9:15一9:25，9:3 ...

股票代码：002466 股票简称：天齐锂业 公告编号：2025-026 天齐锂业股份有限公司 关于控股子公司之间提供交叉担保的公告 本公司及董事会全体成员保证信息披露的内容真实、准确、 完整，没有虚假记载、误导性陈述或重大遗漏。 一、担保情况概述 公司于2025年4月11日召开了第六届董事会第二十三次会议和第六届监事会第十三 次会议，审议通过了《关于控股子公司之间提供交叉担保的议案》。公司控股子公司 Tianqi Lithium Australia Pty Ltd（以下简称"TLA"）及其全资子公司Tianqi Lithium Kwinana Pty Ltd（以下简称"TLK"）为注册在澳大利亚的同一合并纳税集团范围内的 公司。为获得《澳大利亚证券和投资委员会<公司（独资公司）文书>2016/785》（ASIC Corporations (Wholly-owned Companies) Instrument 2016/785）规定下对独资公司的特定 会计和审计程序豁免，TLA和TLK通过签署《交叉担保契约》（Deed of Cross Guarantee） 实施无限额、无期限的交叉担保。交叉担保是澳大利亚大中 ...