9月26日，天齐锂业盘中上涨2.46%，截至10:28，报45.79元/股，成交12.61亿元，换手率1.92%，总市值 751.52亿元。 资金流向方面，主力资金净流出5929.36万元，特大单买入6448.05万元，占比5.11%，卖出9326.11万 元，占比7.40%；大单买入2.59亿元，占比20.54%，卖出2.89亿元，占比22.96%。 天齐锂业今年以来股价涨38.76%，近5个交易日涨1.73%，近20日涨4.16%，近60日涨41.46%。 今年以来天齐锂业已经2次登上龙虎榜，最近一次登上龙虎榜为8月11日，当日龙虎榜净买入3.81亿元； 买入总计6.63亿元 ，占总成交额比17.81%；卖出总计2.82亿元 ，占总成交额比7.57%。 天齐锂业所属申万行业为：有色金属-能源金属-锂。所属概念板块包括：化肥、盐湖提锂、固态电池、 锂电池、小金属等。 截至6月30日，天齐锂业股东户数27.08万，较上期减少6.08%；人均流通股5451股，较上期增加6.45%。 2025年1月-6月，天齐锂业实现营业收入48.33亿元，同比减少24.71%；归母净利润8441.06万元，同比增 长101.6 ...

证券之星消息，9月25日能源金属板块较上一交易日上涨1.36%，盛屯矿业领涨。当日上证指数报收于 3853.3，下跌0.01%。深证成指报收于13445.9，上涨0.67%。能源金属板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 300618 | 塞锐铝业 | 49.88 | -1.42% | 23.27万 | 11.72亿 | | 301219 | 腾远钻业 | 66.81 | -0.74% | 10.06万 | 6.81亿 | | 6633399 | 永杉坪 / | 9.48 | -0.21% | 9.94万 | 9548.49万 | | 605376 | 博迁新材 | 55.53 | 0.09% | - 3.50万 | 1.94亿 | | 662209 | 华友钻业 | 55.61 | 0.16% | 93.35万 | 52.24 Z | | 000762 | 西藏矿业 | 22.58 | 0.94% | 19.31万 | 4.39 乙 | | 002192 | 融捷 ...

Tianqi Lithium Corporation (A joint stock company incorporated in the People's Republic of China with limited liability) 喍͚㤜ϧℾڞহస㽨ڷ⮱⿸㗎Ъᰶ䭽ڙथ喎 Stock Code 㗎ЪА㮌: 9696 中期報告 INTERIM REPORT 2025 目錄 Contents 02 釋義 DEFINITIONS 10 公司資料 CORPORATE INFORMATION 13 財務摘要 FINANCIAL HIGHLIGHTS 15 管理層討論及分析 MANAGEMENT DISCUSSION AND ANALYSIS 119 企業管治及其他資料 CORPORATE GOVERNANCE AND OTHER INFORMATION 162 未經審核中期財務報表 UNAUDITED INTERIM FINANCIAL STATEMENTS 170 未經審核中期財務報告附註 NOTES TO THE UNAUDITED INTERIM FINANCIAL REPORT 釋義 DEFINITIO ...

中经记者 李哲 北京报道 在循环经济方面，天齐锂业通过技术创新实现固废高值化利用。"针对锂渣处理难题，公司开发出硅铝 微粉，可替代玻纤行业生产需要的叶蜡石等传统原料。今年我们做了测算，硅铝微粉的碳足迹相较传统 原料下降了52%，既解决了固废处理问题，又为下游提供了低碳原料选择。"田兴国说道。 9月23日，在《中国经营报》主办的"2025中国矿业可持续发展论坛"上，天齐锂业ESG与可持续发展经 理田兴国表示，短期来看，社会责任投入与经济效益可能存在平衡问题，但长期观察，大部分社会责任 实践与经济效益是正向的关系。 作为全球重要的锂产品供应商，天齐锂业的业务布局遍及多个地区。公司矿产主要来源于澳大利亚泰利 森锂辉石矿，并在四川、重庆、张家港和澳大利亚奎纳纳有五大生产基地，产品包括锂精矿产品（含化 学级锂精矿、技术级锂精矿）和锂化工产品（含碳酸锂、氢氧化锂、金属锂等）。 早在2016年，天齐锂业就成立了ESG专职部门，并于2017年发布第一本可持续发展报告。 据田兴国透露，天齐锂业于2023年制定了净零排放目标，并已对实现路径进行细化分解。"我们将2030 年之前的重点聚焦在能效提升和绿电采购，并将长期目标逐年拆解 ...

Group 1 - The China Securities New Energy Vehicle Industry Index (930997) has seen a strong increase of 1.94% as of September 25, 2025, with notable gains from companies such as Dongsheng Technology (300073) up 9.05%, Yiwei Lithium Energy (300014) up 7.35%, and China Baowu Steel Group (000009) up 6.98% [1] - The New Energy Vehicle ETF (515700) has risen by 1.81%, marking its fourth consecutive increase, with the latest price reported at 2.41 yuan [1] - Over the past week, the New Energy Vehicle ETF has accumulated a rise of 2.77%, ranking it in the top half among comparable funds [1] Group 2 - As of August 29, 2025, the top ten weighted stocks in the China Securities New Energy Vehicle Industry Index include CATL (300750), Huichuan Technology (300124), BYD (002594), and others, collectively accounting for 54.55% of the index [2] - The weight and performance of the top stocks are as follows: CATL (4.60%, 9.80%), Huichuan Technology (-0.02%, 9.63%), BYD (1.49%, 9.10%), and others [3] Group 3 - The New Energy Vehicle ETF has several off-market connections, including Ping An China Securities New Energy Vehicle ETF Initiated Connection A (012698), C (012699), and E (024504) [5]

Group 1 - Freeport announced force majeure due to an Indonesian mining accident, expecting a 4% year-on-year decline in copper sales for Q3 2025, with Q4 nearly stagnant. The global copper increment from the top 18 mines is projected to drop from 430,000 tons to 160,000 tons, exacerbating supply-demand conflicts and driving up copper-related stocks [1] - U.S. Antimony received a $245 million exclusive supply contract from the Pentagon, planning to increase production capacity from 2,000 tons to 6,000 tons, strengthening the supply-demand support logic for the antimony sector and boosting market sentiment [1] - Overproduction of coal in Shanxi and other regions may be restricted by the new Anti-Unfair Competition Law, with tight supply expectations pushing coking coal prices up to 1,700-1,800 yuan per ton [1] Group 2 - As of September 25, the non-ferrous ETF fund (159880.SZ) rose by 2.22%, and its related index, the Guozheng Non-Ferrous Index (399395.SZ), increased by 2.07%. Among major constituent stocks, Northern Copper Industry rose by 10.01%, Luoyang Molybdenum by 9.67%, and Tongling Nonferrous Metals by 8.35% [1] - HuLong Securities noted that in the context of increased macro uncertainty, precious metals maintain a trend of rising volume and price. Their non-ferrous metal industry report indicates that Zijin Mining (601899.SH) received an "overweight" rating, with a projected PE of 15 times for 2025 [1] - According to Everbright Securities' weekly report, cobalt prices have risen across the board, with a week-on-week increase of 1.13% for cobalt sulfate. Additionally, polysilicon prices have risen for two consecutive months, with a week-on-week increase of 4.0% for photovoltaic-grade polysilicon, reflecting changes in the supply-demand structure in certain non-ferrous metal segments [1]

9月24日，天齐锂业涨1.21%，成交额19.73亿元。两融数据显示，当日天齐锂业获融资买入额2.56亿 元，融资偿还2.41亿元，融资净买入1517.72万元。截至9月24日，天齐锂业融资融券余额合计28.86亿 元。 截至6月30日，天齐锂业股东户数27.08万，较上期减少6.08%；人均流通股5451股，较上期增加6.45%。 2025年1月-6月，天齐锂业实现营业收入48.33亿元，同比减少24.71%；归母净利润8441.06万元，同比增 长101.62%。 分红方面，天齐锂业A股上市后累计派现78.68亿元。近三年，累计派现71.37亿元。 机构持仓方面，截止2025年6月30日，天齐锂业十大流通股东中，香港中央结算有限公司位居第四大流 通股东，持股6481.74万股，相比上期增加869.65万股。中国证券金融股份有限公司位居第五大流通股 东，持股2785.36万股，持股数量较上期不变。华泰柏瑞沪深300ETF（510300）位居第六大流通股东， 持股1839.68万股，相比上期增加154.77万股。易方达沪深300ETF（510310）位居第七大流通股东，持 股1312.54万股，相比上期增加1 ...

2025第十一届起点锂电行业年会暨起点研究十周年庆典 2025起点 用户侧储能 电池技术论坛 （同期 2025第十一届 锂电 金鼎奖颁奖典礼） 时间： 2025年12月17-19日 地点：深圳 活动背景及意义 一 电池方面： 1）2025年初，宝马宣布大圆柱电池2026年即将装车，引发行业加速布局46系大圆柱电池热潮；2）2025年3月，工信部发布《电动 汽车用动力蓄电池安全要求》（GB38031—2025）（新国标），引发行业对动力电池性能广发讨论；3）多家企业2025年全极耳圆柱电池已开始 量产，全极耳的高倍率、长寿命优势未来有望广泛应用在新能源汽车、电动工具、电动两轮车、智能家居等领域；4）固态电池其高安全性、高能 量密度优势，被誉为下一代新型电池，2025年热度持续维持在高位； 储能方面： 1）2025国家取消强制配储政策，引发业内对储能电池未来需求的担忧；2）314Ah逐步替代280Ah成为主流电芯，同时宁德时代、 亿纬锂能、海辰储能等企业发布500Ah以上容量电芯，储能电芯逐步往大容量趋势发展；3）2025年美国加征关税政策，对全球储能行业造成一 定冲击； 低空经济、人形机器人等新兴应用场景： 2 ...

Group 1 - The company has successfully completed the industrialization preparation for lithium sulfide, a core material for the next generation solid-state batteries [1] - The company has developed a new battery-grade lithium sulfide micro-powder, which shows significant improvements in uniformity and activity compared to existing high-purity lithium sulfide products [1] - The development of a recycling purification technology has significantly reduced the production costs of lithium sulfide [1] Group 2 - A pilot project for an annual production of 50 tons of lithium sulfide has been initiated in Meishan, Sichuan, utilizing the company's proprietary high-purity lithium sulfide preparation technology [1] - The new "slurry reduction method" technology allows for the feasibility of lithium sulfide synthesis reactions under medium and low-temperature conditions, offering advantages such as low risk and rapid scalability [1] - The company has provided samples to over ten downstream customers, receiving positive feedback [1]

Core Insights - The company has successfully completed the industrialization preparation of lithium sulfide, a core material for next-generation solid-state batteries, and is continuously improving product quality and cost reduction technology [1] - The company has developed a new battery-grade lithium sulfide micro-powder, which shows significant improvements in uniformity and activity compared to existing high-purity lithium sulfide products [1] - The development of a recycling purification technology has significantly reduced the production cost of lithium sulfide [1] Production and Project Development - A pilot project for the annual production of 50 tons of lithium sulfide has been initiated in Meishan, Sichuan, utilizing the company's proprietary high-purity lithium sulfide preparation patent technology [1] - The project employs an innovative "slurry reduction method" that explores the feasibility of lithium sulfide synthesis under medium and low-temperature conditions, offering advantages such as low risk and rapid scalability [1] - The company has already provided samples to over ten downstream customers, receiving positive feedback [1]