据悉，华联控股此前已在盐湖提锂产业链进行了投资布局，其所投资参股的公司拥有盐湖提锂专利技术 和盐湖提锂技术解决方案，同时提供吸附剂产品。 苏商银行特约研究员付一夫在接受《证券日报》记者采访时表示："这次布局是华联控股推进产业转 型、寻求业务新增长点的积极举措，将与公司此前布局的盐湖提锂、吸附剂生产等业务形成协同效应， 有利于公司发展。" 日前，华联控股股份有限公司（以下简称"华联控股"）发布公告称，公司拟以1.75亿美元（折合人民币 12.35亿元）收购阿根廷锂盐湖矿资产。 公告显示，该公司拟受让LithiumChileInc.、SteveWilliamCochrane合计持有的ArgentumLithiumS.A.100% 股份，从而获得Arizaro项目80%的权益。Arizaro项目位于阿根廷萨尔塔省Arizaro盐湖区，该盐湖区总面 积约1970平方公里。Arizaro项目包含Arizaro锂盐湖6个采矿权，总面积约205平方公里。项目目前已完 成预可行性研究，在进一步完成可行性研究后可提交开采阶段环境影响评价报告并申请审批。 华联控股方面表示，此次交易完成后，公司将在保持原有房地产开发业务和物业经营 ...

格隆汇12月23日丨天华新能(300390.SZ)公布，广州期货交易所于2025年12月22日发布《关于调整碳酸 锂期货指定交割库的公告》（广期所发〔2025〕431号），新增公司控股子公司四川天华时代锂能有限 公司为碳酸锂期货交割厂库。子公司被指定为碳酸锂期货交割厂库，可充分利用公司现有资源，提升公 司的规范管理水平，同时有利于公司将现货市场、期货市场、交割厂库三者有机结合，进一步增强公司 的抗风险能力和市场竞争力，提高公司的盈利水平。 ...

格隆汇12月23日丨天华新能(300390.SZ)公布，广州期货交易所于2025年12月22日发布《关于调整碳酸 锂期货指定交割库的公告》（广期所发〔2025〕431号），新增公司控股子公司四川天华时代锂能有限 公司为碳酸锂期货交割厂库。子公司被指定为碳酸锂期货交割厂库，可充分利用公司现有资源，提升公 司的规范管理水平，同时有利于公司将现货市场、期货市场、交割厂库三者有机结合，进一步增强公司 的抗风险能力和市场竞争力，提高公司的盈利水平。 ...

关于申请广州期货交易所碳酸锂指定交割厂库的进展公告 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。 证券代码：300390 证券简称：天华新能 公告编号：2025-070 苏州天华新能源科技股份有限公司 子公司被指定为碳酸锂期货交割厂库，可充分利用公司现有资源，提升公司 的规范管理水平，同时有利于公司将现货市场、期货市场、交割厂库三者有机结 合，进一步增强公司的抗风险能力和市场竞争力，提高公司的盈利水平。 特此公告。 苏州天华新能源科技股份有限公司董事会 2025 年 12 月 23 日 苏州天华新能源科技股份有限公司（以下简称"公司"）于 2024 年 11 月 19 日召开第六届董事会第十九次会议，审议通过了《关于申请广州期货交易所 碳酸锂指定交割厂库的议案》，同意公司控股子公司向广州期货交易所申请碳酸 锂指定交割厂库的资质，授权公司管理层提交申请材料，并办理其他相关事宜。 具体内容详见公司于 2024 年 11 月 19 日在巨潮资讯网披露的《关于申请广州期 货交易所碳酸锂指定交割厂库的公告》（公告编号：2024-070）。 广州期货交易所于 2025 ...

Group 1 - The lithium battery sector is experiencing a strong upward trend, with electrolyte and lithium mining sectors leading the gains, as evidenced by multiple stocks reaching their daily limit [1] - The lithium industry chain's prosperity has been continuously rising since December, driven by demand from energy storage, with price increases observed across various segments including electrolyte, positive materials, separators, and negative materials [1] - The price of battery-grade lithium carbonate has significantly increased, rising from 81,000 yuan/ton to 92,000 yuan/ton, a 13.58% increase, while futures prices also saw a substantial rise of 17.19% [2] Group 2 - The market is optimistic about future lithium prices, with a recovery in the performance of lithium companies reported in their Q3 earnings, and a gradual depletion of market inventory [2] - The lithium battery industry is showing signs of structural recovery, with profitability concentrating among leading companies, while smaller firms face pressure due to rising costs of key raw materials [3][4] - Major companies are implementing price increases for their products in response to supply-demand imbalances and rising raw material costs, indicating a proactive approach to maintaining profitability [3]

Group 1 - The lithium battery industry chain has seen a continuous increase in demand since December, driven by the energy storage sector, leading to price hikes across multiple segments [1] - Prices for lithium hexafluorophosphate, VC additive (ethylene carbonate), and FEC (fluoroethylene carbonate) are on the rise due to an expanding supply-demand gap [1] - Several lithium iron phosphate companies have announced price increases, with Suzhou Dejia Energy Technology Co., Ltd. planning a 15% price hike for its battery products starting December 16 [1] Group 2 - EVE Energy is planning to build a nearly 30GWh cylindrical battery factory near BMW's plant in Hungary, expected to be operational by 2026 [2] - The new generation BMW iX3, equipped with EVE Energy's cylindrical battery, achieved a real-world range of 1007.7 km, surpassing the official WLTP range of 805 km [2] - The lithium iron phosphate market is projected to see significant demand growth, with production expected to rise from 3.9 million tons in 2025 to 5.8 million tons by 2026 [2] Group 3 - As of December 22, 2025, the battery ETF has seen a significant growth of 1.05 billion yuan in scale over the past week [3] - The battery ETF has also experienced a substantial increase in shares, with a growth of 19.46 billion shares over the past three months [3] - The storage battery ETF has surged over 2%, with constituent stocks like Tongfei Co. and Penghui Energy showing notable gains [3] Group 4 - The battery ETF (159755) closely tracks the National Index for New Energy Vehicle Batteries, focusing on the electric vehicle battery industry chain [4] - The storage battery ETF (Guangfa, 159305) tracks the National Index for New Energy Batteries, emphasizing the storage battery sector and selecting 50 stocks with high market capitalization and liquidity [4]

Group 1 - The battery chemicals sector experienced a rise, with Tianji Co., Ltd. hitting the daily limit increase, while Haike Xinyuan, Tianhua Xinneng, Huasheng Lithium Battery, Betterray, and Tianci Materials also saw significant gains [1] Group 2 - The overall positive movement in the battery chemicals market indicates growing investor confidence and potential opportunities within the sector [1]

Group 1 - The battery chemicals sector has seen a significant rise, with Tianji Co., Ltd. hitting the daily limit up [1] - Other companies in the sector, including Haike Xinyuan, Tianhua Xinneng, Huasheng Lithium Battery, Betterray, and Tianci Materials, have also experienced notable increases in their stock prices [1]

Core Viewpoint - The potential cancellation of mining licenses for 27 mining sites, including the Wuqiao ceramic stone mine in Gao'an City, may have implications for the company, while the company has confirmed significant lithium resources in another area [1] Group 1: Company Information - Tianhua New Energy (300390.SZ) reported a lithium ore resource of 547 million tons in the Jinziping-Zuojiali mining area of Fengxin County, Jiangxi Province, with an average grade of 0.31% and lithium oxide amounting to 1.686 million tons [1] - The company has successfully submitted a resource report to local government authorities, which has been approved [1] - The company aims to establish mining production by the first half of 2027 and achieve ore selection and production in the second half of the year [1] Group 2: Industry Context - The proposed cancellation of mining licenses by the Yichun Natural Resources Bureau could impact the mining industry in the region, raising questions about resource availability and operational stability for companies involved [1]

Core Viewpoint - Tianhua New Energy (300390) is currently operating its existing mining areas in Nigeria as planned and is transporting resources back to China [1] Group 1 - The company confirmed that its operations in Nigeria are proceeding in an orderly manner [1] - Resources extracted from the Nigerian mines are being transported to domestic markets [1]