Group 1 - Lithium mining stocks saw an increase in early trading, with Ganfeng Lithium rising by 6.45% to HKD 69.35 and Tianqi Lithium up by 3.42% to HKD 57.45 [1] - On January 23, the main contract for lithium carbonate on the Shanghai Futures Exchange surged over 5%, reaching a peak of RMB 178,000 per ton [1] - JPMorgan's report highlighted a field visit in Yichun, noting that the restart timeline for the Jiangxiawo lithium mine under CATL remains uncertain, which is expected to keep lithium prices high until then [1] Group 2 - The cost of lithium carbonate from integrated spodumene mines has decreased to RMB 60,000 per ton, indicating a significant reduction in production costs [1] - Current prices are prompting an increase in supply, with a notable rise in recovery rates expected by 2028 [1] - JPMorgan expressed a more optimistic outlook for short-term lithium prices but adopted a cautious stance on mid-term trends, emphasizing the impressive drop in lithium mica costs and the potential for further declines [1]

大华继显：将 赣锋锂业 A股评级上调至买进。 ...

天眼查工商信息显示，近日，赣锋全球(上海)能源科技有限公司成立，法定代表人为张頔源，注册资本 500万人民币，经营范围含软件开发、货物进出口、技术进出口、新兴能源技术研发、电池零配件销 售、储能技术服务、信息技术咨询服务、智能控制系统集成等。股东信息显示，该公司由赣锋锂业 （002460）旗下江西赣锋锂电科技股份有限公司全资持股。 ...

Group 1 - JPMorgan Chase & Co. increased its stake in Ganfeng Lithium Co., Ltd. by purchasing 3.4411 million shares at an average price of HKD 66.2865 per share, totaling approximately HKD 228 million [1] - Following the acquisition, JPMorgan's total holdings in Ganfeng Lithium rose to 31.5478 million shares, increasing its ownership percentage from 5.81% to 6.53% [1]

Group 1 - JPMorgan Chase & Co. increased its stake in Ganfeng Lithium Co., Ltd. by acquiring 3.4411 million shares at an average price of HKD 66.2865 per share, totaling approximately HKD 228 million [1] - Following the acquisition, JPMorgan's total holdings in Ganfeng Lithium rose to 31.5478 million shares, increasing its ownership percentage from 5.81% to 6.53% [1]

香港联交所最新资料显示，1月15日，摩根大通增持赣锋锂业（002460）(01772)344.1098万股，每股作 价66.2865港元，总金额约为2.28亿港元。增持后最新持股数目约为3154.78万股，最新持股比例为 6.53%。 ...

Group 1 - Morgan Stanley increased its stake in Ganfeng Lithium (01772) by 3,441,098 shares at a price of HKD 66.2865 per share, totaling approximately HKD 228 million [1] - After the increase, Morgan Stanley's total shareholding in Ganfeng Lithium is approximately 31,547,800 shares, representing a holding percentage of 6.53% [1]

港交所文件显示：摩根大通于1月15日在赣锋锂业(01772.HK)的多头头寸比例从5.81%增加至6.53%。 本文源自：金融界AI电报 ...

Group 1 - Lithium mining stocks experienced an upward trend, with Ganfeng Lithium (01772) rising by 3.78% to HKD 64.6 and Tianqi Lithium (09696) increasing by 3.58% to HKD 56.35 [1] - Lithium carbonate futures surged over 6% earlier in the day, with the main contract reaching CNY 164,380 per ton, reflecting strong market dynamics [1] - The price increase in lithium carbonate is attributed to supply-side disruptions, particularly delays in the resumption of production at the Yichun lithium mica mine, affecting local suppliers [1] Group 2 - The demand side is also contributing to price increases, driven by export tax adjustment policies that have heightened enthusiasm among downstream companies for exporting [1] - The combined effects of supply and demand fundamentals are propelling prices upward in the lithium market [1]

锂矿股早盘上扬，截至发稿，赣锋锂业（002460）(01772)涨3.78%，报64.6港元；天齐锂业（002466） (09696)涨3.58%，报56.35港元。 消息面上，继昨日涨停后，碳酸锂期货今早再一度涨超6%。截至发稿，碳酸锂期货主力合约涨超5%， 达164380元/吨。华泰期货认为，昨日碳酸锂涨停走势主要是受到锂矿供给端干扰预期影响，市场对于 宜春锂云母矿产供应复产预期又有所推迟，且涉及面波及当地其他各家。此外，需求端出口退税调整政 策引发下游企业抢出口的热情仍在继续。基本面供需两端共同发力，推动了价格上行。 ...