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赣锋锂业:公司的技术储备紧密对接市场前沿需求
Zheng Quan Ri Bao· 2025-12-05 11:11
Core Viewpoint - Ganfeng Lithium has a comprehensive technical reserve that aligns closely with market demands, covering the entire lithium supply chain from upstream lithium extraction technology to midstream production technologies for key electrolytes and anode materials, and down to downstream cell and system integration [1] Group 1 - The company has developed technologies for lithium extraction from lithium ore [1] - It possesses production technologies for key electrolytes and anode materials [1] - The company is also equipped with technologies for cell and system integration [1]
赣锋锂业:公司已建立系统化的市值管理机制
Zheng Quan Ri Bao· 2025-12-05 10:49
Group 1 - The core viewpoint of the article is that Ganfeng Lithium has established a systematic market value management mechanism [1] Group 2 - The company responded to investor inquiries on an interactive platform regarding its market value management [1]
赣锋锂业:业务更新电话会议要点
2025-12-05 06:35
December 4, 2025 07:22 AM GMT Ganfeng Lithium Co. Ltd. | Asia Pacific Business Update Call Takeaways Key Takeaways Mgmt expects Ganfeng's lithium chemicals production to be 170-180kt LCE in 2025, growing by 50kt LCE in 2026, of which 30-50kt will come from its own mines. Project updates: Management sees a tight supply-demand balance for lithium in 2026, with demand being ~2mnt LCE and supply being 2-2.1mnt LCE, assuming some restarts following recent lithium price hikes. The s-d balance could be even tighte ...
赣锋锂业:公司电池级硫化锂生产线已实现规模化生产,并向多家下游客户稳定供货
Di Yi Cai Jing· 2025-12-05 03:45
赣锋锂业在投资者互动平台回答称,公司电池级硫化锂生产线已实现规模化生产,并向多家下游客户稳 定供货。 (本文来自第一财经) 赣锋锂业在投资者互动平台回答称,公司电池级硫化锂生产线已实现规模化生产,并向多家下游客户稳 定供货。 (本文来自第一财经) ...
赣锋锂业:生产一吨硫化锂理论上需要0.3吨金属锂原料或1.6吨LCE
Mei Ri Jing Ji Xin Wen· 2025-12-05 01:35
Group 1 - The company Ganfeng Lithium (002460.SZ) stated that producing one ton of lithium sulfide theoretically requires 0.3 tons of metallic lithium or 1.6 tons of lithium carbonate equivalent (LCE) [1] - The actual consumption of lithium raw materials in industrial production may vary due to different forms of raw materials and preparation processes used [1]
赣锋锂业(002460.SZ):在固态电池、储能等领域持续获得客户认可与合作订单
Ge Long Hui· 2025-12-05 01:28
Core Viewpoint - Ganfeng Lithium (002460.SZ) has confirmed that its current orders are sufficient to ensure the orderly operation of all business lines, while also gaining customer recognition and cooperation orders in solid-state batteries and energy storage sectors [1] Group 1 - The company has a stable order backlog that supports its operational continuity across various business lines [1] - Ganfeng Lithium is actively involved in the solid-state battery and energy storage markets, indicating a strategic focus on emerging technologies [1] - The company is receiving positive feedback and collaboration opportunities from customers in these sectors, highlighting its competitive position [1]
赣锋锂业:在固态电池、储能等领域持续获得客户认可与合作订单
Ge Long Hui· 2025-12-05 01:25
格隆汇12月5日丨赣锋锂业(002460.SZ)在投资者互动平台表示,公司目前在手订单能够保障各业务线有 序运行,并在固态电池、储能等领域持续获得客户认可与合作订单。 ...
赣锋锂业(002460.SZ):电池级硫化锂生产线已实现规模化生产
Ge Long Hui· 2025-12-05 01:21
Core Viewpoint - Ganfeng Lithium has achieved large-scale production of battery-grade lithium sulfide and is supplying it steadily to multiple downstream customers [1] Company Summary - Ganfeng Lithium's battery-grade lithium sulfide production line has reached a stage of large-scale production [1] - The company is successfully providing stable supply to various downstream clients [1]
赣锋锂业(002460) - H股公告
2025-12-02 10:15
股份發行人及根據《上市規則》第十九B章上市的香港預託證券發行人的證券變動月報表 截至月份: 2025年11月30日 狀態: 新提交 致:香港交易及結算所有限公司 公司名稱: 江西贛鋒鋰業集團股份有限公司 呈交日期: 2025年12月2日 本月底法定/註冊股本總額: RMB 2,094,496,604 第 1 頁 共 10 頁 v 1.1.1 FF301 FF301 II. 已發行股份及/或庫存股份變動 | 1. 股份分類 | 普通股 | 股份類別 | A | | 於香港聯交所上市 (註1) | 否 | | | --- | --- | --- | --- | --- | --- | --- | --- | | 證券代號 (如上市) | 002460 | 說明 | A股 (深圳證券交易所) | | | | | | | | 已發行股份(不包括庫存股份)數目 | | 庫存股份數目 | | 已發行股份總數 | | | 上月底結存 | | | 1,613,593,699 | | 0 | | 1,613,593,699 | | 增加 / 減少 (-) | | | 0 | | 0 | | | | 本月底結存 | | | 1, ...
赣锋锂业(01772) - 截至二零二五年十一月三十日止股份发行人的证券变动月报表
2025-12-02 08:16
公司名稱: 江西贛鋒鋰業集團股份有限公司 呈交日期: 2025年12月2日 I. 法定/註冊股本變動 | 1. 股份分類 | 普通股 | 股份類別 | A | | | 於香港聯交所上市 (註1) | | 否 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 證券代號 (如上市) | 002460 | 說明 | | A股 (深圳證券交易所) | | | | | | | | | 法定/註冊股份數目 | | | 面值 | | | 法定/註冊股本 | | | 上月底結存 | | | 1,613,593,699 | RMB | | 1 | RMB | | 1,613,593,699 | | 增加 / 減少 (-) | | | 0 | | | | RMB | | 0 | | 本月底結存 | | | 1,613,593,699 | RMB | | 1 | RMB | | 1,613,593,699 | | 2. 股份分類 | 普通股 | 股份類別 | H | | 於香港聯交所上市 (註1) | | 是 | | | --- | --- | ...