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赣锋锂业涨2.00%,成交额37.86亿元,主力资金净流出1.60亿元
Xin Lang Zheng Quan· 2026-01-28 05:32
Core Viewpoint - Ganfeng Lithium has shown a significant increase in stock price and trading volume, indicating strong market interest and potential growth in the lithium sector [1][2]. Group 1: Stock Performance - As of January 28, Ganfeng Lithium's stock price rose by 2.00% to 74.37 CNY per share, with a trading volume of 3.786 billion CNY and a turnover rate of 4.30%, resulting in a total market capitalization of 155.931 billion CNY [1]. - Year-to-date, Ganfeng Lithium's stock has increased by 18.25%, with a 5-day increase of 5.70%, a 20-day increase of 13.85%, and a 60-day increase of 8.86% [1]. Group 2: Financial Performance - For the period from January to September 2025, Ganfeng Lithium achieved a revenue of 14.625 billion CNY, representing a year-on-year growth of 5.02%, while the net profit attributable to shareholders was 25.52 million CNY, reflecting a substantial increase of 103.99% [2]. Group 3: Shareholder Information - As of September 30, 2025, Ganfeng Lithium had 372,500 shareholders, an increase of 31.18% from the previous period, with an average of 3,243 circulating shares per person, down by 23.77% [2]. - The company has distributed a total of 6.162 billion CNY in dividends since its A-share listing, with 3.933 billion CNY distributed over the last three years [3]. - Notable changes in institutional holdings include a decrease in shares held by Hong Kong Central Clearing Limited and other ETFs, while new entries include the Guangfa National Certificate New Energy Vehicle Battery ETF [3].
得益于投资收益对冲,赣锋锂业2025年预计扭亏为盈
Ju Chao Zi Xun· 2026-01-28 02:38
Core Viewpoint - Ganfeng Lithium is expected to report a significant turnaround in its financial performance for the year 2025, projecting a net profit range of 1.1 billion to 1.65 billion yuan, compared to a loss of 2.074 billion yuan in the previous year, indicating a substantial recovery [2] Summary by Relevant Categories Financial Performance - The company anticipates a net profit attributable to shareholders in the range of 1.1 billion to 1.65 billion yuan for 2025, a notable improvement from the previous year's loss of 2.074 billion yuan [2] - The expected net profit after deducting non-recurring gains and losses is projected to be a loss between 600 million and 300 million yuan, which is an improvement from the loss of 887.3091 million yuan in the prior year [2] Factors Influencing Performance - The increase in performance is primarily driven by the rise in the stock price of Pilbara Minerals Limited (PLS), resulting in a fair value change gain of approximately 1.03 billion yuan after hedging [2] - The company recognized a fair value change loss due to the accounting treatment of convertible bonds issued in H-shares, which were designated as financial liabilities, influenced by the stock price increase and the conversion of most bonds into shares [2] - Ganfeng Lithium confirmed investment gains from the partial transfer of equity in its subsidiary, Shenzhen Yichu Smart Source Group Co., Ltd., by introducing strategic investors [2] - The company conducted impairment tests on assets showing signs of impairment and made corresponding provisions for asset impairment [2]
扭亏为盈!赣锋锂业2025年归母净利预盈利11亿-16.5亿,公允价值变动贡献逾10亿
Hua Er Jie Jian Wen· 2026-01-27 20:35
Core Viewpoint - Ganfeng Lithium is expected to achieve a net profit of 1.1 billion to 1.65 billion yuan in 2025, marking a turnaround from losses, primarily due to a 1.03 billion yuan fair value gain from Pilbara stock price increase and asset transfer gains [1][2]. Financial Performance - The net profit attributable to shareholders is projected to be between 1.1 billion and 1.65 billion yuan, a significant increase of 153.04% to 179.56% compared to a loss of 2.074 billion yuan in the same period last year [1][2]. - After excluding non-recurring gains and losses, the company is still expected to incur a loss of 300 million to 600 million yuan, compared to a loss of 888.7 million yuan in the previous year, indicating ongoing pressure on its core business [1][2]. - Basic earnings per share are anticipated to be between 0.55 yuan and 0.82 yuan, recovering from a loss of 1.03 yuan per share in the same period last year [1][2]. Non-Recurring Gains - The expected net profit turnaround is largely attributed to non-recurring gains, including approximately 1.03 billion yuan in fair value changes from Pilbara Minerals Limited stock and investment income from the sale of subsidiary equity [2][3]. - The company has also reported a fair value loss on convertible bonds issued in H-shares due to significant stock price increases and the exercise of conversion rights by bondholders [2].
赣锋锂业(01772)发盈喜 预期2025年归母净利润预计为11亿元至16.5亿元 同比扭亏为盈
智通财经网· 2026-01-27 14:55
Group 1 - The company expects a net profit attributable to shareholders for the 12 months ending December 31, 2025, to be in the range of RMB 1.1 billion to RMB 1.65 billion, representing an increase of approximately 153.04% to 179.56% compared to a net loss of RMB 2.074 billion in the same period last year [1] - The expected net loss after excluding non-recurring items is projected to be between RMB 300 million and RMB 600 million, a reduction of approximately 32.38% to 66.19% from the previous year's net loss of RMB 888 million [1] - The basic earnings per share is anticipated to be between RMB 0.55 and RMB 0.82, compared to a basic loss per share of RMB 1.03 in the same period last year [1] Group 2 - The significant increase in the company's performance is attributed to the rise in the stock price of Pilbara Minerals Limited (PLS), resulting in a fair value change gain of approximately RMB 1.03 billion after hedging related to the structured options [2] - The company has designated the convertible bonds issued in H-shares during the reporting period as "measured at fair value with changes recognized in profit or loss," leading to a corresponding fair value change loss due to the significant increase in the company's stock price and the exercise of conversion rights by most bondholders [2] - The company recognized investment income from the partial transfer of equity in its subsidiary Shenzhen Yichu Smart Source Group Co., Ltd. and successfully introduced strategic investors [2]
赣锋锂业发盈喜 预期2025年归母净利润预计为11亿元至16.5亿元 同比扭亏为盈
Zhi Tong Cai Jing· 2026-01-27 14:53
Core Viewpoint - Ganfeng Lithium Co., Ltd. expects a significant turnaround in its financial performance for the fiscal year ending December 31, 2025, projecting a net profit attributable to shareholders between RMB 1.1 billion and RMB 1.65 billion, compared to a net loss of RMB 2.074 billion in the previous year, indicating a growth of approximately 153.04% to 179.56% [1][2] Financial Performance - The company anticipates a net loss, excluding non-recurring items, in the range of RMB 300 million to RMB 600 million, which is a reduction of approximately 32.38% to 66.19% from the previous year's loss of RMB 888 million [1] - Basic earnings per share are expected to be between RMB 0.55 and RMB 0.82, a significant improvement from the previous year's loss per share of RMB 1.03 [1] Factors Influencing Performance - The expected increase in performance is primarily attributed to the rise in the stock price of Pilbara Minerals Limited (PLS), resulting in a fair value change gain of approximately RMB 1.03 billion after hedging related to the options [2] - The company has designated its convertible bonds issued in H-shares as "measured at fair value with changes recognized in profit or loss," leading to a fair value change loss due to the significant increase in the company's stock price and the exercise of conversion rights by bondholders [2] - The company recognized investment income from the partial sale of its subsidiary Shenzhen Yichu Smart Source Group Co., Ltd. and successfully introduced strategic investors [2] - Asset impairment tests were conducted on assets showing signs of impairment, leading to the recognition of corresponding impairment provisions [2]
赣锋锂业(01772.HK):预计2025年度净利润区间预计为11亿元至16.5亿元 同比扭亏为盈
Ge Long Hui· 2026-01-27 14:46
格隆汇1月27日丨赣锋锂业(01772.HK)公告,预期集团截至2025年12月31日止十二个月(「本报告 期」),(i)归属于公司股东的净利润区间预计为人民币11亿元至人民币16.5亿元,较上年同期归属于公司 股东的净亏损人民币207,401.34万元增长约153.04%至179.56%;(ii)扣除非经常性损益后的亏损净额区间 预计为人民币30,000万元至人民币60,000万元,较上年同期公司录得扣除非经常性损益后的净亏损人民 币88,730.91万元减少扣除非经常性损益后的净亏损约32.38%至66.19%;及(iii)基本每股收益区间预计为 每股人民币0.55元至每股人民币0.82元(上年同期:基本每股亏损为人民币1.03元)。 ...
赣锋锂业(01772) - 海外监管公告
2026-01-27 14:43
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公告的內 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 不對因本公告全部或任何部分內容而產生或因倚賴該等內容而引致的 任 何 損 失 承 擔 任 何 責 任。 (於中華人民共和國註冊成立之股份有限公司) (股份代號:1772) 海外監管公告 本公告乃根據香港聯合交易所有限公司證券上市規則第13.10B條 刊 發。 根據中華人民共和國的有關法例規定,江西贛鋒鋰業集團股份有限公司(「本 公 司」)在 深 圳 證 券 交 易 所 網 站(http://www.szse.cn/)刊 發 了 以 下 公 告。茲 載 列 如 下,僅 供 參 閱。 承董事會命 江西贛鋒鋰業集團股份有限公司 一、本期业绩预计情况 1、业绩预告期间:2025 年 1 月 1 日—2025 年 12 月 31 日 董事長 李良彬 中 國‧江 西 二 零 二 六 年 一 月 二 十 七 日 於本公告日 期,董事會成員包括本公司執行董事李良彬先 生、王曉申先 生、沈海博先 生、黃婷女士及李承霖先 生;本公司非執行董事羅榮女 士; 本 ...
赣锋锂业(01772) - 内幕消息 - 正面盈利预告
2026-01-27 14:37
(於中華人民共和國註冊成立之股份有限公司) 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公告的內 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 不對因本公告全部或任何部分內容而產生或因倚賴該等內容而引致的 任 何 損 失 承 擔 任 何 責 任。 (股份代號:1772) 內幕消息 正面盈利預告 本公告乃由江西贛鋒鋰業集團股份有限公司(「本公司」),連同其附屬公司(統 稱「本集團」)根 據 香 港 聯 合 交 易 所 有 限 公 司 證 券 上 市 規 則 第13.09(2)(a)條 及 第13.10B條 及 證 券 及 期 貨 條 例(香 港 法 例 第571章)第XIVA部項下之內 幕 消 息 條 文 而 發 出。 正面盈利預告 本 公 司 董 事 會(「董事會」)謹 此 知 會,本 公 司 財 務 部 門 按 中 國 企 業 會 計 準 則 初 步 測 算,預 期 本 集 團 截 至 二 零 二 五 年 十 二 月 三 十 一 日 止 十 二 個 月(「本 報告期」),(i)歸屬於本公司股東的淨利潤區間預計為人民幣110,000萬 ...
赣锋锂业:预计2025年净利润同比增长153.04%至179.56%
Zheng Quan Ri Bao· 2026-01-27 14:11
证券日报网讯 1月27日,赣锋锂业发布公告称,公司预计2025年归属于上市公司股东的净利润为110000 万元–165000万元,比上年同期增长153.04%–179.56%。 (文章来源:证券日报) ...
赣锋锂业发预盈,预计2025年归母净利润11亿元至16.5亿元,扭亏为盈
Zhi Tong Cai Jing· 2026-01-27 13:24
Core Viewpoint - Ganfeng Lithium (002460.SZ) expects a net profit attributable to shareholders of 1.1 billion to 1.65 billion yuan for the year 2025, marking a turnaround from losses to profits [1] Financial Performance - The company anticipates a net loss of 300 million to 600 million yuan after excluding non-recurring gains and losses [1] - The fair value change income from the company's holdings in Pilbara Minerals Limited (PLS) is approximately 1.03 billion yuan after hedging related to established risk management strategies [1]