报告期内，公司持有的 Pilbara Minerals Limited(PLS)股票价格上涨产生了公允价值变动收益，在领式期 权相关的既定风险管理策略对冲后，整体公允价值变动收益约10.3亿元。 赣锋锂业(002460.SZ)披露2025年年度业绩预告，公司预计归属上市公司股东的净利润11亿元至16.5亿 元，扭亏为盈;扣除非经常性损益后的净亏损3亿元至6亿元。 ...

赣锋锂业2025年业绩预告：扭亏为盈背后的"账面游戏"核心要点财务表现：预计2025年归母净利润11... 赣锋锂业2025年业绩预告：扭亏为盈背后的"账面游戏" 核心要点 财务表现：预计2025年归母净利润11亿-16.5亿元，同比扭亏为盈；但扣非净利润仍亏损3亿-6亿元，同 比收窄32%-66% 当市场看到赣锋锂业宣布2025年扭亏为盈时，先别急着庆祝。这家锂业巨头的"盈利"更像是一场精心编 排的财务魔术——表面光鲜的11亿-16.5亿元归母净利润，剥离非经常性损益后，主业依然深陷3亿-6亿 元的亏损泥潭。 靠股票投资"救命"的锂业龙头 让我们先看看这份业绩预告的成色。赣锋锂业2025年预计实现归母净利润11亿-16.5亿元，相比2024年 亏损20.74亿元，确实实现了扭亏为盈，增幅达153%-179%。但魔鬼藏在细节里：扣非净利润仍亏损3 亿-6亿元，尽管较2024年的8.87亿元亏损有所收窄，但这意味着公司的锂盐、锂电池等核心主业仍在失 血。 那么盈利从何而来？答案是持有的Pilbara Minerals Limited（PLS）股票价格上涨带来的约10.3亿元公允 价值变动收益。这家澳大利亚锂矿商 ...

Core Viewpoint - Ganfeng Lithium expects a significant turnaround in its financial performance for 2025, projecting a net profit of between 1.1 billion to 1.65 billion yuan, compared to a loss of 2.074 billion yuan in the previous year [1] Group 1: Financial Performance - The company anticipates a net profit for 2025 between 1.1 billion to 1.65 billion yuan, a notable recovery from a loss of 2.074 billion yuan in the same period last year [1] - The expected net profit after deducting non-recurring items for 2025 is projected to be a loss of between 600 million to 300 million yuan, compared to a loss of 888.7 million yuan in the previous year [1] - For the first three quarters of 2025, the company reported a non-recurring net profit of approximately -942 million yuan, indicating that the fourth quarter is expected to yield a profit of between 342 million to 642 million yuan [1] Group 2: Stock Performance and Valuation Changes - The company reported a fair value change gain of approximately 1.03 billion yuan from its holdings in Pilbara Minerals Limited, after hedging related to established risk management strategies [2] - The stock prices of Ganfeng Lithium have shown an upward trend, with A-shares increasing by 16.56% and H-shares by 41.28% since December 2025 [2] - As of January 27, 2026, Ganfeng Lithium's A-share price closed at 72.91 yuan per share, while H-share closed at 69.20 HKD [2]

1月28日，赣锋锂业发布业绩预告显示： 锂业龙头企业赣锋锂业预计2025年实现净利润11亿元至16.5亿元，同比扭亏为盈，但扣除非经常性损益后仍将亏损3亿元至6亿元，公司主营业务仍面临 压力。 此外，公司通过转让控股子公司深圳易储数智能源集团有限公司部分股权并成功引入战略投资人，确认了相应的投资收益。 风险提示及免责条款 市场有风险，投资需谨慎。本文不构成个人投资建议，也未考虑到个别用户特殊的投资目标、财务状况或需要。用户应考虑本文中的任何意见、观点或结论是否符合其特定状况。据此投资，责任自负。 归属于上市公司股东的净利润：本报告期预计盈利 11.0 亿元至 16.5 亿元。去年同期为亏损 20.74 亿元，较上年同期增长 153.04% 至 179.56%。 扣除非经常性损益后的净利润：本报告期预计仍处于亏损状态，金额为 3.0 亿元至 6.0 亿元。去年同期亏损 8.87 亿元。 基本每股收益：本报告期预计盈利 0.55 元/股至 0.82 元/股。去年同期为亏损 1.03 元/股。 | 项目 | 本报告期 | 上年同期 | | --- | --- | --- | | 归属上市公司股 | 盈利:110,0 ...

格隆汇1月27日丨赣锋锂业(002460.SZ)公布，预计2025年归属上市公司股东的净利润110,000万元– 165,000万元，同比扭亏为盈，扣非亏损60,000万元–30,000万元。1、报告期内，公司持有的 Pilbara Minerals Limited（PLS）股票价格上涨产生了公允价值变动收益，在领式期权相关的既定风险管理策略 对冲后，整体公允价值变动收益约10.3 亿元。 2、根据《企业会计准则第 22 号》规定，公司将报告期内在H股发行的可转换公司债券整体指定为"以 公允价值计量且其变动计入当期损益的金融负债"。受公司股价显著上涨及绝大部分债券持有人行使转 股权影响，本期确认了相应的公允价值变动损失。3、公司通过转让控股子公司深圳易储数智能源集团 有限公司部分股权并成功引入战略投资人，确认了相应的投资收益。4、根据《企业会计准则第 8 号》 的相关规定，公司对存在减值迹象的资产（包括长期资产）进行了减值测试，并相应计提了资产减值准 备。 ...

Group 1 - The company, Ganfeng Lithium (002460.SZ), expects a net profit attributable to shareholders of the listed company to be between 1.1 billion and 1.65 billion yuan for 2025, recovering from a loss of 2.074 billion yuan in the same period last year [1] - The increase in profit is attributed to the fair value change gains from the company's holdings in Pilbara Minerals Limited (PLS), which amounted to approximately 1.03 billion yuan after hedging related to established risk management strategies [1]

格隆汇1月27日｜赣锋锂业(002460.SZ)公告称，公司预计2025年归属于上市公司股东的净利润为11.00亿 元–16.50亿元，上年同期亏损20.74亿元，同比扭亏为盈。报告期内，公司持有的PilbaraMineralsLimited （PLS）股票价格上涨产生了公允价值变动收益，在领式期权相关的既定风险管理策略对冲后，整体公 允价值变动收益约10.3亿元。 ...

Core Viewpoint - Ganfeng Lithium expects a significant increase in net profit for 2025, while also forecasting a substantial loss in net profit after excluding non-recurring items [1] Financial Performance - The company anticipates a net profit attributable to shareholders of 1.1 billion to 1.65 billion yuan for 2025, representing a year-on-year increase of 153.04% to 179.56% [1] - The expected net profit after deducting non-recurring items is projected to be a loss of 600 million to 300 million yuan, indicating a year-on-year decrease of 32.38% to 66.19% [1] Reasons for Performance Changes - The increase in profit is primarily due to the rise in the stock price of Pilbara Minerals Limited, resulting in a fair value change gain of approximately 1.03 billion yuan after hedging related to the established risk management strategy [1] - The company has designated the 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 a significant increase in the company's stock price and the exercise of conversion rights by bondholders [1] - The company recognized investment income from the partial transfer of equity in its subsidiary Shenzhen Yichu Smart Energy Group Co., Ltd., after successfully introducing strategic investors [1] - Asset impairment tests were conducted on assets showing signs of impairment, resulting in the recognition of asset impairment provisions as per relevant accounting standards [1]

证券代码：002460 证券简称：赣锋锂业 编号：临2026-011 江西赣锋锂业集团股份有限公司 2025 年年度业绩预告 本公司及董事会全体成员保证公告内容的真实、准确和完整，没 有虚假记载、误导性陈述或重大遗漏。 一、本期业绩预计情况 二、与会计师事务所沟通情况 公司就业绩预告有关事项与年报审计会计师事务所进行了预沟 通，与会计师事务所在本报告期业绩预告方面不存在重大分歧。本次 业绩预告相关的财务数据是公司财务部门初步测算的结果，未经会计 师事务所审计。 三、业绩变动原因 1、报告期内，公司持有的 Pilbara Minerals Limited（PLS）股票 价格上涨产生了公允价值变动收益，在领式期权相关的既定风险管理 策略对冲后，整体公允价值变动收益约 10.3 亿元。 2、根据《企业会计准则第 22 号》规定，公司将报告期内在 H 股发行的可转换公司债券整体指定为"以公允价值计量且其变动计入 当期损益的金融负债"。受公司股价显著上涨及绝大部分债券持有人 行使转股权影响，本期确认了相应的公允价值变动损失。 3、公司通过转让控股子公司深圳易储数智能源集团有限公司部 分股权并成功引入战略投资人，确认了相 ...

（文章来源：证券日报） 证券日报网讯 1月26日，赣锋锂业在互动平台回答投资者提问时表示，截至2026年1月9日，公司A股股 东人数为319504户。 ...