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 就因本公告全部或任何部份內容而產生或因依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） 自願公告 二零二六年到期之固定息率可換股債券 轉換及贖回情況更新 茲 提 述 江 西 贛 鋒 鋰 業 集 團 股 份 有 限 公 司（「本公司」）日 期 為2025年8月26日、 2025年9月2日 及2025年11月6日 的 公 告（「該等公告」），內 容 有 關 根 據 一 般 性授權同步建議發行於2026年到期的1,370,000,000港元1.50%可換股債券（「可 換股債券」）及 根 據 發 行 人 贖 回 權 利 提 前 贖 回 可 換 股 債 券 之 贖 回 通 知。除 非 另 有 定 義，本 公 告 所 用 詞 彙 與 該 等 公 告 所 界 定 者 具 有 相 同 涵 義。 繼本公司於2025年9月2日 完 成 發 行 可 換 股 債 券 後，持 有 ...

证券代码：002460 证券简称：赣锋锂业 编号：临2025-140 江西赣锋锂业集团股份有限公司 关于H股可转换公司债券转股及赎回的进展公告 本公司及其董事会全体成员保证公告内容真实、准确和完整，无 虚假记载、误导性陈述或者重大遗漏。 江西赣锋锂业集团股份有限公司（以下简称"公司"或"发行人"） 于2025年9月2日完成了H股可转换公司债券（以下简称"本次可转 债"）的发行，本次可转债发行总额为1,370,000,000港元，于2026年 到期，可转债的转换价为每股H股33.67港元。公司于2025年11月发布 提前赎回H股可转换公司债券的通知，本次可转债已触发提前赎回条 件，公司将于2025年12月18日赎回和注销余下可转债，可转债持有人 如欲行使其转换权，应于2025年12月8日香港时间下午3时前提交转换 通知。（详见公告：2025-102、2025-132） | | | | | 股份数目（股） | 约占已发行总股 本的比例（%） | 增加新股 | 股份数目（股） | 约占已发行总股 本的比例（%） | | --- | --- | --- | --- | --- | --- | | 李良彬 | 378, ...

格隆汇12月8日｜港交所数据显示，12月2日，贝莱德对赣锋锂业(01772.HK)的持仓比例由6.68%降至 5.11%。 ...

Core Viewpoint - The energy metals sector experienced a significant increase of 2.94% on December 8, with Ganfeng Lithium leading the gains [1] Group 1: Market Performance - The Shanghai Composite Index closed at 3924.08, up 0.54%, while the Shenzhen Component Index closed at 13329.99, up 1.39% [1] - Ganfeng Lithium's stock price rose by 5.55% to 62.99, with a trading volume of 695,400 shares and a transaction value of 4.32 billion [1] - Other notable performers included Shengxin Lithium Energy, which increased by 5.41% to 31.20, and Tianqi Lithium, which rose by 4.02% to 53.10 [1] Group 2: Capital Flow - The energy metals sector saw a net inflow of 575 million from institutional investors, while retail investors experienced a net outflow of 710 million [1] - Ganfeng Lithium attracted a net inflow of 3.67 billion from institutional investors, but faced a net outflow of 1.19 billion from retail investors [2] - Shengxin Lithium Energy had a net inflow of 178 million from institutional investors, with a net outflow of 1.84 billion from retail investors [2]

Group 1 - The core viewpoint of the articles highlights a significant rise in Hong Kong lithium battery stocks, driven by a price adjustment announcement in the lithium battery industry, with major companies experiencing notable stock increases [1] - Ganfeng Lithium saw a surge of over 7% in its stock price, while Tianqi Lithium and Hongqiao Group rose over 3%, and CATL increased by 2.6% [2] - A leading separator company announced a 30% price increase for its wet-process separator products, which is expected to lead to an overall price increase of over 20% in the lithium battery separator market, potentially turning separator companies from losses to profitability [1] Group 2 - Huatai Securities reported an expected increase in lithium battery production in December, indicating a continued positive outlook for the industry, with rising capacity utilization across multiple segments [1] - At the 2025 China Energy Storage CEO Summit, industry experts noted that despite challenges, the sector is in a high-growth phase, with global energy storage installations projected to reach 550-600 GWh by 2025 [1]

Core Insights - The project involves a total investment of 1.35 billion yuan, covering an area of 350 acres with a total construction area of 210,000 square meters [1] - The collaboration includes Changqing Industrial Development Group, Hebei Yuedi New Energy Technology Group, SANY Group, and Ganfeng Lithium Industry Group, aiming to establish a northern base for manufacturing new energy special vehicles and a northern base for energy storage and power battery pack production [1] - The project is set to commence construction in March 2024 and is expected to be completed and put into production by May 2025 [1] Production Capacity and Equipment - Upon reaching full production capacity, the project is expected to produce 10,000 units of new energy special vehicles, 8 GWh of lithium batteries, and refurbish 2,000 units of second-hand special vehicles annually [3] - The project will introduce four specialized production lines and high-end production equipment, including high-precision laser cutting machines, efficient smoke purification systems, large hydraulic shears, heavy-duty CNC bending machines, intelligent lifting equipment, and welding robots [1] Economic Impact - The investment-output ratio of the project is projected to be 10.3, with an expected additional output value of 60 million yuan in 2025 and 1 billion yuan in 2026, along with an additional tax revenue of 50 million yuan [3]

Group 1 - The core viewpoint of the news highlights the recent performance of the non-ferrous metal sector, particularly the rise of the Non-ferrous 50 ETF (159652) and its constituent stocks, indicating a positive market sentiment and potential investment opportunities in this sector [1][2][3]. - As of December 5, 2025, the Non-ferrous 50 ETF has seen a cumulative increase of 4.70% over the past week, ranking it in the top half among comparable funds [1]. - The liquidity of the Non-ferrous 50 ETF is notable, with a turnover rate of 3.73% and a trading volume of 1.27 billion yuan, indicating active market participation [1][2]. Group 2 - The latest scale of the Non-ferrous 50 ETF reached 3.409 billion yuan, marking a one-year high, with a net inflow of 306 million yuan over the past five trading days [2]. - The leverage funds are actively positioning themselves in the Non-ferrous 50 ETF, with a financing buy amount of 5.1882 million yuan and a financing balance of 20.3152 million yuan [2]. - Key constituent stocks such as Tianqi Lithium and Ganfeng Lithium are maintaining stable production and supply, indicating a healthy operational status amidst market fluctuations [2]. Group 3 - Analysts predict a potential easing of short-term supply-demand tensions in lithium carbonate due to seasonal factors and production resumption expectations, with a bullish outlook for the lithium sector in the coming year driven by demand growth [3]. - The expectation of a dovish monetary policy under the new Federal Reserve chair could lead to upward pressure on non-ferrous metal prices, particularly copper and aluminum, due to tightening supply conditions [3][4]. - The industrial metals sector is anticipated to enter a super cycle, with significant price elasticity expected from even minor supply-demand gaps during the interest rate reduction phase [4]. Group 4 - The Non-ferrous 50 ETF is strategically positioned with a high concentration of core commodities such as copper, gold, aluminum, lithium, and rare earths, which are expected to benefit from the ongoing super cycle in non-ferrous metals [4][5]. - The ETF's index has a leading copper content of 33% and gold content of 13%, making it a competitive option in the market [5]. - The ETF has demonstrated superior performance with a cumulative return leading its peers since 2022, alongside a lower maximum drawdown, indicating a favorable investment experience [10][11]. Group 5 - The price increase in the non-ferrous sector is driven by earnings rather than valuation expansion, with the Non-ferrous 50 ETF's index PE ratio at 23.74, reflecting a 61% decrease compared to five years ago, suggesting a high valuation cost-effectiveness [12]. - The index has achieved a cumulative increase of 131%, indicating that the growth is primarily driven by earnings rather than valuation adjustments, currently positioned in an EPS-driven phase [12].

Core Viewpoint - Ganfeng Lithium announced an approval for external guarantee limits amounting to no more than 36.35 billion yuan and 30 million USD, which represents 92.08% of the company's most recent audited net assets [1] Group 1 - As of the date of the announcement, the total balance of external guarantees provided by the company and its subsidiaries is 21.09 billion yuan, accounting for 50.48% of the company's most recent audited net assets [1] - The amount of guarantees provided to entities outside the consolidated financial statements by the company and its subsidiaries is 368 million yuan, which is 0.88% of the company's most recent audited net assets [1]

Core Viewpoint - Ganfeng Lithium has been approved for an external guarantee limit of 36.35 billion yuan for the year 2025, indicating a significant commitment to support its subsidiaries [1] Group 1: External Guarantees - The company provides a pledge guarantee of 252 million yuan for Fengcheng Ganfeng, and joint liability guarantees of 387 million yuan and 100 million yuan for Ganfeng Lithium and Xinyu Ganfeng Electronics, respectively [1] - As of September 30, 2025, the asset-liability ratios for the three subsidiaries are 78.66%, 71.71%, and 68.55% [1] Group 2: Total External Guarantees - The total balance of external guarantees provided by the company and its controlling subsidiaries is 210.94 billion yuan, which accounts for 50.48% of the most recent audited net assets [1]

证券代码：002460 证券简称：赣锋锂业 编号：临2025-139 江西赣锋锂业集团股份有限公司 关于为控股子公司提供担保的进展公告 一、担保情况概述 1、江西赣锋锂业集团股份有限公司(以下简称"公司") 于 2025 年 3 月 28 日召开的第五届董事会第九十一次会议、于 2025 年 6 月 25 日召开 2024 年年度股东会审议通过了《关于 2025 年度公司及子 公司对外担保额度预计的议案》，为满足公司及子公司的发展和生产 经营需要，同意公司向子公司提供连带责任保证担保额度合计人民币 2,521,000 万元，同意子公司向子公司提供连带责任保证担保额度人 民币 1,114,000 万元，两项合计担保总额人民币 3,635,000 万元（包括 新增担保和原有担保的展期或续保）。其中公司及子公司向资产负债 率 70%以上的子公司提供总额不超过人民币 1,501,000 万元，向资产 负债率 70%以下的子公司（含新设立暂无财务数据的子公司）提供总 额不超过人民币 2,134,000 万元。本次担保额度在公司股东会审议通 过此议案之日起 12 个月内有效，担保对象之间可以进行担保额度调 剂，上述额度可 ...