Core Viewpoint - Ganfeng Lithium (002460.SZ) announced that its Vice President, Fu Lihua, plans to reduce his shareholding by a maximum of 40,000 shares, representing no more than 0.002% of the company's total share capital, within three months from November 14, 2025, to February 13, 2026, to repay equity incentive loans [1] Summary by Categories - **Share Reduction Plan** - Fu Lihua intends to sell up to 40,000 shares through centralized bidding [1] - The reduction will occur within a specified period from November 14, 2025, to February 13, 2026 [1] - **Reason for Reduction** - The purpose of the share reduction is to repay loans related to equity incentives [1] - **Source of Shares** - The shares being sold are sourced from those granted under the company's equity incentive program [1]

（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。 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。 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 董事長 李良彬 中國‧江西 二 零 二 五 年 十 月 二 十 一 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 公 司 獨 立 ...

Group 1 - The core point of the article is that Ganfeng Lithium announced on October 21 that as of October 10, 2025, the number of A-share shareholders is 384,400 [2]

证券代码：002460 证券简称：赣锋锂业 编号：临2025-123 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 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。 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 年年度股东大会审议通过了《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 ...

Core Viewpoint - Ganfeng Lithium announced an estimated external guarantee limit of 36.35 billion yuan for the year 2025 for the company and its subsidiaries [1] Group 1 - The company provided joint liability guarantees for its subsidiary Ganfeng Lithium Battery's 200 million yuan debt with China Development Bank, pledging 20% of its equity in Dongguan Ganfeng Lithium Battery [1] - The company also guaranteed a 50 million yuan debt for Tianjin Jianyuan under Shenzhen Yichu, with Shenzhen Yichu providing a shortfall compensation commitment and pledging 100% equity of Tianjin Jianyuan [1] - Additionally, the company provided guarantees for a 628 million yuan financing lease for Qujing Guangchu under Shenzhen Yichu [1] Group 2 - As of the announcement date, the total external guarantee balance for the company and its subsidiaries reached 20.43 billion yuan, accounting for 48.89% of the audited net assets for 2024 [1]

Core Viewpoint - Ganfeng Lithium's stock price has shown significant volatility, with a year-to-date increase of 77.62% but a recent decline of 9.63% over the past five trading days [2]. Group 1: Stock Performance - As of October 21, Ganfeng Lithium's stock price was 61.92 CNY per share, with a market capitalization of 127.38 billion CNY [1]. - The stock has experienced a 27.25% increase over the past 20 days and a 71.14% increase over the past 60 days [2]. - The company has appeared on the trading leaderboard four times this year, with the most recent instance on October 13, where it recorded a net buy of -165 million CNY [2]. Group 2: Financial Performance - For the first half of 2025, Ganfeng Lithium reported a revenue of 8.376 billion CNY, a year-on-year decrease of 12.65%, while the net profit attributable to shareholders was -531 million CNY, an increase of 30.13% year-on-year [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]. Group 3: Shareholder Information - As of June 30, 2025, Ganfeng Lithium had 283,900 shareholders, a decrease of 3.94% from the previous period, with an average of 4,254 shares held per shareholder, an increase of 4.03% [2]. - Major shareholders include Hong Kong Central Clearing Limited, which holds 70.1136 million shares, and several ETFs that have increased their holdings [3].

Core Viewpoint - Ganfeng Lithium plans to introduce strategic investor Wanxin Green Energy to acquire a 44.24% stake in Shenzhen Yichu Energy Technology for 664 million yuan, which will lead to a significant change in the ownership structure of Shenzhen Yichu and optimize Ganfeng's asset management [1][2][3] Group 1: Strategic Investment - Ganfeng Lithium will sell 29.54% of its stake in Shenzhen Yichu to Wanxin Green Energy for 664 million yuan, resulting in Wanxin becoming the largest shareholder with a 44.24% stake [1][2] - After the transaction, Ganfeng's ownership in Shenzhen Yichu will decrease from 69.58% to 40.04%, while other original shareholders will exit completely [2][3] Group 2: Financial Performance of Shenzhen Yichu - As of June 30, 2025, Shenzhen Yichu reported total assets of 1.565 billion yuan, net assets of 697 million yuan, and a revenue of 93.3962 million yuan with a profit of 171 million yuan for the first half of 2025 [1][2] - The asset evaluation report valued Shenzhen Yichu's total equity at 2.52 billion yuan as of the same date [2] Group 3: Profit Distribution and Payment Terms - Profit distribution will be divided into "implemented project profits" and "other profits," with the first 800 million yuan of implemented project profits reserved for original shareholders [3] - Wanxin Green Energy will pay the transfer price in two installments: 50% within 10 working days after the agreement takes effect, and the remaining amount within 15 working days after completing the necessary registration [3] Group 4: Asset Optimization and Stock Disposal - Ganfeng Lithium's board has authorized management to dispose of its publicly listed stock assets within 12 months, with the total transaction amount not exceeding 10% of the latest audited net assets [3][4] - This move aims to optimize the company's asset structure, enhance liquidity, and improve asset utilization [4]

Core Viewpoint - Ganfeng Lithium announced the transfer of part of its stake in its subsidiary Shenzhen Yichu to strategic investor Wanxin Green Energy for a total transaction price of RMB 663.54 million, involving a 44.2361% equity stake in Shenzhen Yichu [1] Group 1 - The sixth board meeting of Ganfeng Lithium will be held on October 17, 2025, to review the proposal for the equity transfer [1] - Wanxin Green Energy will acquire 29.5355% of Ganfeng Lithium's stake in Shenzhen Yichu for RMB 443.03 million [1] - The transaction involves related party transactions due to some board members and senior management holding shares in Shenzhen Yichu, but it does not constitute a major asset restructuring as per regulations [1]

Core Viewpoint - Ganfeng Lithium announced the authorization to dispose of part of its stock assets to optimize asset structure and improve operational efficiency [1] Group 1: Company Actions - The company will hold its sixth board meeting on October 17, 2025, to review the proposal for asset disposal [1] - The board has authorized management to sell publicly listed stock assets based on market conditions, with a total transaction amount not exceeding 10% of the latest audited net assets attributable to shareholders [1] - The authorization includes flexibility in transaction methods, timing, pricing, and quantity, valid for 12 months from the board's approval [1] Group 2: Financial Implications - The decision aims to release part of the company's asset value, indicating a strategic move to enhance financial performance [1] - The total amount for asset disposal is capped at 10% of the company's most recent audited net assets, reflecting a cautious approach to asset management [1]

Core Viewpoint - Ganfeng Lithium (01772) aims to enhance its operational strength and support its lithium ecosystem integration strategy by transferring part of its stake in Shenzhen Yichu to strategic investor Wanxin Green Energy for a total consideration of RMB 663.5415 million [1] Group 1: Transaction Details - The board meeting on October 17, 2025, approved the proposal to transfer 44.2361% of Shenzhen Yichu's registered capital, amounting to RMB 286.11 million, to Wanxin Green Energy [1] - Wanxin Green Energy will pay RMB 443.0325 million to acquire 29.5355% of the stake held by Ganfeng Lithium in Shenzhen Yichu [1] Group 2: Strategic Implications - The transaction is expected to enhance Shenzhen Yichu's financial strength, reduce its debt-to-asset ratio, and optimize its equity structure, promoting sustainable high-quality development [1] - The parties involved will leverage their respective advantages to establish a strategic cooperation mechanism, aiding in the improvement of the company's industry chain layout and enhancing its core competitiveness and profitability [1] - This move aligns with the company's lithium ecosystem integration development strategy and is in the best interest of all shareholders [1]