摩根士丹利将赣锋锂业A股评级上调至平配，目标价61元人民币。 ...

大华继显将 赣锋锂业 评级从"买入"下调至"持有"。 ...

大华继显将赣锋锂业评级从"买入"下调至"持有"。 ...

Core Viewpoint - Citigroup has reduced its long position in Ganfeng Lithium (1772.HK) H-shares from 6.27% to 5.74% as of September 29 [1] Summary by Category - **Company Information** - Citigroup's long position in Ganfeng Lithium has decreased, indicating a shift in investment strategy or market sentiment towards the company [1] - **Market Implications** - The reduction in holdings may reflect broader market trends or specific concerns regarding Ganfeng Lithium's performance or outlook [1]

港交所消息：9月29日， 花旗集团 持有的 赣锋锂业 （）H股多头头寸从6.27%降至5.74%。 ...

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9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10月6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 ...

Group 1 - Lithium stocks strengthened in early trading, with Tianqi Lithium (002466)(09696) rising 15.15% to HKD 51.75 and Ganfeng Lithium (002460)(01772) increasing 11.36% to HKD 48.04 [1] - U.S. Energy Secretary Chris Wright announced that the U.S. government will hold a small stake in Lithium Americas, a Canadian mining giant, leading to a surge of over 40% in the company's stock price during after-hours trading [1] - Lithium Americas is developing the Thacker Pass lithium project in Nevada, which is one of the largest known lithium deposits in the U.S., with the first phase expected to be operational by the end of 2027 [1] Group 2 - Current supply and demand for lithium carbonate are both increasing, with weekly production reaching new highs and strong seasonal demand driven by energy storage [1] - Social inventory has slightly decreased, and smelter inventory is shifting towards downstream sectors, indicating a continuous replenishment in the downstream market [1] - The fundamentals are improving marginally, suggesting limited downside potential, with a strong market outlook and attention on policies to prevent excessive competition [1]

Group 1 - Lithium stocks showed strong performance in early trading, with Tianqi Lithium rising by 15.15% to HKD 51.75 and Ganfeng Lithium increasing by 11.36% to HKD 48.04 [1] - U.S. Energy Secretary Chris Wright announced that the U.S. government will hold a small stake in Lithium Americas, leading to a surge of over 40% in the company's stock price in after-hours trading [1] - Lithium Americas is developing the Thacker Pass lithium project in Nevada, which is one of the largest known lithium deposits in the U.S., with the first phase expected to be operational by the end of 2027 [1] Group 2 - Current supply and demand for lithium carbonate are both increasing, with weekly production reaching new highs and strong seasonal demand driven by energy storage [1] - Social inventory has slightly decreased, and smelter inventory is shifting towards downstream sectors, indicating continued replenishment in the downstream market [1] - The fundamentals are improving marginally, suggesting limited downside potential, with a strong market outlook and attention on policies to prevent excessive competition [1]

证券日报网讯赣锋锂业（002460）9月30日在互动平台回答投资者提问时表示，截至2025年9月19日，公 司A股股东人数为307，238户。 ...

目錄 CONTENTS 2 公司資料 Corporate Information 5 釋義 Definitions 7 財務摘要 Financial Highlights 10 管理層討論及分析 Management Discussion and Analysis 87 補充資料 Supplementary Information 91 中期簡明綜合損益表 Interim Condensed Consolidated Statement of Profit or Loss 92 中期簡明綜合全面收益表 Interim Condensed Consolidated Statement of Comprehensive Income 93 中期簡明綜合財務狀況表 Interim Condensed Consolidated Statement of Financial Position 96 中期簡明綜合權益變動表 Interim Condensed Consolidated Statement of Changes in Equity 98 中期簡明綜合現金流量表 Interim Condensed Conso ...