另据智通财经，从接近宁德时代人士处获悉，宜春时代新能源矿业有限公司的宜丰县圳口里-奉新县枧 下窝锂矿采矿项目，预计于春节前后复产。大和研报认为，虽然市场已预期宁德时代明年的锂产能将会 上升，但估计当前锂期货价格仅反映短期供需平衡改善的因素。该行考虑到明年上半年锂供应增加及第 一季需求或按季下跌，相信锂价在明年初将难以进一步上涨。 锂业股走低，截至发稿，天齐锂业(09696)跌3.51%，报50.85港元；赣锋锂业(01772)跌3.03%，报54.35港 元。 消息面上，12月29日午后，广期所碳酸锂主力合约持续走低，尾盘跌停。据报道，12月28日，宁德时代 供应商大会在福建宁德举行。宁德时代称，2026年将在换电、乘用车、商用车、储能等领域大规模应用 钠电池，有望形成"钠锂双星闪耀"的新趋势。 ...

每经AI快讯，港股锂业股走低。截至发稿，天齐锂业(09696.HK)跌3.51%，报50.85港元；赣锋锂业 (01772.HK)跌3.03%，报54.35港元。 （文章来源：每日经济新闻） ...

智通财经APP获悉，锂业股走低，截至发稿，天齐锂业(09696)跌3.51%，报50.85港元；赣锋锂业(01772) 跌3.03%，报54.35港元。 消息面上，12月29日午后，广期所碳酸锂主力合约持续走低，尾盘跌停。据报道，12月28日，宁德时代 供应商大会在福建宁德举行。宁德时代称，2026年将在换电、乘用车、商用车、储能等领域大规模应用 钠电池，有望形成"钠锂双星闪耀"的新趋势。 另据智通财经，从接近宁德时代人士处获悉，宜春时代新能源矿业有限公司的宜丰县圳口里-奉新县枧 下窝锂矿采矿项目，预计于春节前后复产。大和研报认为，虽然市场已预期宁德时代明年的锂产能将会 上升，但估计当前锂期货价格仅反映短期供需平衡改善的因素。该行考虑到明年上半年锂供应增加及第 一季需求或按季下跌，相信锂价在明年初将难以进一步上涨。 ...

Group 1 - Ganfeng Comprehensive Energy (Jiangxi) Co., Ltd. has been established with a registered capital of 50 million RMB [1] - The legal representative of the new company is Huang Tengfei [1] - The company is fully owned by Ganfeng Lithium's subsidiary, Ganfeng Comprehensive Energy (Qinghai) Co., Ltd. [1] Group 2 - The business scope of the new company includes energy storage technology services, research and development of emerging energy technologies, online energy monitoring technology development, and energy recovery system development [1]

Core Viewpoint - Ganfeng Lithium has shown significant stock price appreciation this year, with a year-to-date increase of 94.32% and a recent trading volume indicating strong market interest [2]. Group 1: Stock Performance - As of December 24, Ganfeng Lithium's stock price reached 67.74 CNY per share, with a trading volume of 9.96 billion CNY and a market capitalization of 1420.30 billion CNY [1]. - The stock has increased by 7.54% over the last five trading days, 10.81% over the last 20 days, and 27.47% over the last 60 days [2]. - Ganfeng Lithium has appeared on the stock market's "龙虎榜" four times this year, with the most recent appearance on October 13, where it recorded a net buy of -1.65 billion CNY [2]. Group 2: Financial Performance - For the period from January to September 2025, Ganfeng Lithium reported a revenue of 14.625 billion CNY, reflecting a year-on-year growth of 5.02%, while the net profit attributable to shareholders was 255.2 million CNY, up 103.99% year-on-year [3]. - The company has distributed a total of 6.162 billion CNY in dividends since its A-share listing, with 3.933 billion CNY distributed in the last three years [4]. Group 3: Shareholder Structure - 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 shareholder, down 23.77% [3]. - Major shareholders include Hong Kong Central Clearing Limited, which holds 69.1199 million shares, and several ETFs, with some experiencing reductions in holdings [4].

Group 1 - Lithium stocks continue to rise, with Ganfeng Lithium up 3.47% at 58.1 HKD and Tianqi Lithium up 2.92% at 54.55 HKD [1] - On December 23, lithium carbonate futures prices surpassed 120,000 CNY per ton, with a daily increase of over 5%. As of the latest update, the main contract is priced at 124,360 CNY per ton [1] - CITIC Securities indicates that a major mica lithium mine in Jiangxi has delayed its resumption of production, which may push back the timeline further into January, affecting inventory levels and supporting price increases for the coming year [1] Group 2 - The China Nonferrous Metals Industry Association's lithium division released a report on the lithium industry's performance in November 2025, indicating a gradual increase in lithium carbonate futures prices and optimistic market expectations for future prices [1] - On the supply side, market inventory is decreasing, while lithium salt production has slightly declined, and lithium spodumene production has seen a minor increase [1] - On the demand side, there is a surge in sales of new energy vehicles before subsidy reductions, and energy storage performance is strong [1]

Core Viewpoint - Lithium stocks continue to rise, driven by increasing lithium carbonate futures prices and supply chain disruptions affecting production timelines [1] Group 1: Market Performance - As of the report, Ganfeng Lithium (01772) increased by 3.47% to HKD 58.1, while Tianqi Lithium (09696) rose by 2.92% to HKD 54.55 [1] - On December 23, lithium carbonate futures prices surpassed RMB 120,000 per ton, with a daily increase of over 5% [1] - The main contract for lithium carbonate further increased by over 5%, reaching RMB 124,360 per ton [1] Group 2: Supply Chain Insights - A major mica lithium mine in Jiangxi announced its first environmental assessment on December 18, leading to delays in production resumption, with no recovery expected in December and challenges anticipated in January [1] - The expectation of inventory accumulation during the off-season is further weakened, while low inventory levels are expected to support price increases in the coming year [1] - If the mine's resumption continues to be delayed, it may not support the demand during the second quarter peak season, amplifying the upward price elasticity of lithium [1] Group 3: Industry Outlook - The China Nonferrous Metals Industry Association's lithium division recently released a report on the lithium industry's performance for November 2025, indicating a gradual increase in lithium carbonate futures prices and greater volatility [1] - The third-quarter performance of lithium companies showed a rebound, with optimistic market expectations for future lithium prices [1] - On the supply side, market inventory is gradually decreasing, while lithium salt production has slightly declined, and lithium spodumene production has seen a minor increase [1] - On the demand side, there is a surge in sales of new energy vehicles ahead of subsidy reductions, and energy storage is performing well [1]

智通财经APP讯，赣锋锂业(01772)公布，公司于2025年12月22日完成了发行2025年度第一期科技创新债 券(并购)的发行，实际发行总额为5亿元，发行利率2.33%，本期超短期融资券的募集资金主要用于置换 公司一年内归还并购贷款的自有资金。 ...

赣锋锂业（002460）(01772)公布，公司于2025年12月22日完成了发行2025年度第一期科技创新债券(并 购)的发行，实际发行总额为5亿元，发行利率2.33%，本期超短期融资券的募集资金主要用于置换公司 一年内归还并购贷款的自有资金。 ...

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； 本公司獨立非執行董事王金本先 生、黃浩鈞先 生、徐一新女士及徐光華 先 生；以及本公司職工董事廖萃女 士。 （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 董事長 李良彬 中 國‧江 西 二 零 二 五年十 二 月 二 十 三 日 ...