每经AI快讯，港股赣锋锂业再涨超6%，截至发稿，涨5.84%，报42.04港元，成交额8.68亿港元。 ...

Core Viewpoint - Ganfeng Lithium (01772) has seen its stock price increase by over 6%, currently trading at HKD 42.04, with a transaction volume of HKD 868 million, following the announcement of a capital increase plan for Ganfeng Lithium's subsidiary, Ganfeng Lithium Battery [1] Group 1: Capital Increase and Strategic Moves - Ganfeng Lithium Battery plans to introduce investors to enhance its overall strength and support the company's lithium ecosystem integration strategy, with a capital increase amounting to no more than RMB 250 million at a price of RMB 3 per RMB 1 registered capital [1] - The final investment entities will be determined after internal approval processes are completed, and the capital increase will be subject to board approval [1] - This capital increase is expected to create favorable conditions for Ganfeng Lithium Battery's planned spin-off listing, optimizing its equity structure and improving governance for future independent listing [1] Group 2: Company Background and Market Recognition - Ganfeng Lithium Battery has previously received recognition from the capital market, including investments from notable firms such as Xiaomi Industrial Investment and Jimo Venture Capital in 2022 [1] - The registered capital of Ganfeng Lithium Battery is RMB 250,890.8 million, with its main business covering the research, production, and sales of lithium-ion power batteries, fuel cells, energy storage batteries, and related equipment [1] - Ganfeng Lithium holds an 81.65% stake in Ganfeng Lithium Battery [1]

Core Viewpoint - Ganfeng Lithium (002460)(01772) has seen a stock price increase of over 6%, currently trading at 42.04 HKD with a transaction volume of 868 million HKD, following the announcement of a capital increase plan for Ganfeng Lithium's subsidiary, Ganfeng Lithium Battery [1] Group 1: Capital Increase Announcement - Ganfeng Lithium Battery plans to introduce investors to enhance its overall strength and support the company's lithium ecosystem integration strategy [1] - The capital increase will be conducted at a price of 3 RMB per 1 RMB of registered capital, with a total amount not exceeding 250 million RMB [1] - The final investment entities will be determined after internal approval processes are completed [1] Group 2: Strategic Implications - The capital increase is expected to create favorable conditions for Ganfeng Lithium Battery's planned spin-off listing [1] - By bringing in external investors, Ganfeng Lithium Battery aims to optimize its equity structure and improve governance, laying a solid foundation for future independent listing [1] - Ganfeng Lithium Battery has previously gained recognition from the capital market, including investments from notable firms such as Xiaomi Industrial Investment and Jimo Venture Capital in 2022 [1] Group 3: Company Overview - Ganfeng Lithium Battery has a registered capital of 250.89 million RMB and its main business includes the research, production, and sales of lithium-ion power batteries, fuel cells, energy storage batteries, and related equipment [1] - Ganfeng Lithium holds an 81.65% stake in Ganfeng Lithium Battery [1]

每经AI快讯，9月30日，港股锂电股继续走高，截至发稿，赣锋锂业(01772.HK)涨6.7%，报42.36港元； 天齐锂业(09696.HK)涨5.49%，报44.94港元；宁德时代(03750.HK)涨3.38%，报565.5港元；中创新航 (03931.HK)涨3.4%，报34.7港元。 ...

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 九 月 二 十 九 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； 以及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。 证券代码：002460 ...

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 证券代码：002460 证券简称：赣锋锂业 编号：临2025-114 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 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 ...

每经AI快讯，9月29日，A股能源金属板块震荡走高，赣锋锂业涨超8%，中矿资源、华友钴业、腾远钴 业、天华新能、天齐锂业等个股跟涨。 （文章来源：每日经济新闻） ...

Core Viewpoint - The Hong Kong stock market saw significant activity in the non-ferrous metal sector on September 29, with several companies experiencing notable stock price increases [1] Company Summaries - Ganfeng Lithium (01772.HK) rose by 6.01%, reaching HKD 39.5 [1] - Chalco International (02068.HK) increased by 4.41%, trading at HKD 2.37 [1] - Zhaojin Mining (01818.HK) saw a rise of 4.02%, with shares priced at HKD 30.52 [1] - Luoyang Molybdenum (03993.HK) gained 3.44%, with a stock price of HKD 14.45 [1] - China Aluminum (02600.HK) experienced a 3.97% increase, reaching HKD 7.85 [1] - Jiangxi Copper (00358.HK) rose by 2.45%, trading at HKD 27.6 [1]

Core Viewpoint - Ganfeng Lithium is taking strategic actions to enhance its integrated lithium ecosystem amid signs of market recovery, including a capital increase of up to 2.5 billion yuan for its subsidiary, Ganfeng Lithium Battery Technology [1][2][3] Group 1: Company Actions - Ganfeng Lithium plans to introduce investors for a capital increase in Ganfeng Lithium Battery, with a total amount not exceeding 2.5 billion yuan [1][3] - The capital increase is aimed at strengthening Ganfeng Lithium's integrated strategy across the lithium ecosystem, with potential plans for Ganfeng Lithium Battery to go public within three years [2][7] - The capital increase will be priced at 3 yuan per 1 yuan of registered capital, and Ganfeng Lithium will waive its preemptive rights for this increase [3][4] Group 2: Financial Performance - Ganfeng Lithium has faced significant financial pressure due to market volatility, reporting a loss of 2.074 billion yuan in 2024, marking its first annual loss since 2007 [2][10] - For the first half of 2025, the company reported a loss of 531 million yuan, although this represents a 30% reduction in losses compared to the same period last year [2][11] - Revenue for 2024 and the first half of 2025 was 18.906 billion yuan and 8.376 billion yuan, respectively, reflecting year-on-year declines of 42.66% and 12.65% [10] Group 3: Market Position and Strategy - Ganfeng Lithium is recognized as a leading global lithium enterprise, possessing unique industrial technologies for lithium extraction from brine, ore, and recycling [9] - The company has established a vertically integrated business model that spans upstream lithium resource development, midstream lithium compound processing, and downstream lithium battery manufacturing and recycling [9][10] - Ganfeng Lithium's stock has seen a significant increase of approximately 56% since the beginning of 2025, with its total market capitalization exceeding 100 billion yuan [2][11]

"锂王"赣锋锂业又有新动作了。 9月25日，赣锋锂业宣布为子公司赣锋锂电引入不超过25亿元的增资，以强化其在固态电池和储能领域 的竞争力。截至公告日，赣锋锂业持有赣锋锂电81.65%的股权，增资完成后，赣锋锂电仍为赣锋锂业 的控股子公司。 事实上，在锂行业步入调整期的背景下，赣锋锂业一直在积极应对挑战。近年来，公司持续加码上游锂 矿资源布局，近期完成了对Mali Lithium的全部股权收购，实现对Goulamina锂辉石项目的全资控股。 然而，逆势扩张也带来明显的资金压力。为补充现金流，赣锋锂业在近期将通过H股配售和可转债发行 募资超25亿港元，主要用于偿债与产能建设。 不过，尽管公司在持续深化资源布局，其业绩仍深受行业周期下行影响。2024年，公司归母净利润亏损 20.74亿元，为上市以来首次年度亏损；2025年上半年虽亏损幅度收窄，但仍未扭亏为盈。或许正是由 于上述原因造成的资金压力，才会让赣锋锂业选择为其子公司物色一位投资方。 子公司拟增资扩股25亿元 9月25日晚，赣锋锂业发布公告称，将对子公司增资不超过25亿元。 具体来看，赣锋锂业表示，为增强控股子公司赣锋锂电的综合竞争力，推动公司锂产业链上下游 ...