Group 1 - The core point of the announcement is that Jiangxi Ganfeng Lithium Co., Ltd. plans to introduce investors for capital increase in its subsidiary, Ganfeng Lithium Battery Technology Co., Ltd., with a total amount not exceeding 2.5 billion yuan [2][3] - The capital increase will be priced at 3 yuan per 1 yuan of registered capital, aimed at enhancing the financial strength of Ganfeng Lithium Battery and supporting its sustainable high-quality development [3][4] - Ganfeng Lithium Battery reported total assets of approximately 17.825 billion yuan and a net asset of 5.7 billion yuan as of the first half of this year, with a revenue of 2.6 billion yuan and a net loss of 62.71 million yuan for the same period [3][5] Group 2 - The announcement includes an exit clause for investors, allowing for a directed capital reduction if Ganfeng Lithium Battery fails to achieve a capital market exit within 36 months [4] - Ganfeng Lithium is actively promoting an integrated layout in the lithium ecosystem, enhancing supply chain resilience and utilizing new technologies to improve production efficiency [4][6] - The company has made significant breakthroughs in the fields of energy storage batteries, power batteries, and solid-state batteries, with its energy storage cell business entering large-scale production and establishing long-term supply partnerships [5][6] Group 3 - Ganfeng Lithium has developed high-performance low-altitude flight power battery products with energy densities ranging from 320 Wh/kg to 550 Wh/kg, suitable for drones and eVTOLs [5][6] - The company has also launched an 800V lithium battery stack for large industrial machinery, providing a cleaner power alternative to traditional fuel machinery [6]

Summary of Key Points Core Viewpoint - Ganfeng Lithium experienced a significant block trade on September 26, with a transaction volume of 260,000 shares and a total transaction value of 14.105 million yuan, indicating active trading interest despite a slight decline in stock price [2][3]. Trading Activity - The block trade price was 54.25 yuan, which matched the closing price for the day, reflecting no premium or discount [2][3]. - Over the past three months, Ganfeng Lithium has recorded a total of four block trades, accumulating a total transaction value of 41.004 million yuan [2]. - On the same day, Ganfeng Lithium's stock closed at 54.25 yuan, down 2.66%, with a trading volume of 51.29 billion yuan and a net outflow of 639 million yuan in main funds [2]. Financing Data - The latest margin financing balance for Ganfeng Lithium stands at 4.081 billion yuan, having increased by 366 million yuan over the past five days, representing a growth rate of 9.85% [3].

| 权益类证券大宗交易(协议交易) | | | | | | | 团 下载 | | --- | --- | --- | --- | --- | --- | --- | --- | | 交易日期 | 证券代码 | 证券简称 | 成交价格 (元) | 成交量 (万股/万份) | 成交金额 买方营业部 (万元) | 卖方营业部 | | | 2025-09-26 | 002460 | 赣接壤补 | 54.25 | 26.00 | 1,410.50华泰证券股份有限 公司北京雍和宫证 劳营业部 | 机构专用 | | 9月26日，赣锋锂业大宗交易成交26万股，成交额1410.5万元，占当日总成交额的0.27%，成交价54.25 元，较市场收盘价54.25元持平。 ...

Core Viewpoint - Ganfeng Lithium announced plans to introduce investors for capital increase in its subsidiary, Ganfeng Lithium Battery Technology Co., Ltd., aiming to enhance its overall strength and support the company's lithium ecosystem integration strategy [2] Group 1: Investment and Capital Increase - Ganfeng Lithium Battery plans to raise capital not exceeding 250 million RMB at a price of 3 RMB per 1 RMB registered capital [2] - The capital increase is intended to improve the financial strength of Ganfeng Lithium Battery and reduce its asset-liability ratio [2] Group 2: Company Overview - Ganfeng Lithium Battery, a subsidiary of Ganfeng Lithium, has a registered capital of 250,890.8 million RMB and is involved in the R&D, production, and sales of lithium-ion batteries, fuel cells, energy storage batteries, and related systems [2] - As of June 30, 2025, the total equity value of Ganfeng Lithium Battery is assessed at 753 million RMB [2] Group 3: Financial Performance - In the first half of the year, Ganfeng Lithium Battery reported revenue of 259,989.23 million RMB and a loss of 6,271.76 million RMB, with net assets amounting to 570,103.06 million RMB [2]

格隆汇9月25日丨赣锋锂业(002460.SZ)公布，为提升赣锋锂电的综合实力，助力公司锂生态上下游一体 化战略布局，赣锋锂电拟引入投资人，共同对赣锋锂电以货币方式进行增资，增资价格为人民币3元/1 元注册资本，增资金额合计不超过人民币250,000万元。因投资人内部审批决策流程及进度不同，最终 投资主体将在其内部审批决策通过后，与公司在董事会审议通过的增资额度内协商确定。 ...

Core Viewpoint - Ganfeng Lithium plans to raise up to 2.5 billion yuan through capital increase in its subsidiary Ganfeng Lithium Battery to enhance its financial strength and support its lithium ecosystem strategy [1][2] Group 1: Company Actions - Ganfeng Lithium's subsidiary, Ganfeng Lithium Battery, intends to introduce investors for a capital increase, with a price set at 3 yuan per 1 yuan of registered capital [1] - The capital increase will not constitute a related party transaction or a major asset restructuring, thus not requiring shareholder approval [1] - The company aims to improve Ganfeng Lithium Battery's financial strength and reduce its debt ratio, which stood at 68.02% as of June 30, 2025 [1] Group 2: Financial Performance - In the first half of the year, Ganfeng Lithium reported a revenue of 8.376 billion yuan, a year-on-year decrease of 12.65%, with a net loss of 531 million yuan [2] - The company's non-recurring net profit loss expanded to 913 million yuan due to market fluctuations in lithium products [2] - Despite the challenges, the company has seen a recovery in lithium carbonate prices since June, indicating a positive trend in the market [2] Group 3: Market Position and Outlook - Ganfeng Lithium's battery segment has been expanding, with stable supply partnerships established with leading industry players [2] - The company has achieved large-scale production of energy storage cells, meeting the growing demand in the energy storage market [2] - Since July, Ganfeng Lithium's stock price has increased by over 56%, with a closing price of 55.73 yuan per share and a total market capitalization of 114.6 billion yuan as of September 25 [2]

（文章来源：证券日报） 证券日报网讯 9月25日晚间，赣锋锂业发布公告称，公司于2025年9月25日召开的第六届董事会第七次 会议和第六届监事会第五次会议，审议通过了《关于注销部分股票期权的议案》。 ...

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 （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。 二 零 二 五 年 九 月 二 十 五 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 ...

智通财经APP讯，赣锋锂业(002460.SZ)公告，公司控股子公司江西赣锋锂电科技股份有限公司(简称"赣 锋锂电")拟引入投资人以货币方式进行增资，增资金额合计不超过25亿元。公司放弃本次增资的优先认 购权，以及后续可能的优先购买权。本次交易有利于提升赣锋锂电资金实力，降低资产负债率，促进其 可持续高质量发展，助力公司锂生态上下游一体化战略布局。 ...

Core Viewpoint - Ganfeng Lithium plans to raise up to 2.5 billion yuan through capital increase by introducing investors, which will enhance the financial strength of its subsidiary, Ganfeng Lithium Battery Technology Co., Ltd, and support its sustainable high-quality development [1] Group 1 - The capital increase amount is not to exceed 2.5 billion yuan [1] - The company will waive its preferential subscription rights for this capital increase and any potential future rights [1] - This transaction aims to improve the financial position and reduce the debt-to-asset ratio of Ganfeng Lithium Battery [1] Group 2 - The capital increase is part of the company's strategy to promote the integration of its lithium ecosystem across upstream and downstream operations [1]