9月25日，赣锋锂业大宗交易成交40万股，成交额2229.2万元，占当日总成交额的0.31%，成交价55.73 元，较市场收盘价55.73元持平。 | 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 (万元) | 买方营业部 | 卖方营业部 | | 2025-09-25 | 002460 | 螺锋锂业 | 55.73 | 40.00 | 2,229.20机构专用 | | 国泰海通证券股份 | | | | | | | | | 有限公司郑州黄河 | | | | | | | | | 路班券量不部 | ...

Core Insights - The U.S. government is seeking to acquire a 10% stake in Lithium Americas, aiming to secure rights to the largest lithium mine in the U.S. [1] - The Biden administration is renegotiating a $2.26 billion loan to Lithium Americas, initially approved during the Trump administration, which is seen as a significant mineral transaction [2] - Lithium Americas' Thacker Pass project holds the largest known lithium resources globally, with plans to produce 160,000 tons of battery-grade lithium carbonate annually in five phases [2] Company Relationships - Ganfeng Lithium was previously the largest shareholder of Lithium Americas, holding a 19.9% stake through its subsidiary, Ganfeng International, acquired in 2017 for approximately $49 million [1][3] - As of April 15, Ganfeng Lithium has become the third-largest shareholder of Lithium Americas, with its stock price rising by 3.35% on September 24 [1] - Ganfeng Lithium has strategically reduced its stake in Lithium Americas to 6.86% as of the 2024 fiscal year, reclassifying its remaining shares from long-term equity investments to trading financial assets [4] Project Details - The Thacker Pass project, located in Humboldt County, Nevada, commenced construction in March 2023 and is crucial for the U.S. lithium supply chain [2] - General Motors holds a 38% stake in Thacker Pass and has a 20-year purchase agreement for lithium production, indicating strong industry partnerships [2] Strategic Developments - Ganfeng Lithium has diversified its lithium resource projects globally, including significant holdings in Australia, Argentina, and Mali, totaling over 33.81 million tons of lithium carbonate equivalent (LCE) [3]

Group 1 - Ganfeng Lithium's stock price increased by 5.34% to 57.85 CNY per share, with a trading volume of 3.041 billion CNY and a turnover rate of 4.45%, resulting in a total market capitalization of 119.009 billion CNY [1] - Ganfeng Lithium, established on March 2, 2000, and listed on August 10, 2010, is primarily engaged in the research, development, production, and sales of various lithium products. The revenue composition is as follows: lithium series products 56.78%, lithium battery series products 35.52%, and others 7.70% [1] Group 2 - Huatai-PB Asset Management's fund, Huatai-PB CSI 300 ETF (510300), is among the top ten circulating shareholders of Ganfeng Lithium, having increased its holdings by 1.5816 million shares in Q2, totaling 20.0632 million shares, which represents 1.25% of the circulating shares. The estimated floating profit today is approximately 58.7851 million CNY [2] - The Huatai-PB CSI 300 ETF (510300) was established on May 4, 2012, with a current scale of 374.704 billion CNY. Year-to-date returns are 18.58%, ranking 2846 out of 4220 in its category, while the one-year return is 39.35%, ranking 2369 out of 3820. Since inception, the return is 112.19% [2]

Core Insights - Ganfeng Lithium's stock rose by 3.35% on September 24, with a trading volume of 6.571 billion yuan, indicating strong market interest [1] - The company reported a net financing purchase of 204 million yuan on the same day, with a total financing and securities balance of 4.14 billion yuan, which is at a high level compared to the past year [1] - Ganfeng Lithium's main business revenue composition includes lithium series products (56.78%), lithium battery series products (35.52%), and others (7.70%) [1] Financial Performance - For the first half of 2025, Ganfeng Lithium achieved operating revenue of 8.376 billion yuan, a year-on-year decrease of 12.65%, while the net profit attributable to shareholders was -531 million yuan, an increase of 30.13% year-on-year [2] - Cumulative cash dividends since the A-share listing amount to 6.162 billion yuan, with 3.933 billion yuan distributed over the past three years [2] Shareholder Structure - 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 circulating shares per person, an increase of 4.03% [2] - The top ten circulating shareholders include significant institutional investors, with Hong Kong Central Clearing Limited holding 70.1136 million shares, an increase of 284,900 shares from the previous period [3]

Group 1 - Citigroup's holdings in Ganfeng Lithium's H-shares decreased from 5.62% to 5.09% as of September 18 [1]

港交所消息：9月18日，花旗集团持有的 赣锋 锂 业 H股淡仓比例从3.15%降至2.66%。 ...

Group 1 - Ganfeng Lithium's stock increased by 5.12% to 55.86 CNY per share, with a trading volume of 4.984 billion CNY and a turnover rate of 7.67%, resulting in a total market capitalization of 114.915 billion CNY [1] - Ganfeng Lithium, established on March 2, 2000, and listed on August 10, 2010, is primarily engaged in the research, development, production, and sales of various lithium products [1] - The company's revenue composition includes lithium series products at 56.78%, lithium battery series products at 35.52%, and other products at 7.70% [1] Group 2 - According to data, the Jianxin Fund has a significant holding in Ganfeng Lithium, with the Jianxin National Index New Energy Vehicle Battery ETF (159775) increasing its holdings by 1,100 shares in the second quarter, totaling 72,700 shares, which represents 4.35% of the fund's net value [2] - The Jianxin National Index New Energy Vehicle Battery ETF (159775) was established on January 7, 2022, with a current scale of 563.956 million CNY, achieving a year-to-date return of 51.65% and a one-year return of 98.36% [2] - The fund's performance ranks 428 out of 4,220 in the year-to-date category and 621 out of 3,814 in the one-year category, while it has experienced a loss of 16.74% since inception [2]

Company Overview - Jiangxi Ganfeng Lithium Co., Ltd. is the first A+H listed company in China's lithium industry, with A-share code 002460 and H-share code 01772. The company has developed industrial technologies for lithium extraction from brine, ore, and recycling, forming five major business segments: lithium resource development, lithium salt deep processing, lithium metal smelting, lithium battery manufacturing, and lithium battery recycling. It produces over 40 types of lithium compounds and lithium metal products, making it one of the most comprehensive manufacturers in the lithium product supply chain [1]. Green Transition Initiatives - In response to the critical background of green transformation, the company is enhancing its research and manufacturing capabilities for power battery technology, expanding advanced production capacity for high-nickel ternary and solid-state batteries in phases to meet electric vehicle market demand. The company is also accelerating the iteration of household energy storage products and strengthening commercial energy storage solutions, including the development and promotion of integrated solar-storage applications [2]. - The company is advancing battery recycling capacity construction and improving its vertical integration capabilities in the "retired battery-black powder lithium-recycled materials" process. Through technological innovation, it aims to enhance lithium recycling rates and actively align with domestic and international policies to build a policy-driven recycled lithium salt supply system, specifically enhancing the production capacity and technical standards for recycled materials [2]. Sustainable Projects - The company has launched green solutions, first applied to its own projects. For instance, in the Mariana project in Argentina, a photovoltaic power station with an installed capacity of 120 MW was built, equipped with a 288 MWh energy storage system using self-developed batteries, ensuring the project operates entirely on renewable energy with stable power supply for 24 hours. Additionally, the domestic transportation segment has been fully electrified, with external transport widely using electric vehicles, resulting in a reduction of approximately 1,265.85 tons of CO2 emissions at the Ma Hong ten-thousand-ton lithium salt factory through oil-to-electricity conversion [2]. - Internal transportation utilizes electric forklifts and loaders, with each electric forklift reducing emissions by approximately 53.39 tons annually and each electric loader by about 220.53 tons. All power batteries used are sourced from the company's own production, creating a "green closed-loop" value chain from raw materials to products [2]. Future Development Plans - In 2024, the lithium chemical segment plans to research brine extraction technology to replace traditional salt flat evaporation, significantly reducing the area required for salt flats and freshwater usage, while improving lithium recovery rates and saving costs. The lithium battery segment focuses on solid-state batteries and mobile energy storage, developing power batteries for various applications and entering the commercial energy storage market [3]. - The company is establishing a comprehensive value chain system that includes production technology optimization, waste raw material recycling, capacity construction, and industrial cluster development in the lithium circular economy. Through industry-academia-research cooperation, it is advancing "circular economy projects" to expand resource reserves and enhance utilization efficiency. These initiatives aim to reduce carbon footprints while solidifying market competitiveness and expanding shares in emerging markets, achieving a win-win in economic and environmental benefits [3].

Company Overview - Jiangxi Ganfeng Lithium Co., Ltd. is the first A+H listed company in China's lithium industry, with A-share code 002460 and H-share code 01772. The company has developed industrial technologies for lithium extraction from brine, ore, and recycling, forming five major business segments: lithium resource development, lithium salt deep processing, lithium metal smelting, lithium battery manufacturing, and lithium battery recycling. It produces over 40 types of lithium compounds and lithium metal products, making it one of the most comprehensive lithium product manufacturers [1]. Green Transition Initiatives - In response to the electric vehicle market demand, the company is enhancing its research and manufacturing capabilities for power battery technology, expanding advanced production capacity for high-nickel ternary and solid-state batteries. It is also accelerating the iteration of household energy storage products and strengthening commercial energy storage solutions, including the development and promotion of integrated solar-storage applications [2]. - The company is advancing battery recycling capacity and improving its vertical integration capabilities in the "retired battery-black powder lithium-recycled materials" process. Through technological innovation, it aims to enhance lithium recycling rates and actively align with domestic and international policies to establish a policy-driven recycled lithium salt supply system [2]. Sustainable Projects - Ganfeng Lithium has launched green solutions, exemplified by the construction of a 120MW photovoltaic power station near its Mariana project in Argentina, equipped with a 288MWh energy storage system using self-developed batteries, ensuring the project operates entirely on renewable energy with stable power supply [2]. - The company has fully electrified its domestic transportation, utilizing electric vehicles for external transport. Its lithium salt factory has reduced carbon emissions by approximately 1,265.85 tons through oil-to-electricity conversion. Internal transport employs electric forklifts and loaders, with each electric forklift reducing emissions by about 53.39 tons annually and each electric loader by approximately 220.53 tons, all powered by the company's self-produced batteries, creating a "green closed-loop" from raw materials to products [2]. Research and Development Focus - In 2024, the lithium chemical segment will research brine extraction technology to replace traditional salt pond evaporation, significantly reducing the area required for salt ponds and freshwater usage while improving lithium recovery rates and cost savings. The lithium battery segment will focus on solid-state batteries and mobile energy storage, developing power batteries for various applications and entering the commercial energy storage market [3]. - The company is establishing a comprehensive value chain system for the circular economy, covering production technology optimization, waste raw material recycling, capacity building, and industrial cluster development. Through industry-academia-research collaboration, it is advancing "circular economy projects" to expand resource reserves and enhance utilization efficiency, achieving a win-win in economic and environmental benefits while reducing carbon footprints and strengthening market competitiveness [3].

证券日报网讯 9月22日晚间，赣锋锂业发布公告称，公司不存在逾期担保的情形。 （文章来源：证券日报） ...