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。 董事長 （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 李良彬 中 國‧江 西 二 零 二 五 年 九 月 十 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 证券简称：赣 ...

关于为控股子公司提供担保的进展公告 证券代码：002460 证券简称：赣锋锂业 编号：临2025-105 江西赣锋锂业集团股份有限公司 统一社会信用代码：91140212MAD7BM3L8J 2、公司向信达金融租赁股份有限公司（以下简称"信达金租"） 申请《不可撤销的保证函》（合同编号：XDZL-A-2025-119-QYBZ）。 约定公司为控股子公司深圳易储能源科技有限公司（以下简称"深圳 易储"）旗下全资子公司大同市新荣区合邦新能源有限公司（以下简 称"大同合邦"）在信达金租的融资租赁债务提供人民币 70,000 万 元的连带保证责任。 住所：山西省大同市新荣区长城西街文化商住楼二层四号 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 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 ...

Group 1 - Lithium stocks opened lower, with Ganfeng Lithium down 8.67% at HKD 33.3 and Tianqi Lithium down 7.88% at HKD 40 [1] - On September 10, the main contract for lithium carbonate on the Shanghai Futures Exchange opened with a drop of over 7%, currently reported at CNY 69,920 per ton [1] - Ningde Times' subsidiary, Yichun Times New Energy Mining Co., held a meeting on September 9 to advance the resumption of operations at the Jiangxiawo lithium mine, with progress on mining rights and permits faster than market expectations [1] Group 2 - Dongwu Futures indicated that the resumption of operations at Ningde Times' lithium mine will lead to a rebound in lithium mica supply, potentially causing a downward shift in lithium carbonate prices [1] - Everbright Futures noted that the announcement of the resumption meeting could weaken the impact of mining permit issues on other projects, suggesting a short-term price decline while monitoring actual resumption timelines [1]

Core Viewpoint - Ganfeng Lithium has seen a significant stock price increase, with a 5.31% rise on September 8, reaching 46.98 CNY per share, and a total market capitalization of 966.47 billion CNY, reflecting a cumulative increase of 11.8% over three days [1] Company Overview - Ganfeng Lithium Industry Group Co., Ltd. is located in Xinyu City, Jiangxi Province, and was established on March 2, 2000. The company went public on August 10, 2010. Its main business involves the research, development, production, and sales of various lithium products [1] - The revenue composition of Ganfeng Lithium includes lithium series products (56.78%), lithium battery series products (35.52%), and other products (7.70%) [1] Shareholder Insights - E Fund's Hu Shen 300 ETF (510310) is among the top ten circulating shareholders of Ganfeng Lithium, having increased its holdings by 143.46 thousand shares in Q2, totaling 14.34 million shares, which represents 0.89% of the circulating shares. The estimated floating profit today is approximately 33.99 million CNY, with a total floating profit of 67.56 million CNY over the three-day increase [2] - The E Fund Hu Shen 300 ETF was established on March 6, 2013, with a current scale of 266.516 billion CNY. Year-to-date returns are 15.82%, ranking 2851 out of 4222 in its category, while the one-year return is 40.3%, ranking 2264 out of 3795 [2] Fund Management - The fund managers of E Fund Hu Shen 300 ETF are Yu Haiyan and Pang Yaping. Yu has a cumulative tenure of 14 years and 277 days, managing assets totaling 385.764 billion CNY, with the best fund return of 165.5% and the worst return of -83.57% during his tenure [3] - Pang has a cumulative tenure of 6 years and 327 days, managing assets of 314.865 billion CNY, with the best fund return of 69.91% and the worst return of -37.67% during his tenure [3] Fund Holdings - E Fund's Zhong Zheng New Energy ETF (516090) has also invested in Ganfeng Lithium, having reduced its holdings by 25.5 thousand shares in Q2, now holding 41.27 thousand shares, which accounts for 2.17% of the fund's net value. The estimated floating profit today is about 0.9781 million CNY, with a total floating profit of 1.9439 million CNY over the three-day increase [4] - The E Fund Zhong Zheng New Energy ETF was established on March 11, 2021, with a current scale of 643 million CNY. Year-to-date returns are 28.52%, ranking 1264 out of 4222, while the one-year return is 52.99%, ranking 1558 out of 3795 [4] Fund Management (Zhong Zheng New Energy ETF) - The fund manager of E Fund Zhong Zheng New Energy ETF is Zhang Zhan, who has a cumulative tenure of 5 years and 178 days, managing assets totaling 45.852 billion CNY, with the best fund return of 62.87% and the worst return of -54.7% during his tenure [5]

Core Viewpoint - The resumption of lithium mining by Ningde Times is expected to impact the supply of lithium mica and subsequently lead to a decrease in lithium carbonate prices, with market sentiment playing a significant role in this shift [1][2]. Group 1: Company Developments - On September 9, Yichun Times New Energy Mining Co., a subsidiary of Ningde Times, held a meeting to advance the resumption of operations at the Jiangxiawo lithium mine, with progress on mining rights and permits being faster than market expectations [1]. - The market is anticipating the resumption of operations at the Jiangxiawo lithium mine, which is expected to alleviate supply constraints and influence pricing dynamics in the lithium market [2]. Group 2: Market Implications - East Wu Futures indicated that the resumption of lithium mining by Ningde Times will lead to a rebound in lithium mica supply, which may cause the price of lithium carbonate to decline [2]. - According to Guangda Futures, the announcement of the resumption meeting by Ningde Times is likely to weaken the impact of mining permit issues on other projects, suggesting a potential short-term price drop for lithium carbonate [2].

Group 1 - Jiangsu Suqian Fengteng Yichu Energy Technology Co., Ltd. has been established with a registered capital of 200 million yuan [1] - The company is involved in solar power technology services, sales of offshore wind turbine units, and sales of onshore wind turbine units and components [1] - The company is wholly owned by Shenzhen Yichu Energy Technology Co., Ltd., which is a subsidiary of Ganfeng Lithium Co., Ltd. [1]

每经AI快讯，9月10日，港股锂业股早盘低开，截至发稿，赣锋锂业跌8.67%，报33.3港元；天齐锂业跌 7.88%，报40港元。 ...

Group 1 - The lithium battery concept stocks in the Hong Kong market opened significantly lower, with Ganfeng Lithium dropping over 8% and Tianqi Lithium falling nearly 8% [1] - Carbonate lithium futures opened sharply lower, reaching a minimum of 68,600 yuan/ton, approaching the limit down [1] - Analysts suggest that if the Jiangxiawo mine resumes production quickly, the lithium carbonate market may return to a surplus situation, exerting downward pressure on lithium prices, which are expected to remain weak [1] Group 2 - Ganfeng Lithium (code: 01772) experienced a decline of 8.67%, with a latest price of 33.300 and a total market capitalization of 68.505 billion yuan, reflecting a year-to-date increase of 67.04% [2] - Tianqi Lithium (code: 09696) saw a decrease of 7.88%, with a latest price of 40.000 and a total market capitalization of 65.649 billion yuan, showing a year-to-date increase of 66.32% [2]

固态电池概念股多数低开，厦钨新能跌超7%，天齐锂业、赣锋锂业跌超5%，盛新锂能、上海洗霸、天 际股份纷纷低开。 ...

Core Viewpoint - The lithium sector is experiencing a decline in stock prices due to the anticipated resumption of operations at Ningde Times' Yichun lithium mine, which is expected to impact lithium carbonate prices negatively [1] Group 1: Company Developments - Ningde Times' subsidiary, Yichun Times New Energy Mining Co., held a meeting on September 9 to expedite the resumption of operations at the Jiangxiawo lithium mine, with progress on mining rights and permits being faster than market expectations [1] - The stock prices of Ganfeng Lithium (01772) and Tianqi Lithium (09696) fell significantly, with Ganfeng down 8.67% to HKD 33.3 and Tianqi down 7.88% to HKD 40 [1] Group 2: Market Impact - On September 10, the main contract for lithium carbonate on the Shanghai Futures Exchange opened with a drop of over 7%, currently reported at CNY 69,920 per ton [1] - Dongwu Futures indicated that the resumption of Ningde Times' lithium mine would lead to a rebound in lithium mica supply, potentially causing a downward shift in lithium carbonate prices [1] - Everbright Futures noted that the announcement of the resumption meeting could weaken the impact of mining permit issues for other projects, suggesting a short-term price decline while monitoring the actual resumption timeline [1]