天眼查工商信息显示，近日，深圳惠珠清科技有限公司成立，法定代表人为宋春阳，注册资本8200万人 民币，经营范围含新兴能源技术研发、新能源原动设备制造、新能源原动设备销售、光伏设备及元器件 制造、光伏设备及元器件销售、电机制造、储能技术服务、信息咨询服务等。股东信息显示，该公司由 赣锋锂业（002460）旗下深圳易储能源科技有限公司全资持股。 ...

证券代码：002460 证券简称：赣锋锂业 编号：临2025-104 关于实际控制人和持股5%以上股东持股比例 被动稀释触及5%和1%整数倍的公告 特别提示： 1、本次权益变动主要系江西赣锋锂业集团股份有限公司（以下 简称"公司"）新增配售 H 股后，公司总股本增加，致使公司实际 控制人李良彬家族持有公司股份比例被动稀释触及 5%的整数倍，持 股 5%以上股东王晓申先生持有公司股份比例被动稀释触及 1%的整 数倍，不涉及持股数量变化。 2、本次权益变动不会导致公司实际控制人发生变化，不会影响 公司的治理结构和持续经营。 一、本次权益变动的基本情况 公司于2025年9月2日以每股H股29.28港元的配售价向不少于六 名承配人（为独立专业或机构投资者）配发及发行合计40,025,600股 新增H股（公告编号：2025-102），公司总股本由2,017,167,779股增 加至2,057,193,379股，公司实际控制人李良彬家族及持股5%以上股东 王晓申先生的持股比例被动稀释。 本次权益变动前，公司实际控制人李良彬家族合计持有公司股份 数量406,747,238股，占公司当时总股本2,017,167,779股的2 ...

Core Insights - Shenzhen Yuchuang Zhihui Technology Co., Ltd. has been established, with a focus on new material technology promotion, big data services, energy management, and project planning and public relations [1][2] - The company is wholly owned by Ganfeng Lithium Co., Ltd. through its subsidiary Shenzhen Yichu Energy Technology Co., Ltd. [1] Company Information - The legal representative of Shenzhen Yuchuang is Song Jiangfu, and the company is registered with a capital of 1 million yuan [2] - The company is classified as a limited liability company and is currently in a state of existence, with a business term extending until September 5, 2025 [2] - The registered address is located in the Nanshan District of Shenzhen, Guangdong Province [2] Business Scope - The business scope includes technology services, development, consulting, and sales related to new materials, big data, energy management, and project planning [2] - The company also engages in the manufacturing and sales of photovoltaic equipment and components, as well as the recycling and secondary utilization of used power batteries from new energy vehicles [2]

Group 1 - Shenzhen Yuchuang Zhihui Technology Co., Ltd. has been established with Song Jiangfu as the legal representative [1] - The company's business scope includes new material technology promotion services, big data services, energy management contracts, project planning, and public relations services [1] - The company is wholly owned by Shenzhen Yichu Energy Technology Co., Ltd., a subsidiary of Ganfeng Lithium Co., Ltd. (002460) [1]

（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。 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 二 零 二 五 年 九 月 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 ...

1、股东股份质押的基本情况 证券代码：002460 证券简称：赣锋锂业 编号：临2025-103 江西赣锋锂业集团股份有限公司 关于股东部分股份质押和解除质押的公告 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。 江西赣锋锂业集团股份有限公司（以下简称"公司"）于近日接 到公司股东王晓申先生将其持有的公司部分股份质押和解除质押的 通知，具体情况如下： 一、股东股份质押和解除质押的基本情况 | 股东 | 是否为第 一大股东 | 质押股 数（万 | 占其所 持股份 | 占公司 总股本 | 是否 为限 | 是否为 补充质 | 质押开始 | 质押解 | 质权 | 资金 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 名称 | 及一致行 | | | | | | 日期 | 除日期 | 人 | 用途 | | | 动人 | 股） | 比例 | 比例 | 售股 | 押 | | | | | | 王晓申 | | | | | | | 2025年9月 | 办理解 除质押 | 招商 | | | | ...

Market Overview - On September 5, the energy metals sector rose by 6.78% compared to the previous trading day, with Ganfeng Lithium leading the gains [1] - The Shanghai Composite Index closed at 3812.51, up 1.24%, while the Shenzhen Component Index closed at 12590.56, up 3.89% [1] Individual Stock Performance - Ganfeng Lithium (002460) closed at 44.61, with a gain of 10.01% and a trading volume of 1.3464 million shares, amounting to a turnover of 5.798 billion [1] - Bokin New Materials (605376) also saw a significant increase of 10.00%, closing at 48.72 with a turnover of 347 million [1] - Other notable performers included Tianqi Lithium (002466) with an 8.65% increase, closing at 46.35, and Huayou Cobalt (603799) which rose by 7.36% to close at 50.75 [1] Capital Flow Analysis - The energy metals sector experienced a net inflow of 3.597 billion in main funds, while retail funds saw a net outflow of 1.599 billion [1] - The table of capital flow indicates that Huayou Cobalt had a main fund net inflow of 1.078 billion, while Ganfeng Lithium had a net inflow of 1.051 billion [2] - Tianqi Lithium recorded a net inflow of 774 million from main funds, while retail funds showed a significant outflow across various stocks in the sector [2]

Group 1 - The A-share market is experiencing a comprehensive recovery, with the Nonferrous Metals 50 ETF (159652) rising by 4.38% and attracting significant net subscriptions of 24 million units, translating to over 30 million yuan in net inflow [1] - The surge in nonferrous metals is attributed to multiple catalysts, including rising expectations for interest rate cuts by the Federal Reserve, which benefits precious and industrial metals, and the robust recovery of the national economy boosting demand for industrial metals [2][3] - The Nonferrous Metals 50 ETF (159652) is highlighted as a key investment vehicle, covering a broad range of metals including gold, copper, and rare earths, with a copper content of 31% [6][8] Group 2 - Recent U.S. economic data indicates a weakening labor market, reinforcing expectations for the Federal Reserve to initiate interest rate cuts, with a 96.6% probability of a 25 basis point cut in September [5] - The current interest rate cut cycle is occurring against a backdrop of high inflation, which is expected to benefit gold and other precious metals, as real interest rates are anticipated to decline rapidly [6] - The overall configuration value of nonferrous metals is emphasized, driven by supply-side contraction policies, new demand dynamics, and global deflation expectations [6][8]

Core Viewpoint - The overall market showed strength on September 5, with significant performance in the new energy sector, particularly in photovoltaic and lithium battery stocks, driven by rising gold prices and lithium-related sectors [1] Market Performance - Major indices collectively strengthened, with the technology sector showing insufficient upward momentum [1] - The non-ferrous metals ETF (516650) rose by 3.02%, with key holdings such as Ganfeng Lithium (002460) increasing over 7% [1] - Other notable stocks like Guocheng Mining (000688), Tianqi Lithium (002466), Zhongmin Resources (002738), and Yongxing Materials (002756) also saw significant gains [1] - The gold stock ETF (159562) increased by 2.53%, while the Huaxia Gold ETF (518850) rose by 0.23% [1] Industry Insights - Domestic bidding data for August exceeded expectations, reaching approximately 40 GWh, significantly higher than July's 10 GWh [1] - There is an upward trend in the overall demand for energy storage systems and EPC, with an increase in bidding prices [1] - Recent high production rates for battery cells have led some energy storage manufacturers to extend orders into October, with prices for 25H1 energy storage cells showing a slight increase [1] - The market is experiencing signs of price increases, with tight production schedules and strong performance in energy storage demand reflected in mid-year reports from some companies [1] Investment Outlook - Current overall demand for energy storage is robust, and price increases are expected to continue [1] - The secondary market is seen to have incremental logic, with the potential for a rebound as the market has undergone continuous adjustments [1] - Funds are likely to focus on sectors with logical support for rebound strategies [1]

Core Viewpoint - Ganfeng Lithium (002460)(01772) shares increased nearly 10%, reaching HKD 34.02 with a trading volume of HKD 1.067 billion, driven by recent developments in the energy sector and government initiatives [1] Company Developments - Recently, Qingping Juneng Zhichu (Shenzhen) Technology Co., Ltd. was established, fully owned by Ganfeng Lithium's subsidiary Shenzhen Yichu Energy Technology Co., Ltd. The company focuses on emerging energy technology research and development, sales of photovoltaic equipment and components, and wind power generation technology services [1] Industry Trends - On September 4, the Ministry of Industry and Information Technology and the State Administration for Market Regulation issued the "Action Plan for Stable Growth in the Electronic Information Manufacturing Industry 2025-2026." This plan emphasizes quality management for photovoltaic modules and lithium battery products, reinforcing policies related to investment, finance, and safety to promote technological advancement in the industry [1] - CICC released a report highlighting that solid-state batteries possess high safety and energy density, positioning them as the next generation of lithium battery technology. The acceleration of material innovation and process iteration is expected to expedite the industrialization of solid-state batteries, presenting investment opportunities amid technological breakthroughs and industry transformations [1] - The solid-state battery supply chain is anticipated to initiate a mainline market trend, with battery, material, and equipment manufacturers involved in related layouts likely to experience upward investment opportunities [1]