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]

Core Viewpoint - The A-share market for lithium mining stocks experienced significant gains in the afternoon session, indicating strong investor interest and market momentum in this sector [1] Group 1: Stock Performance - XINWANDA saw an increase of over 14% [1] - Ganfeng Lithium reached a 10% limit up [1] - Yihui Lithium Energy rose by more than 9% [1] - Defang Nano and Tianqi Lithium both increased by over 8% [1] - Zhongmin Resources and Yongxing Materials both gained over 7% [1] - Dongyangguang, Shengxin Lithium Energy, Tibet Zhufeng, and Huayou Cobalt all rose by over 6% [1] - Rongjie Co., Naipu Mining, Guocheng Mining, Salt Lake Co., and Jiangte Electric all saw increases of over 5% [1]

Group 1 - Ganfeng Lithium (01772) shares increased by nearly 10%, reaching HKD 34.02 with a trading volume of HKD 1.067 billion [1] - Qingping Juneng Zhichu (Shenzhen) Technology Co., Ltd. was recently established, fully owned by Ganfeng Lithium's Shenzhen Yichu Energy Technology Co., Ltd., focusing on emerging energy technology research and development, photovoltaic equipment sales, and wind power technology services [1] - 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," emphasizing quality management for photovoltaic modules and lithium battery products [1] Group 2 - CICC's research report highlights solid-state batteries as the next generation of lithium battery technology, offering high safety and energy density [1] - The acceleration of material innovation and process iteration is expected to speed up the industrialization of solid-state batteries, presenting investment opportunities amid technological breakthroughs and industry transformation [1] - The solid-state battery supply chain is anticipated to initiate a mainline market trend, benefiting battery, material, and equipment manufacturers with upward investment opportunities [1]

Group 1 - The core point of the article highlights that Ganfeng Lithium (002460)(01772) has transferred shares from BNP Paribas to Citibank, with a market value of HKD 525 million, accounting for 3.89% of the total shares [1] - On September 2, Ganfeng Lithium announced that all conditions precedent for its placement agreement have been met, including obtaining listing approval, with the placement expected to be completed on September 2, 2025 [1] - The company successfully issued a total of 40.0256 million new H-shares at a placement price of HKD 29.28 per share to no fewer than six independent professional or institutional investors, representing 9.02% of the total issued H-shares after the placement [1]

Group 1 - The core point of the article highlights the recent stock transfer of Ganfeng Lithium (01772) from BNP Paribas to Citibank, with a market value of HKD 525 million, representing 3.89% of the total shares [1] - On September 2, Ganfeng Lithium announced that all conditions precedent for its placement agreement had been met, including obtaining listing approval, with the placement completed on September 2, 2025 [1] - The company successfully issued a total of 40.0256 million new H-shares at a placement price of HKD 29.28 per share to no fewer than six independent professional or institutional investors, which corresponds to 9.02% of the enlarged issued H-shares after the placement [1]

Group 1 - The company, Ganfeng Lithium, is implementing measures to control costs in its battery business, including optimizing production processes and reducing production costs [2] - The introduction of intelligent and automated technologies is aimed at improving efficiency [2] - Increased investment in research and development is intended to enhance product added value [2] Group 2 - In response to the short-term rise in lithium prices, the company is adopting a diversified strategy and refined operational management to ensure stable business development and avoid performance drag [2]

Core Viewpoint - Ganfeng Lithium has established a comprehensive layout for solid-state batteries, covering key areas such as sulfide electrolytes, oxide electrolytes, and metallic lithium anodes, with energy densities reaching 420Wh/kg and samples of 500Wh/kg passing safety tests [1] Group 1 - The company has achieved a cycle life exceeding 800 times for its solid-state batteries [1] - The first 500Wh/kg level 10Ah product has entered small-scale production [1] - Ganfeng Lithium is advancing applications in sectors such as new energy vehicles and low-altitude economy [1]

证券日报网讯赣锋锂业（002460）9月3日在互动平台回答投资者提问时表示，公司固态电池项目持续推 进，研发进展顺利，已形成全链路布局，覆盖硫化物电解质、氧化物电解质、金属锂负极等关键环节。 能量密度达420Wh/kg，500Wh/kg样品通过针刺及200℃热箱等安全测试，循环寿命突破800次。首款 500Wh/kg级10Ah产品实现小批量量产。 ...

Group 1 - The core point of the article is that Ganfeng Lithium (002460)(01772) has successfully completed a placement of new H-shares, raising significant capital [1] - On September 2, 2025, shareholders deposited stocks into HSBC Hong Kong, with a market value of HKD 1.269 billion, representing 9.92% of the total [1] - The company issued a total of 40.0256 million new H-shares at a placement price of HKD 29.28 per share, which corresponds to 9.02% of the enlarged issued H-shares after the placement [1]

Group 1 - The core point of the article is that Ganfeng Lithium (01772) has successfully completed a share placement, raising significant capital through the issuance of new H-shares [1] - On September 2, 2025, Ganfeng Lithium's shareholders deposited stocks worth HKD 1.269 billion into HSBC, representing 9.92% of the total [1] - The company issued a total of 40.0256 million new H-shares at a placement price of HKD 29.28 per share, which accounts for 9.02% of the enlarged issued H-shares after the placement [1]