Core Viewpoint - Ganfeng Lithium (01772) expects a net loss attributable to shareholders for the six months ending June 30, 2025, to be in the range of RMB 300 million to RMB 550 million, representing a decrease in net loss of approximately 27.67% to 60.55% compared to the same period last year [1] Group 1 - The expected net loss range for the company is RMB 300 million to RMB 550 million, a significant improvement from the previous year's loss [1] - The expected loss after excluding non-recurring items is projected to be between RMB 500 million and RMB 950 million, which is an increase of approximately 211.74% to 492.30% compared to the previous year [1] - The basic loss per share is anticipated to be between RMB 0.15 and RMB 0.27, compared to a loss of RMB 0.38 per share in the same period last year [1] Group 2 - The primary reason for the performance change is the continuous decline in sales prices of lithium salts and lithium battery products, which has impacted overall operational performance despite growth in the battery segment's production capacity and sales [1] - The company has made provisions for asset impairment related to inventory and other assets according to Chinese accounting standards [1] - The company generated significant non-recurring income during the reporting period, mainly due to investment income and fair value changes [2] - The investment income was derived from the disposal of certain energy storage projects by its subsidiary Shenzhen Yichu Energy Technology Co., Ltd., as well as the disposal of shares in other companies [2] - The company experienced fair value losses due to the continuous decline in the price of financial assets primarily held in Pilbara Minerals Limited (PLS) [2] - A hedging strategy using options was employed to mitigate the risk exposure from the decline in PLS stock price, which helped offset some of the fair value losses [2]

Group 1: Company Performance - Ganfeng Lithium is expected to report a net loss of 300 million to 550 million yuan for the first half of 2025, a decrease from a loss of 760 million yuan in the same period last year, indicating a narrowing of losses year-on-year [1] - Tianqi Lithium is projected to achieve a net profit of 0 to 155 million yuan for the first half of 2025, a significant improvement from a loss of 5.006 billion yuan in the previous year, indicating a turnaround to profitability [1][2] Group 2: Business Operations - Tianqi Lithium is involved in the production, processing, and sales of lithium concentrate and lithium chemical products, with significant control over the Greenbushes lithium spodumene mine, which accounts for 30% of global hard rock lithium production in 2023 [2] - The pricing mechanism for Tianqi Lithium's chemical-grade lithium concentrate will be updated to reflect the average monthly prices from four major pricing agencies, aligning procurement costs more closely with market prices [3] Group 3: Investment and Financial Impact - Ganfeng Lithium's increased losses are attributed to significant non-recurring gains, including investment income from the disposal of energy storage projects and other equity stakes, despite a decline in lithium salt and battery product sales prices [6][7] - Tianqi Lithium anticipates an increase in investment income due to the expected growth in performance from its joint venture SQM in the first half of 2025 [5]

证券代码：002460 证券简称：赣锋锂业 编号：临2025-087 江西赣锋锂业集团股份有限公司 2025 年半年度业绩预告 1、业绩预告期间：2025 年 1 月 1 日—2025 年 6 月 30 日 2、预计的经营业绩： √亏损 扭亏为盈 同向上升 同向下降 | 项目 | 本报告期 | | | 上年同期 | | | --- | --- | --- | --- | --- | --- | | 归属上市公司股 | 亏损：55,000 万元 | – 30,000 | 万元 | 亏损： | | | 东的净利润 | | | | 76,037.69 | 万元 | | 扣除非经常性损 | 亏损：95,000 万元 | –50,000 | 万元 | 亏损： | | | 益后的净利润 | | | | 16,039.11 | 万元 | | 基本每股收益 | 亏损：0.27 | 元/股–0.15 | 元/股 | 亏损：0.38 | 元/股 | 二、与会计师事务所沟通情况 本公司及董事会全体成员保证公告内容的真实、准确和完整，没 有虚假记载、误导性陈述或重大遗漏。 一、本期业绩预计情况 本次业绩预告相关的财务数据是公司财务部 ...

智通财经7月14日电，赣锋锂业(002460.SZ)公告称，赣锋锂业预计2025年1-6月归属于上市公司股东的净 利润为亏损3亿元-5.5亿元，上年同期亏损7.6亿元。报告期内，锂盐及锂电池产品销售价格持续下跌， 尽管公司电池板块产能有序释放、销售增长，但整体经营业绩仍受到冲击，并计提了存货等相关资产减 值准备。 赣锋锂业：预计上半年净利润亏损3亿元-5.5亿元 ...

Core Insights - The second China International Solid-State Battery Technology Industrialization Development Forum will be held from June 26-28, 2025, in Wuxi, Jiangsu, where Ganfeng Lithium will present advancements in solid-state battery materials and energy storage applications [1] - Ganfeng Lithium has established a comprehensive product layout covering battery materials, cells, battery cabinets, energy storage containers, and energy storage power solutions, making it the only company in the industry to operate the entire supply chain from raw materials to battery recycling [5] - The company has delivered over 21 GWh of energy storage battery products and has invested in and constructed energy storage stations exceeding 20 GWh [5] - The room temperature ionic conductivity of the developed oxide solid electrolyte material reaches 1.5 mS/cm, and the company has achieved stable preparation of 25-micron ultra-thin electrolyte ceramic sheets [5] - The developed sulfide solid electrolyte material has a room temperature ionic conductivity exceeding 12 mS/cm, with low-cost batch production of lithium sulfide and sulfide electrolyte materials [5] - The 304Ah solid-state energy storage cell has surpassed 4000 cycles in lifespan testing, demonstrating advantages in safety, low-temperature performance, and storage compared to liquid batteries [6] - The 304Ah cell maintains a higher overall capacity retention, especially showing improved stability during the first 1000 cycles, and exhibits zero voltage drop during an 8mm puncture test, indicating robust safety performance [6] - Ganfeng Lithium has innovatively constructed a "6-BTR" high-safety energy storage system strategy, providing multi-level protection and achieving certification for its lithium storage battery products [6] - The company's storage technology and products, integrating high-performance solid electrolytes and innovative cell designs, contribute to the development of high-safety, long-life, and wide-temperature range products for a cleaner and more sustainable energy system [8]

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，同意公司向子公司提供连带责任保证担保额度合计人民 币 2,521,000 万元，同意子公司向子公司提供连带责任保证担保额度 人民币 1,114,000 万元，两项合计担保总额人民币 3,635,000 万元（包 括新增担保和原有担保的展期或续保）。其中公司及子公司向资产负 债率 70%以上的子公司提供总额不超过人民币 1,501,000 万元，向资 产负债率 70%以下的子公司（含新设立暂无财务数据的子公司）提供 总额不超过人民币 2,134,000 万元。本次担保额度在公司股东大会审 议通过此议案之日起 12 个月内有效，担保对象之间可以进行担保额 度调剂，上述额度可以循环使用。（详见公告：2025-033、2025-081） 2、公司与中国农业银行股份有限公司新余分行（以下简称"农 业 银 行 ...

Group 1 - Tesla concept stocks in Hong Kong experienced a downturn, with BYD Company Limited (01211.HK) falling over 3% [1] - Other stocks such as Ganfeng Lithium Co., Ltd. (01772.HK), Nextracker Inc. (01316.HK), and Xinbang Holdings (01571.HK) also declined [1] - Elon Musk indicated that the robotaxi project in the San Francisco Bay Area is awaiting regulatory approval, with a potential launch in one to two months [1]

证券代码：002460 证券简称：赣锋锂业 编号：临2025-085 江西赣锋锂业集团股份有限公司 2024 年度 A 股权益分派实施公告 本公司及董事会全体成员保证公告内容的真实、准确和完整， 没有虚假记载、误导性陈述或重大遗漏。 一、股东大会审议通过利润分配方案的情况 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和 2025 年 6 月 25 日召开的 2024 年年度股东大会审议通过了《2024 年度利润分配预 案》。（详见公告：2025-033、2025-081） 公司将以股权登记日的总股本为基数，按照分配比例不变的原则 进行权益分派。本次实施的利润分配方案与 2024 年年度股东大会审 议通过的方案一致。 本次实施的利润分配方案距离 2024 年年度股东大会审议通过的 时间未超过两个月。 本次实施的利润分配方案自披露之日起至实施期间公司股本总 额未发生变化。 二、本次 A 股实施的利润分配方案 时，根据其持股期限计算应纳税额【注】；持有首发后限售股、股权 激励限售股及无限售流通股的证券投资基金所涉红利税，对香港投资 者持有基金份额 ...

Core Viewpoint - The China Securities New Energy Vehicle Index (CS New Energy Vehicle, 399976) has shown positive performance, with a recent increase of 1.42% and significant gains over various time frames, indicating a strong market for new energy vehicles in China [1][2]. Group 1: Index Performance - The CS New Energy Vehicle Index has increased by 2.20% over the past month, 11.53% over the past three months, and 3.42% year-to-date [2]. - The index reflects the overall performance of listed companies involved in lithium batteries, charging stations, and new energy vehicles, with a base date of December 31, 2011, set at 1000.0 points [2]. Group 2: Index Composition - The top ten weighted companies in the CS New Energy Vehicle Index are: CATL (10.33%), Huichuan Technology (9.45%), BYD (9.05%), Changan Automobile (5.02%), Sanhua Intelligent Control (4.53%), Yiwei Lithium Energy (4.34%), Huayou Cobalt (4.21%), Ganfeng Lithium (3.14%), Tianqi Lithium (2.75%), and Guoxuan High-Tech (2.61%) [2]. - The index's holdings are primarily listed on the Shenzhen Stock Exchange (84.08%), followed by the Shanghai Stock Exchange (15.30%) and the Beijing Stock Exchange (0.62%) [2]. - In terms of industry composition, the index is comprised of 59.42% industrial sector, 23.09% consumer discretionary, 16.27% materials, and 1.23% information technology [2]. Group 3: Index Adjustment Mechanism - The index samples are adjusted biannually, with adjustments implemented on the next trading day following the second Friday of June and December [3]. - Weight factors are generally fixed until the next scheduled adjustment, with special circumstances allowing for temporary adjustments [3]. - Companies that are delisted or undergo mergers, acquisitions, or splits are handled according to specific calculation and maintenance guidelines [3].

Group 1 - The Hong Kong stock market for photovoltaic and lithium battery concept stocks opened high, with Contemporary Amperex Technology Co., Limited (宁德时代) rising over 4% [1] - Ganfeng Lithium Co., Ltd. (赣锋锂业) opened with an increase of over 1% [1]