25.42亿港元，锂矿龙头拟H股再融资

Core Viewpoint - Ganfeng Lithium plans to raise a total of HKD 13.7 billion through the issuance of convertible bonds and the placement of new H-shares to support loan repayment, capacity expansion, and general corporate purposes [1][5][6]. Group 1: Financing Activities - The company intends to issue HKD 13.7 billion in convertible bonds with a conversion price of HKD 33.67 per share, representing an 8.68% premium over the closing price on August 25 [5]. - Ganfeng Lithium will issue 40.0256 million new H-shares at a placement price of HKD 29.28 per share, which is approximately 5.49% lower than the closing price on August 25 [6]. - The net proceeds from the bond issuance are expected to be around HKD 13.4614 billion, with 40% allocated for loan repayment, 30% for capacity expansion, and 30% for working capital and general corporate purposes [5][6]. Group 2: Financial Performance - In the first half of the year, Ganfeng Lithium reported a net loss of HKD 531 million, compared to a loss of HKD 760 million in the same period last year [4][7]. - The company's revenue for the first half was HKD 8.376 billion, reflecting a year-on-year decline of 12.65% [7]. Group 3: Strategic Developments - Ganfeng Lithium's integrated lithium battery layout has shown positive results in the first half of the year, with significant contributions from battery and energy storage businesses [7]. - The company is focusing on the development of solid-state batteries, responding to the increasing demand for high energy density and safety in the robotics sector [7]. - The outlook for lithium prices is optimistic, with a shift towards a "cost-driven" support logic anticipated in the future, driven by policy implementations and market recovery [8].