Mei Ri Jing Ji Xin Wen·2025-10-10 14:47Group 1: Cangge Mining (藏格矿业) - Cangge Mining's subsidiary, Golmud Cangge Potash Fertilizer Co., Ltd., has obtained the property rights certificate and mining license for the Chaka Salt Lake potash and magnesium mine, covering an area of 724.3493 square kilometers [1] - The mining rights will support long-term potash development, stabilize potassium chloride supply, and contribute to national food security while clarifying the legal basis for lithium resource development [1] - This acquisition enhances the company's core competitiveness by maximizing resource value through the comprehensive utilization of co-mined minerals such as lithium and boron [1] Group 2: Ganfeng Lithium (赣锋锂业) - Ganfeng Lithium has reported a significant stock price fluctuation, with a cumulative increase of over 20% in three consecutive trading days, indicating abnormal trading activity [2] - The company claims to have a complete integrated layout for solid-state batteries and commercial capabilities, with developments in key areas such as sulfide electrolytes and lithium metal anodes [2] - Ganfeng Lithium has launched high-energy density batteries suitable for low-altitude economy applications, achieving energy densities between 320Wh/kg and 550Wh/kg, and has established partnerships with well-known drone and eVTOL companies [2] Group 3: Guiguan Electric Power (桂冠电力) - Guiguan Electric Power reported a total power generation of 31.848 billion kWh in the first three quarters of 2025, representing a year-on-year increase of 14.89% [3] - The growth in power generation is primarily driven by an increase in hydropower generation, which rose by 21.93%, and a significant expansion in renewable energy capacity [3] - The company is well-positioned in the new power system construction due to its hydropower resource advantages and renewable energy layout, although it must remain vigilant regarding water flow fluctuations and changes in renewable energy consumption policies [3]