赣锋锂业港股上涨,A股午后涨超8%,公司持续加码电池业务
Zhi Tong Cai Jing·2025-10-13 07:02

Core Viewpoint - Ganfeng Lithium has announced its comprehensive integration in the solid-state battery industry, showcasing its commercialization capabilities and significant advancements in key areas such as sulfide electrolytes, oxide electrolytes, lithium metal anodes, battery cells, and systems [3] Group 1: Company Developments - The company has launched a flight series power supply suitable for low-altitude economies, with high energy density batteries ranging from 320Wh/kg to 550Wh/kg and a maximum cycle life of 1000 cycles [3] - Ganfeng Lithium has passed the automotive standard GB38031-2020 and established partnerships with well-known drone and eVTOL companies [3] - The company is actively seeking strategic investors in the energy storage sector to support its financing and sustainable high-quality development [3] Group 2: Market Insights - According to a report from Changjiang Securities, lithium prices have stabilized and begun to recover since the third quarter, positioning Ganfeng Lithium as a leading resource player with a faster increase in self-supply rate and continuous cost optimization [3] - The company is significantly increasing its battery business, holding the largest global capacity for lithium metal, and is expected to benefit from the demand for solid-state battery anode materials in the long term, indicating substantial growth potential and investment value [3]