Group 1 - Morgan Stanley increased its stake in Tianqi Lithium Industries (09696) by 646,960 shares at a price of HKD 42.9015 per share, totaling approximately HKD 27.7556 million [1] - Following the increase, Morgan Stanley's total shareholding in Tianqi Lithium is approximately 8.7292 million shares, representing a holding percentage of 5.31% [1]

Core Viewpoint - Morgan Stanley has increased its stake in Tianqi Lithium Industries, acquiring 646,960 shares at a price of HKD 42.9015 per share, totaling approximately HKD 27.7556 million, resulting in a new holding of about 8.7292 million shares, representing a 5.31% ownership [1] Group 1 - Morgan Stanley's recent acquisition of shares indicates a strategic investment in the lithium sector, reflecting confidence in Tianqi Lithium's growth potential [1] - The total amount invested by Morgan Stanley in this transaction is approximately HKD 27.7556 million, highlighting the significance of this stake increase [1] - Following the purchase, Morgan Stanley's total shareholding in Tianqi Lithium has reached approximately 8.7292 million shares, which is a notable increase in their investment position [1]

FF305 翌日披露報表 (股份發行人 ── 已發行股份或庫存股份變動、股份購回及/或在場内出售庫存股份) 表格類別： 股票 狀態： 新提交 公司名稱： 天齊鋰業股份有限公司 呈交日期： 2026年2月11日 如上市發行人的已發行股份或庫存股份出現變動而須根據《香港聯合交易所有限公司（「香港聯交所」）證券上市規則》(「《主板上市規則》」)第13.25A條 / 《香港聯合交易所有限公司GEM證券 上市規則》(「《GEM上市規則》」)第17.27A條作出披露，必須填妥第一章節 。 | 章 | 第 | 節 | 一 | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- ...

证券代码：002466 证券简称：天齐锂业 公告编号：2026-009 天齐锂业股份有限公司 关于新 H 股配售完成及可转换公司债券发行完成的公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完 整，没有虚假记载、误导性陈述或重大遗漏。 天齐锂业股份有限公司（以下简称"公司"）于 2026 年 2 月 3 日（H 股交易时间后）与配 售代理和经办人分别签订新 H 股《配售协议》和可转换公司债券《认购协议》，于 2026 年 2 月 4 日与配售代理和经办人分别订立经修订及重列的《配售协议》和《认购协议》。公司拟按 每股配售价格 45.05 港元（以下简称"配售价"）向符合条件的独立投资者（以下简称"承配 人"）配售公司根据 2024 年度股东大会授权新增发行的 H 股股份 65,050,000 股（以下简称"本 次 H 股配售"），并拟发行本金总金额为人民币 26 亿元的可转换公司债券（以下简称"本次 H 股可转债发行"，与"本次 H 股配售"统称为"本次发行"）。具体详见公司分别于 2026 年 2 月 4 日、2026 年 2 月 5 日在巨潮资讯网（http://www.cninfo.com.c ...

Market Overview - The three major A-share indices showed mixed performance today, with the Shanghai Composite Index rising by 0.09% to close at 4131.99 points, while the Shenzhen Component Index fell by 0.35% to 14160.93 points, and the ChiNext Index dropped by 1.08% to 3284.74 points. The total trading volume in the Shanghai and Shenzhen markets was 200.12 billion, a decrease of 123.7 billion from the previous day [1]. Rare Metals Sector Performance - The rare metals sector led the market gains today, driven by rising futures prices. Notable stocks included Zhongtung High-tech and Zhangyuan Tungsten, which hit the daily limit, while Xiamen Tungsten and Jinchuan Group rose over 7%, and Huayou Cobalt increased by over 5%. This momentum also boosted the Rare Metals ETF and related funds, which rose by more than 3.5% [1]. Rare Metals ETF Details - The Rare Metals ETF, which tracks the CSI Rare Metals Index, saw a rise of 3.86% today and has gained 15.70% year-to-date, with an estimated scale of 6.588 billion. Other related ETFs also showed positive performance, with the Industrial Bank Rare Metals ETF rising by 3.79% and the Rare Metals ETF Fund increasing by 3.53% [2]. Commodity Price Movements - There was a significant increase in commodity prices today, with lithium carbonate rising over 5%, nickel up over 4%, and other metals like tin and stainless steel increasing by over 2%. The main contract for lithium carbonate on the Guangzhou Futures Exchange surged by 9%, reaching 150,000 yuan/ton [3]. Global Rare Metals Market Trends - The global rare metals market is expected to continue its upward trend through 2026, with prices for rare earths, lithium, tungsten, cobalt, and nickel on the rise. This surge is attributed to three main factors: changes in global macroeconomic conditions, tightening supply constraints, and structural growth in demand from emerging industries [4][5]. Supply and Demand Dynamics - Supply constraints are a key driver of the current market dynamics, with countries like Indonesia and Vietnam implementing significant restrictions on exports of nickel and rare earths, respectively. China's export controls on certain rare metals further solidify its dominant position in global supply [4][6]. On the demand side, sectors such as electric vehicles, energy storage, and advanced manufacturing are driving robust demand for rare metals, indicating a structural growth trend [5][6].

Group 1 - Tianqi Lithium Industries (002466)(09696) announced that all conditions of the revised and restated placement agreement have been met, and the placement was completed on February 11, 2026 [1] - The placement agent successfully placed a total of 65.05 million shares at a price of HKD 45.05 per share to no less than six subscribers, with an estimated net price of approximately HKD 44.95 per share [1] - Additionally, all conditions of the revised and restated subscription agreement have been met, and bonds totaling RMB 2.6 billion were issued on February 11, 2026 [1] Group 2 - The bonds can be converted into H-shares under the terms and conditions specified, with an initial conversion price of HKD 51.85 per H-share, subject to adjustments [1] - Assuming the bonds are fully converted at the initial conversion price, they will convert into approximately 56.48 million H-shares [1]

Core Viewpoint - Tianqi Lithium Industries has successfully completed a share placement and bond issuance, indicating strong market confidence and financial maneuverability [1] Group 1: Share Placement - The company announced that all conditions of the revised and restated placement agreement have been met, and the placement was completed on February 11, 2026 [1] - A total of 65.05 million shares were successfully placed at a price of HKD 45.05 per share, with an estimated net price of approximately HKD 44.95 per share [1] Group 2: Bond Issuance - All conditions of the revised and restated subscription agreement have been fulfilled, leading to the issuance of bonds totaling RMB 2.6 billion on February 11, 2026 [1] - The bonds can be converted into H-shares at an initial conversion price of HKD 51.85 per share, which is subject to adjustment; if fully converted, they will result in approximately 56.48 million H-shares [1]

Core Viewpoint - Tianqi Lithium Industries (09696.HK) has successfully completed a placement of shares, raising approximately HKD 2.93 billion, with the net proceeds expected to be fully utilized by December 31, 2027 [1] Group 1: Share Placement Details - The placement involved the issuance of 65.05 million shares at a price of HKD 45.05 per share [1] - The estimated net price per share, after deducting related commissions and expenses, is approximately HKD 44.95 [1] - The total amount raised from the placement is approximately HKD 2.93 billion, with net proceeds expected to be around HKD 2.92 billion after expenses [1]

Core Viewpoint - Tianqi Lithium Industries (09696.HK) has successfully completed the issuance of bonds totaling RMB 2.6 billion, with all conditions of the revised subscription agreement met [1] Group 1: Bond Issuance Details - The bonds were issued on February 11, 2026, and can be converted into H-shares under specified terms, with an initial conversion price set at HKD 51.85 per share [1] - If the bonds are fully converted at the initial conversion price, they will convert into approximately 56,481,896 H-shares [1] Group 2: Financial Implications - The total proceeds from the bond issuance amount to approximately HKD 2.929 billion, with the net proceeds (after deducting related commissions) expected to be around HKD 2.907 billion [1] - The net price per converted share, based on the initial conversion price, is approximately HKD 51.46 [1] - The net proceeds from the bond issuance are anticipated to be fully utilized by December 31, 2027 [1]

FF305 如上市發行人的已發行股份或庫存股份出現變動而須根據《香港聯合交易所有限公司（「香港聯交所」）證券上市規則》(「《主板上市規則》」)第13.25A條 / 《香港聯合交易所有限公司GEM證券 上市規則》(「《GEM上市規則》」)第17.27A條作出披露，必須填妥第一章節 。 | 第一章節 | | | | | | | | --- | --- | --- | --- | --- | --- | --- | | 1. 股份分類 普通股 | 股份類別 H | | 於香港聯交所上市 | 是 | | | | 證券代號 (如上市) 09696 | 說明 | | | | | | | A. 已發行股份或庫存股份變動 | | | | | | | | | 已發行股份（不包括庫存股份）變動 | | 庫存股份變動 | | | | | 事件 | 已發行股份（不包括庫存股份）數 目 | 佔有關事件前的現有已發 行股份（不包括庫存股 份）數目百分比 (註3) | 庫存股份數目 | 每股發行/出售價 (註4) | | 已發行股份總數 | | 於下列日期開始時的結存(註1) 2026年1月31日 | 164,122,200 | | 0 ...