登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码：002466 证券简称：天齐锂业 公告编号：2025-061 天齐锂业股份有限公司 关于泰利森第三期化学级锂精矿扩产项目进展情况的公告 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。 一、项目概述 2018年7月24日，天齐锂业股份有限公司（以下简称"公司"）召开第四届董事会第十八次会议审议通过 了《关于同意泰利森第三期锂精矿扩产计划的议案》，同意公司控股子公司Windfield Holdings Pty Ltd （以下简称"文菲尔德"）之全资子公司Talison Lithium Pty Ltd（以下简称"泰利森"）正式启动化学级锂 精矿产能继续扩产的建设工作，建造一个独立的、专用的大型化学级锂精矿生产设施和新的矿石破碎设 施，同时为后续扩产做好配套基础设施建设工作（以下简称"泰利森第三期化学级锂精矿扩产项 目"或"项目"）。项目选址位于西澳大利亚州格林布什，资金来源为泰利森自筹；该项目原计划于2020 年第四季度竣工并开始试生产；2020年12月22日文菲尔德董事会决定将泰利森第三期锂精矿扩产计划试 ...

智通财经APP讯，天齐锂业(09696)发布公告，2025年12月18日，泰利森第三期化学级锂精矿扩产项目己 经建设完成并正式投料试车。后续，项目将加紧进行调试和优化，争取尽快生产出符合标准的化学级锂 精矿产品并完成项目产能爬坡。 该项目建成投产后，泰利森锂精矿项目总建成产能达到214万吨/年。 有色金属行业属于周期性行业，受多种因素变化的影响，锂产品价格呈现波动性，当前以及预期的供求 变动都可能影响锂产品的当前及预期价格。锂精矿价格的波动可能为公司的业务、财务状况及经营业绩 带来不确定性。 在项目后续试车和达产的过程中，尚存在能否及时生产出符合标准的化学级锂精矿、爬坡方案是否能有 效实施等不确定性，存在项目后续进度可能不及预期的风险。 目前，公司国内外各锂化工产品生产基地所需化学级锂精矿主要来源于公司控股子公司文菲尔德的全资 子公司泰利森所拥有的格林布什锂辉石矿。泰利森第三期化学级锂精矿扩产项目建成投产后，将为公司 国内外各锂化工产品生产基地提供持续且充足的原料保障，有助于实现公司产能与资源的高效匹配，增 强产业链上下游的协同效应，有望进一步提高公司的盈利能力。 ...

Core Viewpoint - The spot price of lithium carbonate has increased compared to the previous trading day, with battery-grade lithium carbonate reported at 60,000 yuan/ton, reflecting a rise of 200 yuan/ton [1] Price Summary - Battery-grade lithium carbonate is priced at 60,000 yuan/ton (+200 yuan/ton) [1] - Industrial-grade lithium carbonate (comprehensive) is reported at 59,000 yuan/ton (+200 yuan/ton) [1] - Long-term average price of battery-grade lithium carbonate remains stable at 59,700 yuan/ton [1] - Lithium hydroxide index is steady at 62,583 yuan/ton [1] Lithium Ore Prices - Lithium spodumene (Africa SC 5%) is priced at 415 USD/ton (-5 USD/ton) [1] - Lithium spodumene (China CIF 6%) is reported at 610 USD/ton (-5 USD/ton) [1] - Lithium spodumene index (5% ≤ Li2O < 6%) is at 4,840 yuan/ton (-60 yuan/ton) [1] - Lithium mica index (2% ≤ Li2O < 4%) is at 1,555 yuan/ton (-52 yuan/ton) [1] - Phosphate lithium aluminum stone (7% ≤ Li2O < 8%) is priced at 7,050 yuan/ton (-100 yuan/ton) [1] - Rich lithium aluminum electrolyte index is at 1,669 yuan/ton (-20 yuan/ton) [1] - Rich brine (lithium sulfate) discount coefficient is reported at 73% (+1.5) [1]

Core Viewpoint - The spot price of lithium carbonate has decreased compared to the previous trading day, indicating a downward trend in the lithium market [1] Price Summary - The spot price of battery-grade lithium carbonate is reported at 61,600 yuan/ton, down by 300 yuan/ton [1] - The industrial-grade lithium carbonate (comprehensive) is priced at 60,800 yuan/ton, also down by 300 yuan/ton [1] - The average price of long-term contracts for battery-grade lithium carbonate is 64,100 yuan/ton, down by 200 yuan/ton [1] - The hydroxide lithium index remains stable at 63,583 yuan/ton [1] - The price of lithium spodumene (Africa SC5%) is reported at 335 USD/ton, unchanged [1] - The price of lithium spodumene (China CIF6%) is 670 USD/ton, down by 15 USD/ton [1] - The lithium spodumene index (5%≤Li2O<6%) is at 5,200 yuan/ton, down by 72 yuan/ton [1] - The lithium mica index (2%≤Li2O<4%) is reported at 1,760 yuan/ton, down by 51 yuan/ton [1] - The price of phosphor-lithium aluminum stone (7%≤Li2O<8%) is 7,375 yuan/ton, down by 100 yuan/ton [1] - The lithium-rich aluminum electrolyte index is at 1,760 yuan/ton, down by 30 yuan/ton [1] - The discount coefficient for lithium brine (lithium sulfate) remains unchanged at 72.5% [1]

Core Insights - Tianqi Lithium Industries reported its worst financial results since its listing, with a net loss of 7.905 billion yuan, a year-on-year decline of 208.32% [3][4] - The company's total revenue for the year was 13.063 billion yuan, down 67.75% compared to the previous year [3] Financial Performance - The significant drop in revenue and net loss is attributed to a sharp decline in lithium product prices and a mismatch in pricing mechanisms between its subsidiaries [3][4] - Lithium concentrate prices fell drastically due to oversupply, stabilizing between 700-800 USD/ton by September 2024, down from around 1800 USD/ton at the end of 2023 [3] Market Conditions - Lithium carbonate futures prices in the first half of 2024 ranged between 90,000 to 120,000 yuan/ton, with a significant drop to about 70,000 yuan/ton in August 2024, compared to a peak of 600,000 yuan/ton [4] - The performance of Tianqi's joint venture SQM was negatively impacted by tax issues, leading to a recognition of approximately 1.1 billion USD in income tax expenses [5] Project Developments - Tianqi Lithium terminated its second-phase lithium hydroxide project in Australia due to economic unfeasibility, resulting in an asset impairment [5] - The termination of this project is expected to reduce the company's net profit attributable to shareholders by approximately 501 million yuan, which is about 6.86% of the audited net profit for the last fiscal year [5]