智通财经APP获悉，美国能源部长克里斯·赖特表示，美国政府已同意收购Lithium Americas(LAC.US)股 份，证实了上周引发该公司股价飙升的报道。受该消息影响，Lithium Americas周二盘后上涨35.3%。 另外，媒体报道称，美国能源部将持有Lithium Americas 5%的股份，以及该公司与通用汽车合资成立的 Thacker Pass 5%的股份。 Lithium Americas耗资约30亿美元的Thacker Pass项目在特朗普第一任期末获得批准，而美国能源部贷款 项目办公室提供的贷款已于去年由拜登政府完成发放。通用汽车正依靠Thacker Pass项目来满足其电动 化转型所需的大部分锂需求。 此举是特朗普政府为加速发展关键矿产本地供应链所做出的最新努力。今年早些时候，美国国防部宣布 向MP Materials(MP.US)投资4亿美元，用于资助一家生产稀土磁铁的新工厂。 在美国政府考虑入股的消息传出之后，Lithium Americas本周表示，其和合资伙伴通用汽车(GM.US)已 与美国能源部就获得23亿美元联邦贷款的条件进行了商谈。 ...

Core Viewpoint - The U.S. government has agreed to acquire shares in American Lithium Corp to support the development of its lithium project in Nevada, as part of efforts to establish a domestic supply chain and counter China's dominance in critical metals [1] Group 1: Government Actions - The U.S. Department of Energy's investment is aimed at accelerating the establishment of a domestic supply chain for critical metals [1] - This move follows a previous investment of $400 million by the U.S. Department of Defense in MP Materials to fund a new rare earth magnet factory [1] Group 2: Company Developments - American Lithium's project in Nevada is expected to become a major source of lithium for the U.S. domestic industry [1] - The company's stock saw a nearly 20% increase in after-hours trading following the confirmation of the government's investment, with a year-to-date increase of 92% [1]

美国能源部长说，美国（政府）持股Lithium Americas。 该公司股价盘后涨12.26% 市场有风险，投资需谨慎。本文不构成个人投资建议，也未考虑到个别用户特殊的投资目标、财务状况或需要。用户应考虑本文中的任何 意见、观点或结论是否符合其特定状况。据此投资，责任自负。 风险提示及免责条款 ...

证券日报网讯赣锋锂业（002460）9月30日在互动平台回答投资者提问时表示，截至2025年9月19日，公 司A股股东人数为307，238户。 ...

Core Viewpoint - The article discusses the recent developments regarding the verification of lithium resource reserves by eight lithium companies in Yichun, which is crucial for the lithium industry and capital markets, particularly concerning potential changes in mining types and production status [3][4]. Group 1: Regulatory Developments - On September 30, the deadline for the submission of reserve verification reports by eight lithium companies in Yichun was highlighted, with significant attention on whether there would be changes in mining types or production halts [3]. - The Yichun Natural Resources Bureau issued a notice in July requiring these companies to compile reports to ensure compliance with auditing and regulatory standards, emphasizing the need to scientifically determine the primary mining type [4][6]. Group 2: Company Responses and Industry Context - The eight lithium companies, including Yichun Times New Energy Mining Co. and Yichun Guoxuan Mining Co., confirmed that their reports were prepared according to the regulatory requirements and are awaiting expert evaluations from the government [4][5]. - The lithium resources in Yichun are noted to be abundant, but the lithium content is generally low, with the region being referred to as "Asia's Lithium Capital" [5]. Group 3: Mining Type and Economic Viability - The submitted reserve verification reports were based on a lithium oxide grade of 0.2%, indicating no changes in mining types at this stage, although future changes may be necessary as the industry evolves [5][6]. - The article mentions that previously, lithium mining rights were only granted for lithium oxide grades of 0.4% or higher, but advancements in extraction technology and rising lithium prices have made lower-grade resources economically viable [5].

Market Overview - The major A-share indices mostly recorded gains today, with the Shanghai Composite Index rising by 0.52% to close at 3882 points, and the Shenzhen Component Index increasing by 0.35% [1] - The total market turnover reached 2.2 trillion yuan, an increase of 191 billion yuan compared to the previous trading day, with over 2600 stocks rising and more than 2500 stocks declining [1] Sector Performance - The storage chip sector strengthened due to recent price increases from major storage chip companies, with stocks like Jiangbolong and Demingli hitting the daily limit [1] - The lithium mining concept saw a rise, with Defang Nano increasing by over 12% [1] - The non-ferrous metals sector was boosted by the issuance of a stable growth work plan, leading to stocks like Jingyi Co. and Jiangxi Copper hitting the daily limit [1] - AI chips, Shanghai Free Trade Zone, energy metals, and aerospace sectors also showed significant gains [1] - Conversely, the public utilities sector declined, with Lianmei Holdings hitting the daily limit down [1] - The banking and insurance sectors weakened, with Suzhou Bank leading the decline [1] - The textile and apparel sector also fell, with Hongxing Co. nearing the daily limit down [1] - Brokerage, wheel motor, and automotive integrated die-casting sectors experienced notable declines [1] Top Gainers and Fund Flow - Aerospace and military industry stocks led the gainers with a rise of 3.45% [2] - Base metals and precious metals sectors also saw positive fund inflows, with increases of 3.04% and 2.699% respectively [2] - Soft drinks, real estate, and biotechnology sectors recorded gains of 2.38%, 2.15%, and 2.15% respectively [2]

Group 1 - Lithium mining stocks have shown strong performance, with Fulin Precision Engineering hitting a 20% limit up [1] - Other companies such as Luoyang Molybdenum, Cangge Mining, and Salt Lake Industry also experienced significant gains [1]

美国为何突然改变立场？4亿美元入股稀土巨头的背后 过去四十年，美国一直标榜政府不干预市场的经济理念。但最近却出人意料地宣布向本土最大稀土企业MP材料注资4亿美元，这种政府持股绑定产能的做 法，与其长期奉行的自由市场原则形成了鲜明对比。 历史总是充满戏剧性。当年那些极力反对产业政策的美国政界人士恐怕想不到，有朝一日他们的后辈会效仿中国的做法，通过政府直接入股的方式来发展稀 土产业。正如《华尔街日报》评论指出：美国正在复制中国在稀土领域已验证成功的模式。 这种从核心资源到全产业链的布局思路，与中国当年推动稀土产业矿山开采-分离提纯--磁体制造全链条发展的策略高度相似。就连美国计划设立50亿美元矿 业投资基金的举措，也隐约可见中国产业投资基金的影子。 但照搬容易，吃透却难。美国很快就遇到了第一个难题：繁琐的审批流程。美国尼奥科矿业公司CEO无奈表示：在美国开发一座新矿山平均需要29年时间。 漫长的环境评估、原住民协商等程序，往往让项目胎死腹中。而中国通过生态保护与产业发展协同审批的创新机制，早已解决了这类问题。 产业链的断层更让美国举步维艰。目前美国本土稀土加工率不足10%，大部分稀土精矿仍需运往海外进行分离提纯， ...

每经AI快讯，港股赣锋锂业再涨超6%，截至发稿，涨5.84%，报42.04港元，成交额8.68亿港元。 ...

Core Insights - The Chilean Copper Commission (COCHILCO) released a lithium market forecast report for 2025-2026, indicating a projected global lithium supply of 1.443 million tons (lithium carbonate equivalent) in 2025, with demand at 1.34 million tons, resulting in a surplus of 103,000 tons [1] - The report anticipates growth in both lithium supply and demand in 2026, with a forecasted surplus of 60,000 tons [1] - Lithium prices have significantly declined since 2023 due to oversupply, despite increasing demand from the electric vehicle (EV) battery sector [1] Supply and Demand Dynamics - In 2024, Chile's lithium production is expected to reach 296,908 tons of lithium carbonate equivalent, with a slight increase to 300,000 tons in 2025 and further to 300,500 tons in 2026 [2] - The report highlights that geopolitical uncertainties, the cessation of U.S. EV subsidies, and the emergence of new supply countries in Africa contribute to the oversupply situation [1] Price Projections - COCHILCO forecasts that by 2026, the CIF price for lithium carbonate in Asia will reach $10,327 per ton, and for lithium hydroxide, it will be $10,927 per ton, both exceeding the highest prices recorded on August 27 [1] - The sustainability of the recent price increase is contingent upon the duration and scale of production halts [1] Future Outlook - The electric vehicle sector is expected to remain the primary driver of the lithium market, with global EV sales projected to grow by 23.9% year-on-year in 2023 and by 14.7% in 2026 [1] - The report also warns that tariffs on Chinese-made electric vehicles, batteries, and raw materials could increase costs and slow the adoption of electric vehicles [1]