据证券之星公开数据整理，近期天齐锂业（002466）发布2025年中报。根据财报显示，天齐锂业净利润 同比增长101.62%。截至本报告期末，公司营业总收入48.33亿元，同比下降24.71%，归母净利润 8441.06万元，同比上升101.62%。按单季度数据看，第二季度营业总收入22.48亿元，同比下降 41.35%，第二季度归母净利润-1986.4万元，同比上升98.48%。 本次财报公布的各项数据指标表现一般。其中，毛利率39.73%，同比减23.32%，净利率31.29%，同比 增333.83%，销售费用、管理费用、财务费用总计453.52万元，三费占营收比0.09%，同比减98.85%，每 股净资产25.54元，同比减5.99%，每股经营性现金流1.11元，同比减18.58%，每股收益0.05元，同比增 101.57% 所得税费用变动幅度为-40.6%,原因:本报告期境外子公司文菲尔德利润总额减少。 筹资活动产生的现金流量净额变动幅度为208.23%,原因:本报告期分配现金股利以及支付给少数股东的 股利较上年同期下降。 证券之星价投圈财报分析工具显示： 业务评价：公司去年的ROIC为0.47%，资 ...

Core Viewpoint - Tianqi Lithium Industries reported a turnaround in its financial performance for the first half of 2025, achieving a revenue of 4.833 billion yuan and a net profit attributable to shareholders of 84.41 million yuan, marking a significant recovery from previous losses [1] Financial Performance - The company experienced a decline in product sales prices due to market fluctuations, but benefited from a shortened pricing cycle for its subsidiary's lithium mine and improved cost alignment for lithium chemical products [1] - Operating cash flow for the first half of 2025 was 1.82 billion yuan, down from 2.236 billion yuan in the same period last year, indicating strong cash retention [2] - As of June 30, 2025, the company's debt-to-asset ratio stood at 31.44%, maintaining a reasonable level [2] Production Capacity and Expansion - Tianqi Lithium has established a lithium concentrate production capacity of 1.62 million tons per year, with a mid-term target of 2.14 million tons per year, and a lithium chemical product capacity of approximately 91,600 tons per year, aiming for 122,600 tons per year [2] - Ongoing expansion projects include the construction of a chemical-grade lithium concentrate plant in Australia, expected to be completed by December 2025, and the development of a lithium project in Sichuan [2] Research and Development - The company focuses on four main research areas: comprehensive utilization of mineral resources, new lithium extraction technologies, next-generation high-performance lithium battery materials, and battery recycling [3] - As of June 30, 2025, Tianqi Lithium holds 286 authorized patents, including 130 invention patents, and has received a national patent gold award [2][3] - The company has established partnerships with universities and signed strategic agreements with leading downstream enterprises to facilitate technology transfer from laboratory to product application [3]

Group 1: Lithium Carbonate - The trading logic indicates that Yongxing Huashan's mining safety production license has been successfully renewed, and domestic weekly lithium carbonate production remains above 20,000 tons, with some companies resuming operations [1] - The operating rate of spodumene lithium extraction lines has further increased, and the production and processing profits in the smelting segment remain favorable [1] - Key events to monitor include the renewal and resumption timeline of CATL's mining license, adjustments in trading limits and margin requirements by the Guangxi Futures Exchange, and the supply and import situation of overseas lithium mines [1] Group 2: Alumina - The domestic spot market price of alumina has seen a decline, with the largest drop in Xinjiang region at 30 yuan/ton; as of August 28, China's total alumina inventory reached 4.316 million tons, an increase of 53,000 tons from the previous week [1] - The Shanghai Futures Exchange's alumina warehouse receipts continue to rise, indicating potential for further increases in inventory [1] - Key events to watch include the progress of domestic alumina resumption and new production, export policies and supply disruptions from bauxite mines in Guinea and Indonesia, and the impact of the traditional peak season on inventory replenishment [1] Group 3: Soybean Meal - The trading logic suggests that the excellent condition of U.S. soybeans supports high yield expectations, while domestic soybean crushing remains at high levels, leading to ample supply of soybean meal [1] - U.S. soybean exports to China have been zero for 17 consecutive weeks, with no signs of procurement starting [1] - Key events to monitor include the results of the new round of negotiations between China and the U.S., the USDA's September supply and demand report, and the planting progress and weather conditions for soybeans in Brazil and Argentina [1] Group 4: Tin - The trading logic indicates that a subsidiary of Tin Industry Co. has announced equipment maintenance, with the maintenance expected to last no more than 45 days starting August 30, 2025; the probability of a Fed rate cut in September is at 86.2% [1] - The recovery of tin supply from Myanmar is progressing slowly, and imports of tin ore into China remain low [1] - Key events to watch include the manufacturing PMI on August 31, the progress of tin mine recovery in Myanmar, and the Fed's interest rate decisions [1] Group 5: Iron Ore - The total inventory of imported iron ore at 45 ports nationwide is 137.6302 million tons, a decrease of 821,800 tons; the volume of foreign ore arriving at ports has hit a one-month low, leading to a continuous decline in inventory [1] - The profitability of steel mills is at 63.64%, a decrease of 1.30 percentage points from the previous week, with daily iron water production at 2.4013 million tons, down by 6,200 tons [1] - Key events to monitor include the actual implementation of production limits in the north, the recovery of demand during the traditional peak season, and the macroeconomic impacts of potential Fed rate cuts [1] Group 6: Glass - The trading logic indicates that prices in the East China market have increased by 10 yuan/ton to 1,200 yuan/ton; the total inventory of float glass among sample enterprises nationwide is 62.566 million heavy boxes, a decrease of 1.04 million heavy boxes or 1.63% [2] - The traditional peak season of "Golden September and Silver October" is expected to drive relative seasonal demand [2] - Key events to monitor include whether the traditional peak season will lead to rigid replenishment and the impact of production and logistics restrictions on demand [2] Group 7: Coking Coal - The trading logic indicates that an online auction for 64,000 tons of coking coal by Mongolia's ETT company failed; the purchasing pace from downstream has slowed, leading to increased supply pressure at ports in North and East China [2] - The profitability of coking plants is at 55 yuan/ton, an increase of 32 yuan/ton from the previous period [2] - Key events to watch include the progress of "anti-involution" regulations, changes in pricing at Ganqimaodu port, and the recovery of coal mine supply [2]

智通财经APP讯，天齐锂业(09696)发布截至2025年6月30日止六个月未经审核中期业绩，收益48.21亿元 (人民币，下同)，同比减少24.68%;股东应占溢利8665.3万元，上年同期股东应占亏损51.98亿元，同比 扭亏为盈;每股基本盈利0.05元。 ...

天齐锂业（002466）(09696)发布截至2025年6月30日止六个月未经审核中期业绩，收益48.21亿元(人民 币，下同)，同比减少24.68%;股东应占溢利8665.3万元，上年同期股东应占亏损51.98亿元，同比扭亏为 盈;每股基本盈利0.05元。 ...

天齐锂业公告，2025年上半年营业收入48.33亿元，同比下降24.71%；归属于上市公司股东的净利润 8441.06万元，同比扭亏为盈。 (本文来自第一财经) ...

股票代码：002466 股票简称：天齐锂业 公告编号：2025-042 二、董事会会议审议情况 本次会议审议了以下议案： 表决结果：同意8票、反对0票、弃权0票。 董事会认为：公司《2025年半年度报告》及摘要和《2025中期业绩公告暨中期报告》内容 真实、准确、完整地反映了公司的实际情况，不存在任何虚假记载、误导性陈述或者重大遗漏。 此议案已经董事会审计与风险委员会审议通过。 具体内容详见公司同日分别披露于巨潮资讯网（http://www.cninfo.com.cn）和香港联合交 易所网站（http://www.hkexnews.hk）的《2025年半年度报告》《2025中期报告》及同日披露于 公司指定信息披露媒体《证券时报》《证券日报》《中国证券报》《上海证券报》《 》 天齐锂业股份有限公司 第六届董事会第二十五次会议决议公告 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、董事会会议召开情况 天齐锂业股份有限公司（以下简称"公司"）第六届董事会第二十五次会议（以下简称"会 议"）于2025年8月29日在四川省成都市天府新区红梁西一街166号公司八楼会 ...

人民财讯8月29日电，天齐锂业（002466）8月29日晚间发布半年报，2025年上半年，公司实现营业总收 入48.33亿元，同比下降24.71%；实现归属于上市公司股东的净利润为8441.06万元，上年同期亏损52.06 亿元；基本每股收益0.05元。 ...

Core Viewpoint - Ganfeng Lithium announced the signing of guarantee contracts with banks to provide financial support for its subsidiaries, ensuring operational stability [1] Group 1: Financial Agreements - Ganfeng Lithium's subsidiary, Ganfeng Lithium Battery, signed a maximum guarantee contract with Industrial Bank to provide a joint guarantee of 200 million RMB for its wholly-owned subsidiary, Huizhou Ganfeng [1] - Additionally, Ganfeng Lithium signed a guarantee contract with China Construction Bank to provide a joint guarantee of 100 million RMB for Ganfeng Lithium Battery [1] Group 2: Operational Impact - The guarantees are aimed at supporting the production and operational funding of the subsidiaries, and the company asserts that this will not affect its ongoing operational capabilities [1]

Core Viewpoint - Yahua Group (002497) is actively advancing the exploration of high-quality lithium resources both domestically and internationally, adhering to principles of multi-dimensional verification, comprehensive research, and prudent decision-making [1] Group 1 - The company is currently engaged in the assessment of lithium resources [1] - Yahua Group emphasizes a careful and thorough approach to its exploration activities [1] - Specific details regarding these activities will be disclosed through the company's official information channels [1]