智通财经APP获悉，赣锋锂业(01772)涨超3%，截至发稿，涨2.45%，报33.44港元，成交额3.76亿港元。 消息面上，8月12日，赣锋锂业发布公告，截至本公告日期，公司的全资附属GFL International直接或间 接拥有PPG项目公司100%的所有权权益，该公司拥有并运营PPG项目，PG项目公司14.89%的所有权权 益，该公司拥有并运营PG项目，及Puna项目公司的35%，该公司拥有并运营Puna项目；Lithium Argentina直接或间接拥有PG项目公司85.11%的所有权权益，及Puna项目公司65%的所有权权益。这三 个项目彼此相邻，位于阿根廷萨尔塔省。 2025年8月12日，GFL International及Lithium Argentina订立框架协议，据此，双方决定通过持有 Millennial将其于项目公司及合并项目中的权益及投资合并为一家合资企业。由于资产合并，Millennial 将分别由GFL International及Lithium Argentina持有67%及33%。 关于资产合并，GFL International及Lithium Argentina应 ...

宁德时代枧下窝锂矿突遭停产，闯闯连线现场记者直击！一线情况如何？复产预期如何？对锂市影响如何？且听闯闯掰扯掰扯！ ...

Group 1 - The company experienced abnormal stock trading fluctuations from August 11 to August 13, 2025, prompting an internal review by the board of directors [1] - The board confirmed that there are no undisclosed significant matters affecting the company's stock trading [1][4] - A change in actual control of the company occurred, with Mr. Wang Xin and Mr. Zhu Jun becoming the new actual controllers after a share transfer agreement [1][2] Group 2 - Mr. Wang Xin's recognition of the company's core business and industry potential is expected to enhance operational efficiency and profitability [2] - The company holds significant lithium resources, with a total controlled lithium ore resource of 72.93 million tons at an average Li2O grade of 0.44% [3] - The Qian Keng lithium mine, with a mining license valid for 30 years, is anticipated to significantly improve the company's lithium self-sufficiency and reduce production costs [3]

1. Report Industry Investment Rating No relevant content provided. 2. Core Views of the Report - The 2511 contract of lithium carbonate futures rose 2% to 82,520 yuan/ton yesterday. The average price of battery - grade lithium carbonate increased by 3,500 yuan/ton to 78,000 yuan/ton, the average price of industrial - grade lithium carbonate rose by 2,500 yuan/ton to 75,800 yuan/ton, and the price of battery - grade lithium hydroxide (coarse particles) increased by 2,200 yuan/ton to 69,690 yuan/ton. The warehouse receipt inventory increased by 1,440 tons to 20,829 tons [3]. - Yaobao Company's La Negra factory in Chile has resumed operation after an accident last week, and it is currently under investigation in Chile [3]. - On the supply side, the weekly output increased by 2,288 tons to 19,556 tons, with lithium extraction from spodumene, lepidolite, salt lakes, and recycled materials all increasing. It is expected that the supply in August will increase by 3% to 84,200 tons. On the demand side, the lithium consumption of two major cathode materials in August is expected to increase by 8% to 86,000 tons of LCE. In terms of inventory, the social inventory increased by 692 tons to 142,418 tons this week, with upstream and other links destocking and downstream restocking [3]. - Against the background of anti - involution and sustained demand, the short - term production suspension issue has boosted market sentiment. After a rapid rise, there may be a correction. The production suspension of mines can adjust the supply - demand balance of lithium resources, but the duration of the suspension is not clear. As prices strengthen, some enterprises start to resume production, and it is expected that overseas imports will gradually increase. In the future, attention should be paid to the actual supply of lithium salts, the increase in overseas imports (with a certain time lag), whether the terminal customer supply decreases, and whether there are subsequent problems with the mining licenses of other mines [3]. 3. Summary According to Relevant Catalogs 3.1 Research Views - Futures, spot prices, and warehouse receipt inventory changes of lithium carbonate and related products are presented [3]. - Information about the accident and resumption of operation of Yaobao Company's Chilean factory is reported [3]. - Supply, demand, and inventory situations in the lithium market are analyzed, and future market trends and points][3]. 3.2 Daily Data Monitoring - A table shows the prices and price changes of various products in the lithium - battery industry chain from August 11 - 12, 2025, including futures, lithium ores, lithium salts, and cathode materials. Another part shows the prices of some products from August 1 - 8, 2025, such as battery cells and batteries [5]. 3.3 Chart Analysis 3.3.1 Ore Prices - Charts display the price trends of lithium - related ores like spodumene concentrate, lepid][8]. 3.3.2 Lithium and Lithium Salt Prices - Charts show the price trends of metal lithium, battery - grade and industrial - grade lithium carbonate, battery - grade and industrial - grade lithium hydroxide, and lithium hexafluorophosphate [9][11][13]. 3.3.3 Spreads - Charts present the price spreads between different lithium - related products, such as the spread between battery - grade lithium hydroxide and battery - grade lithium carbonate, and the spread between battery - grade lithium carbonate and industrial - grade lithium carbonate, as well as other spreads and the basis [16][17][18]. 3.3.4 Precursor & Cathode Materials - Charts show the price trends of ternary precursors, ternary materials, lithium iron phosphate, lithium manganate, and lithium cobaltate [20][22][26]. 3.3.5 Lithium Battery Prices - Charts display the price trends of 523 square ternary battery cells, square lithium iron phosphate battery cells, lithium cobaltate battery cells, and square lithium iron phosphate batteries [28][30][31]. 3.3.6 Inventory - Charts show the inventory trends of downstream, smelters, and other links in the lithium carbonate market [32][34][36]. 3.3.7 Production Costs - A chart shows the production profit trends of lithium carbonate from different raw materials, such as外购三元极片黑粉,外购磷酸铁锂极片黑粉,外购锂云母精矿, and外购锂辉石精矿 [37].

"天骏"驰草原，蒙企绘新篇！ 7月11日下午，大中矿业（001203.SZ）参加主题为"筑牢投资者沟通桥梁 共建上市公司高质量发 展"——2025年内蒙古辖区上市公司投资者网上集体接待日。 更 多 内 蒙 古 辖 区 上 市 公 司 2025 年 投 资 者 网 上 集 体 接 待 日 活 动 ， 请 点 击 ： https://rs.p5w.net/html/148301.shtml 交流会中，问及未来已有矿区周边资源整合，大中矿业IR苏明表示，未来公司将以湖南临武鸡脚山锂矿 和四川加达锂矿为核心，持续推进周边矿权并购与资源整合，扩大资源储量和生产规模，逐步形成规模 效应与管理协同优势，提升区域产业竞争力，为公司新能源业务发展奠定坚实基础。（全景网） ...

Core Insights - Hunan Province has discovered a super-large altered granite-type lithium deposit in the Tongtianmiao mining section of the Jijiao Mountain area, with a total lithium ore volume of 490 million tons and lithium oxide resource amounting to 1.31 million tons [1] - The discovery includes associated strategic minerals such as rubidium, tungsten, and tin, all of which are newly identified resources [1] - Hunan Dazhonghe Lithium Mining Co., a wholly-owned subsidiary of Dazhong Mining, acquired exploration rights and has been actively involved in the exploration process [1] Company Developments - Hunan Dazhonghe Lithium Mining obtained control of the exploration rights in the Jijiashan area after acquiring 80% of Chengtai Mining's shares for 7 million yuan in April 2023 [1] - The company aims to enhance resource development efforts and establish a significant position in the new energy industry chain, contributing to long-term shareholder value [1] Industry Implications - The discovery of this large lithium resource is expected to provide solid resource support for Hunan Province's goal of building a trillion-level new energy industry chain and a hundred billion-level new energy industry base in Chenzhou City [1] - This breakthrough in resource discovery marks a significant advancement in Dazhong Mining's strategic layout within the new energy materials sector [1]

交流会中，问及加达锂矿进展，大中矿业证券事务代表李云娥表示，四川加达锂矿首采区的资源储量已 通过政府备案，根据探转采流程，公司后续需基于资源储量备案文件编制《矿产资源开发利用方案》， 并完成《矿山地质环境保护与土地复垦方案》（简称二合一方案）编制与备案后，即可申请新立采矿权 证。目前公司已同步开展两个方案的编制工作，参照湖南鸡脚山锂矿的办证周期，公司预计将于2025年 12月取得加达锂矿采矿权。但是实施过程中，也存在因证照审批、人员组织不力等因素，导致延期取 得。公司将积极推进加达锂矿的建设工作，争取早日将资源转化为利润。（全景网） 更 多 内 蒙 古 辖 区 上 市 公 司 2025 年 投 资 者 网 上 集 体 接 待 日 活 动 ， 请 点 击 ： https://rs.p5w.net/html/148301.shtml 7月11日下午，大中矿业（001203.SZ）参加主题为"筑牢投资者沟通桥梁 共建上市公司高质量发 展"——2025年内蒙古辖区上市公司投资者网上集体接待日。 "天骏"驰草原，蒙企绘新篇！ ...

Group 1 - The lithium carbonate futures market showed strong performance, with the main contract reaching 88,800 yuan/ton, a rise of 9.77%, and closing with a 2% increase [1] - The immediate trigger for this price movement was the news of the shutdown of mining operations at the Jiangxiawo mining area by CATL, effective from August 10, with no immediate plans for resumption [1] - The LC2508 contract exhibited even more significant gains, closing up 10.89% [1] Group 2 - The China Nonferrous Metals Industry Association's lithium branch issued a call to resist "involutionary" competition and to strengthen upstream and downstream collaboration, which is interpreted as an enhancement of industry self-discipline [3] - This initiative is seen as providing policy support for the rising lithium prices [3] Group 3 - The shutdown at the Jiangxiawo mining area directly impacted the supply of lithium carbonate, reducing monthly supply by approximately 8,300 tons, which is about 8% of domestic monthly supply [4] - The average price of battery-grade lithium carbonate rose to 78,000 yuan/ton on August 11, an increase of 8,000 yuan, and continued to rise to 79,500 yuan/ton on August 12, reflecting strong market reactions to supply contraction expectations [4] - Other lithium mines in Yichun, Jiangxi, are also facing compliance review pressures, potentially affecting an additional 200,000 tons of lithium carbonate equivalent annual production [4] Group 4 - The initiative from the China Nonferrous Metals Industry Association emphasizes the importance of industry chain collaboration and fair competition, aiming to stabilize market supply and promote optimized layouts [5] - The timing of this initiative is critical, as it seeks to regulate market order amid rising lithium carbonate prices, reflecting a commitment to maintaining a healthy development environment for the industry [5] - Similar self-regulatory behavior is observed in the dry-process lithium battery separator sector, where eight leading manufacturers reached consensus on price discipline and capacity management [5]

Group 1 - Ganfeng Lithium's wholly-owned subsidiary, Ganfeng International, is collaborating with LAR to develop the Pozuelos-Pastos Grandes salt lake basin in Argentina, integrating the PPG lithium salt lake project and other joint projects under Millennial [1] - After the integration, Ganfeng International and LAR will hold 67% and 33% of Millennial, respectively, and jointly own the PPGS lithium salt lake project [1] - As part of the transaction, Ganfeng will provide financial support of up to $130 million to LAR, secured by LAR's equity in the integrated Millennial [1] Group 2 - The integration of the PPGS lithium salt lake project aims to create a global, large-scale, efficient, and sustainable lithium product production supply chain [2] - This initiative is expected to enhance project potential and value, improve resource utilization, accelerate project implementation, and increase capital efficiency [2] - The strategy aligns with the company's integrated development approach, enhancing its core competitiveness and creating value for shareholders [2]

关于资产合并，GFL International及Lithium Argentina应订立一份新的债务融资安排，据此，公司或其子 公司将向Lithium Argentina提供总额为1.3亿美元的财务资助，以支持Lithium Argentina的资金需求，包 括合并项目的开发或其他双方约定的用途。 现时正在进行可行性研究，LCE目标年产能最高达15万吨，分三期开发，每期5万吨。 赣锋锂业（002460）(01772)公布，截至本公告日期，公司的全资附属GFL International直接或间接拥有 (i)PPG项目公司100%的所有权权益，该公司拥有并运营PPG项目，(ii)PG项目公司14.89%的所有权权 益，该公司拥有并运营PG项目，及(iii)Puna项目公司的35%，该公司拥有并运营Puna项目;Lithium Argentina直接或间接拥有(i)PG项目公司85.11%的所有权权益，及(ii)Puna项目公司65%的所有权权益。 这三个项目彼此相邻，位于阿根廷萨尔塔省。 2025年8月12日，GFL International及Lithium Argentina订立框架协议，据此，双方决定通 ...