智通财经APP讯，天齐锂业(09696)发布公告，公司H股份(证券代号：09696)已于2026年2月4日上午九时 零四分起短暂停止买卖。 ...

天齐锂业在香港暂停交易。 ...

每经AI快讯，2月4日，天齐锂业（002466）在港交所公告称，于2026年2月3日，董事会审议通过了 《关于择机处置公司部分参股公司股权的议案》，公司拟择机处置持有的SQM的A类股数量合计不超过 3,565,970股(占SQM股份总数的比例不超过1.25%)，且出售股份以不触发公司按照上市规则及《深圳证 券交易所股票上市规则》应提交股东会审议批准的情形为限。公司自2025年12月26日起已处置通过全资 子公司天齐锂业香港持有SQM的B类股748,490股，占SQM股份总数的0.29%。于公告日期，公司通过全 资子公司InversionesTLCSpA("天齐智利")持有SQM的A类股62,556,568股，占其股份总数的21.90%；本 公司不再持有SQM的B类股。 ...

Core Viewpoint - Tianqi Lithium Industries (09696) plans to dispose of a portion of its equity in SQM, specifically up to 3.566 million A shares, which represents no more than 1.25% of SQM's total shares, to enhance asset liquidity and financial efficiency [1] Group 1 - The board of directors approved the proposal to dispose of shares on February 3, 2026 [1] - The company has already disposed of 748,500 B shares of SQM, accounting for 0.29% of SQM's total shares, since December 26, 2025 [1] - As of the announcement date, the company holds 62,556,000 A shares of SQM, representing 21.90% of SQM's total shares, and no longer holds any B shares [1] Group 2 - The planned disposal of equity is aimed at revitalizing the company's existing assets and enhancing the flexibility of its asset structure [1] - This move is expected to improve overall asset liquidity and capital efficiency, providing more room for future operational development and resource allocation [1] - The initiative is considered to have a positive impact on the company's financial condition and stable operations [1]

Core Viewpoint - DBS maintains a "Buy" rating for Ganfeng Lithium (01772), significantly raising the target price for H-shares from HKD 39 to HKD 83, and for A-shares from CNY 45 to CNY 92, based on a projected P/E ratio of 40 times and a 20% discount of H-shares compared to A-shares [1] Group 1 - Ganfeng Lithium is expected to achieve a net profit between CNY 1.1 billion and CNY 1.65 billion in the fiscal year 2025 [1] - The company is anticipated to maintain high lithium prices until mining permits are obtained for its Jiangxi lithium mine, with profitability in the lithium industry expected to rebound by 2026 [1] - The earnings per share forecast for Ganfeng Lithium has been raised to CNY 1.85 (HKD 2.07) for this year, supported by rising lithium product prices, improved profit margins, expansion in battery and energy storage businesses, and investment income [1]

每经AI快讯，1月29日，天齐锂业（002466）公告称，预计2025年归属于上市公司股东的净利润为盈利 3.69亿元至5.53亿元，上年同期为亏损790,458.03万元，同比扭亏为盈。截至本业绩预告公告日，公司重 要的联营公司SQM尚未公告其2025年第四季度业绩报告。公司全面考虑所能获取的可靠信息，沿用一 贯方式，采用彭博社预测的SQM2025年第四季度每股收益等信息为基础来计算同期公司对SQM的投资 收益。根据前述预测数据，SQM2025年业绩预计将同比增长，因此公司在本报告期确认的对该联营公 司的投资收益较上年同期大幅增长。 ...

消息面上，天齐锂业公布，有关重要参股公司SQM与Codelco签署合伙协议及提起诉讼，收到智利最高 法院就诉讼作出判决书，维持智利法院裁决，该裁决驳回其提交的上诉请求，该判决为诉讼终审判决。 该集团指，上诉被驳回不改变有关减值测试相关假设，因此预计该诉讼判决暂不会对当期利润产生重大 影响。该集团将保留后续一切可能的维护公司权利途径，不排除采取进一步行动。 天齐锂业（002466）(09696)盘中跌超5%，截至发稿，跌3.86%，报54.8港元，成交额2.74亿港元。 该集团指，SQM披露子公司与Codelco的子公司合并先决条件解决，使合伙协议所涉交易生效。该集团 指，合伙协议风险方面，包括SQM丧失其核心锂业务控制权、SQM锂业务收益受到影响进而影响集团 投资回报和经济利益及集团参与SQM公司治理的权益受到影响。 ...

预计该诉讼判决暂不会对当期利润产生重大影响。天齐锂业表示，存在SQM丧失其核心锂业务控制权 的风险、SQM锂业务收益受到影响进而影响公司投资回报和经济利益的风险、公司参与SQM公司治理 的权益受到影响的风险。 天齐锂业1月28日公告，智利当地时间2026年1月27日，公司全资子公司天齐智利收到智利最高法院就本 次诉讼作出的判决书，驳回了天齐智利于智利当地时间2025年11月21日通过智利法院向智利最高法院提 交的上诉请求。根据智利相关法律规定，该判决为对本次诉讼的终审判决。同日，SQM披露称其子公 司Nova Andino Litio SpA与Codelco的子公司Minera Tarar SpA合并的先决条件已得到解决，使其此前披 露的合伙协议所涉交易生效。本次诉讼请求不涉及具体金额。 ...

Core Viewpoint - Ganfeng Lithium Co., Ltd. is optimizing its debt structure and financing channels by issuing short-term financing bonds to support business development needs [1] Group 1: Financing Activities - The company applied for the registration of short-term financing bonds not exceeding RMB 2 billion in August 2025 [1] - The China Interbank Market Dealers Association approved the registration for the issuance of short-term financing bonds amounting to RMB 2 billion [1] - On January 27, 2026, the company completed the issuance of its first green technology innovation bond for 2026, with a total issuance amount of RMB 500 million and an interest rate of 2.19% [1] Group 2: Use of Proceeds - The funds raised from the short-term financing bonds will primarily be used to repay interest-bearing debts, replace self-owned funds for repaying interest-bearing liabilities, and procure raw materials [1]

港交所消息：1月22日， 贝莱德 对 赣锋锂业 H股的多头持仓比例从6.48%降至5.77%。 ...