江西省新余市，因丰富的锂矿资源，被外界称为"锂都"。在新余高新技术开发区，龙腾路与南源路交 口，坐落着赣锋锂业的总部大楼。与几百里外喧闹的矿区不同，这里常年保持着一种工业园区特有 的"稳重"。 仅从表面上看，任谁也不会想到，在过去的18个月里，这家公司经历了一场惨烈的周期风暴。 连同市值在内， 从巅峰期的3200亿元，跌落至如今的1058亿元。李良彬，这位曾经叱咤风云的"江西首 富"，在2024年交出了上市以来首份年度亏损答卷。 正所谓"屋漏偏逢连夜雨"。自那之后，坏消息接踵而至，内幕交易、证监会罚款、大股东减持…… 直到2025年秋天，风向才终于有了好转。财报显示， 公司第三季度实现营收62.49亿元，同比大幅增长 44.1%；归母净利润5.57亿元，同比激增364.02%。 当3000亿市值已成往事，真金白银的业绩，总算股东们带来了一点儿惊喜。 可随着业绩回暖，一系列看似矛盾的资本动作，悄然展开。 千亿锂王"迷之操作" 2025年10月17日晚，赣锋锂业发布公告，出售旗下核心储能平台"深圳易储"44.2361%的股权，回笼资金 6.64亿元； 事隔一个月后，其又在短短三天之内，注册了6家新能源子公司。 文 ...

本文源自：智通财经网 消息面上，广期所碳酸锂主力合约午后直线拉升，现涨超4%，报111840元/吨。华泰期货认为，供应端 的不确定性仍是支撑价格偏强的关键因素之一。整体来看，短期大概率维持高位震荡，需聚焦产能释放 节奏与资金动向，警惕供需边际变化带来的波动加剧。 智通财经获悉，锂业股午后拉升，截至发稿，赣锋锂业(01772)涨2.76%，报52.1港元；天齐锂业(09696) 涨2.21%，报50港元。 ...

Group 1 - Lithium stocks experienced a rally in the afternoon, with Ganfeng Lithium (01772) rising by 2.76% to HKD 52.1 and Tianqi Lithium (09696) increasing by 2.21% to HKD 50 [1] - The main contract for lithium carbonate on the Shanghai Futures Exchange surged over 4% in the afternoon, reaching CNY 111,840 per ton [1] - Huatai Futures indicated that uncertainties on the supply side remain a key factor supporting strong prices, suggesting a likely maintenance of high volatility in the short term [1]

格隆汇12月17日丨赣锋锂业(002460.SZ)公布，2025年12月16日，公司兑付了本期短期融资券本息共计 人民币7.64亿元。 ...

Investment Rating - The report maintains a positive outlook on copper, predicting an average price of $10,650 per ton by 2026, while expressing a bearish view on aluminum, forecasting a decline to $2,350 per ton in the fourth quarter of 2026 [1][2]. Core Insights - The growth in copper demand is significantly driven by artificial intelligence data centers, which are expected to account for 26% of total demand growth by 2025, despite only representing 1% of total demand [1][4]. - China's recent copper demand has shown weakness, with a notable decline in the fourth quarter, which may persist into 2026 due to a shift towards service sector stimulus policies [1][5]. - The high copper prices may lead to a shift towards substitutes like aluminum, but the impact on aluminum is expected to be less significant compared to the negative effects on copper [1][6]. - The lithium market outlook is optimistic, with a price forecast of $11,000 per ton for lithium carbonate in the first half of 2026, driven by increased demand for energy storage systems [2][8]. - The iron ore market is projected to be bearish, with an average price of $93 per ton in 2026, influenced by high port inventories and declining steel demand in China [2][11]. Summary by Sections Copper Market - The average copper price is expected to reach $10,650 per ton by 2026, influenced by slow growth in scrap supply and increasing global demand [1][2]. - If U.S. tariff policies are clarified, it could stabilize prices between $10,500 and $11,000 per ton; otherwise, increasing U.S. inventories could tighten global markets [1][3]. Lithium Market - The lithium carbonate price is forecasted to rise to $11,000 per ton in early 2026 due to increased demand for battery storage systems, but is expected to decline to around $9,500 per ton later in the year as new supplies come online [2][8]. Aluminum Market - The aluminum market outlook is pessimistic, with expectations of a significant supply surplus starting in 2026, leading to a price drop to $2,350 per ton by the fourth quarter [2][7]. Iron Ore Market - The iron ore price is projected to average $93 per ton in 2026, with factors such as high port inventories and reduced steel production in China contributing to this outlook [2][11].

2025年12月16日，公司兑付了本期短期融资券本息共计人民币76,395万元。 格隆汇12月17日丨赣锋锂业(01772.HK)公告，江西赣锋锂业集团股份有限公司(以下简称"公司")于2024 年12月13日完成了2024年度第一期短期融资券(科创票据)(以下简称"本期短期融资券")的发行，发行金 额为人民币75,000万元，发行利率为1.86%，发行期限为1年，兑付日为2025年12月16日。 ...

证券日报网讯12月17日，赣锋锂业（002460）在互动平台回答投资者提问时表示，目前固态电池技术路 线多元化，每种路线对锂的使用量不确定，因此对用锂量的影响没有明确结论。 ...

格隆汇12月17日｜据港交所文件，摩根大通所持有的赣锋锂业(1772.HK)H股空头持仓在12月12日由 2.36%降至1.73%。 ...

格隆汇12月17日丨赣锋锂业(002460.SZ)在投资者互动平台表示，公司储能电芯产能目前处于满产状 态。 ...

每经AI快讯，锂业股早盘高开。截至发稿，天齐锂业(09696.HK)涨3.73%，报48.36港元；赣锋锂业 (01772.HK)涨3.61%，报50.85港元。 ...