稀土、锂电池概念股集体上涨，Critical Metals涨超17%，NioCorp涨超13%，美国雅保涨超8%，MP Materials、智利矿业化工涨超5%，Lithium Americas涨超4%，QuantumScape涨超2%。 消息面上，中国商务部、海关总署联合发布公告，对超硬材料、稀土设备和原辅料、钬等5种中重稀 土、锂电池和人造石墨负极材料相关物项实施出口管制。(格隆汇) ...

Core Points - The Ministry of Commerce and the General Administration of Customs announced export controls on superhard materials, rare earth equipment and raw materials, heavy rare earths, lithium batteries, and artificial graphite anode materials, effective from November 8, 2025 [22][27] - The export control measures are in accordance with the Export Control Law of the People's Republic of China and are aimed at maintaining national security and fulfilling international non-proliferation obligations [22][27] Group 1: Superhard Materials - Export controls will be implemented on artificial diamond micro-powder with an average particle size less than or equal to 50 μm and artificial diamond single crystals with an average particle size greater than 50 μm and less than or equal to 500 μm [1] - Specific characteristics for controlled items include diamond wire saws and diamond grinding wheels with defined parameters such as wire diameter and average particle size [1][2] Group 2: Rare Earth Equipment and Raw Materials - Export controls will apply to various rare earth production and processing equipment, including centrifuge extraction equipment and ion-type rare earth ore intelligent continuous impurity removal equipment [3][4] - The announcement includes detailed specifications for controlled items such as roasting kilns, extraction tanks, and various types of furnaces used in rare earth processing [3][4][5] Group 3: Heavy Rare Earths - Export controls will be placed on materials related to holmium, erbium, thulium, europium, and ytterbium, including metals, alloys, compounds, and various forms of target materials [11][12][13][14][15][16][17][18][19][20] - The controlled items encompass a wide range of applications, including magnetic materials and crystal materials [11][12][13][14][15][16][17][20] Group 4: Lithium Batteries and Graphite Anode Materials - Export controls will be enforced on rechargeable lithium-ion batteries with a weight energy density greater than or equal to 300 Wh/kg, along with equipment used in their manufacturing [22][23] - Specific controls will also apply to positive electrode materials, including lithium iron phosphate and ternary precursor materials, as well as artificial and natural graphite anode materials [22][25][26]

根据深圳证券交易所相关规定要求，公司对有关事项进行了核查，现将核实情况说明如下： 1、公司拥有完整的固态电池上下游一体化布局，并具备商业化能力，公司已在硫化物电解质及原材 料、氧化物电解质、金属锂负极、电芯、电池系统等固态电池关键环节具备了研发、生产能力。公司已 推出适配低空经济的飞行系列电源，高比能电池能量密度覆盖320Wh/kg~550Wh/kg范围，循环最高可达 到1000圈，已通过车规标准GB38031-2020，并与知名无人机、eVTOL企业达成合作。 2、公司积极推动储能板块的战略投资人引进事项，助力储能板块的融资及高质量持续发展，储能板块 的战略投资人引进尚未形成任何实质性协议，具有不确定性，公司将根据上述事项进展情况及时履行披 露义务; 3、公司前期披露的信息不存在需要补充、更正之处; 4、公司未发现近期公共传媒报道了可能或已经对本公司股票交易价格产生较大影响的未公开重大信息; 5、公司目前经营情况正常; 6、公司控股股东及实际控制人不存在关于公司的应披露而未披露的重大事项，也不存在处于筹划阶段 的重大事项，在公司股票交易异常波动期间未买卖公司股票; 7、公司不存在违反公平信息披露的情形。 赣 ...

2、公司积极推动储能板块的战略投资人引进事项，助力储能板块的融资及高质量持续发展，储能板块 的战略投资人引进尚未形成任何实质性协议，具有不确定性，公司将根据上述事项进展情况及时履行披 露义务; 智通财经APP讯，赣锋锂业(01772)公布，公司A股股票交易价格连续三个交易日内(2025 年 9 月 29 日、 2025 年9 月30 日、2025 年10月9日)日收盘价格涨幅偏离值累计超过 20%，根据《深圳证券交易所交易 规则》等有关规定，属于 A 股股票交易价格异常波动的情形。 根据深圳证券交易所相关规定要求，公司对有关事项进行了核查，现将核实情况说明如下： 1、公司拥有完整的固态电池上下游一体化布局，并具备商业化能力，公司已在硫化物电解质及原材 料、氧化物电解质、金属锂负极、电芯、电池系统等固态电池关键环节具备了研发、生产能力。公司已 推出适配低空经济的飞行系列电源，高比能电池能量密度覆盖320Wh/kg~550Wh/kg 范围，循环最高可 达到1000 圈，已通过车规标准 GB38031-2020，并与知名无人机、eVTOL 企业达成合作。 3、公司前期披露的信息不存在需要补充、更正之处; 4、公司未 ...

公司拥有完整的固态电池上下游一体化布局，并具备商业化能力，公司已在硫化物电解质及原材料、氧 化物电解质、金属锂负极、电芯、电池系统等固态电池关键环节具备了研发、生产能力。公司已推出适 配低空经济的飞行系列电源，高比能电池能量密度覆盖320Wh/kg~550Wh/kg范围，循环最高可达到1000 圈，已通过车规标准GB38031-2020，并与知名无人机、eVTOL企业达成合作。 公司董事会确认，除前述事项外，公司目前没有其他任何根据《深圳证券交易所股票上市规则》等有关 规定应予以披露而未披露的事项或与该事项有关的筹划、商谈、意向、协议等；董事会也未获悉公司有 根据《深圳证券交易所股票上市规则》等有关规定应予以披露而未披露，对公司股票及其衍生品种交易 价格产生较大影响的信息；公司前期披露的信息亦不存在需要更正、补充处。 格隆汇10月9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")A股股票 (证券简称：赣锋锂业，证券代码：002460)交易价格连续三个交易日内(2025年9月29日、2025年9月30 日、2025年10月9日)日收盘价格涨幅偏离值累计超过20%，根据《深圳 ...

Core Insights - The report highlights the significant growth potential in the cesium and rubidium industry, driven by their unique physical and chemical properties and diverse applications in electronics, catalysis, and medical diagnostics [5][6][9] - The global supply of cesium and rubidium is highly concentrated, with Canada’s Tanco mine being the only active cesium mine, indicating a strong oligopolistic market structure [6][7] - The report identifies key companies in the sector, specifically Zhongmin Resources and Jinyinhe, which are positioned to benefit from the increasing demand and supply constraints in the cesium and rubidium markets [11][12] Industry Overview - Cesium and rubidium resources are rare, with cesium being the least abundant alkali metal in the Earth's crust, and rubidium being even scarcer due to its production primarily as a byproduct of lithium and cesium extraction [5][6] - The global cesium resource is estimated at approximately 220,000 tons, with significant reserves located in Canada, Zimbabwe, Namibia, and Australia [6] - The cesium and rubidium market has shown a stable price increase, with cesium prices rising from 775 RMB per gram in 2020 to 900 RMB per gram in 2024, reflecting a compound annual growth rate (CAGR) of 3.8% [8] Company Insights - Zhongmin Resources has increased its market share in cesium and rubidium salts from 45% to approximately 50% despite a decline in overall production due to resource scarcity [7] - Jinyinhe has developed advanced extraction technologies that enhance the efficiency of cesium and rubidium production, positioning the company for significant growth in output and profitability [10][11] - The report anticipates that the expansion of cesium and rubidium supply will meet the rising demand from high-tech applications, including quantum communication and advanced battery technologies [11][12]

Core Viewpoint - Tian Tie Technology (300587.SZ) has signed a share transfer agreement with Shenzhen Xinjie Energy Technology Co., Ltd., acquiring a 30% stake in its wholly-owned subsidiary, Zhejiang Xinjie, for 3 million yuan, which aligns with the company's strategic development in the solid-state lithium battery sector [1]. Group 1 - The share transfer agreement is set to be executed by September 30, 2025 [1]. - Zhejiang Xinjie is a project company established by Xinjie Energy focused on the production of solid-state lithium batteries [1]. - This transaction is relevant and synergistic to the company's main business, enhancing its competitiveness without disrupting normal operations [1].

Group 1 - The company, Tongyi Co., focuses on the materials sector and provides specialized flame-retardant PC and ABS materials for the lithium battery industry [2] - The company's products aim to enhance the safety performance of downstream products [2]

Group 1 - The Ministry of Commerce and the General Administration of Customs announced export controls on superhard materials, rare earth equipment and raw materials, heavy rare earths, lithium batteries, and artificial graphite anode materials, effective from November 8, 2025 [42] - The export controls are based on the Export Control Law of the People's Republic of China and are aimed at maintaining national security and fulfilling international non-proliferation obligations [42] - The controlled items include artificial diamond powders, single crystals, diamond wire saws, diamond grinding wheels, and various rare earth production and processing equipment [2][6][19] Group 2 - Specific items under control include artificial diamond micro-powders with an average particle size less than or equal to 50 μm, and single crystals with an average particle size between 50 μm and 500 μm [2] - Rare earth production equipment includes centrifuge extraction devices, ion-type rare earth ore intelligent continuous impurity removal equipment with a daily processing capacity of at least 5000 m³, and various types of furnaces and reactors [7][8][19] - Lithium battery-related items include rechargeable lithium-ion batteries with a weight energy density of at least 300 Wh/kg and equipment used for manufacturing these batteries [31][35] Group 3 - The announcement emphasizes that the controlled items have significant dual-use attributes, and the measures are in line with international practices [42] - The Chinese government is open to maintaining stable global supply chains and will review legitimate export applications for approval [42] - The updated export control list will be published simultaneously with the implementation of these measures [5][18][41]

Core Viewpoint - Ganfeng Lithium announced an abnormal fluctuation in its A-share stock price, which has increased by over 20% in the last three trading days, indicating significant market activity [1] Company Overview - The company has a complete integrated layout for solid-state batteries, demonstrating commercial capabilities in key areas such as sulfide electrolytes, oxide electrolytes, lithium metal anodes, battery cells, and battery systems [1] - Ganfeng Lithium has launched a flight series power supply suitable for low-altitude economy, with high energy density batteries ranging from 320Wh/kg to 550Wh/kg and a maximum cycle life of 1000 cycles [1] - The company has achieved compliance with automotive standards GB38031-2020 and has established partnerships with well-known drone and eVTOL companies [1] Strategic Developments - Ganfeng Lithium is actively promoting the introduction of strategic investors in its energy storage segment to support financing and sustainable high-quality development [1] - The introduction of strategic investors in the energy storage segment has not yet resulted in any substantial agreements, indicating a level of uncertainty [1]