证券代码：002460 证券简称：赣锋锂业 附件：参会人员名单 | 序号 | 姓名 | 机构 | 职务 | | --- | --- | --- | --- | | 1 | 吴伟雄 | 个人投资者 | | | 2 | 吴东颖 | 花旗环球金融有限公司 | 基础材料电池材料研究 | | 3 | 熊颖 | 华西证券研究所 | 助理分析师 | | 4 | 马俊 | 光大证券研究所 | 有色金属行业分析师 | | 5 | 周相君 | 长江证券研究所 | 研究助理 | | 6 | 蒋舒航 | 富瑞金融集团香港有限公司 | 助理分析师 | | 7 | 罗春 | 广州拙一资产管理有限公司 | 副总经理 | | 8 | 张国英 | 深圳乐中控股有限公司 | 高级研究员 | | 9 | 赵伯华 | 北京德信汇富投资 | 研究员 | | 10 | 刘宇飞 | 中信证券研究部 | 高级经理 | | 11 | 张镭 | 摩根士丹利亚洲有限公司 | 董事总经理 | | 12 | 李敬民 | 深圳中和阳光股权投资基金管理有限公 司 | 董事总经理 | | 13 | 陈轩 | 财通证券研究所 | 金属新材料研究员 | | 14 | 叶非凡 ...

Group 1 - The core viewpoint of the news is that Jiangxi Ganfeng Lithium Co., Ltd. has been rated AAA by Oriental Jincheng International Credit Rating Co., Ltd., indicating a stable credit outlook for the company and its upcoming green medium-term notes [1][2] - Jiangxi Ganfeng Lithium operates a vertically integrated business model covering lithium resource development, lithium salt deep processing, lithium metal smelting, lithium battery manufacturing, and comprehensive recycling of lithium batteries, which enhances its synergy and overall strength [2] - The company is a significant global producer of lithium compounds and lithium metal, with abundant resource reserves and large-scale lithium processing capacity, ensuring a complete product supply [2] Group 2 - The sales volume of the company's lithium chemical products has been steadily increasing, supported by stable cooperation with major customers [2] - The revenue and gross profit from the company's lithium battery business, which includes power batteries, consumer batteries, and energy storage batteries, have shown continuous growth in recent years [2] - The company's equity has grown rapidly, significantly enhancing its capital strength [2] Group 3 - The company faces geopolitical and exchange rate fluctuation risks due to its primary lithium resources being located overseas, particularly concerning the potential cancellation of lithium mining concessions in Mexico [2] - The company reported losses for the period from January to September 2024, and the lithium supply-demand situation is expected to remain loose in the short term, putting pressure on profitability [2] - Significant capital expenditure is anticipated for future projects like the Mariana lithium salt lake construction, which may lead to short-term liquidity fluctuations [2]