Core Viewpoint - Tianqi Lithium Industry stated that its production and operations are normal, with no undisclosed matters or risk warnings that need to be disclosed according to relevant regulations [1] Group 1: Company Operations - The company's stock price fluctuations are influenced by multiple factors, including macroeconomic environment, industry cycle fluctuations, market liquidity, and investor expectations [1] - The lawsuit related to Chile does not involve a specific monetary claim, and the rejection of the appeal will not change the assumptions related to the impairment test of the long-term equity investment in SQM [1] Group 2: Financial Management - The company has established a comprehensive commodity futures hedging management system for lithium carbonate and has a professional management team in place [1] - The board of directors approved a proposal for conducting commodity futures hedging business for lithium carbonate in March 2025, with strict adherence to the authorized limits and based on actual production and business needs [1] Group 3: Future Outlook - The company will continuously assess the value changes of its long-term equity investment in SQM based on the progress of related transactions and future market conditions [1] - The company commits to timely information disclosure in accordance with relevant laws and regulations if any related information arises [1]

香港联交所最新资料显示，2月6日，摩根大通增持天齐锂业（09696）86.9606万股，每股作价42.423港 元，总金额约为3689.13万港元。增持后最新持股数目约为1153.78万股，最新持股比例为7.02%。 责任编辑：卢昱君 客户端 热点栏目 自选股 数据中心 行情中心 资金流向 模拟交易 香港联交所最新资料显示，2月6日，摩根大通增持天齐锂业（09696）86.9606万股，每股作价42.423港 元，总金额约为3689.13万港元。增持后最新持股数目约为1153.78万股，最新持股比例为7.02%。 责任编辑：卢昱君 热点栏目 自选股 数据中心 行情中心 资金流向 模拟交易 客户端 ...

Core Viewpoint - Tianqi Lithium is optimizing its financial structure and strategic layout through capital operations, including fundraising and asset disposal, to strengthen its position in the lithium sector [2][9]. Fundraising Details - Tianqi Lithium plans to issue 65.05 million H-shares at a price of HKD 45.05 per share, raising approximately HKD 58.607 billion, with a net amount of about HKD 58.29 billion after fees [3][4]. - The company will also issue zero-coupon convertible bonds totaling RMB 2.6 billion, convertible into H-shares at an initial price of HKD 49.56 per share [3][4]. Use of Proceeds - The funds raised will support strategic development in the lithium sector, including project development, capital expenditures, and acquisitions of quality lithium assets [4][10]. - Remaining funds will be used to supplement working capital and for general corporate purposes [4]. Financial Performance - Tianqi Lithium expects a net profit attributable to shareholders of RMB 369 million to RMB 553 million for 2025, with a non-recurring profit of RMB 240 million to RMB 360 million, indicating a turnaround from previous losses [9]. - The company has seen improvements in profitability despite market fluctuations in lithium product prices, aided by better pricing mechanisms and reduced impairment losses [9]. Asset Disposal - The company plans to dispose of part of its equity in its associate companies, including 2.02172 million shares of Zhongchuang Innovation and 3.566 million shares of SQM, to enhance asset liquidity [10][11]. - The book value of the SQM shares to be disposed of is approximately USD 206 million (RMB 143.4 million), while the shares of Zhongchuang Innovation have a book value of HKD 516 million (RMB 45.9 million) [10].

就有关根据一般性授权配售新H股，公司与配售代理订立经修订及重列配售协议，配售价为每股45.05港 元，较联交所于2026年2月3日(即签署经修订及重列认购协议前的最后一个交易日)所报的最后收市价每 股H股49.5港元折让约9%，假设所有6505万股配售股份均获悉数配售，配售事项合计所得款项总额预计 约为29.305亿港元，净额预计约为29.24亿港元。 智通财经APP获悉，天齐锂业(09696)复牌重挫逾9%，截至发稿，跌9.13%，报44.98港元，成交额 7468.83万港元。 消息面上，天齐锂业公布，公司拟配售6505万股新H股，以及发行于2027年到期的本金总额为26亿元人 民币的美元结算零息可转换债券，合计所得款项总额预计约为58.591亿港元，净额约58.306亿港元，拟 用于支持公司及其子公司在锂领域的战略发展，包括项目开发及优化所需的资本支出，以及对优质锂矿 资产的收购，其余部分将用于补充公司的营运资金及一般企业用途。 另外，就及建议根据一般性授权同步发行于2027年到期的美元结算零息可换股债券，公司与经办人订立 经修订及重列认购协议，公司将发行本金总额为26亿元人民币的债券，初始转换价为每股 ...

Group 1 - Tianqi Lithium Industries (002466) experienced a significant drop of over 9% upon resuming trading, with a current price of 44.98 HKD and a trading volume of 74.6883 million HKD [1] - The company announced a plan to place 65.05 million new H-shares and issue zero-coupon convertible bonds totaling 2.6 billion RMB, with expected total proceeds of approximately 5.8591 billion HKD, net proceeds around 5.8306 billion HKD [1] - The funds raised will support the company's strategic development in the lithium sector, including capital expenditures for project development and optimization, acquisition of quality lithium mining assets, and general corporate purposes [1] Group 2 - The company has entered into a revised placement agreement for the new H-shares, with a placement price of 45.05 HKD per share, representing a discount of about 9% compared to the last closing price of 49.5 HKD on February 3, 2026 [1] - The total expected proceeds from the placement of shares is approximately 2.9305 billion HKD, with net proceeds estimated at around 2.924 billion HKD [1] - Additionally, the company will issue zero-coupon convertible bonds with a principal amount of 2.6 billion RMB, with an initial conversion price of 51.85 HKD per H-share, representing a premium of about 4.7% over the last closing price [2] - The total expected proceeds from the bond issuance is approximately 2.9286 billion HKD, with net proceeds estimated at around 2.9066 billion HKD [2]

假设债券全部按每股H股49.56港元的初始转换价进行转换，债券将转换成约5909.18万股H股，约占于本 公告日期现有已发行H股数目的36.00%及现有已发行股份数目的3.60%;以及于各情况下约占于债券获悉 数转换后经发行转换股份扩大后已发行H股数目的26.47%及已发行股份总数的3.48%。 本公司及经办人于2026年2月3日(交易时段后)订立了认购协议。受限于认购协议所载的条款及条件，经 办人同意认购及支付或促使认购人认购及支付本公司将予发行本金总额为人民币26亿元的债券。债券可 在条款及条件所载的情况下转换为H股，初始转换价为每股H股49.56港元(可予调整)。 初始转换价为每股H股49.56港元，较香港联交所于2026年2月3日(即签署认购协议的交易日)所报的最后 收市价每股H股49.50港元溢价约0.1%。 天齐锂业(09696)发布公告，本公司和配售代理于2026年2月3日(交易时段后)订立了配售协议，根据配售 协议所列条款并在配售协议所列条件的规限下，本公司同意按配售价发行配售股份，而配售代理已同意 按个别(而非共同亦非共同及个别)基准，作为本公司的代理，以按尽力基准促使承配人按配售价认购配 ...

Core Viewpoint - Tianqi Lithium Industries (002466)(09696) plans to strategically 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 [1] Group 1: Equity Disposal - The company has already disposed of 748,500 B shares of SQM, accounting for 0.29% of SQM's total shares, through its wholly-owned subsidiary Tianqi Lithium Hong Kong since December 26, 2025 [1] - As of the announcement date, the company holds 62,556,600 A shares of SQM, representing 21.90% of SQM's total shares, and no longer holds any B shares [1] Group 2: Strategic Rationale - The proposed disposal of equity in SQM is aimed at revitalizing the company's existing assets, enhancing the flexibility of its asset structure, and improving overall asset liquidity and capital efficiency [1] - This move is expected to provide more room for the company's future operational development and resource allocation, positively impacting its financial condition and stable operations [1]

尽管受锂产品市场波动的影响，公司锂产品销售价格较上年同期下降，但得益于公司控股子公司 Windfield Holdings Pty Ltd 锂矿定价周期缩短，其全资子公司Talison LithiumPtyLtd 化学级锂精矿定价机 制与公司锂化工产品销售定价机制在以前年度存在的时间周期错配的影响已大幅减弱。随着国内新购锂 精矿陆续入库及库存锂精矿的逐步消化，公司各锂化工产品生产基地生产成本中耗用的化学级锂精矿成 本基本贴近最新采购价格。 格隆汇1月29日丨天齐锂业(002466.SZ)发布2025年度业绩预告，预计2025年度归属于上市公司股东的净 利润3.69亿元-5.53亿元，同比实现扭亏为盈；预计2025年度扣除非经常性损益后的净利润2.40亿元-3.6 亿元，同比实现扭亏为盈。 截至本业绩预告公告日，公司重要的联营公司 Sociedad Química y Minera de ChileS.A.(以下简称"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 SQM 2025 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 ...

Core Viewpoint - Tianqi Lithium Industries is expected to achieve a net profit of 369 million to 553 million yuan in 2025, indicating a turnaround from losses [1] Group 1: Financial Performance - The company is projected to return to profitability despite fluctuations in the lithium product market, which have led to a decrease in sales prices compared to the same period last year [1] - The expected net profit range for 2025 represents a significant improvement in financial performance [1] Group 2: Operational Factors - The reduction in the pricing cycle for lithium ore from the company's subsidiary, Windfield Holdings Pty Ltd, has positively impacted the company's operations [1] - The pricing mechanism for chemical-grade lithium concentrate from the wholly-owned subsidiary, Talison Lithium Pty Ltd, has seen a significant reduction in the mismatch with the sales pricing mechanism for lithium chemical products [1] Group 3: Cost Management - The production costs of various lithium chemical products are now closely aligned with the latest procurement prices due to the gradual consumption of inventory lithium concentrate and the arrival of newly purchased lithium concentrate [1]

格隆汇1月28日丨永杉锂业(603399.SH)在投资者互动平台表示，截至目前，公司并无自有锂矿资源，锂 矿主要来源为长协采购。 ...