锂化合物及金属锂产品

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盘中必读|工信部将加码固态电池产业化,概念板块持续拉升,赣锋锂业涨停
Xin Lang Cai Jing· 2025-09-19 05:47
Group 1 - The solid-state battery sector experienced a significant surge on September 19, with leading stocks like Ganfeng Lithium and Fengshan Group hitting the daily limit, indicating strong market interest [1][2] - Ganfeng Lithium, a global leader in the lithium industry, has established a comprehensive industrial chain covering lithium resource development, lithium salt deep processing, lithium battery manufacturing, and retired battery recycling, showcasing significant synergy across its core business segments [2][4] - The company has production capabilities for over 40 types of lithium compounds and lithium metal products, with stable supply systems established in key lithium resource areas such as Argentina and Mali [4] Group 2 - Ganfeng Lithium's Argentine project is expected to achieve an annual production of over 30,000 tons of lithium carbonate, with a projected self-sufficiency rate of over 60% by 2025 [4] - The company's lithium salt comprehensive cost is controlled between 45,000 to 50,000 yuan per ton, which is 20%-30% lower than the industry average [4] - Recently, the company raised 2.542 billion Hong Kong dollars through H-share refinancing, specifically for the construction of solid-state battery capacity and technology research and development [4]
赣锋锂业上半年净利-5.31亿元,同比减亏
Bei Jing Shang Bao· 2025-08-24 04:17
中报显示,赣锋锂业系锂生态企业,拥有五大类逾40种锂化合物及金属锂产品的生产能力,公司已经形 成垂直整合的业务模式,业务贯穿上游锂资源开发、中游锂盐深加工及金属锂冶炼、下游锂电池制造及 退役锂电池综合回收利用。2025年上半年,公司实现营业收入约83.76亿元,同比下降12.65%;对应实 现归属净利润约-5.31亿元,同比减亏;对应实现扣非后归属净利润约-9.13亿元,同比增亏。 北京商报讯(记者 马换换 实习记者 李佳雪)8月23日,赣锋锂业(002460)发布2025年半年度报告显 示,公司上半年实现归属净利润约-5.31亿元,同比减亏。 交易行情显示,8月22日,赣锋锂业收涨0.34%,收于38.3元/股,总市值772.6亿元。 ...