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Solid-state battery R&D & commercialization固态电池研发与商业化
48 · 2024-01-04 → 2026-06-09
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Development, mass production, and application of first and second-generation solid-state batteries across vehicles, drones, and consumer electronics.第一代和第二代固态电池在汽车、无人机和消费电子领域的开发、量产及应用。
2024-01-04Ganfeng Lithium and Changan Automobile sign a cooperation memorandum to jointly develop (semi-)solid-state batteries, explore full-chain collaboration from upstream lithium resources to downstream battery recycling, with equal-shareholding JV for R&D and manufacturing.赣锋锂业与长安汽车签署合作备忘录,共同研发(半)固态电池,探讨从上游锂资源到下游电池回收的全链条合作,按对等持股原则设立研发及制造合资项目。
2024-04-12First-generation semi-solid-state battery has been trial-installed in a small number of vehicles; actively discussing mass production with downstream automakers. Second-generation semi-solid-state battery under development, cell energy density >400 Wh/kg, passes nail penetration test, supports >5C continuous discharge.一代半固态电池已实现少量车型的试装,正在积极与下游车企探讨进一步量产的可能;二代半固态电池正在研发中,电芯能量密度可做到400Wh/Kg以上,可通过针刺测试,可持续5C以上放电。
2024-04-15Ganfeng Lithium Energy has built a 2 GWh first-generation solid-liquid hybrid battery production line, achieving initial mass production capability.赣锋锂电已建成年产2GWh的第一代固液混合电池规模化生产线,已初步形成规模化生产能力。
2024-04-20First-generation solid-liquid hybrid battery in mass production: energy density 240-270 Wh/kg, passes nail penetration test, cycle life >2000 cycles. Second-generation under development: energy density >400 Wh/kg, passes nail test, supports >5C continuous discharge.第一代固液混合电池已初步量产:能量密度240-270Wh/kg,通过针刺测试,循环次数2000次以上;第二代研发中:能量密度400Wh/kg以上,通过针刺测试,可5C以上放电。
2024-05-29Ganfeng Lithium announced that its first-generation semi-solid-state battery has entered initial mass production with energy density 240-270 Wh/kg, passing nail penetration test and over 2000 cycles; second-generation is under R&D targeting >400 Wh/kg and 5C continuous discharge.赣锋锂业宣布第一代固液混合电池已初步量产,能量密度240-270Wh/kg,通过针刺实验,循环超2000次;第二代在研,目标超400Wh/kg和5C持续放电。
2024-06-03Ganfeng Lithium's first-generation semi-solid-state battery has entered mass production with energy density 240-270 Wh/kg, passing nail penetration safety test and cycle life over 2000 times; second-generation semi-solid-state battery under development targets >400 Wh/kg and >5C discharge.赣锋锂业第一代固液混合电池已初步量产,能量密度240-270Wh/kg,通过针刺测试,循环次数超2000次;第二代固液混合电池研发中,能量密度超400Wh/kg,可5C以上放电。
2024-06-26At the shareholder meeting, Ganfeng Lithium stated it has the world's largest metal lithium production capacity and is developing solid-state battery materials including oxide, sulfide, semi-solid and all-solid systems.赣锋锂业在股东大会上表示拥有全球最大金属锂产能,并布局氧化物、硫化物、半固体及全固态电池材料体系。
2024-08-05Ganfeng Lithium's 'Solid-state lithium battery key materials development and industrialization' project was selected as one of the top ten innovation achievements of Jiangxi Province in 2023.赣锋锂业“固态锂电池关键材料开发及产业化”项目入选2023年度江西省十大创新成果。
2024-08-21Ganfeng Lithium confirmed that its solid-state batteries were first delivered on Dongfeng E70 vehicles in 2022, the world's first solid-state battery vehicle demonstration project.赣锋锂业确认其固态电池已于2022年搭载在东风E70型汽车上完成交付,为全球首个固态电池车示范运营项目。
2024-08-22Ganfeng Lithium disclosed that its first-generation hybrid solid-liquid battery has achieved initial mass production, while the second-generation is under R&D.赣锋锂业披露,第一代固液混合电池已初步实现量产,第二代固液混合电池尚处于研发阶段。
2024-09-11Ganfeng Lithium disclosed solid-state battery progress: high-specific-energy cells reach 420 Wh/kg with over 700 cycles, and a 500 Wh/kg sample passes 200°C hot box and nail penetration safety tests.赣锋锂业披露固态电池进展:高比能电池能量密度达420Wh/kg,循环寿命超700次;开发出500Wh/kg样品,通过200℃热箱和针刺等安全测试。
2024-10-25Ganfeng Lithium disclosed in an investor interaction that its solid-state battery R&D has achieved a high specific energy cell of 420 Wh/kg with over 700 cycles, and a 500 Wh/kg sample that passes 200°C hot box and nail penetration safety tests.赣锋锂业在投资者互动中披露,其固态电池研发已实现能量密度420Wh/kg、循环寿命超700次的高比能电池,并开发出能量密度500Wh/kg的样品,可通过200℃热箱与针刺等安全测试。
2024-12-13Ganfeng Lithium disclosed solid-state battery progress: high-energy-density cell reaches 420 Wh/kg with >700 cycles, and a 500 Wh/kg sample passes 200°C hot box and nail penetration tests.赣锋锂业披露固态电池进展:高比能电池能量密度达420Wh/kg,循环超700次;500Wh/kg样品通过200℃热箱和针刺测试。
2025-01-02Ganfeng Lithium states its solid-state battery products are mainly developed independently, with no cooperation with Huawei.赣锋锂业表示固态电池产品主要为自主开发,未与华为合作。
2025-03-17Ganfeng Lithium disclosed its solid-state battery progress: oxide-based hybrid solid-liquid batteries have formed commercial products; sulfide-based solid-state batteries are under development; applications targeted at low-altitude economy, robots, and high-end EVs.赣锋锂业披露固态电池进展:氧化物体系混合固液电池已形成商业化产品,硫化物体系固态电池在开发中;应用目标为低空经济、机器人和高端乘用车。
2025-03-20Ganfeng Lithium stated its LLZO electrolyte powder capacity is mainly used for its own solid-state battery R&D and production, with a small amount supplied externally.赣锋锂业表示其LLZO电解质粉体产能主要用于自身固态电池研发和生产,少量对外供应。
2025-04-09Ganfeng Lithium announced that it has formed a full-chain layout for solid-state batteries, including sulfide electrolytes, oxide electrolytes, lithium metal anodes, cells, and battery systems, and is accelerating commercialization. The 400Wh/kg battery cycle life exceeds 800 cycles and has completed engineering verification; the world's first 500Wh/kg-class 10Ah product has achieved small-batch mass production.赣锋锂业宣布已形成固态电池全链路布局,涵盖硫化物电解质、氧化物电解质、金属锂负极、电芯及电池系统,并加快商业化进程。400Wh/kg电池循环寿命突破800次并完成工程验证;全球首款500Wh/kg级10Ah产品实现小批量量产。
2025-04-14Ganfeng Lithium's high-safety, low-temperature-resistant solid-state lithium battery achieved a new breakthrough and has been batch-sent for verification to an internationally renowned mobile phone company.赣锋锂业研发的高安全耐低温固态锂电池取得新突破,并已向国际知名手机企业批量送样验证。
2025-04-14Ganfeng Lithium launched solid-state battery solutions for low-altitude flight scenarios and reached cooperation with well-known drone and eVTOL companies; samples entered airworthiness certification process.赣锋锂业推出适配低空飞行场景的固态电池解决方案,与知名无人机及eVTOL企业达成合作,样品进入适航认证流程。
2025-04-25Ganfeng Lithium signed framework and strategic cooperation agreements with Hangzhou Gongshu District Government and Hangzhou Energy Group to build a high-energy-density solid-state battery R&D and industrialization base in Gongshu District, Hangzhou.赣锋锂业与杭州市拱墅区政府、杭州市能源集团签署框架及战略合作协议,拟在杭州拱墅区投资建设高比能固态电池研发及产业化基地。
2025-05-06Ganfeng Lithium signed a cooperation agreement with Hangzhou Gongshu District Government and Hangzhou Energy Group to invest in a high-specific-energy solid-state battery R&D and industrialization base in Gongshu District, Hangzhou.赣锋锂业与杭州市拱墅区人民政府、杭州能源集团签署协议,在杭州拱墅区投资建设高比能固态电池研发及产业化基地。
2025-05-21At the performance briefing, Ganfeng Lithium stated it has formed a full-chain layout in solid-state batteries, with high-specific-energy battery energy density reaching 420 Wh/kg and a 500 Wh/kg sample developed; it has signed a joint development agreement with a major international automaker for high-specific-energy lithium-anode batteries.赣锋锂业在业绩说明会上表示,已形成固态电池全链路布局,高比能电池能量密度达420Wh/kg,并开发出500Wh/kg样品;已与某国际头部车企签订联合开发协议,推进高比能锂负极电池开发及装车验证。
2025-06-09Ganfeng Lithium disclosed that its semi-solid metal lithium anode battery uses pure lithium metal for the anode; its 400Wh/kg battery cycle life exceeds 800 cycles and has completed engineering verification, with potential for large-scale application.赣锋锂业披露其半固体金属锂负极电池负极使用纯金属锂;400Wh/kg电池循环寿命突破800次并完成工程验证,具备规模化应用潜力。
2025-06-09Ganfeng Lithium stated that it has formed a full-chain layout for solid-state batteries, covering sulfide electrolytes, oxide electrolytes, and lithium metal anodes; it is advancing both silicon-based and lithium metal anode routes, with 400Wh/kg battery cycle life exceeding 800 cycles and first 500Wh/kg-class 10Ah product achieving small-batch mass production.赣锋锂业表示已形成固态电池全链路布局,覆盖硫化物电解质、氧化物电解质及金属锂负极;同步推进硅基与锂金属负极双路线,400Wh/kg电池循环寿命突破800次,首款500Wh/kg级10Ah产品实现小批量量产。
2025-06-25Ganfeng Lithium announced at the 2024 annual general meeting that its first 500Wh/kg-class 10Ah product achieved small-batch mass production; 400Wh/kg battery cycle life exceeded 800 cycles; silicon-based system achieved 320-450Wh/kg product gradient layout.赣锋锂业在2024年年度股东大会上宣布,首款500Wh/kg级10Ah产品实现小批量量产;400Wh/kg电池循环寿命突破800次;硅基体系实现320-450Wh/kg产品梯度布局。
2025-07-02Ganfeng Lithium disclosed that its semi-solid-state batteries have been trial-installed in Dongfeng E70 and mass-produced in Seres SF5; high-safety low-temperature solid-state lithium batteries are being batch-sampled to an internationally renowned mobile phone company; cooperation with well-known drone and eVTOL companies is underway.赣锋锂业披露半固态电池已在东风E70试装车并于赛力斯SF5量产;高安全耐低温固态锂电池已向国际知名手机企业批量送样验证;与知名无人机及eVTOL企业达成合作。
2025-07-03Ganfeng Lithium's 304Ah prismatic LFP solid-state energy storage cell has exceeded 4,000 cycles (testing ongoing), passed nail penetration test at 260°C without thermal runaway; its '电能存储系统用锂蓄电池' product passed GB44240-2024 safety certification in June 2025.赣锋锂业304Ah方形磷酸铁锂固态储能电芯循环寿命超4000次(测试中),通过8mm针刺测试(260°C未热失控);其“电能存储系统用锂蓄电池”产品于2025年6月通过GB44240-2024安全认证。
2025-07-10Ganfeng Lithium disclosed at a forum that its oxide solid electrolyte has room-temperature ionic conductivity of 1.5 mS/cm, with 25-micron ultrathin ceramic electrolyte sheets; sulfide electrolyte conductivity exceeds 12 mS/cm; ceramic-based lithium anode all-solid-state battery samples cycle stably at 0.2 MPa low pressure at 1C/1C.赣锋锂业在论坛披露其氧化物固体电解质室温离子电导率达1.5mS/cm,实现25微米超薄陶瓷片;硫化物电解质电导率超12mS/cm;陶瓷基锂负极全固态电池样品在0.2MPa低压力下1C/1C稳定循环。
2025-08-05Ganfeng Lithium stated that its solid-state battery full-chain layout has achieved commercial application, covering sulfide electrolytes, oxide electrolytes, lithium metal anodes, cells, and battery systems.赣锋锂业表示其固态电池全链路布局已实现商业化应用,涵盖硫化物电解质、氧化物电解质、金属锂负极、电芯和电池系统。
2025-08-24Ganfeng Lithium announced that its lithium sulfide product (purity ≥99.9%, D50 ≤5μm) has passed customer quality certification and is now supplying multiple downstream customers for sulfide solid-state battery electrolytes; it is also developing more cost-effective production processes.赣锋锂业宣布其硫化锂产品(主含量≥99.9%,D50≤5μm)已通过客户质量认证,并向多家下游客户供货,用于硫化物固态电池电解质;同时正在开发更具成本优势的制备工艺。
2025-09-02Ganfeng Lithium disclosed in investor interaction that its solid-state battery R&D has achieved energy density of 420 Wh/kg, 500 Wh/kg sample passed nail penetration and 200°C hot box safety tests, cycle life exceeded 800 cycles; first 500 Wh/kg-class 10Ah product achieved small-batch mass production.赣锋锂业在投资者互动中披露,其固态电池研发实现能量密度420Wh/kg,500Wh/kg样品通过针刺及200℃热箱安全测试,循环寿命突破800次;首款500Wh/kg级10Ah产品实现小批量量产。
2025-09-02Ganfeng Lithium disclosed that its solid-state batteries have been trial-installed and mass-produced in some vehicle models, applied in products of well-known drone and eVTOL companies; high-safety low-temperature solid-state lithium batteries have been batch-sampled to an international leading mobile phone company; cooperation clients include Dongfeng, Seres, and drone/mobile phone firms.赣锋锂业披露其固态电池已在部分车型试装车及量产,应用于知名无人机及eVTOL企业合作产品;高安全耐低温固态锂电池已向国际知名手机企业批量送样验证;合作客户包括东风、赛力斯等车企及无人机、手机领域企业。
2025-09-04Ganfeng Lithium's market department head stated the company will continue to enhance commercialization of solid-state batteries and strengthen integration with low-altitude economy and embodied intelligence, in response to the MIIT and SAMR's 'Electronic Information Manufacturing Industry 2025-2026 Stable Growth Action Plan'.赣锋锂业市场部负责人表示,公司将持续提升固态电池等前沿产品的商业化能力,加强与低空经济、具身智能等领域的结合,回应工信部和市场监管总局发布的《电子信息制造业2025-2026年稳增长行动方案》。
2025-10-09Ganfeng Lithium announced it has a complete solid-state battery upstream-downstream integrated layout with commercial capability, covering sulfide electrolyte, oxide electrolyte, lithium metal anode, cells, and battery systems. It launched a flight series power supply for low-altitude economy with energy density 320-550 Wh/kg, cycle life up to 1000 cycles, passed vehicle standard GB38031-2020, and cooperated with well-known drone and eVTOL companies.赣锋锂业宣布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,涵盖硫化物电解质、氧化物电解质、金属锂负极、电芯、电池系统等关键环节。公司推出适配低空经济的飞行系列电源,能量密度320-550Wh/kg,循环最高1000圈,通过车规标准GB38031-2020,并与知名无人机、eVTOL企业达成合作。
2025-10-10Ganfeng Lithium's battery-grade lithium sulfide capacity reaches 20 tons/year with 99.9% purity, supplied to over 20 customers; it leads the drafting of the industry standard for battery-grade lithium sulfide which has entered the pre-review stage.赣锋锂业电池级硫化锂产能达20吨/年,纯度99.9%,已供应20余家客户;牵头起草的《电池级硫化锂》行业标准进入预审阶段。
2025-10-10Ganfeng Lithium mass-produces 3-micron ultra-thin lithium foil, solving the metal lithium anode expansion issue and improving battery cycle life by 300%.赣锋锂业量产3微米超薄锂带,解决金属锂负极膨胀难题,使电池循环寿命提升300%。
2025-11-17Ganfeng Lithium stated on the interactive platform that its lithium fluoride capacity is 10,000 tonnes/year; it does not currently produce lithium hexafluorophosphate. It is advancing solid-state battery technology with both silicon-based and lithium metal anode routes; its second-generation hybrid solid-liquid battery uses lithium metal as anode.赣锋锂业在互动平台表示氟化锂产能为10000吨/年,暂未生产六氟磷酸锂;固态电池技术同步推进硅基负极与锂金属负极路线,第二代固液混合电池采用金属锂负极。
2025-12-04Ganfeng Lithium's Zhejiang Fengli solid-state team won second prize in the national finals of the 'Maker China' SME Innovation and Entrepreneurship Competition for its 'Low-altitude Aircraft Power Battery' project, with solid-state electrolyte membrane technology and 400 Wh/kg cells passing CAAC manufacturing compliance review.赣锋旗下浙江锋锂固态团队凭借“低空飞行器动力电池”项目获“创客中国”全国总决赛企业组二等奖,固态电解质膜技术及400Wh/kg电芯通过民航局制造符合性审查。
2025-12-17Ganfeng Lithium stated that its solid-state batteries have been applied to well-known drone and eVTOL companies, with battery samples entering airworthiness certification and high-specific-energy cells passing CAAC manufacturing compliance review, entering commercial cooperation.赣锋锂业表示,固态电池已应用于知名无人机及eVTOL企业,电池样品进入适航认证流程,高比能电芯通过民航局制造符合性审查,进入商业合作阶段。
2026-02-28Ganfeng Lithium's subsidiary Zhejiang Fengli signed a strategic cooperation agreement with eVTOL leader AutoFlight on eVTOL battery cells, and delivered AE200 series cell red-label samples.赣锋锂业旗下浙江锋锂与eVTOL领军企业沃飞长空签署eVTOL电芯战略合作协议,并交付AE200系列电芯红标件。
2026-03-05Chairman Li Liangbin proposed at the Two Sessions to introduce policies encouraging high-specific-energy, high-power batteries for low-altitude economy aircraft, to accelerate R&D and commercialization.全国人大代表、董事长李良彬在两会上建议推出政策,鼓励发展高比能高功率的低空飞行器动力电池,加速研发与商业化。
2026-03-20Ganfeng Lithium's high-safety, low-temperature solid-state lithium battery for consumer electronics achieved a breakthrough and has been sent for batch sample verification to an internationally renowned mobile phone company.赣锋锂业研发的高安全耐低温固态锂电池取得新突破,并已向国际知名手机企业批量送样验证。
2026-04-14Chairman Li Liangbin stated that Ganfeng Lithium has achieved full coverage of three solid-state battery technology routes (polymer, oxide, sulfide), and Xinyu High-tech Zone was approved as a 'Future Industry Pilot Zone for Solid-State Batteries' by Jiangxi Provincial Department of Industry and Information Technology.董事长李良彬表示,赣锋锂业已实现聚合物、氧化物、硫化物三大固态电池技术路线全覆盖;新余高新区被江西省工信厅批准为'新型电池(固态电池)未来产业先导试验区'。
2026-04-15Ganfeng Lithium's high-energy-density high-power solid-state battery (developed by Zhejiang Fengli) was officially installed on the Aerofugia AE200-100 eVTOL aircraft and completed the first phase of manned test flight in December 2025.赣锋锂业旗下浙江锋锂研发的高比能高功率固态电池已正式搭载于沃飞长空AE200-100机型,并于2025年12月顺利完成第一阶段载人试飞任务。
2026-04-17Ganfeng Lithium stated in an investor survey that its 400Wh/kg solid-state battery has exceeded 1,100 cycles and completed engineering verification; the world's first 500Wh/kg 10Ah product has achieved small-batch mass production. Silicon-based anodes cover 320-480Wh/kg product gradient.赣锋锂业在调研中表示,400Wh/kg固态电池循环寿命突破1100次并完成工程验证;全球首款500Wh/kg级10Ah产品实现小批量量产。硅基负极实现320-480Wh/kg产品梯度布局。
2026-05-15At CIBF2026, Ganfeng Lithium showcased solid-state batteries, new 392Ah/588Ah large-capacity cells with 5.02MWh/6.26MWh system solutions, and a 4th-gen commercial & industrial storage solution.在CIBF2026上,赣锋锂业展出固态电池、全新392Ah/588Ah大容量电芯及5.02MWh/6.26MWh系统方案,以及第四代工商储解决方案。
2026-05-20Ganfeng Lithium disclosed solid-state battery progress: 400Wh/kg cells exceed 1,100 cycles and complete engineering verification; 500Wh/kg 10Ah products achieve small-batch mass production.赣锋锂业披露固态电池进展:400Wh/kg电芯循环寿命突破1100次并完成工程验证;500Wh/kg级10Ah产品实现小批量量产。
2026-06-09Ganfeng Lithium's high-safety low-temperature solid-state battery for consumer electronics achieved a breakthrough and has been sent for batch sample verification to an internationally renowned mobile phone company.赣锋锂业研发的高安全耐低温固态锂电池取得新突破,并已向国际知名手机企业批量送样验证。
Chongqing Ruichi commercial vehicle investment投资重庆瑞驰商用车
1 · 2024-01-04
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Ganfeng becomes a shareholder in Chongqing Ruichi, a pure electric commercial vehicle company.赣锋成为纯电动商用车公司重庆瑞驰的股东。
2024-01-04Ganfeng Lithium becomes a shareholder of Chongqing Ruichi Automobile Industrial Co., Ltd. (a pure electric commercial vehicle R&D, manufacturing and sales company) with capital increase from 200M to 454M RMB, alongside National Green Development Fund and Haichen.赣锋锂业成为重庆瑞驰汽车实业有限公司(纯电动商用车研发、制造、销售公司)股东,注册资本从2亿元增至4.54亿元,同增国家绿色发展基金、海晨股份等。
Pilbara Minerals partnership & offtake与Pilbara Minerals的合作与承购
5 · 2024-01-15 → 2026-06-16
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Expanded offtake agreement and joint feasibility study for a lithium chemical plant with Pilbara Minerals.与Pilbara Minerals扩大承购协议并联合进行锂化工厂可行性研究。
2024-01-15Ganfeng Lithium and Pilbara Minerals amend the offtake agreement: annual spodumene concentrate supply increases from 160kt to 310kt for 2024, and 260-310kt for 2025-2026, at market-linked prices.赣锋锂业与皮尔巴拉矿业修订承购协议:锂辉石精矿年供应量从16万吨增至2024年31万吨,2025-2026年26-31万吨,价格随行就市。
2024-03-25Ganfeng Lithium signed a cooperation agreement with Pilbara Minerals to jointly conduct a feasibility study for a lithium chemical plant (50:50 JV), targeting 32,000 tpa LCE; Pilbara to supply 300,000 tpa spodumene concentrate for 15 years.赣锋锂业与Pilbara Minerals签署合作协议,各出资50%开展锂化工厂可行性研究(目标年产3.2万吨碳酸锂当量);Pilbara承诺15年内每年供应30万吨锂精矿。
2024-10-02Ganfeng International, a wholly-owned subsidiary of Ganfeng Lithium, signed an Equity Collar Transaction agreement with Morgan Stanley and Bank of America, pledging 105 million Pilbara shares to secure a ~AUD 260 million prepayment, locking in the value of its Pilbara holdings.赣锋锂业全资子公司赣锋国际与摩根士丹利及美国银行签订领式期权交易协议,质押1.05亿股Pilbara股票,获得约2.6亿澳元预付款,以锁定所持Pilbara股票价值。
2026-01-29Ganfeng Lithium's wholly-owned subsidiary Ganfeng International sold 32.19 million PLS shares via block trade in January 2026 for A$160.2 million, reducing stake from 5.36% to 4.36%; estimated pre-tax gain of ~709 million yuan, with ~120 million yuan recognized in 2026 profit.赣锋锂业全资子公司赣锋国际于2026年1月通过大宗交易出售PLS股票3219万股,金额1.6亿澳元,持股从5.36%降至4.36%;预计累计税前收益约7.09亿元,其中计入本年损益约1.2亿元。
2026-06-16Ganfeng Lithium's subsidiary Ganfeng International sold 35,092,999 ordinary shares of PLS via block trade for ~A$222 million; estimated pre-tax gain of ~RMB 981 million (RMB 353 million recognized in current year); still holds ~3.27% of PLS.赣锋锂业全资子公司赣锋国际通过大宗交易出售PLS 35,092,999股普通股,出售金额约2.22亿澳元;预计累计税前收益约9.81亿元(其中计入本年损益约3.53亿元);出售后仍持有PLS约3.27%股份。
Capital & shareholder actions资本与股东行动
33 · 2024-01-15 → 2026-06-15
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Share pledges, employee stock ownership plans, dividends, and other corporate capital actions.股份质押、员工持股计划、分红及其他公司资本行动。
2024-01-15Ganfeng Lithium completes the purchase of shares for its 2023 employee stock ownership plan (first grant portion), with a 12-month lock-up period.赣锋锂业完成2023年员工持股计划首次授予部分的股票购买,锁定期12个月。
2024-04-02Shareholder Li Liangbin and Wang Xiaoshen pledged 20.9 million shares (1.04% of total) to CITIC Securities, China Merchants Securities, and Haitong Securities.股东李良彬、王晓申向中信证券、招商证券、海通证券合计质押2090.0万股,占总股本1.04%。
2024-05-28Ganfeng Lithium disclosed that Chairman Li Liangbin pledged an additional 4.6 million shares to China Merchants Securities, bringing cumulative pledges by Li and his concert parties to 128.81 million shares (31.67% of their holdings, 6.38% of total shares).赣锋锂业披露董事长李良彬向招商证券追加质押460万股,其及一致行动人累计质押1.2881亿股(占持股31.67%,占总股本6.38%)。
2024-06-21Ganfeng Lithium's board approved the allocation of reserved shares (up to 20 million units) under the 2023 employee stock ownership plan to 63 core management and business骨干 personnel.赣锋锂业董事会审议通过2023年员工持股计划预留份额分配,向63名核心管理及业务骨干分配不超过2000万份。
2024-06-24Major shareholder Wang Xiaoshen pledged an additional 4.08 million shares as supplementary collateral, bringing total pledged shares to 65.534 million (46.33% of his holdings).大股东王晓申补充质押408万股股份,累计质押6553.4万股,占其所持股份46.33%。
2024-07-17Ganfeng Lithium implements 2023 A-share cash dividend of 8 yuan per 10 shares, with record date July 23 and ex-dividend date July 24, 2024.赣锋锂业实施2023年度A股权益分派,每10股派8元,股权登记日2024年7月23日,除权除息日7月24日。
2024-07-19Ganfeng Lithium completes purchase of 478,280 A-shares (0.02% of total) for 2023 employee stock ownership plan reserved portion at average price 28.90 yuan per share, total cost 13.82 million yuan.赣锋锂业完成2023年员工持股计划预留授予部分股票购买,共买入478,280股(占总股本0.02%),均价28.90元/股,总金额1382.14万元。
2024-12-24Major shareholder Li Liangbin pledged 20 million shares (0.99% of total) to Haitong Securities; cumulative pledges reach 23.18% of his holdings.大股东李良彬向海通证券质押2000万股(占总股本0.99%);累计质押占其持股23.18%。
2025-02-05Shareholder Li Liangbin pledged 7 million shares (1.85% of his holdings) to Jiujiang Bank Xinyu Branch.股东李良彬向九江银行新余分行质押700万股(占其所持股份1.85%)。
2025-04-09Ganfeng Lithium's board approved a general mandate to repurchase up to 10% of its issued A-shares and 10% of its issued H-shares, and proposed a 2024 cash dividend of RMB 303 million.赣锋锂业董事会审议通过回购A股及H股各不超过已发行股份10%的一般性授权,并拟定2024年度现金分红3.03亿元。
2025-05-09Shareholder Wang Xiaoshen pledged an additional 800,000 shares as a supplemental pledge, bringing his total pledged shares to 64.43 million, representing 45.55% of his holdings.股东王晓申补充质押80万股,累计质押6443万股,占其持股的45.55%。
2025-05-15Ganfeng Lithium announced the first vesting period of the 2023 Employee Stock Ownership Plan, with 1.71 million shares (0.08% of total shares) becoming vested.赣锋锂业公告2023年员工持股计划首次授予部分第一个归属期可归属171万股,占公司总股本的0.08%。
2025-06-11Ganfeng Lithium's board approved the cancellation of remaining stock options under the 2021 Stock Option Incentive Plan.赣锋锂业董事会审议通过注销2021年股票期权激励计划剩余股票期权的议案。
2025-09-05Ganfeng Lithium shareholder Wang Xiaoshen pledged 14 million shares (9.90% of his holdings) to China Merchants Securities for personal funding needs, and released 14.6 million pledged shares; after the change, his pledged shares total 65.49 million, representing 46.30% of his holdings and 3.18% of total share capital.赣锋锂业股东王晓申向招商证券质押1400万股(占其所持股份9.90%),用于个人资金需求,并解除质押1460万股;变更后累计质押6549万股,占其所持股份46.30%,占总股本3.18%。
2025-09-08Ganfeng Lithium issued 40,025,600 new H-shares at a placing price of HKD 29.28 per share to at least six placees on September 2, 2025, increasing total share capital from 2,017,167,779 to 2,057,193,379 shares; controlling shareholder Li Liangbin family's stake diluted from 20.16% to 19.77%, and shareholder Wang Xiaoshen's stake diluted from 7.01% to 6.88%.赣锋锂业于2025年9月2日以每股29.28港元向不少于六名承配人配发4002.56万股新增H股,总股本由20.17亿股增至20.57亿股;实际控制人李良彬家族持股由20.16%稀释至19.77%,股东王晓申持股由7.01%稀释至6.88%。
2025-10-14Ganfeng Lithium completed the cancellation of 1,317,750 stock options, as confirmed by Shenzhen Branch of China Securities Depository and Clearing Corporation.赣锋锂业完成131.775万份股票期权的注销事宜,经中国证券登记结算有限责任公司深圳分公司审核确认。
2025-10-17Ganfeng Lithium's board authorized management to dispose of its listed stock assets (domestic and overseas) with total proceeds not exceeding 10% of the latest audited net assets attributable to parent, within 12 months.赣锋锂业董事会授权管理层处置公司所持已流通上市的境内外上市公司股票资产,总成交金额不超过最近一期经审计归属母公司股东净资产的10%,授权期限12个月。
2025-10-22Ganfeng Lithium Vice President Fu Lihua plans to reduce up to 40,000 shares (0.002% of total shares) via centralized竞价 from 2025-11-14 to 2026-02-13 to repay equity incentive loans.赣锋锂业副总裁傅利华计划自2025年11月14日至2026年2月13日通过集中竞价方式减持公司股份不超过4万股(占总股本0.002%),原因为偿还股权激励贷款。
2025-10-31Ganfeng Lithium clarified that the authorized stock asset disposal covers other listed companies' stocks, not its own shares, with total proceeds not exceeding 10% of latest audited net assets.赣锋锂业澄清授权处置的股票资产为公司持有的其他上市公司股票,不包括赣锋自身股票,总金额不超过最近一期经审计净资产的10%。
2025-11-06Ganfeng Lithium announced that the remaining principal of its HKD 1.37 billion H-share convertible bonds issued on September 2, 2025 is HKD 1.238 billion (90.36% of total). The company will redeem at 100% of principal plus accrued interest on December 18, 2025. Conversion price is HKD 33.67 per share; if fully converted, it would represent 36.7686 million H-shares (8.22% of issued H-shares).赣锋锂业公告2025年9月2日发行的13.7亿港元H股可转债剩余本金12.38亿港元(占90.36%),公司将于12月18日按100%本金赎回并支付利息;转换价33.67港元,若悉数转股可转换3676.86万股H股(占已发行H股8.22%)。
2025-11-30Ganfeng Lithium's wholly-owned subsidiary Ganfeng International plans to issue a US$100 million exchangeable note to China-Africa Development Fund. The note can be converted into A-class preferred shares of Mali Lithium B.V., a wholly-owned subsidiary of Ganfeng International. Ganfeng Lithium will provide a guarantee of 1.5 billion yuan.赣锋锂业全资子公司赣锋国际拟向中非发展基金发行总额1亿美元的可交换票据,可转换为赣锋国际全资子公司Mali Lithium B.V.的A类优先股;赣锋锂业提供15亿元担保。
2025-12-01Ganfeng International, a wholly-owned subsidiary of Ganfeng Lithium, plans to issue a US$100 million exchangeable note to the China-Africa Development Fund, convertible into A-class preferred shares of Mali Lithium B.V., with Ganfeng Lithium providing a guarantee.赣锋锂业全资子公司赣锋国际拟向中非发展基金发行1亿美元可交换票据,可转换为Mali Lithium B.V.的A类优先股,赣锋锂业提供担保。
2025-12-17Ganfeng Lithium redeemed its 2024 first tranche short-term financing bond (sci-tech innovation) with a principal of 750 million yuan and interest of approximately 764 million yuan on the due date.赣锋锂业兑付了2024年度第一期短期融资券(科创票据)本息共计约7.64亿元,本金7.5亿元。
2025-12-18Ganfeng Lithium's largest shareholder Li Liangbin pledged 15 million shares (0.72% of total shares) to Tibet Trust Co., Ltd. for personal funding needs.赣锋锂业第一大股东李良彬向西藏信托有限公司质押1500万股(占总股本0.72%),用于个人资金需求。
2025-12-22Ganfeng Lithium's shareholder Li Liangbin released 20 million pledged shares (5.28% of his holdings), reducing his cumulative pledged shares to 85.17 million (22.49% of his holdings).赣锋锂业股东李良彬解除质押2000万股(占其所持股份5.28%),累计质押股份降至8517万股(占其所持股份22.49%)。
2025-12-23Ganfeng Lithium's shareholder Wang Xiaoshen pledged 1.4 million shares (0.07% of total) to China Merchants Securities and released 1.16 million shares, with cumulative pledged shares reaching 64.66 million (45.71% of his holdings).赣锋锂业股东王晓申质押140万股(占总股本0.07%)给招商证券,解除质押116万股,累计质押6466万股(占其所持股份45.71%)。
2026-01-23Ganfeng Lithium's board approved using up to 2 billion yuan of self-owned funds for low-risk wealth management products, subject to shareholder approval.赣锋锂业董事会审议通过使用不超过20亿元自有资金投资低风险理财产品,尚需提交股东会审议。
2026-01-23Ganfeng Lithium amended its articles of association reflecting H-share increase from 403,574,080 to 483,100,705 shares, raising H-share ratio from 20.01% to 23.04%.赣锋锂业修订公司章程,H股股份由403,574,080股增至483,100,705股,占比从20.01%提升至23.04%。
2026-04-01Shareholder Li Liangbin released a pledge of 5.5 million shares. After release, total pledged shares by Li Liangbin and concert parties stood at 76.57 million shares (18.82% of their holdings, 3.65% of total shares).股东李良彬解除质押550万股。解除后,李良彬及其一致行动人累计质押7657万股(占其持股18.82%,占总股本3.65%)。
2026-04-16Ganfeng Lithium announced that it will hold the 2025 annual general meeting on May 20, 2026, with 12 proposals including profit distribution, re-appointment of auditors, general mandate to issue H-shares, bond issuance authorization, derivatives trading, and election of independent director.赣锋锂业公告将于2026年5月20日召开2025年年度股东会,审议利润分配、续聘会计师事务所、增发H股一般性授权、发行境内外债券授权、衍生品交易、补选独立董事等12项议案。
2026-05-12Ganfeng Lithium's VP Fu Lihua plans to sell up to 40,000 A-shares via centralized竞价 from June 4 to September 3, 2026, to repay equity incentive loans.赣锋锂业副总裁傅利华计划于2026年6月4日至9月3日通过集中竞价减持不超过4万股A股,用于偿还股权激励贷款。
2026-05-12Ganfeng Lithium canceled 551,250 stock options from the 2022 incentive plan's fourth exercise period due to unmet performance targets.赣锋锂业因业绩未达标,注销2022年股票期权激励计划第四个行权期的55.125万份股票期权。
2026-06-15Shareholder Wang Xiaoshen released 3.93 million pledged shares (2.78% of his holdings); after release, 60.73 million shares remain pledged (42.93% of his holdings, 2.90% of total shares).股东王晓申解除质押393万股(占其所持股份2.78%);解除后剩余质押6073万股(占其所持42.93%,占总股本2.90%)。
Goulamina spodumene project (Mali)马里Goulamina锂辉石项目
13 · 2024-01-17 → 2026-06-09
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Ganfeng gains control, completes construction, starts production, and expands the Goulamina mine in Mali.赣锋获得控制权,完成建设,开始生产并扩建马里Goulamina矿。
2024-01-17Ganfeng Lithium's board approves acquisition of up to 5% equity in Mali Lithium from Leo Lithium for up to USD 65 million, increasing total stake in Mali Lithium to up to 60% and indirect interest in the Goulamina spodumene project to up to 60%.赣锋锂业董事会批准以不超过6500万美元收购Leo Lithium持有的Mali Lithium不超过5%股权,完成后持股不超过60%,间接持有Goulamina锂辉石项目不超过60%权益。
2024-05-07Ganfeng Lithium announced its wholly-owned subsidiary Ganfeng International plans to acquire the remaining 40% equity of Mali Lithium from Leo Lithium for $342.7 million, gaining 100% control and management rights of the Goulamina spodumene project in Mali.赣锋锂业公告,全资子公司赣锋国际拟以3.427亿美元收购Leo Lithium持有的Mali Lithium剩余40%股权,获得100%控制权及马里Goulamina锂辉石项目管理权。
2024-07-01Leo Lithium transfers management of Goulamina lithium mine to Ganfeng Lithium; Ganfeng acquires remaining 40% stake in MLBV, assumes full control and financing responsibility.利奥锂业将古拉米纳锂矿项目管理权移交给赣锋锂业;赣锋收购MLBV剩余40%股权,承担全部管理和融资责任。
2024-09-30Ganfeng Lithium's Goulamina spodumene project in Mali completed and started its Phase I crushing line; flotation line is in final stage, with first spodumene concentrate expected in 2024. Phase I capacity is 506,000 tpa of lithium concentrate, expandable to 1 million tpa in Phase II.赣锋锂业位于马里的Goulamina锂辉石项目一期破碎产线已建成并启动,浮选产线收尾中,预计2024年内产出首批锂辉石精矿。一期产能50.6万吨/年锂精矿,二期可扩至100万吨/年。
2024-11-13Ganfeng Lithium's subsidiary Mali Lithium B.V. completed Phase I of the Goulamina spodumene project in Mali, Africa, and started trial production; formal production expected in December 2024.赣锋锂业控股子公司Mali Lithium B.V.旗下非洲马里Goulamina锂辉石项目一期建设完成并开始试生产,预计2024年12月正式投产。
2024-12-05Ganfeng Lithium agreed to transfer 35% of LMSA (owner of Goulamina lithium project) to the Mali government: 10% free carried interest and 25% for ~$32 million (20 billion CFA francs). Mali will support Phase II expansion.赣锋锂业同意将LMSA(Goulamina锂矿项目所有者)35%股权转让给马里政府:10%干股,25%以约3200万美元(200亿西非法郎)出售。马里政府将支持二期扩建。
2024-12-15Ganfeng Lithium's Goulamina lithium spodumene project Phase I in Mali officially commenced production, with annual capacity of 506,000 tonnes of spodumene concentrate; Phase II planned to expand to 1 million tonnes.赣锋锂业马里Goulamina锂辉石项目一期正式投产,年产能50.6万吨锂精矿;二期计划扩建至100万吨。
2025-05-13Ganfeng Lithium stated that the Goulamina project (Mali) Phase I is in the production ramp-up stage, and lithium concentrate transportation is proceeding as planned.赣锋锂业表示,马里Goulamina项目一期已进入产能爬坡阶段,锂精矿运输按计划推进。
2025-07-02Ganfeng Lithium completed acquisition of the remaining 40% stake in Mali Lithium B.V. from Leo Lithium for $343 million, now holding 100% equity; the Goulamina spodumene project in Mali (Phase I capacity 506,000 tpa spodumene concentrate) has commenced production and export to China.赣锋锂业完成收购Leo Lithium旗下Mali Lithium B.V.剩余40%股权,支付对价3.43亿美元,现持有Mali Lithium 100%股权;马里Goulamina锂辉石项目一期年产能50.6万吨锂精矿已投产并出口至中国。
2025-08-05Ganfeng Lithium confirmed that its Mali Goulamina mine, located south of Bamako, has not been directly impacted by local political unrest, and production and transportation are normal.赣锋锂业确认其马里Goulamina矿山位于巴马科以南,未受当地政治动荡直接影响,生产运输正常。
2025-08-18Ganfeng Lithium confirmed that its Mali Goulamina spodumene project Phase I (designed capacity 506,000 tpa spodumene concentrate) is in ramp-up and gradually releasing capacity; Phase II timeline is not yet determined.赣锋锂业确认其马里Goulamina锂辉石项目一期(设计产能50.6万吨/年锂精矿)处于产能爬坡阶段并逐步释放产能;二期时间线尚未确定。
2026-04-01Ganfeng Lithium stated in an investor survey that the Sierra Leone lithium project has made progress, with planned mining volume of about 2 million tons/year, expected to start production next year. The Goulamina spodumene project in Mali produced 336,600 tons of concentrate in 2025, targeting full capacity in 2026.赣锋锂业在投资者调研中表示,塞拉利昂锂项目取得进展,预计开采量约200万吨/年,计划明年投产。马里Goulamina锂辉石项目2025年产出精矿33.66万吨,计划2026年满产。
2026-06-09Ganfeng Lithium's Mali Goulamina spodumene project produced 161,400 tonnes of lithium concentrate in Jan-Apr 2026; Phase II feasibility study completed and construction gradually advancing.赣锋锂业马里Goulamina锂辉石矿项目2026年1-4月一期共计生产16.14万吨锂精矿;项目二期已完成可行性研究工作,正逐步推动建设。
Hyundai Motor lithium hydroxide supply deal与现代汽车的氢氧化锂供应协议
1 · 2024-01-18
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Long-term agreement to supply battery-grade lithium hydroxide to Hyundai Motor Company.与现代汽车公司签订长期电池级氢氧化锂供应协议。
2024-01-18Ganfeng Lithium signs a long-term supply agreement with Hyundai Motor Company (Korea) to supply battery-grade lithium hydroxide from 2024-01-01 to 2027-12-31.赣锋锂业与韩国现代汽车签署长期供货协议,2024年1月1日至2027年12月31日供应电池级氢氧化锂。
Financial results & guidance财务业绩与指引
24 · 2024-01-30 → 2026-05-02
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Quarterly and annual financial results, profit warnings, and performance forecasts.季度和年度财务业绩、盈利预警及业绩预告。
2024-01-30Ganfeng Lithium issues 2023 profit warning: net profit attributable to shareholders expected at RMB 4.2-6.2 billion, down 69.76%-79.52% YoY, due to sharp lithium salt price decline, margin compression, and asset impairment provisions.赣锋锂业发布2023年业绩预告:归母净利润预计42-62亿元,同比下降69.76%-79.52%,因锂盐价格大跌、毛利率下降及资产减值准备。
2024-02-01Ganfeng Lithium released 2023 annual performance forecast, expecting net profit of 4.2-6.2 billion yuan, down 69.76%-79.52% year-on-year.赣锋锂业发布2023年业绩预告,预计净利润42亿至62亿元,同比下降69.76%至79.52%。
2024-03-28Ganfeng Lithium reported 2023 annual results: revenue RMB 32.972 billion (-21.16% YoY), net profit RMB 4.947 billion (-75.87% YoY); proposed cash dividend of RMB 8 per 10 shares.赣锋锂业发布2023年年报:营收329.72亿元(同比-21.16%),净利润49.47亿元(同比-75.87%);拟每10股派发现金红利8元。
2024-04-29Q1 2024 revenue RMB 5.058 billion, down 46.41% YoY; net loss RMB 439 million vs net profit RMB 2.397 billion in Q1 2023, due to lithium product and battery market price declines.2024年第一季度营业收入50.58亿元,同比下降46.41%;净亏损4.39亿元,上年同期净利润23.97亿元,受锂产品及锂电池市场波动影响。
2024-07-09Ganfeng Lithium issues H1 2024 profit warning: net loss expected between 760 million and 1.25 billion yuan, compared to net profit of 5.85 billion yuan in H1 2023, due to fair value loss from PLS share price decline and lithium price downturn.赣锋锂业发布2024年上半年业绩预告:预计净亏损7.6亿至12.5亿元,上年同期净利润58.5亿元,原因为PLS股价下跌产生公允价值变动损失及锂行业周期下行。
2024-08-28Ganfeng Lithium reported H1 2024 revenue of 9.589 billion yuan, down 47.16% YoY, and a net loss of 760 million yuan, turning from a profit of 5.85 billion yuan in H1 2023.赣锋锂业2024年上半年营收95.89亿元,同比下降47.16%;净亏损7.6亿元,上年同期盈利58.5亿元,同比转亏。
2024-09-02Ganfeng Lithium reported H1 2024 revenue of RMB 9.589 billion, down 47.16% YoY, and net loss of RMB 760 million, its first interim loss since listing in 2010.赣锋锂业2024年上半年营收95.89亿元,同比下降47.16%,净亏损7.60亿元,为2010年上市以来首次中报亏损。
2024-10-30Ganfeng Lithium reported Q3 2024 results: revenue for the first three quarters was RMB 13.925 billion, down 45.78% YoY; net loss attributable to shareholders was RMB 640 million, mainly due to lower lithium salt and battery product selling prices amid the lithium industry downturn.赣锋锂业发布2024年三季报,前三季度营业收入139.25亿元,同比减少45.78%;归属于上市公司股东的净利润亏损6.4亿元,主要因锂行业周期下行,锂盐及锂电池产品销售价格下跌。
2025-01-24Ganfeng Lithium issues 2024 annual performance forecast: net loss attributable to shareholders of RMB 1.4-2.1 billion (first annual loss since listing), due to falling lithium product prices, a fair value loss of about RMB 1.64 billion on Pilbara Minerals shares, and asset impairment provisions.赣锋锂业发布2024年业绩预告:归母净利润亏损14亿至21亿元(上市以来首亏),因锂产品价格下跌、持有Pilbara Minerals股票公允价值变动损失约16.4亿元及资产减值。
2025-02-24Ganfeng Lithium released its 2024 annual performance forecast, expecting a net loss of RMB 1.4-2.1 billion (first annual loss in 14 years), due to a >25% drop in lithium carbonate prices and a ~RMB 1.64 billion fair value loss on its stake in Pilbara Minerals.赣锋锂业发布2024年业绩预告,预计净亏损14-21亿元(上市14年来首次年度亏损),主因碳酸锂价格跌超25%及持有Pilbara Minerals股权公允价值损失约16.4亿元。
2025-03-28Ganfeng Lithium reported 2024 annual results: revenue of 18.906 billion yuan (down 42.66% YoY), net loss of 2.074 billion yuan (vs profit of 4.947 billion in 2023), first annual loss since listing; plans cash dividend of 1.5 yuan per 10 shares.赣锋锂业发布2024年年报:营收189.06亿元(同比降42.66%),净亏损20.74亿元(上年盈利49.47亿元),上市以来首次年度亏损;拟每10股派发现金红利1.5元。
2025-04-29Ganfeng Lithium reported Q1 2025 revenue of RMB 3.772 billion, down 25.43% YoY, and a net loss of RMB 356 million, narrowing from a loss of RMB 439 million in Q1 2024.赣锋锂业2025年一季度营收37.72亿元,同比下降25.43%;净亏损3.56亿元,较上年同期亏损4.39亿元有所收窄。
2025-05-02Ganfeng Lithium reported Q1 2025 revenue of RMB 3.772 billion, down 25.43% YoY, and a net loss of RMB 356 million, narrowing 18.93% YoY.赣锋锂业公布2025年一季度营收37.72亿元,同比下降25.43%,净亏损3.56亿元,同比收窄18.93%。
2025-07-14Ganfeng Lithium issued a 2025 semi-annual performance forecast: net loss attributable to shareholders of 300-550 million yuan (vs. 760 million yuan loss in H1 2024); non-recurring loss of 500-950 million yuan; losses attributed to falling lithium salt and battery prices and asset impairment provisions.赣锋锂业发布2025年半年度业绩预告:归属上市公司股东净利润亏损3亿-5.5亿元(上年同期亏损7.6亿元);扣非净利润亏损5亿-9.5亿元;亏损因锂盐及锂电池价格下跌及资产减值。
2025-08-22Ganfeng Lithium reported H1 2025 revenue of 8.376 billion yuan, down 12.65% YoY; net loss attributable to shareholders was 531 million yuan, narrowing 30.13% YoY. Lithium series revenue was 4.756 billion yuan (-27.16%), while lithium battery series revenue was 2.975 billion yuan (+9.89%).赣锋锂业2025年上半年营收83.76亿元,同比下降12.65%;归母净利润亏损5.31亿元,同比收窄30.13%。锂系列产品营收47.56亿元(-27.16%),锂电池系列产品营收29.75亿元(+9.89%)。
2025-10-28Ganfeng Lithium reported Q3 2025 revenue of RMB 6.249 billion, +44.10% YoY; net profit of RMB 557 million, +364.02% YoY. First three quarters revenue RMB 14.625 billion, +5.02% YoY; net profit RMB 25.52 million, turning profitable from loss.赣锋锂业2025年第三季度营收62.49亿元,同比增长44.10%;净利润5.57亿元,同比增长364.02%。前三季度营收146.25亿元,同比增长5.02%;净利润2552万元,同比扭亏为盈。
2025-10-28Ganfeng Lithium's Q3 profit surge was mainly due to increased fair value gains from financial assets and gains from disposal of some energy storage stations and associate LAC, plus higher sales scale.赣锋锂业第三季度业绩大幅增长主要系持有的金融资产产生的公允价值变动收益增加以及处置部分储能电站和联营企业LAC带来收益所致,同时销售规模扩大。
2025-11-04Ganfeng Lithium reported Q3 2025 net profit attributable to parent of 2552 million yuan, turning from a loss of 640 million yuan in the same period last year; Q3 revenue was 6.249 billion yuan, up 44.10% YoY.赣锋锂业2025年第三季度归母净利润2552万元,同比扭亏(上年同期亏损6.40亿元);第三季度营收62.49亿元,同比增长44.10%。
2026-01-27Ganfeng Lithium released 2025 annual performance forecast: net profit attributable to shareholders 1.1-1.65 billion yuan, turning from loss of 2.074 billion yuan in 2024; non-recurring items include ~1.03 billion yuan fair value gain from PLS shares and investment income from transferring subsidiary equity.赣锋锂业发布2025年度业绩预告:归母净利润11亿至16.5亿元,上年同期亏损20.74亿元,同比扭亏;非经常性损益包括PLS股票公允价值变动收益约10.3亿元及转让子公司股权投资收益。
2026-03-30Ganfeng Lithium released 2025 annual results: revenue RMB 23.082 billion (+22.08% YoY), net profit RMB 1.613 billion (swung to profit vs loss of RMB 2.07 billion in 2024), proposed dividend of RMB 1.5 per 10 shares.赣锋锂业发布2025年年报:营业收入230.82亿元(同比+22.08%),归母净利润16.13亿元(同比扭亏),拟每10股派发现金红利1.5元。
2026-04-01Ganfeng Lithium released 2025 annual report: revenue 23.082 billion yuan (+22.08% YoY), net profit 1.613 billion yuan (vs -2.074 billion in 2024), turning profitable. Lithium battery segment revenue 8.234 billion yuan (+39.63% YoY). Proposed cash dividend of 1.5 yuan per 10 shares.赣锋锂业发布2025年年报:营收230.82亿元(同比+22.08%),净利润16.13亿元(2024年亏损20.74亿元),扭亏为盈。锂电池业务营收82.34亿元(同比+39.63%)。拟每10股派发现金红利1.5元。
2026-04-16Ganfeng Lithium issued Q1 2026 profit alert: expected net profit of 1.6-2.1 billion yuan (vs loss of 356 million in Q1 2025), turning profitable. Driven by strong lithium salt demand, higher prices, capacity release, and battery segment growth. Includes ~259 million yuan fair value gain from PLS shares.赣锋锂业发布2026年一季度业绩预告:预计净利润16亿-21亿元(上年同期亏损3.56亿元),扭亏为盈。主因锂盐需求强劲、价格上涨、产能释放及锂电池板块增长。含PLS股票公允价值变动收益约2.59亿元。
2026-04-29Ganfeng Lithium reported Q1 2026 results: revenue 9.196 billion yuan (+143.81% YoY), net profit 1.837 billion yuan (+616.34% YoY, vs loss of 356 million in Q1 2025). EPS 0.88 yuan. Driven by volume and price increases in lithium and battery products.赣锋锂业发布2026年一季报:营收91.96亿元(同比+143.81%),净利润18.37亿元(同比+616.34%,上年同期亏损3.56亿元),基本每股收益0.88元。主因锂系列产品和锂电池系列产品价量齐升。
2026-05-02Ganfeng Lithium reported Q1 2026 net profit of RMB 1.837 billion, a year-on-year turnaround from a loss of RMB 356 million, up 616.34%.赣锋锂业2026年第一季度归母净利润18.37亿元,同比扭亏为盈,增幅616.34%。
Fengcheng lithium hydroxide project丰城氢氧化锂项目
2 · 2024-02-01 → 2025-04-07
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Completion and ramp-up of the Fengcheng Phase I lithium hydroxide production base.丰城一期氢氧化锂生产基地的建成与产能爬坡。
2024-02-01Ganfeng Fengcheng Phase I project (lithium compounds) started production; Hebei Ganfeng completed technical upgrade; Hunan Ganfeng started construction; Qinghai Ganfeng, Yichun Ganfeng, Fengxin Ganfeng and organic lithium new projects entered trial production; ultra-thin lithium strip and lithium alloy products achieved technical breakthroughs and capacity expansion.赣锋丰城一期项目(锂化合物)点火投产;河北赣锋完成技改;湖南赣锋开工建设;青海赣锋、宜春赣锋、奉新赣锋及有机锂新项目进入试产;超薄锂带、锂合金产品获技术突破并扩产。
2025-04-07Ganfeng Lithium disclosed that Fengcheng Phase I 25,000 tpa lithium hydroxide project reached capacity; Sichuan 50,000 tpa lithium salt project was completed and commissioned at end-2024, ramping up in 2025; Qinghai Phase I 1,000 tpa lithium metal project is in commissioning.赣锋锂业披露丰城一期2.5万吨氢氧化锂项目达产;四川5万吨锂盐项目于2024年底建成投产,2025年逐步释放产能;青海一期1000吨金属锂项目正在调试。
Nanchang lithium battery production base南昌锂电池生产基地
5 · 2024-02-01 → 2025-01-14
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Investment in a multi-phase lithium battery production base in Nanchang, including a capital increase from an industry fund.在南昌投资多期锂电池生产基地,包括产业基金增资。
2024-02-01Ganfeng Lithium subsidiary Ganfeng Lithium Electronics plans to invest no more than 2 billion yuan in Phase I of a lithium battery production base in Nanchang Xinjian Economic Development Zone, with 5 GWh energy storage PACK capacity; Phase II and III will be launched based on market conditions.赣锋锂业子公司赣锋锂电拟在南昌新建经开区投资建设锂电池生产基地,一期投资不超过20亿元,建设年产5GWh储能PACK电池;二期三期根据市场情况启动。
2024-08-07Nanchang Ganfeng Electronics Co., Ltd. was established, with a registered capital of 60 million yuan, controlled by Ganfeng Lithium's subsidiary Jiangxi Ganfeng Lithium Battery Technology Co., Ltd.南昌赣锋电子有限公司成立,注册资本6000万元,由赣锋锂业旗下江西赣锋锂电科技股份有限公司控股。
2024-10-31Ganfeng Lithium's board approved a capital increase for its controlled subsidiary Nanchang Ganfeng Lithium Battery Technology Co., Ltd. by introducing an industrial fund for RMB 500 million, to be used for new energy project construction; after the increase, Ganfeng Lithium Battery will hold 16.67% and the fund 83.33%, with a回购 clause if Nanchang Ganfeng fails to IPO within 6 years.赣锋锂业董事会批准控股子公司南昌赣锋锂电科技有限公司引入产业基金增资5亿元,用于新能源项目建设;增资后赣锋锂电持股16.67%,产业基金持股83.33%,并设有六年内未上市的回购条款。
2024-11-25Ganfeng Lithium's 2024 third extraordinary general meeting approved proposals including new guarantee limits for the company and subsidiaries, guarantees for Minera Exar, financial assistance to joint ventures, and capital increase for subsidiary Nanchang Ganfeng Lithium Battery via industrial fund.赣锋锂业2024年第三次临时股东大会审议通过了新增公司及子公司对外提供担保额度、为Minera Exar提供担保、对合营公司提供财务资助、控股子公司南昌赣锋锂电增资扩股引入产业基金等议案。
2025-01-14Nanchang Ganfeng Lithium Technology, a wholly-owned subsidiary of Ganfeng Lithium's controlling subsidiary Ganfeng Lithium Electric, receives RMB 500 million capital increase from an industry fund set up by Nanchang Xinjian District platform company, diluting Ganfeng Lithium Electric's stake to 16.67%.赣锋锂电全资子公司南昌赣锋锂电获南昌市新建区平台公司产业基金增资5亿元,赣锋锂电持股比例稀释至16.67%。
Capital Market & Investment Fund Participation资本市场与投资基金参与
19 · 2024-02-05 → 2026-04-09
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Investments in equity funds, capital increases, stake reductions, and bond issuances.参与股权基金投资、增资、减持股份及债券发行。
2024-02-05Ganfeng Lithium agreed to invest up to 200 million yuan (first tranche 60 million yuan) to co-found Jiangxi Xinggan Science & Technology Innovation Equity Investment Fund (target size 2 billion yuan) with Jiangxi Provincial Science & Technology Department, Jiangxi Modern Industry Guidance Fund, Ganjiang Investment, Shenwan Innovation, and Hongyuan Huifu, focusing on IoT, big data, AI, VR, new energy materials, biotech, and university tech transfer.赣锋锂业拟出资不超过2亿元(首期6000万元)与江西省科技厅、江西省现代产业引导基金、赣江招商、申万创新投、宏源汇富共同设立江西省兴赣科技创新股权投资基金(目标规模20亿元),投资物联网、大数据、人工智能、虚拟现实、新能源新材料、生物医药及高校成果转化。
2024-06-06Ganfeng Lithium co-founded Jiangxi Xinggan Technology Innovation Equity Investment Fund (limited partnership) with Shenwan Hongyuan subsidiary, with total capital of 2 billion yuan, focusing on equity investment.赣锋锂业与申万宏源子公司共同设立江西省兴赣科技创新股权投资基金(有限合伙),出资额20亿元,从事股权投资。
2024-07-15Ganfeng Lithium's wholly-owned subsidiary Qinghai Liangcheng transfers 10% equity in Qinghai Jintai Potassium Fertilizer to Qinghai Julithium for 400 million yuan, reducing its stake to 29.15%.赣锋锂业全资子公司青海良承以4亿元向青海聚锂转让青海锦泰钾肥10%股权,持股降至29.15%。
2024-09-26Ganfeng Lithium invested RMB 367.5 million (24.5% stake) to co-found the Nanchang New Energy Technology Industry Investment Fund (limited partnership) with Minmetals Jintong, Jinggangshan New Century, Changye Investment, Minmetals Jinding, and Nanchang Modern Industry Guidance Fund, with a target size of RMB 1.5 billion.赣锋锂业出资3.675亿元(占24.5%)与五矿金通、井冈山新世纪、长业投资、五矿金鼎、南昌现代产业基金共同投资设立南昌市新能源科技产业投资基金(有限合伙),目标规模15亿元。
2024-09-30Ganfeng Lithium plans to reduce its stake in Tengyuan Cobalt (301219.SZ) by up to 2.69 million shares (0.93% of total equity) via centralized竞价 trading within 3 months after 15 trading days, citing own capital needs.赣锋锂业计划在15个交易日后的3个月内通过集中竞价交易方式减持腾远钴业(301219.SZ)不超过269万股(占总股本0.93%),原因为自身资金需求。
2024-10-01Ganfeng Lithium plans to reduce its stake in Tengyuan Cobalt (301219.SZ) by up to 2.69 million shares (0.93% of total equity) via centralized竞价 trading within 3 months starting 15 trading days after the announcement.赣锋锂业计划自公告披露之日起15个交易日后的3个月内,通过集中竞价交易方式减持腾远钴业(301219.SZ)不超过269万股(占总股本0.93%)。
2024-10-28Ganfeng Lithium announced progress on the Jiangxi Xinggan Science & Technology Innovation Equity Investment Fund (Limited Partnership), in which it will invest up to RMB 200 million, alongside the Jiangxi Provincial Department of Science and Technology, Jiangxi Modern Industry Guidance Fund, and others.赣锋锂业公告江西省兴赣科技创新股权投资基金(有限合伙)的进展,公司拟以自有资金不超过2亿元参与投资,合作方包括江西省科技厅委托出资方、江西省现代产业引导基金等。
2024-11-18Ganfeng Lithium co-founded Nanchang Jintong Ganfeng New Energy Industry Investment Fund Partnership (limited partnership) with a capital of RMB 1.5 billion, focusing on equity investment via private equity.赣锋锂业等共同出资设立南昌市金通赣锋新能源产业投资基金合伙企业(有限合伙),出资额15亿元人民币,从事私募基金股权投资。
2025-01-01Ganfeng Lithium invests RMB 368 million (24.5% stake) in Nanchang New Energy Technology Industry Investment Fund (total RMB 1.5 billion) alongside four other institutions.赣锋锂业出资3.68亿元(占24.5%)与其他四家机构共同投资设立南昌市新能源科技产业投资基金,总规模15亿元。
2025-01-21Ganfeng Lithium's controlling subsidiary Ganfeng Lithium Electric invests RMB 200 million in Luoteng (Hangzhou) Equity Investment Partnership (fund size RMB 1.001 billion) focusing on distributed solar, wind, and other renewable energy assets; the partnership includes a clause to facilitate Ganfeng Lithium Electric's energy storage procurement projects in Saudi Arabia.赣锋锂业控股子公司赣锋锂电出资2亿元认购洛腾(杭州)股权投资合伙企业(基金规模10.01亿元),投资分布式光伏、风电等新能源资产,并约定促成沙特储能采购项目合作。
2025-02-05Ganfeng Lithium's subsidiary Ganfeng Lithium Electric plans to invest RMB 200 million in a partnership fund focusing on distributed wind/solar and energy storage projects, and to explore Saudi Arabia storage procurement cooperation via Hangzhou Baobi New Energy.赣锋锂业子公司赣锋锂电拟出资2亿元投资合伙企业,专注分布式风电/光伏及储能项目,并通过杭州保碧新能源探索沙特储能采购合作。
2025-03-12Ganfeng Lithium Power plans to repurchase up to 499.347 million shares from certain shareholders via定向减资 (targeted capital reduction), with total repurchase funds of about 1.6 billion yuan, to facilitate future capital operations and financing.赣锋锂电拟以定向减资方式回购部分股东股份,回购股份不超过4.99347亿股,回购资金约16亿元,以推动后续资本运作及融资安排。
2025-04-30Ganfeng Lithium approved an investment of RMB 200 million to subscribe for shares in Luoteng (Hangzhou) Equity Investment Partnership.赣锋锂业批准以2亿元投资认购洛腾(杭州)股权投资合伙企业的财产份额。
2025-05-06Sichuan Ganfeng Lithium Co., Ltd., a wholly-owned subsidiary, increased its registered capital from RMB 100 million to RMB 300 million (200% increase).全资子公司四川赣锋锂业有限公司注册资本由1亿元增至3亿元,增幅200%。
2025-12-04Industrial Bank Nanchang Branch and Xingyin Investment completed a 1 billion yuan Series C strategic investment in Jiangxi Ganfeng Lithium Battery Technology Co., Ltd. (Ganfeng Lithium Battery).兴业银行南昌分行联合兴银投资完成对江西赣锋锂电科技股份有限公司的10亿元人民币C轮战略投资。
2026-03-04Ganfeng Lithium reduced its stake in Ximei Resources (09936) by 20,000 shares at an average price of HKD 21.29 per share, holding 15.78% after the transaction.赣锋锂业减持稀美资源(09936)2万股,每股均价21.29港元,减持后持股比例为15.78%。
2026-03-09Ganfeng Lithium further reduced its stake in Ximei Resources (09936) by 15,000 shares at HKD 20.51 per share, holding 15.78% after the transaction.赣锋锂业进一步减持稀美资源(09936)1.5万股,每股作价20.51港元,减持后持股比例为15.78%。
2026-03-30Ganfeng Lithium approved a capital increase of up to RMB 1 billion (at RMB 3 per registered capital yuan) into its controlling subsidiary Jiangxi Ganfeng Lithium Battery Technology Co., Ltd. to enhance its comprehensive strength.赣锋锂业同意对控股子公司江西赣锋锂电科技股份有限公司增资不超过10亿元(每元注册资本3元),以提升其综合实力。
2026-04-09Ganfeng Lithium completed registration of capital change, adjusting registered capital to 2.097 billion yuan, and filed amended Articles of Association.赣锋锂业完成注册资本变更登记,注册资本调整为20.97亿元,并完成《公司章程》备案手续。
Hedging & Risk Management套期保值与风险管理
4 · 2024-02-05 → 2026-01-23
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Approval of foreign exchange and commodity futures/options hedging programs to manage financial risks.批准外汇和商品期货/期权套期保值计划以管理金融风险。
2024-02-05Ganfeng Lithium plans to conduct foreign exchange hedging with up to 15 billion yuan or equivalent foreign currency, and commodity futures/options hedging on lithium salt contracts with margin and premium cap of 200 million yuan and max daily contract value of 300 million yuan.赣锋锂业拟以不超过150亿元或等值外币开展外汇套期保值;拟开展锂盐期货期权套期保值,保证金和权利金上限2亿元,任一交易日最高合约价值不超过3亿元。
2024-07-15Ganfeng Lithium and its subsidiaries plan to use up to 8 billion yuan of自有资金 for financial derivatives trading (options, forwards) to hedge cross-border investment risks.赣锋锂业及子公司拟动用不超过80亿元自有资金开展金融衍生品交易(期权、远期),以对冲跨境投资风险。
2026-01-23Ganfeng Lithium's board approved foreign exchange hedging with maximum contract value up to 10 billion yuan or equivalent in other currencies to manage rate and FX risks.赣锋锂业董事会批准开展外汇套期保值业务,任一交易日持有最高合约价值不超过100亿元人民币或其他等值外币。
2026-01-23Ganfeng Lithium's board approved commodity futures/options hedging with up to 750 million yuan margin for lithium salts, battery materials, and lithium raw materials to hedge price volatility.赣锋锂业董事会批准开展商品期货期权套期保值业务,投入不超过7.5亿元保证金,品种涉及锂盐产品、锂电池原材料及锂原料。
Market Commentary & Financial Disclosures市场评论与财务披露
14 · 2024-02-05 → 2026-06-08
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Management commentary on market conditions, financial forecasts, and related-party transaction estimates.管理层对市场状况的评论、财务预测及关联交易预估。
2024-02-05Ganfeng Lithium board approved 2024 annual related-party transaction estimates.赣锋锂业董事会审议通过2024年度日常关联交易预计议案。
2024-04-122024 lithium carbonate price expected to be stable; company will adjust production and sales rhythm dynamically based on market conditions.2024年碳酸锂价格预计以稳定为主;公司将根据市场行情动态调整生产和销售节奏。
2025-01-22Ganfeng Lithium forecasts 2025 related-party transactions totaling up to RMB 4.805 billion, including spodumene procurement from Mt Marion (up to USD 500 million) and lithium iron phosphate procurement from Zhili Technology (up to RMB 300 million).赣锋锂业预计2025年度关联交易总额不超过48.05亿元,包括向Mt Marion采购锂辉石(不超过5亿美元)和向智锂科技采购磷酸铁锂(不超过3亿元)。
2025-03-04Ganfeng Lithium stated it has not directly cooperated with or become a supplier to Yushu Robot, and has no direct investment plan in humanoid robots; core business remains lithium resources, battery materials and battery manufacturing.赣锋锂业表示尚未直接与宇树机器人达成商业合作或成为其供应商,也无直接布局人形机器人投资计划;核心业务聚焦锂资源、电池材料及电池制造。
2025-03-17Ganfeng Lithium stated that current lithium prices are likely near a bottom, citing cost support, low industry inventory, and improved demand; it holds total lithium resource rights of nearly 40-50 million tonnes LCE.赣锋锂业认为当前锂价已处于相对底部区域,基于成本支撑、低库存和需求改善;公司拥有锂资源权益总资源量近4000-5000万吨LCE。
2025-05-12Dongfang Jincheng International Credit Rating Co., Ltd. assigned Ganfeng Lithium a AAA issuer credit rating with a stable outlook, and a AAA rating for its proposed 2025 first tranche green medium-term notes (sci-tech notes).东方金诚评定赣锋锂业主体信用等级为AAA,评级展望稳定,拟发行的2025年度第一期绿色中期票据(科创票据)信用等级为AAA。
2025-05-13Ganfeng Lithium disclosed that its direct exports to the US accounted for only 0.44% of 2024 sales, limiting the impact of US tariff increases.赣锋锂业披露,2024年对美出口仅占销售收入的0.44%,美国加征关税影响有限。
2025-08-24Ganfeng Lithium stated that its lithium salt product inventory is about one week, at a very low level, and lithium ore inventory remains within a safe range.赣锋锂业表示其锂盐产品库存约为一周左右,处于极低水平;锂矿石库存保持在相对安全范围内。
2025-11-16Ganfeng Lithium Chairman Li Liangbin predicted at CBIS2025 that 2025 global lithium carbonate demand is ~1.55 million tonnes, supply ~1.7 million tonnes (surplus ~200,000 tonnes); 2026 demand to grow 30% to 1.9 million tonnes, supply to increase ~250,000 tonnes, with potential price rebound above 150,000 yuan/tonne if demand growth exceeds 30%.赣锋锂业董事长李良彬在CBIS2025上预测2025年全球碳酸锂需求约155万吨,供给约170万吨(过剩约20万吨);2026年需求增长30%至190万吨,供给增加约25万吨,若需求增速超30%,价格可能突破15万元/吨。
2025-11-24Ganfeng Lithium Vice President He Jiayan stated at the 2025 Shanghai Metals Week that the lithium industry has entered an upward cycle and bottomed out; large project supply additions will be limited next year due to capital cycles; demand from automakers and energy storage is rising, and robotics/computing applications are growing.赣锋锂业副总裁何佳言在2025上海金属周表示锂行业已进入上升周期并触底;明年大型项目新增供应有限;汽车制造商和储能需求增长,机器人与计算领域应用扩大。
2025-12-17Ganfeng Lithium stated that its energy storage cell production capacity is currently at full capacity, and multiple GW-level production bases are under construction.赣锋锂业表示,储能电芯产能目前处于满产状态,多个GW级别的生产基地正在建设中。
2026-04-15Ganfeng Lithium stated at the 2025 annual performance briefing that cell capacity utilization is high, and 2026 energy storage battery shipments are expected to maintain rapid growth.赣锋锂业在2025年度业绩说明会上表示,目前电芯产能利用率较高,2026年储能电池出货量预计将保持较快增长。
2026-04-17Ganfeng Lithium stated that its future 3-5 year capital expenditure will focus on Goulamina Phase II and Caucharí-Olaroz Phase II low-cost projects, while controlling lithium battery expansion pace.赣锋锂业表示,未来3至5年资本开支将主要投向Goulamina二期和Caucharí-Olaroz二期等低成本项目,控制锂电业务扩产节奏。
2026-06-08Ganfeng Lithium stated that its energy storage cell production ran at near 100% utilization in Jan-Apr 2026, with orders full and supply tight; new capacity in H2 will further boost lithium demand.赣锋锂业表示2026年1-4月储能电芯持续满产满销,产能利用率接近100%,订单饱满;下半年新增产能落地后将进一步拉动锂资源需求。
Sichuan lithium salt & recycling base四川锂盐及回收基地
8 · 2024-02-22 → 2026-03-16
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Construction and commissioning of lithium salt plants and a battery recycling project in Sichuan province.四川省锂盐厂和电池回收项目的建设与投产。
2024-02-22Ganfeng Lithium's 100,000-ton spent battery recycling comprehensive utilization project in Dazhou, Sichuan entered trial production.位于四川达州的赣锋锂业10万吨退役电池回收综合利用项目进入试生产阶段。
2024-10-10Ganfeng Lithium signed a supplementary agreement with Fulin Precision (300432.SZ) and its subsidiary Jiangxi Shenghua to form a JV (51% Ganfeng, 49% Jiangxi Shenghua) with registered capital of RMB 100 million, to build a 100,000 tpa lithium sulfate-to-lithium dihydrogen phosphate project in Xuanhan County, Dazhou, Sichuan, with total planned investment of ~RMB 200 million.赣锋锂业与富临精工(300432.SZ)及江西升华签订补充协议,共同设立合资公司(赣锋51%、江西升华49%),注册资本1亿元,在四川省达州市宣汉县新建年产10万吨硫酸锂制造磷酸二氢锂项目,规划总投资约2亿元。
2024-11-21Ganfeng Lithium and Fuling Precision formed a JV, Sichuan Fengfu Lithium Industry Co., Ltd., with registered capital of RMB 100 million; Ganfeng holds 51% via its subsidiary Sichuan Ganfeng Lithium, Fuling holds 49% via Jiangxi Shenghua New Materials.赣锋锂业与富临精工合资成立四川锋富锂业有限公司,注册资本1亿元,赣锋通过子公司四川赣锋锂业持股51%,富临精工通过江西升华新材料持股49%。
2024-12-10Sichuan Ganfeng Lithium's spodumene lithium extraction project in Dazhou, Xuanhan, was completed and put into operation, with the world's largest single-line capacity; Phase I produces 50,000 tpa of battery-grade lithium salts.四川赣锋锂业在达州宣汉的锂辉石提锂项目竣工投产,为全球单线产能最大生产线;一期年产5万吨电池级锂盐。
2025-01-02Ganfeng Lithium confirms its Sichuan Ganfeng lithium salt project is built at one go with design capacity of 50,000 tonnes of basic lithium salt.赣锋锂业确认子公司四川赣锋锂盐项目一次性建成,设计产能为5万吨基础锂盐。
2025-03-20Ganfeng Lithium announced that its Sichuan retired lithium battery recycling project has been fully completed and put into operation.赣锋锂业宣布四川退役锂电池回收项目已全面竣工并正式投产。
2025-08-22Ganfeng Lithium's Sichuan 50,000 tpa lithium salt project completed production line commissioning in H1 2025 and is gradually releasing capacity.赣锋锂业四川年产5万吨锂盐项目在2025年上半年完成生产线调试,产能逐步释放。
2026-03-16Sichuan Ganfeng Lithium's 100,000-tonne/year lithium dihydrogen phosphate project in Xuanhan, Dazhou, Sichuan, completed commissioning and is about to start production, with an estimated annual output value of RMB 4.5 billion.四川赣锋锂业在达州宣汉的年产10万吨磷酸二氢锂项目完成产线调试,即将投产,预计年产值45亿元。
Strategic Cooperation & MoUs战略合作与备忘录
6 · 2024-02-29 → 2025-04-09
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Signing of strategic cooperation agreements and MoUs with various partners for project development.与多方签署战略合作协议和备忘录以推动项目开发。
2024-02-29Ganfeng Lithium Chairman Li Liangbin met with Nanchang municipal party secretary and mayor; discussed deepening cooperation, accelerating projects in Nanchang, and strengthening partnership with Jiangling Motors Group.赣锋锂业董事长李良彬会见南昌市委书记、市长,讨论深化合作、加快在昌项目建设及加强与江铃集团合作。
2024-09-05Ganfeng Lithium signed a framework cooperation agreement with *ST Hengli (000622.SZ) for comprehensive collaboration in new energy battery materials, battery liquid cooling systems, and emerging industry investment and project operations.赣锋锂业与*ST恒立(000622.SZ)签署合作框架协议,在新能源电池材料、电池液冷系统及新兴产业投资和项目运营方面开展全面合作。
2024-11-27Ganfeng Lithium's subsidiary Ganfeng Lithium Battery Technology signed a strategic cooperation agreement with Keda Zikong to jointly develop new energy and energy storage projects.赣锋锂业控股子公司赣锋锂电与科达自控签署战略合作协议,共同开拓新能源及储能项目。
2025-01-10Ganfeng Lithium signs a new energy industry cluster project in Henan province with total investment of about RMB 4.5 billion, including battery pack lines and a battery recycling base in Central China.赣锋锂业在河南省签约新能源产业集群项目,总投资约45亿元,建设电池包生产线和中原地区退役电池循环回收基地。
2025-03-26Ganfeng Lithium Power signed a strategic cooperation agreement with Star Instrument (星云股份) to jointly build an industrial chain covering solid-state batteries, battery testing, energy storage systems, and optical-storage-charging-inspection solutions.赣锋锂电与星云股份签署战略合作协议,共同打造覆盖固态电池、电池检测、储能系统及光储充检一体化的产业生态链。
2025-04-09Ganfeng Lithium signed a joint development agreement with an international leading automaker for high-energy-density lithium anode battery development and vehicle verification.赣锋锂业与某国际头部车企签订联合开发协议,推进高比能锂负极电池开发及装车验证。
PGCO & Pastos Grandes investment (Argentina)投资阿根廷PGCO及Pastos Grandes项目
2 · 2024-03-05 → 2024-08-16
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Subscription for shares in Argentine PGCO to fund the Pastos Grandes brine lithium project.认购阿根廷PGCO股份,为Pastos Grandes盐湖锂项目提供资金。
2024-03-05Ganfeng Lithium proposed to invest up to USD 70 million to subscribe for no less than 14.8% of Argentine PGCO shares, to fund the Pastos Grandes brine lithium project development.赣锋锂业拟以不超过7000万美元认购阿根廷PGCO公司不低于14.8%的股份,资金用于Pastos Grandes盐湖锂项目开发。
2024-08-16Ganfeng Lithium completed the subscription of 14.8% new shares of Argentina's PGCO for $70 million through its subsidiary GFL International, to fund the Pastos Grandes lithium salt lake project.赣锋锂业通过子公司赣锋国际以7000万美元完成认购阿根廷PGCO公司14.8%新股,用于推动Pastos Grandes锂盐湖项目开发。
Research Institutes & Industry-Academia Collaboration研究院与产学研合作
4 · 2024-03-05 → 2024-08-30
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Establishment of research institutes, key laboratories, and collaboration with universities on R&D projects.设立研究院、重点实验室,并与高校合作开展研发项目。
2024-03-05Ganfeng Lithium established its Research Institute in Xinyu, signed a tripartite agreement with Central South University and Xinyu High-tech Zone to promote industry-academia-research cooperation.赣锋锂业在新余成立研究院,并与中南大学、新余高新区签署三方协议,推动产学研合作。
2024-03-19Ganfeng Lithium led the national key R&D project 'Lithium Industry Cluster Circular Upgrade Integrated Technology and Demonstration', undertaking research on multi-source lithium-bearing waste collaborative conversion and lithium recovery.赣锋锂业牵头国家重点研发计划“锂产业集聚区循环化升级集成技术及示范”项目,承担多源含锂废料协同转型与锂综合回收等课题。
2024-05-13Ganfeng Lithium and Central South University received approval to jointly build the National Energy Key Laboratory for Metal Resources and New Materials, focusing on efficient extraction, recycling, and advanced energy materials.赣锋锂业与中南大学获批共建国家能源金属资源与新材料重点实验室,聚焦高效提取、循环利用和先进能源材料。
2024-08-30Ganfeng Lithium leads the national key R&D project 'Integrated technology and demonstration for circular upgrading of lithium industry cluster', with a project promotion meeting held at its headquarters.赣锋锂业牵头的国家重点研发计划“锂产业集聚区循环化升级集成技术及示范”项目推进会在其总部召开。
Executive & Governance Changes高管与治理变动
7 · 2024-03-05 → 2025-11-04
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Appointments, resignations, and organizational restructuring of executives and board members.高管和董事会成员的任命、辞职及组织架构调整。
2024-03-05Ganfeng Lithium appointed Li Chenglin (son of chairman Li Liangbin) and Wang Bin as vice presidents; Shen Haibo resigned as VP but remains a director.赣锋锂业聘任李承霖(董事长李良彬之子)和王彬为副总裁;沈海博辞去副总裁职务,仍任董事。
2024-07-15Ganfeng Lithium announces resignation of non-independent director Yang Juan and nomination of Luo Rong as candidate for non-independent director.赣锋锂业公告非独立董事杨娟辞职,提名罗荣为非独立董事候选人。
2024-08-21Ganfeng Lithium's registered capital increased from approximately 1.437 billion yuan to approximately 2.017 billion yuan, with multiple directors changed.赣锋锂业注册资本由约14.37亿元增至约20.17亿元,同时多位董事发生变更。
2025-04-30Ganfeng Lithium completed the election of Li Liangbin as Chairman of the 6th Board of Directors and Huang Hua'an as Chairman of the 6th Board of Supervisors, each for a three-year term.赣锋锂业完成换届选举,李良彬当选第六届董事会董事长,黄华安当选第六届监事会主席,任期三年。
2025-10-14Ganfeng Lithium elected Liao Cui as employee director of the sixth board of directors, effective from the date of shareholder meeting approval until the end of the sixth board term.赣锋锂业选举廖萃为第六届董事会职工董事,任期自股东大会审议通过之日起至第六届董事会任期届满之日止。
2025-10-28Ganfeng Lithium optimized its organizational structure; Vice Presidents Xu Jianhua, Luo Guanghua, and Wang Bin were removed from VP roles to focus on advanced materials business management.赣锋锂业对组织架构进行优化调整,副总裁徐建华、罗光华及王彬不再担任副总裁职务,将工作重心转移至先进材料业务板块。
2025-11-04Ganfeng Lithium announced the resignation of three vice presidents (Xu Jianhua, Luo Guanghua, Wang Bin); they will shift focus to the company's advanced materials business. The move is part of an organizational structure optimization.赣锋锂业公告三位副总裁徐建华、罗光华、王彬辞职,将工作重心转移至先进材料业务板块;此举是组织架构优化的一部分。
Industry Standards & Policy Advocacy行业标准与政策倡导
2 · 2024-03-05 → 2025-11-27
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Participation in drafting industry standards and policy proposals related to lithium industry.参与起草锂行业相关标准及政策建议。
2024-03-05Ganfeng Lithium's chairman Li Liangbin proposed at the Two Sessions to promote the resource utilization of lithium smelting slag, urging standards in cement, road construction, and agriculture sectors.赣锋锂业董事长李良彬在两会上建议推动锂冶炼渣资源化利用,制定在水泥、道路建设、农业等领域应用的标准。
2025-11-27Ganfeng Lithium led the drafting of the industry standard 'YS/T Battery-grade Lithium Sulfide', which won first prize at the 2025 National Nonferrous Metals Standardization Technical Committee annual meeting. The standard fills a gap in the existing standards system. Ganfeng has mass-produced battery-grade lithium sulfide (purity 99.9%, D50 ≤5μm) since 2022 and expanded capacity in 2024.赣锋锂业牵头编制的《YS/电池级硫化锂》技术标准获2025年度全国有色金属标准化技术委员会技术标准优秀奖一等奖;该标准填补了标准体系空白。赣锋自2022年具备电池级硫化锂量产能力,2024年扩大产线,产品纯度达99.9%。
Subsidiary & Joint Venture Establishments子公司与合资企业设立
39 · 2024-03-18 → 2026-05-25
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Establishment of new subsidiaries and joint ventures across various regions and business lines.在各地区和业务线设立新的子公司和合资企业。
2024-03-18Ganfeng Lithium co-founded Jiangxi Ganfeng Environmental Protection Co., Ltd. with Zhonghe (Beijing) Intelligence Technology Research Institute, registered capital RMB 50 million, focusing on solid waste treatment and resource recycling.赣锋锂业与中和(北京)智力技术研究院共同成立江西赣锋环保有限公司,注册资本5000万元,主营固废治理和资源再生。
2024-05-06Ganfeng Lithium, Tengyuan Cobalt, and others jointly established Jiangxi Yixin Gan Lithium New Energy Co., Ltd. with a registered capital of 20 million yuan, covering battery manufacturing and smart basic manufacturing equipment.赣锋锂业、腾远钴业等共同成立江西宜新赣锂电新能源有限公司,注册资本2000万元,业务涵盖电池制造和智能基础制造装备制造。
2024-06-25Ganfeng Lithium co-founded Guangxi Ganfeng New Energy Technology Co., Ltd. with 20 million yuan registered capital, covering NEV battery swap, recycling, and IC chip sales.赣锋锂业旗下公司共同设立广西赣锋新能源科技有限公司,注册资本2000万元,业务含新能源汽车换电设施销售、报废机动车回收等。
2024-06-26Ganfeng Lithium co-founded Qinghai Qinen New Energy Technology Co., Ltd. with 100 million yuan registered capital, covering battery sales, power electronics, and solar power services.赣锋锂业旗下公司共同设立青海奇能新能源科技有限公司,注册资本1亿元,业务含电池销售、电力电子元器件、太阳能发电技术服务等。
2024-07-03Ganfeng Lithium establishes Guangdong Huichu Energy Technology Co., Ltd. with registered capital of 100 million yuan, wholly owned by its subsidiary Jiangxi Ganfeng Lithium Battery Technology Co., Ltd., focusing on energy storage technology and industrial internet data services.赣锋锂业成立广东惠储能源科技有限公司,注册资本1亿元,由旗下江西赣锋锂电科技股份有限公司全资持股,主营储能技术和工业互联网数据服务。
2024-08-09Huai'an Ganfeng Lithium Battery Technology Co., Ltd. was established, with a registered capital of 5 million yuan, wholly owned by Ganfeng Lithium's subsidiary Jiangxi Ganfeng Lithium Battery Technology Co., Ltd.淮安赣锋锂电科技有限公司成立,注册资本500万元,由赣锋锂业旗下江西赣锋锂电科技股份有限公司全资持股。
2024-09-10Ganfeng Lithium's subsidiary Dongguan Ganfeng Electronics Co., Ltd. wholly established Changsha Huichu Energy Technology Co., Ltd. with registered capital of RMB 10 million, focusing on energy management and new energy technology R&D.赣锋锂业旗下东莞赣锋电子有限公司全资成立长沙惠储能源科技有限公司,注册资本1000万元,主营合同能源管理和新兴能源技术研发。
2024-09-30Ganfeng Lithium's subsidiary Shenzhen Yichu Energy Technology Co., Ltd. wholly established Guangxi Wuzhou Zhongteng New Energy Technology Co., Ltd., registered capital RMB 5 million, covering new energy technology R&D, solar and wind power equipment manufacturing, and energy storage services.赣锋锂业旗下深圳易储能源科技有限公司全资成立广西梧州中腾新能源科技有限公司,注册资本500万元,经营范围包括新兴能源技术研发、光伏及风电设备制造、储能技术服务等。
2024-10-16Xinghua Ganfeng Tong New Energy Co., Ltd. was established with registered capital of RMB 50 million, wholly owned by Jiangxi Ganfeng Lithium Battery Technology Co., Ltd. (a Ganfeng Lithium subsidiary), covering online energy metering R&D and IT consulting.兴化赣通新能源有限公司成立,注册资本5000万元,由赣锋锂业旗下江西赣锋锂电科技股份有限公司全资持股,经营范围包括在线能源计量技术研发等。
2024-10-18Xianghuangqi Ganfeng Lithium Battery Technology Co., Ltd. was established with registered capital of RMB 72.5 million, wholly owned by Inner Mongolia Ganfeng Lithium Battery Technology (a Ganfeng Lithium subsidiary), covering battery manufacturing and energy storage technology services.镶黄旗赣锋锂电科技有限公司成立,注册资本7250万元,由赣锋锂业旗下内蒙古赣锋锂电科技有限公司全资持股,经营范围包括电池制造、储能技术服务等。
2025-03-03Ganfeng Lithium established Jiangxi Ganfeng Lithium Energy Technology Co., Ltd. with registered capital of 30 million yuan, jointly held by Ganfeng Recycling Technology and Haimingsi Energy, focusing on new energy R&D, battery and PV equipment manufacturing.赣锋锂业成立江西赣锋锂能技术有限公司,注册资本3000万元,由赣锋循环科技和海名斯能源共同持股,主营新能源研发、电池及光伏设备制造。
2025-03-13Ganfeng Lithium established Ganfeng Lithium (Guizhou) Co., Ltd. with registered capital of 20 million yuan, jointly held by Ganfeng Recycling Technology (55%) and Guizhou Qianbo New Energy Investment (45%), covering battery manufacturing and energy services.赣锋锂业成立赣锋锂业(贵州)有限公司,注册资本2000万元,由赣锋循环科技(55%)和贵州黔勃新能源投资(45%)共同持股,涵盖电池制造和能源服务。
2025-04-16Ganfeng Lithium established Inner Mongolia Ganrong Energy Storage Technology Co., Ltd., with registered capital of RMB 50 million, wholly owned by its subsidiary Inner Mongolia Ganfeng Lithium Technology Co., Ltd., focusing on energy storage technology services and battery sales.赣锋锂业旗下内蒙古赣锋锂电科技全资持股成立内蒙古赣荣储能科技有限公司,注册资本5000万元,主营储能技术服务、电池销售等。
2025-05-29Inner Mongolia Ganrong Energy Storage Technology Co., Ltd. was established, wholly owned by Ganfeng Lithium's subsidiary Inner Mongolia Ganfeng Lithium Technology Co., Ltd., with a registered capital of RMB 50 million.内蒙古赣荣储能科技有限公司成立,由赣锋锂业旗下内蒙古赣锋锂电科技有限公司全资持股,注册资本5000万元。
2025-06-30Ganfeng Lithium's subsidiary Jiangxi Ganfeng Lithium Battery Technology jointly established Guangzhou Qingfeng Energy Co., Ltd., covering new energy original equipment manufacturing and battery manufacturing.赣锋锂业旗下江西赣锋锂电科技股份有限公司等共同持股成立广州清锋能源有限公司,经营范围包括新能源原动设备制造、电池制造等。
2025-07-25Ganfeng Lithium wholly established Ganfeng Integrated Energy (Qinghai) Co., Ltd. in Xining, with registered capital of 200 million yuan, focusing on wind-solar new energy and independent energy storage development.赣锋锂业全资成立赣锋综合能源(青海)有限公司,注册资本2亿元,聚焦风光新能源和独立储能开发。
2025-08-03Ganfeng Lithium established Ganfeng Comprehensive Energy (Qinghai) Co., Ltd. with a registered capital of 200 million yuan, covering wind power, energy storage, carbon reduction technologies, and new energy equipment.赣锋锂业成立赣锋综合能源(青海)有限公司,注册资本2亿元,业务涵盖风力发电、储能、碳减排技术及新能源设备。
2025-08-04Ganfeng Lithium co-founded Guangdong Maigedu Huichu Technology Co., Ltd. with a registered capital of 20 million yuan, holding 29% through its subsidiary Jiangxi Ganfeng Lithium Battery Technology Co., Ltd., focusing on solar power and energy storage services.赣锋锂业参股成立广东麦格度汇储科技有限公司,注册资本2000万元,通过子公司江西赣锋锂电科技股份有限公司持股29%,专注于太阳能发电和储能技术服务。
2025-08-18Ganfeng Lithium established Guangdong Juchu Enneng New Energy Co., Ltd., wholly owned by its subsidiary Enneng Juyi Energy Storage (Shenzhen) Technology Co., Ltd., focusing on wind power and energy storage services.赣锋锂业成立广东聚储恩能新能源有限公司,由子公司恩能聚易储能(深圳)科技有限公司全资持股,专注于风力发电和储能技术服务。
2025-08-25Ganfeng Lithium established Hubei Fengneng New Energy Technology Co., Ltd., indirectly wholly owned, covering online energy monitoring, energy recovery systems, and wind power technology.赣锋锂业成立湖北省锋能新能源科技有限公司,间接全资持股,业务涵盖在线能源监测、能量回收系统和风力发电技术。
2025-08-26Ganfeng Lithium established Hubei Fengchi New Energy Technology Co., Ltd., indirectly wholly owned, covering energy recovery system R&D and power facility equipment manufacturing.赣锋锂业成立湖北省锋驰新能源科技有限公司,间接全资持股,业务涵盖能量回收系统研发和电力设施器材制造。
2025-08-28Ganfeng Lithium established Jiangxi Fengyao New Energy Technology Co., Ltd., indirectly wholly owned, covering wind power, energy storage, solar power, and emerging energy technology R&D.赣锋锂业成立江西锋耀新能源科技有限公司,间接全资持股,业务涵盖风力发电、储能、太阳能发电和新兴能源技术研发。
2025-08-29Ganfeng Lithium co-founded Ganfeng (Tianjin) Energy Technology Co., Ltd. with a registered capital of 10 million yuan, held by its subsidiary Jiangxi Ganfeng Resource Regeneration Co., Ltd. and Baoju (Tianjin) Smart Energy Technology Co., Ltd., focusing on energy storage and energy-saving management services.赣锋锂业参股成立赣锋(天津)能源科技有限公司,注册资本1000万元,由子公司江西赣锋资源再生有限公司和宝聚(天津)智慧能源科技有限公司等共同持股,专注于储能和节能管理服务。
2025-09-01Ganfeng Lithium's subsidiary Eneng Juyi Energy Storage (Shenzhen) Technology Co., Ltd. wholly owns newly established Guangdong Juchu Zhongneng New Energy Co., Ltd.; another subsidiary Hubei Fengneng New Energy Technology Co., Ltd. co-owns newly established Chongyang County Kuntai Energy Co., Ltd.赣锋锂业旗下恩能聚易储能(深圳)科技有限公司全资持股新成立的广东聚储中能新能源有限公司;另一子公司湖北省锋能新能源科技有限公司共同持股新成立的崇阳县坤泰能源有限公司。
2025-09-02Ganfeng Lithium established Shangaoganfeng (Shandong) New Energy Development Co., Ltd. with registered capital RMB 20 million, jointly held by Zhongke Shangaon High-tech Industrial Development Co., Ltd. and Ganfeng's wholly-owned subsidiary Ganfeng Comprehensive Energy (Qinghai) Co., Ltd., covering wind power, battery sales, and energy storage services.赣锋锂业成立山高赣锋(山东)新能源发展有限责任公司,注册资本2000万元,由中科山高科创产业发展有限公司及赣锋全资子公司赣锋综合能源(青海)有限公司等共同持股,业务涵盖风力发电、电池销售及储能服务。
2025-11-12Huanan Ganfeng Integrated Energy (Guangdong) Co., Ltd. was established, with registered capital of 50 million yuan, wholly owned by Ganfeng Lithium via Ganfeng Integrated Energy (Qinghai). Business scope includes energy storage technology services and new energy technology R&D.华南赣锋综合能源(广东)有限公司成立,注册资本5000万元,由赣锋锂业通过赣锋综合能源(青海)全资持股,经营范围包括储能技术服务、新兴能源技术研发等。
2025-11-14Chongqing Huichuyou Power Technology Co., Ltd. was established, with registered capital of 10 million yuan, wholly owned by Ganfeng Lithium via Guangdong Huichu Energy Technology. Business includes battery sales and battery manufacturing.重庆惠储优电科技有限公司成立,注册资本1000万元,由赣锋锂业旗下广东惠储能源科技全资持股,经营范围包括电池销售、电池制造等。
2025-11-24Fenyi Ganfeng Lithium Technology Co., Ltd. was established, with registered capital of 100 million yuan, wholly owned by Ganfeng Lithium via Jiangxi Ganfeng Lithium Technology. Business includes battery manufacturing and capacitor manufacturing.分宜赣锋锂电科技有限公司成立,注册资本1亿元,由赣锋锂业旗下江西赣锋锂电科技全资持股,经营范围包括电池制造、电容器及其配套设备制造等。
2025-12-01Ganfeng Lithium's subsidiary Fenyi Ganfeng Lithium Technology Co., Ltd. was established with a registered capital of 100 million yuan, wholly owned by Jiangxi Ganfeng Lithium Battery Technology Co., Ltd., covering battery manufacturing and capacitor equipment.赣锋锂业子公司分宜赣锋锂电科技有限公司成立,注册资本1亿元,由江西赣锋锂电科技股份有限公司全资持股,经营范围含电池制造、电容器设备制造等。
2025-12-17Xianghuang Banner Mengganqing Ecological Environment Treatment Co., Ltd. was established in Inner Mongolia with a registered capital of 60 million yuan, jointly held by Ganfeng Lithium's subsidiary Inner Mongolia Ganfeng Lithium Co., Ltd., focusing on environmental remediation and soil pollution treatment.镶黄旗蒙赣情生态环境治理有限公司在内蒙古成立,注册资本6000万元,由赣锋锂业旗下内蒙古赣锋锂业有限公司等共同持股,从事环境治理和土壤修复。
2025-12-22Ganfeng Comprehensive Energy (Beijing) Co., Ltd. was established with a registered capital of 50 million yuan, jointly held by Ganfeng Comprehensive Energy (Qinghai) Co., Ltd. (a Ganfeng Lithium subsidiary) and Wang Guangkun, covering power generation technology and energy storage services.赣锋综合能源(北京)有限公司成立,注册资本5000万元,由赣锋锂业旗下赣锋综合能源(青海)有限公司与王光坤共同持股,经营范围含发电技术服务、储能技术服务等。
2025-12-26Ganfeng Comprehensive Energy (Jiangxi) Co., Ltd. was established with a registered capital of 50 million yuan, wholly owned by Ganfeng Comprehensive Energy (Qinghai) Co., Ltd., covering energy storage technology and new energy technology R&D.赣锋综合能源(江西)有限公司成立,注册资本5000万元,由赣锋锂业旗下赣锋综合能源(青海)有限公司全资持股,经营范围含储能技术服务、新兴能源技术研发等。
2025-12-29Inner Mongolia Ganfeng Hongmeng Energy Storage Technology Co., Ltd. was established with a registered capital of 10 million yuan, jointly held by Inner Mongolia Hongmeng New Energy Technology Co., Ltd. and Ganfeng Comprehensive Energy (Qinghai) Co., Ltd. (a Ganfeng Lithium subsidiary).内蒙古赣锋鸿蒙储能科技有限公司成立,注册资本1000万元,由内蒙古鸿蒙新能源科技有限公司与赣锋锂业全资子公司赣锋综合能源(青海)有限公司共同持股。
2026-01-22Ganfeng Global (Shanghai) Energy Technology Co., Ltd. was established, wholly owned by Ganfeng Lithium's subsidiary Jiangxi Ganfeng Lithium Battery Technology, with registered capital of 5 million yuan, covering new energy R&D, battery parts sales, and energy storage services.赣锋全球(上海)能源科技有限公司成立,由赣锋锂业子公司江西赣锋锂电科技股份有限公司全资持股,注册资本500万元,业务涵盖新兴能源技术研发、电池零配件销售、储能技术服务等。
2026-03-30Jiangxi Green Energy Shipping Co., Ltd. was established with a registered capital of RMB 80 million, jointly held by Ganfeng Lithium's subsidiary Jiangxi Ganfeng Lithium Battery Technology Co., Ltd., covering mineral sales and shipping services.江西绿能船务有限公司成立,注册资本8000万元,由赣锋锂业旗下江西赣锋锂电科技股份有限公司等共同持股,经营矿产品销售和船舶代理。
2026-04-01Ganfeng Energy Storage (Jiangxi) Co., Ltd. was established with registered capital of 20 million yuan, jointly held by Ganfeng Lithium's subsidiary Jiangxi Ganfeng Lithium Battery Technology Co., Ltd., focusing on energy recovery, wind and solar power technology.赣锋储能(江西)有限公司成立,注册资本2000万元,由赣锋锂业旗下江西赣锋锂电科技股份有限公司等共同持股,经营范围包括能量回收系统研发、风力发电技术服务等。
2026-04-02Fenyi Gongtou Ganfeng New Energy Technology Co., Ltd. was established with registered capital of 100 million yuan, jointly held by Fenyi County Ruineng Innovation Investment Co., Ltd. and Ganfeng Lithium's wholly-owned subsidiary Jiangxi Ganfeng New Energy Technology Co., Ltd., covering battery parts sales, EV swap facilities, and charging piles.分宜工投赣锋新能源科技有限公司成立,注册资本1亿元,由分宜县瑞能创新投资有限责任公司与赣锋锂业全资子公司江西赣锋新能源科技有限公司共同持股,经营范围包括电池零配件销售、换电设施销售、充电桩销售等。
2026-04-21Gansu Fengqiao New Energy Co., Ltd. was established, indirectly wholly owned by Ganfeng Lithium, with registered capital of 1 million yuan, covering energy storage technology, solar and wind power technology services.甘肃锋桥新能源有限公司成立,由赣锋锂业间接全资持股,注册资本100万元,经营范围包括储能技术服务、太阳能发电技术服务等。
2026-05-25Ganfeng Lithium's indirectly held subsidiary Shenzhen Shuzhi Lvneng Technology Co., Ltd. was established, with business scope including big data services, new energy technology R&D, and battery manufacturing.赣锋锂业间接持股的深圳数智绿能科技有限公司成立,经营范围包括大数据服务、新兴能源技术研发和电池制造。
Cauchari-Olaroz brine project (Argentina)阿根廷Cauchari-Olaroz盐湖项目
12 · 2024-03-29 → 2026-06-09
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Ramp-up of Phase I and planning of Phase II for the Cauchari-Olaroz lithium brine project in Argentina.阿根廷Cauchari-Olaroz锂盐湖项目一期产能爬坡及二期规划。
2024-03-29Ganfeng Lithium disclosed capacity updates: 2,000 tpa butyllithium expansion completed; Fengcheng Phase I 25,000 tpa lithium hydroxide project completed; Mount Marion 900,000 tpa spodumene concentrate expansion basically completed; Cauchari-Olaroz Phase I 40,000 tpa lithium carbonate project ramping up; Goulamina 506,000 tpa spodumene concentrate project expected to start production in 2024; Jiapusi lithium-tantalum project Phase I 600,000 tpa mining and processing completed and commissioning.赣锋锂业披露产能进展:年产2000吨丁基锂扩产完成;丰城一期2.5万吨氢氧化锂项目建成;Mount Marion 90万吨/年锂辉石精矿扩产基本完成;Cauchari-Olaroz一期4万吨碳酸锂项目爬坡中;Goulamina 50.6万吨/年锂辉石精矿项目预计2024年投产;加不斯锂钽矿一期60万吨/年采选工程建成调试。
2024-07-15Ganfeng Lithium's board approves subsidiary Minera Exar to issue up to USD 200 million (or equivalent) offshore bonds with maturity up to 5 years, proceeds for Cauchari-Olaroz lithium brine project working capital.赣锋锂业董事会同意控股子公司Minera Exar在境外发行不超过2亿美元(或等值货币)债券,期限不超过5年,募集资金用于Cauchari-Olaroz锂盐湖项目营运资金。
2024-08-30Ganfeng Lithium disclosed that its Cauchari-Olaroz lithium salt lake project in Argentina is ramping up, targeting 20,000-25,000 tonnes LCE annual capacity in 2024.赣锋锂业披露,阿根廷Cauchari-Olaroz锂盐湖项目产能爬坡顺利,2024年目标年产能达2万至2.5万吨碳酸锂。
2024-10-25Ganfeng Lithium disclosed in a roadshow that the Cauchari-Olaroz project in Argentina produced ~6,000 t LCE in 2023 and is expected to produce 20,000-25,000 t LCE in 2024; the Mariana project is expected to start commissioning by end-2024 with ramp-up in 2025; the Goulamina lithium project in Mali has competitive production costs and will significantly improve resource self-sufficiency.赣锋锂业在路演中披露,阿根廷Cauchari-Olaroz项目2023年产约6000吨碳酸锂,2024年预计产出2万-2.5万吨;Mariana项目预计2024年底试车,2025年产能爬坡;马里Goulamina锂辉石项目生产成本有竞争力,资源自给率将大幅提升。
2024-11-27Ganfeng Lithium's Argentina Cauchari-Olaroz lithium brine project reached about 80% capacity utilization; Mariana lithium brine project expected to start trial production by end of 2024 and ramp up in 2025.赣锋锂业阿根廷Cauchari-Olaroz锂盐湖项目产能利用率已达约80%;Mariana锂盐湖项目预计2024年底开始试车,2025年进行产能爬坡。
2024-12-04Ganfeng Lithium's subsidiary Minera Exar S.A. completed a $50 million offshore bond issuance in Argentina, with an 8% coupon, maturing on 2027-11-11.赣锋锂业控股子公司Minera Exar S.A.在阿根廷完成5000万美元境外债券发行,票面利率8%,到期日为2027年11月11日。
2025-03-29Ganfeng Lithium disclosed in its 2024 annual report that Fengcheng Phase I 25,000 tpy LiOH project reached capacity; Sichuan 50,000 tpy lithium salt project built and in commissioning; Cauchari-Olaroz produced 25,400 t LCE in 2024; Mariana salt lake Phase I (20,000 tpy LiCl) started production in Feb 2025.赣锋锂业2024年报披露:丰城一期2.5万吨氢氧化锂项目达产;四川5万吨锂盐项目建成调试;Cauchari-Olaroz项目2024年产2.54万吨LCE;Mariana盐湖一期2万吨氯化锂项目2025年2月投产。
2025-06-25At the 2024 annual general meeting, Ganfeng Lithium disclosed that it completed equity acquisition and took over operation of the Goulamina lithium project in Mali; the Cauchari-Olaroz brine project in Argentina produced 25,400 tons LCE in 2024, becoming the largest lithium project by a Chinese company in Argentina; it expects lithium self-sufficiency rate to exceed 50% in 2025.赣锋锂业在2024年年度股东大会上披露,完成马里Goulamina锂辉石项目的股权收购并接管运营;阿根廷Cauchari-Olaroz盐湖项目2024年产量达2.54万吨LCE,成为中国企业在阿根廷最大锂项目;预计2025年锂盐自给率将超过50%。
2026-04-01Cauchari-Olaroz project Phase II planned capacity of 45,000 tpa LCE; Mariana lithium salt lake Phase I (20,000 tpa lithium chloride) officially started production; Sichuan Ganfeng 50,000 tpa lithium salt project completed commissioning; Mount Marion project to add flotation unit, upgraded capacity to 600,000 tons of 6% spodumene concentrate.Cauchari-Olaroz项目二期规划年产能4.5万吨LCE;Mariana锂盐湖一期(年产2万吨氯化锂)正式投产;四川赣锋年产5万吨锂盐项目完成调试;Mount Marion项目增加浮选装置,升级后产能60万吨6%精矿。
2026-05-14Argentina's Milei government approved incentives for a $1.24 billion expansion of the Cauchari-Olaroz lithium project, led by a Ganfeng Lithium joint venture with Lithium Americas and Jujuy state energy company.阿根廷米莱政府批准赣锋锂业牵头的合资企业投资12.4亿美元扩建科沙里-奥拉罗斯锂矿项目,合作伙伴包括Lithium Americas和胡胡伊省能源公司。
2026-05-22Ganfeng Lithium's Cauchari-Olaroz Phase II (45,000 tpa LCE) in Argentina was selected into the RIGI incentive scheme, offering legal guarantees and tax breaks; Phase I produced 34,100 tonnes of lithium carbonate in 2025.赣锋锂业阿根廷Cauchari-Olaroz二期项目(4.5万吨LCE/年)入选RIGI激励计划,享受法律保障与税收减免;一期2025年产碳酸锂3.41万吨。
2026-06-09Ganfeng Lithium's Argentina Cauchari-Olaroz salt lake project Phase II was selected into the Argentine RIGI program, granting full preferential policies for stable operation and cost optimization.赣锋锂业阿根廷Cauchari-Olaroz盐湖项目二期成功入选阿根廷政府RIGI计划,将全面享受优惠政策,为项目稳定运营与成本优化提供保障。
Battery recycling network电池回收网络
16 · 2024-03-29 → 2026-04-09
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Expansion of battery recycling capacity and establishment of joint ventures for recycling bases across China.电池回收产能的扩张及在全国各地建立回收基地合资企业。
2024-03-29Ganfeng Lithium announced its lithium battery recycling expansion: a 20,000 tpa lithium carbonate and 80,000 tpa lithium iron phosphate project under construction, expected to be commissioned in H2 2024; long-term target for recycling lithium to account for 30% of total lithium production capacity.赣锋锂业宣布锂电池回收扩产:在建年产2万吨碳酸锂及8万吨磷酸铁项目,预计2024年下半年投产;远期回收提锂产能占总产能比例达30%。
2024-04-13Battery recycling: multiple dismantling and regeneration bases built in Xinyu (Jiangxi), Ganzhou (Jiangxi), Dazhou (Sichuan); expects recycling business share to increase in future.电池回收:已在江西新余、赣州、四川达州等地建成多处拆解及再生基地;预计未来锂回收业务比重将提高。
2024-07-05Ganfeng Lithium signs strategic agreement with Nanjing Public Utilities and Nanjing Environment Group to form a JV (35% each for Ganfeng and Nanjing Public Utilities, 30% for Environment Group) with registered capital of 100 million yuan, to build a 300,000-ton waste battery recycling base in Jiangsu Province in three phases (30,000/70,000/200,000 tons), total investment 1 billion yuan.赣锋锂业与南京公用、南京环境集团签署战略协议,组建合资公司(赣锋和南京公用各占35%,环境集团占30%),注册资本1亿元,在江苏分三期建设30万吨废旧电池回收基地(3万/7万/20万吨),总投资10亿元。
2024-09-20Ganfeng Lithium's wholly-owned subsidiary Jiangxi Ganfeng Recycling Technology Co., Ltd. jointly established Jiangsu Ganfeng Recycling Technology Co., Ltd. with Jiangsu Bosailang Technology Co., Ltd., registered capital RMB 50 million, focusing on resource recycling and new material technology.赣锋锂业全资子公司江西赣锋循环科技有限公司与江苏博赛朗科技有限公司共同成立江苏赣锋循环科技有限公司,注册资本5000万元,主营资源循环利用和新材料技术推广。
2024-09-26Ganfeng Lithium's subsidiary Jiangsu Ganfeng Recycling Technology Co., Ltd. signed an equity cooperation agreement with Nanjing Public Utilities and Nanjing Environment Group to jointly invest in Nanjing Public Utilities Ganfeng Recycling Technology Co., Ltd., registered capital RMB 100 million, with Ganfeng Recycling contributing 40% (RMB 40 million) for battery comprehensive utilization projects.赣锋锂业控股子公司江苏赣锋循环科技有限公司与南京公用、环境集团签署股权合作协议,共同投资设立南京公用赣锋循环科技有限公司,注册资本1亿元,赣锋循环出资4000万元(占40%),围绕动力电池综合利用项目推进循环经济布局。
2024-10-08Nanjing Public Utilities Ganfeng Recycling Technology Co., Ltd. was established with registered capital of RMB 100 million, jointly held by Jiangsu Ganfeng Recycling Technology (a Ganfeng Lithium subsidiary), Nanjing Public Utilities (000421.SZ), and Nanjing Environment Group, focusing on power battery recycling and circular economy.南京公用赣锋循环科技有限公司成立,注册资本1亿元,由赣锋锂业旗下江苏赣锋循环科技、南京公用(000421.SZ)、南京环境集团共同持股,专注动力电池综合利用与循环经济。
2024-10-11Anhui Ganfeng Jiafu Renewable Resources Co., Ltd. was established with registered capital of RMB 10 million, jointly held by Jiangxi Ganfeng Recycling Technology (a Ganfeng Lithium subsidiary) and Hefei Zhongyi Jiafu Equity Investment, focusing on resource recycling and graphite/carbon materials.安徽赣锋嘉富再生资源有限公司成立,注册资本1000万元,由赣锋锂业全资子公司江西赣锋循环科技与合肥中亿嘉富股权投资共同持股,主营资源再生利用及石墨碳素制品制造。
2024-11-26Ganfeng Lithium's subsidiary Jiangxi Ganfeng Recycling Technology Co., Ltd. received approval for a project to produce 20,000 tpa of battery-grade lithium carbonate and 80,000 tpa of battery-grade iron phosphate, with total investment of RMB 1.5 billion.赣锋锂业子公司江西赣锋循环科技有限公司年产2万吨电池级碳酸锂及8万吨电池级磷酸铁项目获拟批准公示,总投资额15亿元。
2025-01-25Ganfeng Lithium's subsidiary Jiangxi Ganfeng Recycling Technology Co., Ltd. co-founds Qingdao Ganfeng Yunqu New Energy Technology Co., Ltd. with registered capital of RMB 30 million.赣锋锂业旗下江西赣锋循环科技有限公司共同设立青岛赣锋云衢新能源科技有限公司,注册资本3000万元。
2025-02-06Ganfeng Lithium established Qingdao Ganfeng Yunqu New Energy Technology Co., Ltd. (registered capital RMB 30 million) via its subsidiary Jiangxi Ganfeng Recycling Technology, for battery manufacturing and non-ferrous alloy production.赣锋锂业通过子公司江西赣锋循环科技在青岛成立赣锋云衢新能源科技公司(注册资本3000万元),从事电池制造及有色金属合金制造。
2025-06-06Ganfeng Lithium, through its subsidiary Jiangxi Ganfeng Recycling Technology, jointly established Jinan Ganfeng Yuedi Resource Recycling Co., Ltd. with a registered capital of 30 million CNY, focusing on scrap metal recycling, battery leasing, etc.赣锋锂业通过旗下江西赣锋循环科技有限公司等共同持股成立济南赣锋跃迪资源循环有限公司,注册资本3000万元,主营废旧金属回收、蓄电池租赁等。
2025-06-13Ganfeng Lithium, Qingdao Chengyun Holding Group, and Qingdao Yuanpeng New Energy jointly established Qingdao Ganfeng Yunqu New Energy Co., Ltd. (registered capital 30 million CNY) to build a 'recycling-testing-echelon use-regeneration' platform for new energy vehicle battery recycling, targeting an output value of 300 million CNY.赣锋锂业与青岛城运控股集团、青岛远鹏新能源公司三方合资成立青岛赣锋云衢新能源有限公司(注册资本3000万元),打造新能源汽车电池回收“回收-检测-梯次利用-再生利用”四位一体平台,目标产值3亿元。
2025-06-16Ganfeng Lithium jointly established Shanghai Ganfeng Resource Regeneration Technology Co., Ltd. with a registered capital of 100 million CNY, focusing on resource recycling technology, renewable resource sales, and new material technology promotion.赣锋锂业等共同持股成立上海赣锋资源再生科技有限公司,注册资本1亿元,经营范围包括资源再生利用技术研发、再生资源销售、新材料技术推广服务等。
2025-08-08Ganfeng Lithium established Hebei Ganfeng Resource Recycling Technology Co., Ltd. with a registered capital of 20 million yuan, 90% held by its subsidiary Jiangxi Ganfeng Recycling Technology Co., Ltd. and 10% by Hebei Yuedi Automobile Manufacturing Co., Ltd., focusing on battery manufacturing and recycling.赣锋锂业成立河北赣锋资源循环科技有限公司,注册资本2000万元,由子公司江西赣锋循环科技有限公司持股90%、河北跃迪汽车制造有限公司持股10%,专注于电池制造与回收。
2025-08-28Ganfeng Lithium's subsidiary Jiangxi Ganfeng Recycling Technology Co., Ltd. jointly launched the Nanjing Liuhe Circular Economy Industrial Park retired lithium battery comprehensive utilization project with Nanjing Public Utilities and Nanjing Environment Group; total investment RMB 500 million, covering 73 mu, first phase expected trial operation by end of 2025.赣锋锂业子公司江西赣锋循环科技有限公司与南京公用、南京环境集团共同启动南京六合循环经济产业园退役锂电池综合利用项目,总投资5亿元,占地73亩,一期预计2025年底试运行。
2026-04-09A tantalum-niobium recovery project supporting Ganfeng's 10,000-ton lithium salt plant was built, with capacity to process 660,000 tons of silicon slag annually, producing 160,000 tons of pyrophyllite, 115 tons of tantalum-niobium concentrate, and other by-products.赣锋锂业万吨锂盐工厂配套的钽铌回收项目建成,年处理66万吨硅质渣,年产叶腊石产品16万吨、钽铌精矿115吨等。
Bougou-Massi potash project (Congo)刚果(布)Bougou-Massi钾盐项目
5 · 2024-04-11 → 2026-05-12
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Development of the Bouguemassi potash mine project in the Republic of Congo.刚果(布)Bougou-Massi钾盐矿项目的开发。
2024-04-11Board approved subsidiary Shenzhen Zhonghang Resources to provide financial assistance to Shenzhen Luyuan Mining Investment for the Bouguemassi potash mine project in Congo (Brazzaville).董事会批准控股子公司深圳中航资源有限公司对深圳鲁源矿业投资有限公司提供财务资助,用于非洲刚果(布)布谷马西钾盐矿项目工程建设及日常运营。
2024-08-19Ganfeng Lithium Chairman Li Liangbin met with Congo (Brazzaville) President Denis Sassou-Nguesso to discuss the Bugu Maxi potassium salt project progress and diversified cooperation.赣锋锂业董事长李良彬拜会刚果(布)总统德尼·萨苏-恩格索,就布谷马西钾盐项目建设进展和多元化合作方案进行交流。
2024-10-25Ganfeng Lithium disclosed that the Boungou-Maxi potash project in Congo (Brazzaville) is progressing steadily, with a planned capacity of 2 million tonnes of potash per year.赣锋锂业披露,非洲刚果(布)布谷马西钾盐矿项目正在持续推进中,规划产能为年产200万吨钾肥。
2025-08-18Ganfeng Lithium stated that its Congo (Brazzaville) Bougou-Massy potassium salt mine project is under construction and progressing smoothly, with a target to start production before 2027.赣锋锂业表示其刚果(布)布谷马西钾盐矿项目正在建设中,进展顺利,目标在2027年前投产。
2026-05-12Ganfeng Lithium's chairman Li Liangbin and VP Xiang Weidong visited the Boungou-Massi potassium salt project in Congo (Brazzaville), targeting 2 million tonnes KCl and 40,000 tonnes bromine capacity by 2027.赣锋锂业董事长李良彬、副总裁向伟东考察刚果(布)布谷马西钾盐矿项目,规划200万吨KCl及4万吨溴素产能,目标2027年前投产。
Mariana brine project (Argentina)阿根廷Mariana盐湖项目
6 · 2024-04-12 → 2025-04-30
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Development and commissioning of the Mariana lithium brine project in Salta, Argentina.阿根廷萨尔塔省Mariana锂盐湖项目的开发与投产。
2024-04-12Mariana lithium project in Salta, Argentina (owned via Litio Minera Argentina) will produce first output by end-2024; investment ~USD 600 million, annual capacity 10,000 t lithium chloride (~17,300 t LCE); powered by off-grid 120 MW solar farm with 288 MWp battery storage made by Ganfeng.阿根廷萨尔塔省Mariana锂钾盐湖项目(通过全资子公司Litio Minera Argentina经营)将于2024年底产出首批产品;投资约6亿美元,年产能为万吨氯化锂(约1.73万吨碳酸锂当量);由赣锋自制的离网120兆瓦太阳能发电场及288兆瓦峰值的电池储能供电。
2024-06-26Ganfeng Lithium disclosed that its Argentina Mariana (ME) project has started production and is expected to reach full capacity in H2 2024; the Mali Goulamina project is also expected to start production in H2 2024.赣锋锂业披露阿根廷ME项目已投产,预计2024年下半年达产;马里Goulamina项目预计2024年下半年投产。
2024-07-01Ganfeng Lithium's Mariana lithium project in Argentina plans first lithium product output by end of 2024.赣锋锂业在阿根廷的Mariana锂项目计划于2024年底产出首批锂产品。
2024-09-11Ganfeng Lithium stated it is advancing the construction of the Mariana lithium salt lake project in Argentina, targeting trial production by end of 2024.赣锋锂业表示正在推进阿根廷Mariana锂盐湖项目建设,计划2024年底前试生产。
2025-02-12Ganfeng Lithium's wholly-owned subsidiary LMA's Argentina Mariana lithium salt lake project Phase I officially commenced production, with a planned annual capacity of 20,000 tonnes of lithium chloride and total lithium resources of ~8.121 million tonnes LCE.赣锋锂业全资子公司LMA旗下阿根廷Mariana锂盐湖项目一期正式投产,规划年产2万吨氯化锂,锂资源总量约812.1万吨LCE。
2025-04-30Ganfeng Lithium's Argentine Mariana salt-lake project Phase I (20,000 tpa lithium chloride) officially commenced production on February 12, 2025.赣锋锂业阿根廷Mariana锂盐湖项目一期(年产2万吨氯化锂)于2025年2月12日正式投产。
Sonora lithium clay project (Mexico) dispute墨西哥Sonora锂粘土项目争议
4 · 2024-04-12 → 2024-08-21
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Legal and arbitration battles against Mexico's cancellation of mining concessions for the Sonora project.针对墨西哥取消Sonora项目采矿权的法律和仲裁斗争。
2024-04-12Mexico mining authority cancelled 9 lithium mining concessions for Sonora project; Mexican Economy Ministry upheld the cancellation on administrative review; company will pursue final judgment in Federal Court of Administrative Justice.墨西哥矿业总局取消赣锋在墨西哥Sonora项目的9个锂矿特许权;墨西哥经济部在行政复议中维持原决定;公司将寻求墨西哥行政司法联邦法院最终判决。
2024-06-24Ganfeng Lithium's controlled subsidiaries Shanghai Ganfeng, Bacanora, and Sonora filed arbitration at ICSID against Mexico over lithium nationalization laws that cancelled 9 mining concessions for the Sonora lithium clay project.赣锋锂业控股子公司上海赣锋、Bacanora、Sonora就墨西哥锂资源国有化法律取消Sonora锂黏土项目9个矿产特许权,向ICSID提起仲裁。
2024-08-05Ganfeng Lithium disclosed that Mexico's DGM unexpectedly issued a resolution to cancel nine mining concessions for the Sonora lithium clay project, affecting the project's original plan.赣锋锂业披露,墨西哥矿业总局(DGM)出乎意料地发出取消Sonora锂粘土项目九个矿产特许权的决议通知,影响原定计划。
2024-08-21Ganfeng Lithium's subsidiaries filed for arbitration with ICSID against Mexico's laws and measures regarding the Sonora lithium project, which was formally registered.赣锋锂业子公司就墨西哥有关Sonora锂项目的法律法规及举措向国际投资争端解决中心(ICSID)提请仲裁程序,已正式登记。
Mount Marion spodumene project (Australia)澳大利亚Mount Marion锂辉石项目
5 · 2024-04-13 → 2026-06-09
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Expansion and upgrade of the Mount Marion lithium mine, including a new flotation plant and underground development.Mount Marion锂矿的扩建与升级,包括新建浮选厂和地下开发。
2024-04-13Lithium chemicals: 2,000 tpy butyllithium expansion at Wanjialithium plant completed; lithium resources: Mount Marion (Australia) 900,000 tpy spodumene concentrate expansion basically completed; Goulamina (Mali) Phase I 506,000 tpy spodumene concentrate under construction, expected to start production in 2024; Jiabus (Inner Mongolia) lithium-tantalum project Phase I 600,000 tpy mining and processing completed and commissioning, expected to produce lepidolite concentrate in 2024.锂化工方面:万吨锂盐工厂年产2000吨丁基锂扩产项目已完成;锂资源方面:澳大利亚Mount Marion锂辉石精矿90万吨/年扩产基本完成;马里Goulamina锂辉石项目一期年产50.6万吨锂辉石精矿在建,预计2024年投产;内蒙古加不斯锂钽矿项目一期60万吨/年采选工程已完成并调试,预计2024年持续产出锂云母精矿。
2024-10-18Ganfeng Lithium's board approved providing financial assistance of up to AUD 150 million to joint venture Mt. Marion Lithium Pty Ltd for the daily operations of the Mt Marion lithium spodumene project in Australia.赣锋锂业董事会批准向合营公司Mt. Marion Lithium Pty Ltd提供不超过1.5亿澳元财务资助,用于澳大利亚Mt Marion锂辉石项目的日常运营。
2025-06-11Ganfeng Lithium's board and监事会 approved providing financial assistance of up to 150 million AUD to joint venture Mt Marion Lithium Pty Ltd for the daily operations of the Mt Marion lithium spodumene project in Australia.赣锋锂业董事会和监事会同意为合营公司Mt Marion Lithium Pty Ltd提供不超过1.5亿澳元的财务资助,用于澳大利亚Mt Marion锂辉石项目日常运营。
2026-05-26Ganfeng Lithium and Mineral Resources made a final investment decision on the Mt Marion lithium mine flotation plant ($240M) and underground development ($220M), targeting 600,000 tpa SC6 spodumene concentrate by FY2028.赣锋锂业与Mineral Resources就Mt Marion锂矿浮选厂(2.4亿美元)和地下开采(2.2亿美元)做出最终投资决定,目标2028财年锂精矿年产能提升至60万吨SC6。
2026-06-09Ganfeng Lithium's Australia Mt Marion lithium project plans to build a flotation plant and underground mining, upgrading from open-pit to combined open-pit/underground; post-upgrade annual capacity expected to be 600,000 tonnes of 6% grade lithium concentrate.赣锋锂业澳大利亚Mt Marion锂辉石项目规划建设浮选厂及地下开采工程,从单一露天开采升级为“露天+地下”联合开采模式;升级后年产能预计为60万吨折6%品级锂精矿。
Project Approvals & Capacity Expansion项目审批与产能扩张
7 · 2024-04-13 → 2026-03-19
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Approval and progress updates on mining, lithium salt, and battery material production projects.采矿、锂盐及电池材料生产项目的审批与进展更新。
2024-04-13Company is investing in a phased 7,000 tpy metallic lithium and lithium materials project in Jiangxi and Qinghai.公司正在江西、青海两地分期投资建设年产7000吨金属锂及锂材项目。
2024-06-03Hebei Ganfeng Lithium Co., Ltd., a controlled subsidiary, obtained approval for the EIA of its 12,000 tpa lithium carbonate project Phase I, with total investment of 160 million yuan.控股子公司河北赣锋锂业有限公司年产12000吨碳酸锂项目一期环评获批,总投资1.6亿元。
2024-06-05Ganfeng Lithium plans to build a 50,000 tpa lithium battery new energy materials project in Xinyu, Jiangxi, with total investment of 500 million yuan, construction starting Jan 2025 and completion Jan 2027.赣锋锂业计划在江西新余建设年产5万吨锂电新能源材料项目,总投资5亿元,2025年1月开工,2027年1月竣工。
2025-05-21Ganfeng Lithium disclosed that its lithium salt production capacity has exceeded 200,000 tonnes LCE, with new projects in Dazhou (Sichuan) and Inner Mongolia coming online this year.赣锋锂业披露,锂盐产能规模已超过20万吨LCE,今年四川达州、内蒙古等项目投产。
2025-08-05Ganfeng Lithium's Mengjin Mining Jiabus lithium-tantalum project is in capacity ramp-up and gradually reaching full production.赣锋锂业蒙金矿业加不斯锂钽矿项目正在产能爬坡并逐步达产。
2026-01-05Ganfeng Lithium's Inner Mongolia Weilastuo lithium-tin polymetallic mine 2.4 million tpa mining construction project received official approval, mining equipment being mobilized in batches.赣锋锂业内蒙古维拉斯托锂锡多金属矿240万吨/年采矿建设项目正式获得核准批复,采矿设备正在分批进场。
2026-03-19Multiple Ganfeng Lithium projects were included in the Jiangxi Provincial NDRC's 2026 key construction project plan, covering energy storage integration, battery manufacturing, and lithium materials.赣锋锂业多个项目入选江西省发改委2026年省重点建设项目计划,涵盖储能集成、电池制造及锂电材料。
Other developments其他动态
6 · 2024-05-09 → 2025-08-18
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Assorted one-off developments.零散的一次性动态。
2024-05-09Ganfeng Lithium acquired 60% equity (unpaid registered capital of 30 million yuan) of Inner Mongolia Anda New Energy Technology Co., Ltd. from Anda Technology for 1 yuan, obtaining 100% ownership of the joint venture for a 20,000 tpa lithium iron phosphate cathode material project.赣锋锂业以1元收购安达科技持有的内蒙安达60%股权(未实缴注册资本3000万元),获得年产2万吨磷酸铁锂正极材料项目合资公司100%所有权。
2024-09-24Dongguan Ganfeng Electronics Co., Ltd., a subsidiary of Ganfeng Lithium, increased its registered capital from RMB 100 million to RMB 200 million, and changed its legal representative from Ge Zhimin to Ge Qiaoyu.赣锋锂业旗下东莞赣锋电子有限公司注册资本由1亿元增至2亿元,法定代表人由戈志敏变更为戈巧瑜。
2025-01-20Ganfeng Lithium's controlling subsidiary Ganfeng Lithium Electric co-invests in Fengniao Storage & Charging (Shangqiu) New Energy Technology Co., Ltd. with registered capital of RMB 40 million.赣锋锂业控股子公司赣锋锂电共同投资设立蜂鸟储充(商丘)新能源技术有限公司,注册资本4000万元。
2025-01-21Ganfeng Lithium's board approves use of up to RMB 2 billion of self-owned funds for low-risk wealth management products.赣锋锂业董事会同意使用不超过20亿元自有资金投资低风险理财产品。
2025-07-08Ganfeng Lithium's Shanxi Fanshi 400MW/1600MWh grid-forming energy storage station project commenced construction; it is the company's largest single energy storage project, with a total investment of 2 billion yuan and expected annual revenue of 300 million yuan.赣锋锂业山西繁峙400MW/1600MWh构网型储能电站项目开工,为公司最大单体储能项目,总投资20亿元,预计年收益3亿元。
2025-08-18Ganfeng Lithium stated that its Qinghai Yiliping salt lake project, in which it holds a 49% interest, has resources of 1.65 million tonnes LCE and has formed an annual capacity of 15,000 tonnes of lithium carbonate.赣锋锂业表示其持有49%权益的青海一里坪盐湖项目资源量为165万吨LCE,已形成年产1.5万吨碳酸锂的产能。
Overseas Operations & International Engagement海外运营与国际合作
7 · 2024-05-10 → 2025-03-18
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Overseas project financing, government meetings, and international business development activities.海外项目融资、政府会晤及国际业务拓展活动。
2024-05-10Argentina's Foreign Minister Diana Mondino met with Ganfeng Lithium Chairman Li Liangbin in Shanghai to discuss deepening cooperation and infrastructure development for Ganfeng's projects in Argentina.阿根廷外长蒙迪诺在上海会见赣锋锂业董事长李良彬,讨论深化合作及赣锋在阿根廷项目的基础设施建设。
2024-06-07Ganfeng Lithium increased capital in its wholly-owned subsidiary Ganfeng International by 600 million USD to fund overseas lithium resource acquisition and development.赣锋锂业以自有资金对全资子公司赣锋国际增资6亿美元,用于获取海外锂资源及推动海外上游项目开发。
2024-11-13Ganfeng Lithium's board approved subsidiary Minera Exar S.A. to issue up to USD 200 million (or equivalent) in bonds overseas.赣锋锂业董事会同意控股子公司Minera Exar S.A.在中国境外发行不超过2亿美元或其他等值货币的债券。
2024-12-11Ganfeng International received repayment of $15 million principal and 3-year interest from SRN on a convertible bond, and will not convert into FE Resources equity.赣锋国际收到SRN偿还的1500万美元本金及3年利息,不再将可交债转换为FE Resources股权。
2025-01-01Ganfeng Lithium commits up to USD 50 million financing for Mali government's Safo 50MWc solar PV and 25MWh energy storage station Phase I project, and will supply energy storage equipment.赣锋锂业承诺为马里政府Safo 50MWc太阳能光伏发电及25MWh储能电站一期项目提供不超过5000万美元融资,并供应储能设备。
2025-02-11Ganfeng Lithium President Wang Xiaoshen and South America head Luo Xiaofeng met with Argentine President Javier Milei to discuss lithium industry prospects and deepen cooperation, reinforcing Ganfeng's strategic layout in Argentina.赣锋锂业总裁王晓申及南美负责人罗晓峰拜会阿根廷总统米莱,讨论锂行业前景及深化合作,巩固在阿战略布局。
2025-03-18Ganfeng Lithium maintained its target of forming annual supply capacity of no less than 600,000 tonnes LCE by 2030, prioritizing cost-effective projects like Argentina salt lake and Mali spodumene; it also holds potassium resources in Congo (Brazzaville).赣锋锂业维持2030年前形成年产不低于60万吨LCE供应能力计划,优先开发阿根廷盐湖和马里锂辉石等低成本项目;同时持有刚果(布)钾盐项目。
Guarantees & Financial Assistance担保与财务资助
23 · 2024-06-27 → 2026-05-28
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Provision of guarantees, financial assistance, and credit support to subsidiaries and affiliates.向子公司和关联公司提供担保、财务资助和信用支持。
2024-06-27Ganfeng Lithium provided a 1 billion yuan guarantee to its subsidiary Jiangxi Ganfeng Lithium Battery Technology Co., Ltd. in the form of joint liability guarantee.赣锋锂业为子公司江西赣锋锂电科技股份有限公司提供10亿元连带责任担保。
2024-07-30Ganfeng Lithium provides guarantee of up to 200 million yuan to subsidiary Jiangxi Ganfeng Lithium Battery Technology for a loan from Shanghai Pudong Development Bank.赣锋锂业为子公司江西赣锋锂电科技股份有限公司在浦发银行的借款提供不超过2亿元的连带责任担保。
2024-10-31Ganfeng Lithium's board approved providing guarantees of up to RMB 1.5 billion for its controlled subsidiary Shenzhen Yichu Energy Technology Co., Ltd. to obtain loans from third-party institutions.赣锋锂业董事会批准为控股子公司深圳易储能源科技有限公司向第三方机构申请借款提供不超过15亿元的担保。
2024-11-26Ganfeng Lithium provided a guarantee of up to RMB 600 million to CITIC Bank for subsidiary Guangdong Huichu's loan, approved by the board and shareholders.赣锋锂业为子公司广东惠储在中信银行的借款提供不超过6亿元人民币保证担保,经董事会和股东大会审议通过。
2024-12-19Ganfeng Lithium provided guarantees of up to 355 million yuan for subsidiary Huizhou Ganfeng Lithium Electric's loan from Ping An Bank, and 150 million yuan for Guangdong Huichuang New Energy's loan from CITIC Bank.赣锋锂业为子公司惠州赣锋锂电向平安银行贷款提供最高3.55亿元担保,为广东汇创新能源向中信银行贷款提供1.5亿元担保。
2025-01-02Ganfeng Lithium provides RMB 320 million guarantee to subsidiary Ningxia Xianeng Energy Technology Co., Ltd.赣锋锂业为子公司宁夏贤能能源科技有限公司提供3.2亿元担保。
2025-01-17Ganfeng Lithium provides total RMB 1.35 billion in joint liability guarantees to its controlling subsidiaries Ganfeng Lithium Electric, Recycling Technology, and Chongqing Ganfeng Power.赣锋锂业为控股子公司赣锋锂电、循环科技及重庆赣锋动力提供合计13.5亿元连带责任担保。
2025-01-23Ganfeng Lithium's controlling subsidiary Ganfeng Lithium Electric adds up to RMB 2.65 billion in joint liability guarantees for its new subsidiary projects, including RMB 400 million guarantee for Huizhou Ganfeng.赣锋锂业控股子公司赣锋锂电新增对控股子公司提供不超过26.5亿元连带责任担保,其中为惠州赣锋提供4亿元担保。
2025-02-21Ganfeng Lithium pledged its 49% stake in subsidiary Wukuang Salt Lake and mining rights of two mines (Hengfeng Songshugang Ta-Nb mine and Ningdu Heyuan spodumene mine) to financial institutions for financing guarantees.赣锋锂业将持有的参股子公司五矿盐湖49%股权及横峰松树岗钽铌矿、宁都河源锂辉石矿的矿权质押给金融机构,用于融资担保。
2025-02-21Ganfeng Lithium provided a total of RMB 1.5 billion in joint liability guarantees to its subsidiary Xinyu Ganfeng Electronics for bank loans.赣锋锂业为控股子公司新余赣锋电子提供合计1.5亿元的连带责任担保。
2025-04-30Ganfeng Lithium's board approved providing financial assistance of up to RMB 700 million to its subsidiary Jiangxi Ganfeng Lithium Technology Co., Ltd. for daily operations and debt repayment.赣锋锂业董事会同意为子公司江西赣锋锂电科技提供总额不超过7亿元的财务资助,用于日常经营及偿还银行债务。
2025-05-16Ganfeng Lithium's board approved providing a joint liability guarantee for an overseas SPV's bond issuance of up to USD 300 million (or equivalent in other currencies), subject to shareholder approval.赣锋锂业董事会批准为境外SPV公司发行不超过3亿美元债券提供连带责任保证担保,尚需股东大会审议。
2025-05-20Ganfeng Lithium disclosed an RMB 800 million guarantee for its subsidiary Sichuan Ganfeng Lithium Co., Ltd., in the form of joint liability.赣锋锂业披露对子公司四川赣锋锂业有限公司提供8亿元连带责任担保。
2025-06-11Ganfeng Lithium and its joint ventures Shenzhen Luyuan Mining Investment Co., Ltd. and Congo Luyuan Mining Co., Ltd. as co-lessees entered into a finance lease with total lease assets not exceeding 500 million CNY and a lease term of up to 7 years.赣锋锂业与合营公司深圳鲁源矿业投资有限公司、刚果鲁源矿业有限公司作为联合承租人开展融资租赁业务,租赁物总价不超过5亿元,租赁期限不超过7年。
2025-06-13Ganfeng Lithium provided a joint liability guarantee of 261.13 million CNY for its controlling subsidiary Jiangxi Ganfeng Lithium Battery Technology Co., Ltd., and its wholly-owned subsidiary GFL International issued a 15 million USD financing guarantee letter for Minera Exar S.A.赣锋锂业为控股子公司江西赣锋锂电科技股份有限公司提供26,113万元连带责任保证,并通过全资子公司GFL International为Minera Exar S.A.申请开立1,500万美元融资性保函。
2025-06-19Ganfeng Lithium's wholly-owned subsidiary Ganfeng International provided guarantees for subsidiaries Litio Minera Argentina S.A. and Minera Exar S.A. to support production operations at the Mariana and Cauchari-Olaroz lithium brine projects; total outstanding guarantees reached 1,718,150.86 million CNY (41.12% of net assets).赣锋锂业全资子公司赣锋国际为控股子公司Litio Minera Argentina S.A.和Minera Exar S.A.提供担保,用于Mariana锂盐湖项目和Cauchari-Olaroz锂盐湖项目生产运营;对外担保总余额达1,718,150.86万元(占净资产的41.12%)。
2025-07-01Ganfeng Lithium provided guarantee for its controlled subsidiaries totaling $105 million and 1.15 billion yuan, within the approved total guarantee limit of 36.35 billion yuan; total outstanding guarantees stood at 17.5765 billion yuan as of the disclosure date.赣锋锂业为控股子公司提供合计1.05亿美元及11.5亿元人民币担保,在已批准总担保额度363.5亿元范围内;截至披露日对外担保总余额175.76亿元。
2025-07-24Ganfeng Lithium completed the pledge registration of its 49% stake in subsidiary Wukuang Salt Lake Co., Ltd. to financial institutions for financing guarantees; the pledge of two mining rights (Hengfeng Songshugang Ta-Nb mine and Ningdu Heyuan spodumene mine) has not yet been registered.赣锋锂业完成将参股子公司五矿盐湖有限公司49%股权质押给金融机构的登记工作;横峰县松树岗钽铌矿和宁都河源锂辉石矿的矿权质押登记尚未办理。
2025-08-29Ganfeng Lithium disclosed a RMB 100 million external guarantee for its subsidiary Jiangxi Ganfeng Lithium Battery Technology Co., Ltd., in the form of joint liability guarantee.赣锋锂业披露为子公司江西赣锋锂电科技股份有限公司提供1亿元连带责任担保。
2025-09-10Ganfeng Lithium's board approved a total guarantee limit of RMB 36.35 billion (including RMB 25.21 billion from the company to subsidiaries and RMB 11.14 billion between subsidiaries) for the next 12 months, in the form of joint liability guarantees.赣锋锂业董事会批准未来12个月内合计担保总额363.5亿元(其中公司对子公司252.1亿元,子公司之间111.4亿元),以连带责任保证形式提供。
2025-12-18Ganfeng Lithium provided a 300 million yuan maximum joint liability guarantee for its 68.85%-owned subsidiary Jiangxi Ganfeng Lithium Battery Technology Co., Ltd. to the Export-Import Bank of China.赣锋锂业为持股68.85%的控股子公司江西赣锋锂电科技股份有限公司向进出口银行提供3亿元最高额连带责任保证担保。
2026-02-26Ganfeng Lithium provided a 90 million yuan pledge guarantee to its subsidiary Fengcheng Ganfeng Lithium Co., Ltd.赣锋锂业向子公司丰城赣锋锂业有限公司提供9000万元质押担保。
2026-05-28Ganfeng Lithium provided two guarantees to its subsidiary Luyuan Mining Investment (Hong Kong) Co., Ltd.赣锋锂业为子公司鲁源矿业投资(香港)有限公司提供2笔对外担保。
Regulatory & legal matters监管与法律事务
13 · 2024-07-05 → 2026-03-06
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Insider trading penalties, lawsuits, and regulatory certifications.内幕交易处罚、诉讼及监管认证。
2024-07-05Ganfeng Lithium receives Administrative Penalty Decision from Jiangxi CSRC for insider trading of *ST Jiangte (Jiangte Motor) shares; company fined 3.3159 million yuan and illegal gains of 1.1053 million yuan confiscated; Chairman Li Liangbin fined 600,000 yuan; former board secretary Ouyang Ming fined 200,000 yuan.赣锋锂业收到江西证监局《行政处罚决定书》,因内幕交易*ST江特股票,公司被没收违法所得110.53万元并处罚款331.59万元;董事长李良彬被警告并罚款60万元;时任董秘欧阳明被警告并罚款20万元。
2024-12-11Ganfeng Lithium received an MSCI ESG rating of 'A' for 2024, with improvements in carbon emissions, water management, and clean technology opportunities.赣锋锂业2024年MSCI ESG评级获‘A’级,在碳排放、水资源管理和清洁技术机遇方面表现提升。
2025-03-04The group standard 'Green Factory Evaluation Requirements for Lithium Salt Processing Industry' (T/CNIA0159-2022), led by Ganfeng Lithium, was selected into MIIT's 2024 Top 100 Group Standards Application Promotion Cases.由赣锋锂业主持制定的团体标准《锂盐加工行业绿色工厂评价要求》(T/CNIA0159-2022)入选工信部2024年百项团体标准应用推广典型案例。
2025-04-24Ganfeng Lithium officially joined the United Nations Global Compact (UNGC).赣锋锂业正式加入联合国全球契约组织。
2025-06-30Ganfeng Lithium received L8-level digital development certification from Jiangxi Province (with some segments reaching highest L9-L10), under the provincial manufacturing enterprise digital development level evaluation standard.赣锋锂业荣获江西省制造业企业数字化发展水平L8级认证(部分环节已达最高评级L9~L10标准),依据省级评价指南。
2025-07-03Ganfeng Lithium denied rumors of financial fraud on its investor互动平台, stating that its operations and financial condition are stable.赣锋锂业在互动平台否认财务造假传闻,称目前公司经营及财务情况稳定。
2025-08-10Ganfeng Lithium and its subsidiaries are involved in multiple sales contract disputes; a case with Dongguan Shanshan Battery Materials Co., Ltd. was heard on May 20, 2025, and Trafigura Trading (Hainan) Co., Ltd. filed a lawsuit against Jiangxi Ganfeng Lithium Group Co., Ltd.赣锋锂业及其子公司涉及多起买卖合同纠纷诉讼;与东莞市杉杉电池材料有限公司的案件于2025年5月20日开庭,托克贸易(海南)有限公司起诉江西赣锋锂业集团股份有限公司。
2025-10-11Ganfeng Lithium was selected as a 2025 batch 2 'Digital Leader' enterprise by Jiangxi Provincial Department of Industry and Information Technology, recognizing its digital transformation achievements.赣锋锂业入选江西省工业和信息化厅2025年第二批“数字领航”企业,表彰其数字化转型成果。
2025-10-13Ganfeng Lithium registered a new software copyright for 'Ganfeng Lithium Production Manufacturing Execution System V2.0'.赣锋锂业新注册《赣锋锂业生产制造执行系统V2.0》软件著作权。
2025-10-15A lawsuit for 'insider trading liability dispute' was filed against Ganfeng Lithium by plaintiff Liu Tao.刘韬对江西赣锋锂业集团股份有限公司提起“证券内幕交易责任纠纷”诉讼。
2025-12-29Ganfeng Lithium received a transfer-for-prosecution notice from Yichun Public Security Bureau for suspected insider trading crime as a unit, with the case transferred to the procuratorate for review and prosecution, following a prior CSRC Jiangxi Bureau administrative penalty.赣锋锂业收到宜春市公安局移送起诉告知书,因涉嫌内幕交易罪单位犯罪,案件已移送检察机关审查起诉,此前已受江西证监局行政处罚。
2026-01-02Ganfeng Lithium received a notice of transfer for prosecution from Yichun Public Security Bureau for suspected insider trading (unit crime), case transferred to procuratorate; previously fined over 4.4 million yuan by Jiangxi CSRC in July 2024.赣锋锂业收到宜春市公安局移送起诉告知书,因涉嫌内幕交易罪单位犯罪,案件移送检察机关;此前于2024年7月被江西证监局罚没超440万元。
2026-03-06Fengxin Ganfeng Lithium led the development of national standard GB/T 4369-2015 'Lithium', winning the 2025 Jiangxi Provincial Governor Quality Award and Patent Award Standard Project first prize.奉新赣锋锂业牵头制定的国家标准GB/T 4369-2015《锂》荣获2025江西省省长质量奖和专利奖标准项目一等奖。
Turkey lithium battery JV (YIGIT AKU)土耳其锂电池合资企业 (YIGIT AKU)
1 · 2024-08-16
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Establishment of a 5 GWh lithium battery joint venture in Turkey with YIGIT AKU.与YIGIT AKU在土耳其建立5 GWh锂电池合资企业。
2024-08-16Ganfeng Lithium's subsidiary Ganfeng Lithium Battery signed a framework agreement with Turkey's YIGIT AKU to form a JV, investing $500 million to build a 5 GWh lithium battery project in Turkey, including a R&D center for solid-state and aerospace batteries.赣锋锂业子公司赣锋锂电与土耳其YIGIT AKU签署框架协议,拟成立合资公司,投资5亿美元在土耳其建设年产5GWh锂电池项目,并设立固态电池、航空航天电池等研发中心。
Debt & bond financing债务与债券融资
11 · 2024-08-26 → 2026-01-27
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Issuance of medium-term notes, short-term commercial paper, convertible bonds, and green bonds.发行中期票据、短期融资券、可转换债券和绿色债券。
2024-08-26Ganfeng Lithium plans to apply to register up to 5 billion yuan in medium-term notes and up to 1.5 billion yuan in short-term commercial paper with the NAFMII.赣锋锂业拟向中国银行间市场交易商协会申请注册不超过50亿元中期票据和不超过15亿元短期融资券。
2024-09-27Ganfeng Lithium received acceptance registration notices from the NAFMII for a RMB 5 billion medium-term note and a RMB 1.5 billion short-term commercial paper.赣锋锂业收到交易商协会接受注册通知书,同意注册50亿元中期票据和15亿元短期融资券。
2024-11-13Ganfeng Lithium is planning debt financing including short-term financing bills, super short-term financing bills, medium-term notes, and H-share convertible bonds to supplement working capital and optimize debt structure.赣锋锂业正在筹划债务融资,工具包括短期融资券、超短期融资券、中期票据、H股可转换债券等,以补充运营资金和优化债务结构。
2024-12-18Ganfeng Lithium issued its first private-enterprise sci-tech short-term note in Jiangxi, raising 750 million yuan at a record-low coupon rate of 1.86% for 1 year.赣锋锂业发行江西省首单民营企业科创票据,规模7.5亿元,期限1年,票面利率1.86%,创民企一年期短融利率新低。
2025-04-24Ganfeng Lithium successfully issued its first green medium-term note.赣锋锂业成功发行首期绿色中期票据。
2025-08-26Ganfeng Lithium announced a H-share placement of 40.0256 million shares at HK$29.28 each (5.49% discount), raising approximately HK$1.171 billion, and a proposed issuance of HK$1.37 billion 1.5% convertible bonds due 2026 (conversion price HK$33.67). Proceeds will be used for loan repayment, capacity expansion, and working capital.赣锋锂业公告拟以每股29.28港元(折让5.49%)配售4002.56万股H股,筹资约11.71亿港元,并建议发行13.7亿港元2026年到期1.5%可转换债券(转股价33.67港元)。募资用于偿还贷款、产能扩张和补充营运资金。
2025-09-02Ganfeng Lithium completed a HKD 1.37 billion convertible bond issuance and a HKD 1.172 billion H-share top-up placement, raising approximately HKD 2.542 billion in total; this is its first H-share convertible bond since its 2018 H-share listing and third H-share placement.赣锋锂业完成13.70亿港元可转债发行及11.72亿港元H股新股配售,合计融资约25.42亿港元;这是其2018年H股上市以来首次发行H股可转债、第三次H股配售。
2025-11-04Ganfeng Lithium completed the issuance of the 2025 first tranche green short-term commercial paper (25 Ganfeng Lithium CP001 (Green)), with an actual total issuance of 710 million yuan, a term of 180 days, and an interest rate of 2.38%. Proceeds are used to repay green project debt and purchase spent power batteries.赣锋锂业完成2025年度第一期绿色短期融资券(25赣锋锂业CP001(绿色))发行,实际发行总额7.1亿元,期限180日,利率2.38%,募集资金用于偿还绿色项目有息债务及购买废旧动力电池。
2025-12-01Ganfeng Lithium issued its first green short-term financing bond of 2025, raising 710 million yuan with a 180-day term, led by Industrial Bank Nanchang Branch, for new power battery projects and EV battery recycling.赣锋锂业成功发行2025年度第一期绿色短期融资券,金额7.1亿元,期限180天,由兴业银行南昌分行牵头承销,用于新型动力电池项目和废旧电池回收项目。
2025-12-23Ganfeng Lithium issued its 2025 first tranche sci-tech innovation bond (M&A) with an actual total of 500 million yuan, an interest rate of 2.33%, and a 180-day term, to replace self-owned funds for M&A loan repayment.赣锋锂业完成2025年度第一期科技创新债券(并购)发行,实际发行总额5亿元,利率2.33%,期限180日,用于置换归还并购贷款的自有资金。
2026-01-27Ganfeng Lithium issued 2026 first tranche green sci-tech innovation ultra-short-term commercial paper, actual issuance 500 million yuan, interest rate 2.19%, proceeds for debt repayment and raw material procurement.赣锋锂业完成2026年度第一期绿色科技创新超短期融资券发行,实际发行总额5亿元,利率2.19%,募集资金用于偿还有息债务及原材料采购。
Xianghuangqi lithium resource project (Inner Mongolia)内蒙古镶黄旗锂资源项目
2 · 2024-09-18 → 2025-11-24
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Development of a comprehensive lithium resource utilization project in Xianghuang Banner, Inner Mongolia, including LFP production.内蒙古镶黄旗锂资源综合利用项目的开发,包括磷酸铁锂生产。
2024-09-18Ganfeng Lithium's Xianghuangqi lithium resource comprehensive utilization project Phase II (lithium iron phosphate) started construction in May 2024, with total investment over RMB 10 billion; Phase II plans RMB 500 million for an 80,000 tpa lithium iron phosphate production line.赣锋锂业镶黄旗锂资源综合利用项目二期(磷酸铁锂)于2024年5月开工,总投资超100亿元;二期计划投资5亿元建设年产8万吨磷酸铁锂生产线。
2025-11-24Ganfeng Lithium's Xianghuang Banner lithium resource comprehensive utilization project in Inner Mongolia is progressing, including an 80,000 tonnes/year lithium iron phosphate (LFP) plant, a 20,000 tonnes/year lithium carbonate plant, and a 2 GWh cell and PACK plant. Total LFP capacity will reach 100,000 tonnes after completion.赣锋锂业内蒙古镶黄旗锂资源综合利用项目持续推进,包括年产8万吨磷酸铁锂项目、年产2万吨碳酸锂项目、年产2GWh电芯及PACK项目;投产后磷酸铁锂总产能将达10万吨。
Chile Maricunga project bid竞标智利Maricunga项目
1 · 2024-10-16
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Bidding for a joint venture partnership in Chile's high-grade Maricunga lithium brine project with Codelco.竞标与智利Codelco合作的高品位Maricunga锂盐湖项目合资伙伴。
2024-10-16Chile's state-owned Codelco is seeking a joint venture partner for the high-grade Maricunga lithium brine project; Ganfeng Lithium and China Minmetals are among the bidders, with a shortlist expected soon.智利国家铜业公司正为高品位Maricunga锂盐湖项目寻找合营伙伴,赣锋锂业与中国五矿参与竞标,首轮意向方短名单预计近日出炉。
Shenzhen Yichu Energy storage business深圳易储能源储能业务
49 · 2024-10-31 → 2026-06-04
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Capital injections, equity restructuring, and rapid expansion of the energy storage subsidiary Shenzhen Yichu Energy.储能子公司深圳易储能源的注资、股权重组和快速扩张。
2024-10-31Ganfeng Lithium's board approved a capital increase and share expansion for its controlled subsidiary Shenzhen Yichu Energy Technology Co., Ltd., introducing an employee stock ownership platform with total additional capital of RMB 70.3 million (RMB 49.9 million from 15 directors/senior managers and RMB 20.4 million from Shenzhen Juneng No.1), increasing Yichu's paid-in capital from RMB 100 million to RMB 280.3 million.赣锋锂业董事会批准控股子公司深圳易储能源科技有限公司增资扩股并引入员工持股平台,增资总额7030万元(15名董事高管等增资4990万元,深圳聚能壹号增资2040万元),实缴注册资本由1亿元增至2.803亿元。
2024-11-01Ganfeng Lithium completed a capital increase and share expansion for its subsidiary Shenzhen Yichu, with management-led employee stock ownership platform Shenzhen Juneng becoming the second-largest shareholder (7.278%); Li Chenglin (son of Li Liangbin) became the third-largest shareholder (3.924%).赣锋锂业完成对子公司深圳易储的增资扩股,员工持股平台深圳聚能成为第二大股东(持股7.278%),李良彬之子李承霖成为第三大股东(持股3.924%)。
2025-01-08Ganfeng Lithium's subsidiary Shenzhen Yichu Energy Technology Co., Ltd. fully owns newly established Guofeng Smart Energy Power Digital Operation Technology (Shenzhen) Co., Ltd. with registered capital of RMB 100 million.赣锋锂业旗下深圳易储能源科技有限公司全资持股新设国峰智慧能源电力数智运营科技(深圳)有限公司,注册资本1亿元。
2025-01-16Ganfeng Lithium's subsidiary Shenzhen Yichu Energy Technology Co., Ltd. fully owns two newly established companies: Qingdao Zhiyuan Juneng Technology Co., Ltd. and Xiantao Zhiyuan Juneng Technology Co., Ltd., each with registered capital of RMB 5 million.赣锋锂业旗下深圳易储能源科技有限公司全资持股新设青岛智源聚能科技有限公司和仙桃市智源聚能科技有限公司,注册资本各500万元。
2025-01-22Ganfeng Lithium's subsidiary Shenzhen Yichu Energy provides up to RMB 400 million in construction advance payment for Ningxia Baiyang Lvchu 100MW/400MWh shared energy storage station project, with expected project return of about RMB 480 million.赣锋锂业子公司深圳易储为宁夏佰洋绿储100MW/400MWh共享储能电站项目提供不超过4亿元建设垫资,预计项目收益约4.8亿元。
2025-02-13Ganfeng Lithium established Yichu Juyuan Energy Storage Technology (Foshan) Co., Ltd. (registered capital RMB 5 million), wholly owned by its subsidiary Shenzhen Yichu Energy, for new energy technology R&D and wind/solar equipment sales.赣锋锂业在佛山成立易储聚源储能科技公司(注册资本500万元),由旗下深圳易储全资持股,从事新能源技术研发及风光设备销售。
2025-02-21Ganfeng Lithium acquired 100% equity of Shenzhen Yichu Energy Storage Technology from its subsidiary Ganfeng Lithium Electric for RMB 200 million, making it a direct subsidiary to enhance control over core energy storage business.赣锋锂业以2亿元向子公司赣锋锂电收购深圳易储能源科技全部股权,使其成为直接控股子公司,以增强对核心储能业务的管控。
2025-03-05Ganfeng Lithium established Fanshi Zhiyuan Juneng Technology Co., Ltd. with registered capital of 5 million yuan, wholly owned by Shenzhen Yichu Energy, covering new energy R&D and wind power services.赣锋锂业成立繁峙智源聚能科技有限公司,注册资本500万元,由深圳易储能源全资持股,经营范围包括新能源研发和风力发电技术服务。
2025-03-06Ganfeng Lithium established two energy storage subsidiaries via Shenzhen Yichu: Yichu Jucang Energy Storage Technology (Yunfu) and Yichu Juyuan Energy Storage Technology (Foshan), each with 5 million yuan registered capital.赣锋锂业通过深圳易储成立易储聚储能科技(云浮)和易储聚源储能科技(佛山)两家储能子公司,注册资本各500万元。
2025-03-09Ganfeng Lithium acquired 71.352% equity of Shenzhen Yichu Energy from subsidiary Ganfeng Lithium Power for 200 million yuan, making it a direct subsidiary; Shenzhen Yichu's registered capital increased from 500 million to 601 million yuan.赣锋锂业以2亿元向子公司赣锋锂电收购深圳易储71.352%股权,使其成为直接控股子公司;深圳易储注册资本从5亿元增至6.01亿元。
2025-03-12Ganfeng Lithium increased paid-in capital to Shenzhen Yichu Energy by 250 million yuan, bringing total paid-in capital to 450 million yuan, to support its energy storage business development.赣锋锂业向深圳易储增加实缴出资2.5亿元,累计实缴出资达4.5亿元,以支持其储能业务发展。
2025-03-12Ganfeng Lithium's board approved providing guarantees of up to 3 billion yuan for Shenzhen Yichu Energy and its subsidiaries to support energy storage project development and startup capital.赣锋锂业董事会审议通过为深圳易储及其子公司提供不超过30亿元担保,用于储能项目开发建设和启动运营资金。
2025-03-19Ganfeng Lithium adjusted guarantee quotas for Shenzhen Yichu and its wholly-owned subsidiaries Weixian Qingyun Fengda and Taizhou Xinchun, providing 300 million yuan each for energy storage project construction.赣锋锂业对深圳易储及其全资子公司威县清芸风达和泰州鑫储进行担保额度调剂,各提供3亿元担保用于储能项目建设。
2025-03-25Ganfeng Lithium established Yichu Juyuan Energy Storage Technology (Xinfeng) Co., Ltd. with registered capital of 5 million yuan, wholly owned by Shenzhen Yichu Energy, covering energy storage and PV equipment manufacturing.赣锋锂业成立易储聚源储能科技(新丰)有限公司,注册资本500万元,由深圳易储全资持股,涵盖储能和光伏设备制造。
2025-03-25Shenzhen Yichu Energy started construction of a 400MW/800MWh grid-side independent shared energy storage station in Datong, Shanxi, using LFP 1500V liquid-cooled systems, covering 120 mu of land.深圳易储在山西大同启动400MW/800MWh电网侧独立共享储能电站项目,采用磷酸铁锂1500V液冷系统,占地120亩。
2025-05-15Certain directors and senior executives of Ganfeng Lithium will increase the registered capital of Shenzhen Yichu Energy Technology Co., Ltd. by RMB 30.8 million, raising it from RMB 601 million to RMB 632 million.赣锋锂业部分董事及高管拟向深圳易储能源科技有限公司增资3080万元,注册资本由6.01亿元增至6.32亿元。
2025-06-09Ganfeng Lithium's subsidiary Shenzhen Yichu Energy Technology fully funded the establishment of Yichu Juyuan Energy Storage Technology (Chongqing) Co., Ltd. with a registered capital of 5 million CNY, covering power generation, transmission, and battery parts sales.赣锋锂业旗下深圳易储能源科技有限公司全资持股成立易储聚源储能科技(重庆)有限公司,注册资本500万元,经营范围包括发电业务、输电业务、电池零配件销售等。
2025-06-11Ganfeng Lithium's subsidiary Shenzhen Yichu Energy Technology fully funded the establishment of Zhengzhou Shenguan Chuju Technology Co., Ltd. with a registered capital of 5 million CNY, covering power generation, transmission, and photovoltaic equipment sales.赣锋锂业旗下深圳易储能源科技有限公司全资持股成立郑州晟观储聚科技有限公司,注册资本500万元,经营范围包括发电业务、输电业务、光伏设备及元器件销售等。
2025-06-23Ganfeng Lithium's subsidiary Shenzhen Yichu Energy Technology fully funded the establishment of Wuhu Xunyue New Energy Technology Co., Ltd., covering battery sales, battery parts sales, and new energy vehicle battery recycling.赣锋锂业旗下深圳易储能源科技有限公司全资持股成立芜湖迅越新能源科技有限公司,经营范围包括电池销售、电池零配件销售、新能源汽车废旧动力蓄电池回收及梯次利用等。
2025-07-15Ganfeng Lithium's subsidiary Shenzhen Yichu Energy Technology Co., Ltd. wholly established Guofeng (Shenzhen) Software Development Co., Ltd., with business scope including energy recovery system R&D and IoT technical services.赣锋锂业旗下深圳易储能源科技有限公司全资持股成立国峰(深圳)软件开发有限公司,经营范围包括能量回收系统研发、物联网技术服务等。
2025-07-21Ganfeng Lithium's subsidiary Shenzhen Yichu Energy Technology Co., Ltd. wholly established Shenzhen Heli Energy Technology Co., Ltd. (registered capital 5 million yuan), covering motor manufacturing, wind power technical services, and energy storage technical services.赣锋锂业旗下深圳易储能源科技有限公司全资持股成立深圳赫力能源科技有限公司(注册资本500万元),经营范围包括电机制造、风力发电技术服务、储能技术服务等。
2025-07-21Ganfeng Lithium's subsidiary Shenzhen Yichu Energy Technology Co., Ltd. wholly established two new companies: Shenzhen Yiling Nengwei New Energy Co., Ltd. and Shenzhen Tonghe Lianchuang New Energy Co., Ltd., each with registered capital of 5 million yuan, covering motor manufacturing and wind power technical services.赣锋锂业旗下深圳易储能源科技有限公司全资持股成立深圳易凌能伟新能源有限公司和深圳通合联创新能源有限公司,注册资本各500万元,经营范围涉及电机制造、风力发电技术服务等。
2025-07-27Ganfeng Lithium's subsidiary Shenzhen Yichu Energy Technology Co., Ltd. signed a project in Leping Town, Sanshui District, Foshan, to build a 300MW/600MWh independent new energy storage station and solar-storage-charging facilities, its first such project in South China.赣锋锂业旗下深圳易储能源科技有限公司签约落户佛山三水区乐平镇,建设300MW/600MWh独立新型储能电站及光储充配套设施,为华南地区首个储能布局。
2025-07-28Ganfeng Lithium's subsidiary Shenzhen Yichu Energy Technology Co., Ltd. wholly established Shenzhen Zhiyuan Juneng Technology Co., Ltd., covering new energy technology R&D, new energy original equipment manufacturing, and photovoltaic equipment manufacturing.赣锋锂业旗下深圳易储能源科技有限公司全资持股成立深圳智源聚能科技有限公司,经营范围包括新兴能源技术研发、新能源原动设备制造、光伏设备及元器件制造等。
2025-07-28Ganfeng Lithium's subsidiary Shenzhen Yichu Energy Technology Co., Ltd. wholly established two companies: Foshan Zhiyuan Juneng Technology Co., Ltd. and Yijuyuan Energy Storage (Shenzhen) Technology Co., Ltd., each with registered capital of 5 million yuan.赣锋锂业旗下深圳易储能源科技有限公司全资持股成立佛山智源聚能科技有限公司和易聚源储能(深圳)科技有限公司,注册资本各500万元。
2025-07-29Ganfeng Lithium's subsidiary Shenzhen Yichu Energy Technology Co., Ltd. wholly established Shenzhen Xunyue New Energy Technology Co., Ltd., covering motor manufacturing, gas compression machinery manufacturing, and energy storage technical services.赣锋锂业旗下深圳易储能源科技有限公司全资持股成立深圳迅越新能源科技有限公司,经营范围包括电机制造、气体压缩机械制造、储能技术服务等。
2025-07-30Ganfeng Lithium's subsidiary Shenzhen Yichu Energy Technology Co., Ltd. wholly established Enneng Juyi Energy Storage (Shenzhen) Technology Co., Ltd., with registered capital of 5 million yuan, covering new energy technology R&D, wind power technical services, and resource recycling technology R&D.赣锋锂业旗下深圳易储能源科技有限公司全资持股成立恩能聚易储能(深圳)科技有限公司,注册资本500万元,经营范围包括新兴能源技术研发、风力发电技术服务、资源再生利用技术研发等。
2025-07-31Ganfeng Lithium's subsidiary Shenzhen Yichu Energy Technology Co., Ltd. wholly established Shenzhen Shengguan Chuju Technology Co., Ltd., covering industrial internet data services, commercial complex management services, and testing machine manufacturing.赣锋锂业旗下深圳易储能源科技有限公司全资持股成立深圳晟观储聚科技有限公司,经营范围包括工业互联网数据服务、商业综合体管理服务、试验机制造等。
2025-08-01Ganfeng Lithium established Shenzhen Hebang New Energy Co., Ltd. with a registered capital of 155 million yuan, wholly owned by its subsidiary Shenzhen Yichu Energy Technology Co., Ltd., focusing on emerging energy technology R&D and new energy equipment manufacturing.赣锋锂业成立深圳合邦新能源有限公司,注册资本1.55亿元,由其子公司深圳易储能源科技有限公司全资持股,专注于新兴能源技术研发和新能源原动设备制造。
2025-08-04Ganfeng Lithium's subsidiary Yichu Energy started construction of the Shanxi Fanshi 400MW/1600MWh independent shared energy storage station, with a total investment of 2 billion yuan, using Ganfeng Lithium's 5MWh containers and self-developed 314Ah LFP cells.赣锋锂业子公司易储能源在山西繁峙开工建设400MW/1600MWh独立共享储能电站,总投资20亿元,采用赣锋锂电5MWh储能集装箱和自研314Ah磷酸铁锂电芯。
2025-08-04Ganfeng Lithium's subsidiary Yichu Energy signed a project to build a 1-billion-yuan solar-storage-charging integrated project in Leping Town, Sanshui District, Foshan, Guangdong.赣锋锂业子公司易储能源签约在广东佛山三水区乐平镇投资10亿元打造光储充一体化项目。
2025-08-07Ganfeng Lithium established Yineneng Aggregate (Shenzhen) Technology Co., Ltd., wholly owned by its subsidiary Shenzhen Yichu Energy Technology Co., Ltd., covering contract energy management and new material technology promotion.赣锋锂业成立易能聚合(深圳)科技有限公司,由子公司深圳易储能源科技有限公司全资持股,业务涵盖合同能源管理和新材料技术推广。
2025-08-12Ganfeng Lithium established Shenzhen Guangchu Energy Technology Co., Ltd. with a registered capital of 150 million yuan, wholly owned by its subsidiary Shenzhen Yichu Energy Technology Co., Ltd., covering wind power, energy-saving management, and new energy equipment.赣锋锂业成立深圳广储能源科技有限公司,注册资本1.5亿元,由子公司深圳易储能源科技有限公司全资持股,业务涵盖风力发电、节能管理及新能源设备。
2025-08-12Ganfeng Lithium provided a guarantee of 84.84 million yuan to its subsidiary Shenzhen Yichu Energy Technology Co., Ltd. in the form of joint liability guarantee.赣锋锂业为子公司深圳易储能源科技有限公司提供8484万元的连带责任担保。
2025-08-13Ganfeng Lithium established Shenzhen Jianyuan Energy Technology Co., Ltd. with a registered capital of 130 million yuan, wholly owned by its subsidiary Shenzhen Yichu Energy Technology Co., Ltd., covering battery manufacturing and industrial internet data services.赣锋锂业成立深圳建源能源科技有限公司,注册资本1.3亿元,由子公司深圳易储能源科技有限公司全资持股,业务涵盖电池制造和工业互联网数据服务。
2025-08-21Ganfeng Lithium's subsidiary Shenzhen Yichu Energy Technology Co., Ltd. acquired full ownership of Ningxia Boyang Lvchu Comprehensive Energy Service Co., Ltd. (registered capital 10 million yuan), which provides solar power generation technical services.赣锋锂业子公司深圳易储能源科技有限公司全资收购宁夏佰洋绿储综合能源服务有限公司(注册资本1000万元),该公司提供太阳能发电技术服务。
2025-09-02Ganfeng Lithium established Shenzhen Xinmu New Energy Development Co., Ltd. with registered capital RMB 226 million, wholly owned by its subsidiary Shenzhen Yichu Energy Technology Co., Ltd., covering new energy technology R&D, solar equipment manufacturing, and wind power services.赣锋锂业成立深圳新沐新能源发展有限公司,注册资本2.26亿元,由旗下深圳易储能源科技有限公司全资持股,业务涵盖新能源技术研发、光伏设备制造及风力发电服务。
2025-09-04Ganfeng Lithium established Shenzhen Shangjie Xunyue Energy Technology Co., Ltd., wholly owned by its subsidiary Shenzhen Yichu Energy Technology Co., Ltd., covering battery manufacturing and new material technology promotion.赣锋锂业成立深圳上街迅越能源科技有限公司,由旗下深圳易储能源科技有限公司全资持股,业务涵盖电池制造及新材料技术推广。
2025-09-09Ganfeng Lithium established Shenzhen Huizhuqing Technology Co., Ltd. with registered capital RMB 82 million, wholly owned by its subsidiary Shenzhen Yichu Energy Technology Co., Ltd., covering industrial internet data services, big data services, new energy technology R&D, and energy storage technology services.赣锋锂业成立深圳惠珠清科技有限公司,注册资本8200万元,由旗下深圳易储能源科技有限公司全资持股,业务涵盖工业互联网数据服务、大数据服务、新能源技术研发及储能技术服务。
2025-09-10Ganfeng Lithium established Jiangsu Suqian Fengteng Yichu Energy Technology Co., Ltd. with registered capital RMB 200 million, wholly owned by its controlling subsidiary Shenzhen Yichu Energy Technology Co., Ltd., covering solar power technology services, offshore wind turbine sales, and wind power services.赣锋锂业成立江苏宿迁锋腾易储能源科技有限公司,注册资本2亿元,由控股公司深圳易储能源科技有限公司全资持股,业务涵盖太阳能发电技术服务、海上风力发电机组销售及风力发电服务。
2025-10-09Ganfeng Lithium is actively promoting the introduction of strategic investors for its energy storage segment, but no substantive agreement has been formed yet.赣锋锂业积极推动储能板块的战略投资人引进事项,但尚未形成任何实质性协议。
2025-10-17Ganfeng Lithium agreed to introduce strategic investor Wanxin Green Energy (Suqian) Partnership to acquire 44.2361% equity of Shenzhen Yichu Energy Technology for RMB 664 million; Ganfeng transfers 29.5355% for RMB 443 million. Shenzhen Yichu will be deconsolidated.赣锋锂业拟引入战略投资人万鑫绿色能源(宿迁)合伙企业,以6.64亿元收购深圳易储能源科技有限公司44.2361%股权;赣锋转让29.5355%股权对价4.43亿元。交易完成后深圳易储不再纳入合并报表。
2025-10-27Shenzhen Taiji Energy Technology and Shenzhen Hengdong Carbon Exploration Energy Technology were established, both wholly owned by Ganfeng Lithium's subsidiary Shenzhen Yichu Energy Technology.深圳泰吉能源科技有限公司、深圳恒动碳索能源科技有限公司成立,均由赣锋锂业旗下深圳易储能源科技有限公司全资持股。
2025-11-27Shenzhen Guan Ding New Energy Technology Co., Ltd. was established, with registered capital of 5 million yuan, wholly owned by Ganfeng Lithium via Shenzhen Yichu Digital Energy Group. Business includes new energy technology R&D and solar equipment manufacturing.深圳观鼎新能源科技有限公司成立,注册资本500万元,由赣锋锂业旗下深圳易储数智能源集团全资持股,经营范围包括新兴能源技术研发、光伏设备制造等。
2025-11-27Shenzhen Lixian New Energy Technology Co., Ltd. was established, wholly owned by Ganfeng Lithium via Shenzhen Yichu Digital Energy Group. Business includes battery sales, battery parts sales, and recycling of spent power batteries.深圳力献新能源科技有限公司成立,由赣锋锂业旗下深圳易储数智能源集团全资持股,经营范围包括电池销售、电池零配件销售、新能源汽车废旧动力蓄电池回收及梯次利用等。
2025-12-01Shenzhen Yuli New Energy Technology Co., Ltd. was established, wholly owned by Ganfeng Lithium's subsidiary Shenzhen Yichu Digital Intelligence Energy Group, covering new energy technology R&D and wind power technology services.深圳育利新能源科技有限公司成立,由赣锋锂业旗下深圳易储数智能源集团有限公司全资持股,经营范围含新兴能源技术研发、风力发电技术服务等。
2025-12-17Ganfeng Lithium completed the transfer of a 29.5355% stake in Shenzhen Yichu Digital Intelligence Energy Group to Wanxin Green Energy for 443.0325 million yuan, reducing its stake to 40.0399%, and Shenzhen Yichu is no longer consolidated.赣锋锂业完成向万鑫绿色能源转让所持深圳易储数智能源集团29.5355%股权的交割,交易对价44303.25万元,持股降至40.0399%,深圳易储不再纳入合并报表。
2026-03-24Shenzhen Nengfeng Digital Intelligence Technology Co., Ltd. was established, wholly owned by Shenzhen Yichu Digital Intelligence Energy Group (in which Ganfeng Lithium holds a stake), focusing on new energy technology R&D and equipment manufacturing.深圳能锋数智科技有限公司成立,由赣锋锂业持股的深圳易储数智能源集团全资持股,主营新能源技术研发和设备制造。
2026-06-04Ganfeng Lithium's investee Shenzhen Yichu Digital Energy Group Co., Ltd. wholly owns newly established Shenzhen Xingqing Intelligent Technology Co., Ltd. (registered capital 100 million yuan), engaging in intelligent robot R&D, AI application software development, and industrial robot manufacturing.赣锋锂业参股的深圳易储数智能源集团有限公司全资持股新成立的深圳星擎智体科技有限公司(注册资本1亿元),业务涉及智能机器人研发、人工智能应用软件开发、工业机器人制造。
Product & Technology Development产品与技术开发
6 · 2024-11-25 → 2025-12-05
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Disclosures on battery technology, product specifications, and new application areas.披露电池技术、产品规格及新应用领域。
2024-11-25Ganfeng Lithium stated in investor relations that its energy storage battery design capacity is 30 GWh; it is preparing to enter the long-duration energy storage market with large-capacity batteries, and is developing 4C/5C fast-charging power batteries.赣锋锂业在投资者关系活动中表示,储能电池设计产能为30GWh,看好长时储能市场,正准备布局大容量电池,并开发4C、5C动力快充业务。
2025-03-20Ganfeng Lithium confirmed its batteries are suitable for light smart devices (e.g., robot dogs, humanoid robots, small drones) and has begun business promotion in this field.赣锋锂业确认其电池产品在轻型智慧设备(如机器狗、人形机器人、小型无人机)领域具有适配性,并已开始相关业务推广。
2025-04-09Ganfeng Lithium disclosed that its silicon-based anode system has achieved a product gradient of 320-450Wh/kg, with 320Wh/kg cells exceeding 1,000 cycles and 450Wh/kg technology reaching industry-leading level.赣锋锂业披露硅基负极体系实现320-450Wh/kg产品梯度布局,其中320Wh/kg电芯循环寿命突破1000次,450Wh/kg技术储备达行业顶尖水平。
2025-04-09Ganfeng Lithium developed 21700 cylindrical cells with energy density covering 330-400Wh/kg for drones, robots and other low-altitude economy applications.赣锋锂业开发21700圆柱电芯,能量密度覆盖330-400Wh/kg,面向无人机、机器人等低空经济与高端装备领域。
2025-10-31Ganfeng Lithium stated it has deployed in the electric vessel lithium battery sector through strategic cooperation and industrial chain extension.赣锋锂业表示已经通过战略合作与产业链延伸在电动船舶用锂电池领域进行了布局。
2025-12-05Ganfeng Lithium stated that its battery-grade lithium sulfide production line has achieved规模化生产 (large-scale production) and is supplying stably to multiple downstream customers.赣锋锂业表示,公司电池级硫化锂生产线已实现规模化生产,并向多家下游客户稳定供货。
Fengxing battery launch锋行电池发布
1 · 2024-12-06
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Launch of the new-generation 'Fengxing Battery' power battery with high energy density and fast discharge.发布新一代“锋行电池”动力电池,具有高能量密度和快放能力。
2024-12-06Ganfeng Lithium launched 'Fengxing Battery', a new-generation power battery with 190 Wh/kg energy density, >10C discharge rate, 74% pack efficiency, and IP68 waterproof rating.赣锋锂业发布新一代动力电池‘锋行电池’,能量密度190Wh/kg,放电倍率>10C,成组效率74%,防护等级IP68。
PPGS salt-lake basin (Argentina) integration阿根廷PPGS盐湖盆地整合
5 · 2025-04-11 → 2026-06-23
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Integration of the Pozuelos-Pastos Grandes basin projects into a single large-scale development with Lithium Argentina.与Lithium Argentina合作,将Pozuelos-Pastos Grandes盆地项目整合为单一大型开发项目。
2025-04-11Ganfeng Lithium signed a letter of intent with Lithium Argentina AG (LAR) to jointly develop the Pozuelos-Pastos Grandes salt-lake basin in Argentina, integrating three projects into the 'PPGS' project with a long-term planned capacity of 150,000 tpa LCE, partially using direct lithium extraction technology.赣锋锂业与Lithium Argentina AG签署合作开发盐湖意向书,整合阿根廷Pozuelos-Pastos Grandes盐湖盆地三个项目为“PPGS锂盐湖项目”,远期规划年产能15万吨LCE,部分采用直接提锂法技术。
2025-08-12Ganfeng Lithium's wholly-owned subsidiary Ganfeng International and Lithium Argentina AG (LAR) agreed to integrate PPG, PG, and Puna lithium brine projects into Millennial, forming the PPGS project. Ganfeng International will hold 67% and LAR 33% of Millennial. The project plans three phases with a total capacity of 150,000 tpa LCE using direct lithium extraction. Ganfeng will provide up to $130 million in financial assistance to LAR, secured by LAR's Millennial equity.赣锋锂业全资子公司赣锋国际与Lithium Argentina AG(LAR)同意将PPG、PG和Puna锂盐湖项目整合至Millennial,形成PPGS项目。赣锋国际将持有Millennial 67%股权,LAR持有33%。项目规划分三期建设,总产能15万吨LCE/年,采用直接提锂技术。赣锋将向LAR提供不超过1.3亿美元财务资助,以LAR持有的Millennial股权作担保。
2025-11-10Ganfeng Lithium announced that the Mining and Energy Secretariat of Salta Province, Argentina, issued the Environmental Impact Assessment Report (DIA) for Phase I of the PPGS lithium brine project. The project has ~15.07 million tonnes LCE (measured+indicated) resources and plans to submit a RIGI application in H1 2026.赣锋锂业公告阿根廷萨尔塔省矿业和能源秘书处为PPGS锂盐湖项目一期颁发《环境影响评估报告》(DIA);项目拥有约1507万吨LCE探明+控制资源量,计划于2026年上半年提交RIGI申请。
2025-11-10Ganfeng Lithium disclosed that the integrated PPGS lithium brine project (combining PPG, PG, and Puna projects) has a design capacity of ~150,000 tonnes LCE per year, to be built in three phases, producing lithium chloride or carbonate.赣锋锂业披露整合后的PPGS锂盐湖项目(由PPG、PG、Puna项目整合)设计年产能约15万吨LCE,分三期建设,产品为氯化锂或碳酸锂。
2026-06-23Lithium Argentina AG is working with Ganfeng Lithium to select a third-party strategic investor for the Argentina PPGS salt lake project, with total investment exceeding US$3 billion and planned capacity of 150,000 tonnes LCE.Lithium Argentina Ag正与赣锋锂业为阿根廷PPGS盐湖项目遴选第三方战略投资者,该项目总投资超30亿美元,规划总产能15万吨LCE。
Low-altitude economy & robotics battery低空经济与机器人电池
3 · 2025-10-31 → 2026-04-30
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Deployment of batteries for eVTOL, drones, and robotics applications, including strategic partnerships.为电动垂直起降飞行器、无人机和机器人应用部署电池,包括战略合作。
2025-10-31Ganfeng Lithium stated its 324Wh battery pack has been used in quadruped robots and humanoid robots.赣锋锂业表示其研发生产的324Wh电池组已被用于四足机器人、人形机器人等领域的产品中。
2025-10-31Ganfeng Lithium stated it has made substantial progress in electric heavy truck batteries through cooperation with OEMs and launched corresponding products.赣锋锂业表示已经通过与主机厂合作在电动重卡电池领域取得实质性进展,并推出相应电池产品和解决方案。
2026-04-30Shenzhen Yihang Dongfang Low-Altitude Economy Industrial Private Equity Fund Partnership (LP) added Ganfeng Lithium's subsidiary Jiangxi Ganfeng Lithium Battery Technology Co., Ltd. as a partner, and increased capital to 1 billion yuan.深圳市亿航东方低空经济产业私募股权投资基金合伙企业(有限合伙)新增赣锋锂业旗下江西赣锋锂电科技股份有限公司为合伙人,出资额增至10亿元。
Sierra Leone lithium project塞拉利昂锂项目
1 · 2026-05-15
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Progress on the Bombali lithium project in Sierra Leone, holding mining permits.塞拉利昂Bombali锂项目的进展,已持有采矿许可。
2026-05-15Ganfeng Lithium's chairman Li Liangbin visited the Bombali lithium project in Sierra Leone, an 80+ km² area with spodumene, lepidolite, and tantalum, already holding mining and environmental permits.赣锋锂业董事长李良彬考察塞拉利昂邦巴利锂矿项目,矿区面积超80平方公里,含锂辉石、锂云母和钽,已获采矿证和环评许可。
Large-format energy storage cells大容量储能电芯
1 · 2026-06-08
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Development and production of 588Ah and 648Ah large-format energy storage cells.开发和生产588Ah和648Ah大容量储能电芯。
2026-06-08Ganfeng Lithium disclosed that its 588Ah and 648Ah large-format cells are industry benchmarks; the Nanchang 588Ah production line is in final construction stages, with capacity ramp-up planned for Q3 2026 and volume production by year-end; the 648Ah project is accelerating.赣锋锂业披露其自研588Ah和648Ah大电芯为行业标杆产品;南昌588Ah产线建设已进入收尾阶段,计划2026年第三季度启动产能爬坡,年底前逐步放量;648Ah项目正在加速推进。