002460 赣锋锂业
已收盘 11-14 15:00:00
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摩根士丹利在赣锋锂业H股的多头持仓于11月11日增至6.20%，较4.82%上升 - HKEX
美股速递 · 11-14 17:15
摩根士丹利在赣锋锂业H股的多头持仓于11月11日增至6.20%，较4.82%上升 - HKEX
赣锋锂业涨6.63%，东吴证券二周前给出“买入”评级
证券之星 · 11-13 16:32
赣锋锂业涨6.63%，东吴证券二周前给出“买入”评级
锂业股早盘走强 天齐锂业及赣锋锂业均涨超5%
新浪港股 · 11-13 10:03
锂业股早盘走强 天齐锂业及赣锋锂业均涨超5%
港股“锂电双雄”再掀升势！机构看好储能市场带来量价上修机会
老虎资讯综合 · 11-13 09:46
港股“锂电双雄”再掀升势！机构看好储能市场带来量价上修机会
锂矿股再度走强 赣锋锂业(01772)涨4.59% 机构看好储能超预期增长带来材料端价格上修带来的机会
金吾财讯 · 11-13 09:43
锂矿股再度走强 赣锋锂业(01772)涨4.59% 机构看好储能超预期增长带来材料端价格上修带来的机会
低估了储能需求，摩根大通承认误判：上调天齐与赣锋锂业评级，宁德时代矿山复产也不足以弥补缺口
华尔街见闻 · 11-12 11:37
低估了储能需求，摩根大通承认误判：上调天齐与赣锋锂业评级，宁德时代矿山复产也不足以弥补缺口
小摩减持赣锋锂业(01772)约109.22万股 每股均价约49.75港元
智通财经 · 11-11
小摩减持赣锋锂业(01772)约109.22万股 每股均价约49.75港元
摩根大通：上调赣锋锂业、天齐锂业评级
中金财经 · 11-11
摩根大通：上调赣锋锂业、天齐锂业评级
港股异动 | 赣锋锂业(01772)再涨超3% 阿根廷锂盐湖合并项目取得关键进展 设计年产能约为15万吨LCE
智通财经 · 11-11
港股异动 | 赣锋锂业(01772)再涨超3% 阿根廷锂盐湖合并项目取得关键进展 设计年产能约为15万吨LCE
赣锋锂业(01772)与Lithium Argentina共同开发合并项目取得关键进展
智通财经 · 11-10
赣锋锂业(01772)与Lithium Argentina共同开发合并项目取得关键进展
赣锋锂业表示阿根廷地方当局发布Ppgs锂盐湖项目第一阶段环境影响评估报告
美股速递 · 11-10
赣锋锂业表示阿根廷地方当局发布Ppgs锂盐湖项目第一阶段环境影响评估报告
港股“锂矿双雄”延续强势！赣锋锂业涨超8%，天齐锂业涨超6%
老虎资讯综合 · 11-10
港股“锂矿双雄”延续强势！赣锋锂业涨超8%，天齐锂业涨超6%
研报掘金丨华安证券：维持赣锋锂业“买入”评级，产能建设持续推进
中金财经 · 11-07
研报掘金丨华安证券：维持赣锋锂业“买入”评级，产能建设持续推进
花旗集团在赣锋锂业H股的多头头寸于10月31日降至4.73%
美股速递 · 11-06
花旗集团在赣锋锂业H股的多头头寸于10月31日降至4.73%
华安证券：给予赣锋锂业买入评级
证券之星 · 11-06
华安证券：给予赣锋锂业买入评级
赣锋锂业(01772.HK)完成发行7.1亿元的绿色短期融资券
中金财经 · 11-05
赣锋锂业(01772.HK)完成发行7.1亿元的绿色短期融资券
港股异动 | 碳酸锂供应端消息扰动持续 赣锋锂业(01772)跌近4% 天齐锂业(09696)跌超2%
智通财经 · 11-05
港股异动 | 碳酸锂供应端消息扰动持续 赣锋锂业(01772)跌近4% 天齐锂业(09696)跌超2%
赣锋锂业：已有部分盐湖项目产出钾肥产品
证券之星 · 11-05
赣锋锂业：已有部分盐湖项目产出钾肥产品
赣锋锂业：截至2025年10月31日A股股东人数为393,567户
证券之星 · 11-04
赣锋锂业：截至2025年10月31日A股股东人数为393,567户
大行评级丨里昂：赣锋锂业第三季业绩稳健 上调AH股目标价
中金财经 · 10-31
大行评级丨里昂：赣锋锂业第三季业绩稳健 上调AH股目标价
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公司概况
公司名称：
江西赣锋锂业集团股份有限公司
所属行业：
有色金属冶炼和压延加工业
上市日期：
2010-08-10
主营业务：
江西赣锋锂业集团股份有限公司的主营业务是锂资源开发、锂盐深加工及金属锂冶炼、锂电池制造及退役锂电池综合回收利用。公司的主要产品是氢氧化锂、碳酸锂、金属锂、固体电解质材料及电解质膜、锂离子电池单体及模组、户用储能产品、消费类电池产品。
发行价格：
20.70
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锂业股早盘走强，截至发稿，天齐锂业（09696）上涨5.35%，报54.20港元；赣锋锂业（01772）上涨5.44%，报56.25港元。\n\n\n海量资讯、精准解读，尽在新浪财经APP\n\n责任编辑：卢昱君","market":"fut","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://finance.sina.com.cn/stock/hkstock/marketalerts/2025-11-13/doc-infxfhsf2784156.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"sina","symbols":["EVS.SI","BK0188","BK0233","BK0197","BK0155","01772","09696","BK0196","SG9999014674.SGD","BK0077","BK0201","BK1594","BK1190","BK0182","SGXZ81163826.USD","BK0028","BK1592","SG9999003461.SGD","002460","SG9999006597.SGD","002466","SGXZ49509284.SGD","BK1509","BK1129","BK0183"],"gpt_icon":0},{"id":"1175804861","title":"港股“锂电双雄”再掀升势！机构看好储能市场带来量价上修机会","url":"https://stock-news.laohu8.com/highlight/detail?id=1175804861","media":"老虎资讯综合","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/1175804861?lang=zh_cn&edition=full","pubTime":"2025-11-13 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涨4.59%，天齐锂业涨4.10%。消息面上，中信建投发研报指，看好储能超预期增长带来的锂电电池和材料端出货量和价格上修带来的机会。当前已看到供需最近的6F环节散单价格从底部至今已经翻倍，LFP、负极、隔膜、铜箔、铝箔环节价格也开始启动上涨。","market":"other","thumbnail":"https://static.szfiu.com/news/20250110/OTZhY2RjY2M0NGRhYmE3MDgxYTI5ZDA4OTNlODY4MjM3MDk5ODc3.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20250110/OTZhY2RjY2M0NGRhYmE3MDgxYTI5ZDA4OTNlODY4MjM3MDk5ODc3.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"68fcc3414e78b4a4980f77c0288f4d7e","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1969557","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["BK0188","BK0155","BK0197","SGXZ49509284.SGD","BK0182","BK1509","BK0196","BK1129","EVS.SI","BK0201","BK1592","BK1594","SG9999003461.SGD","01772","09696","SG9999006597.SGD","002460","BK0233","BK1190","SGXZ81163826.USD","SG9999014674.SGD"],"gpt_icon":1},{"id":"2582484893","title":"低估了储能需求，摩根大通承认误判：上调天齐与赣锋锂业评级，宁德时代矿山复产也不足以弥补缺口","url":"https://stock-news.laohu8.com/highlight/detail?id=2582484893","media":"华尔街见闻","labels":["rating"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2582484893?lang=zh_cn&edition=full","pubTime":"2025-11-12 11:37","pubTimestamp":1762918639,"startTime":"0","endTime":"0","summary":"摩根大通罕见地承认了此前的误判，称严重低估了储能市场的爆发性需求，其预计全球锂市场在2025和2026年仍将面临供应缺口，将2026年锂价预测从7万元/吨大幅上调30%至9万元/吨，宁德时代矿山复产不足以扭转乾坤。","market":"fut","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":null,"url":"https://wallstreetcn.com/articles/3759187","rn_cache_url":null,"directOrigin":true},"property":["rate"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://wallstreetcn.com/articles/3759187","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"rating","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["JKS","300750","002460","01772"],"gpt_icon":1},{"id":"2582368229","title":"小摩减持赣锋锂业(01772)约109.22万股 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19:01","pubTimestamp":1762858897,"startTime":"0","endTime":"0","summary":"智通财经APP获悉，香港联交所最新资料显示，11月6日，小摩减持赣锋锂业(01772)109.222万股，每股均价49.7455港元，总金额约为5433.3万港元。减持后最新持股数目约为3550.23万股，最新持股比例为7.95%。","market":"fut","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1367886.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"shareholding","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["BK4581","LU0203347892.USD","LU1366192091.USD","LU2756315664.SGD","IE00BBT3K403.USD","LU0820562030.AUD","002460","LU1988902786.USD","LU1084165304.USD","LU2237443549.SGD","IE00BDRTCR15.USD","LU0048584097.USD","LU0689472784.USD","LU2417539215.USD","SG9999006597.SGD","LU1032466523.USD","EVS.SI","BK4534","LU0964807845.USD","BK4588","IE0034235303.USD","LU0976567544.SGD","LU1244550221.USD","LU1496350502.SGD","LU2237443382.USD","LU0149725797.USD","LU2430703178.SGD","LU2430703251.USD","SG9999002232.USD","BK0182","LU0345769128.USD","BK4207","LU2357305700.SGD","LU0820561818.USD","LU0868494708.USD","LU1548497426.USD","LU2211815571.USD","LU2430703095.HKD","LU2237443622.USD","LU0417517546.SGD","LU0320765646.SGD","BK4533","LU2381873111.SGD","LU2592432038.USD","LU2106854487.HKD","IE00BFXG1179.USD","LU0820561909.HKD","01772","BK0233","LU1720051017.SGD"],"gpt_icon":0},{"id":"2582807503","title":"摩根大通：上调赣锋锂业、天齐锂业评级","url":"https://stock-news.laohu8.com/highlight/detail?id=2582807503","media":"中金财经","labels":["shareholding","rating"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2582807503?lang=zh_cn&edition=full","pubTime":"2025-11-11 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设计年产能约为15万吨LCE","url":"https://stock-news.laohu8.com/highlight/detail?id=2582838055","media":"智通财经","labels":["corporation"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2582838055?lang=zh_cn&edition=full","pubTime":"2025-11-11 09:36","pubTimestamp":1762824965,"startTime":"0","endTime":"0","summary":"智通财经APP获悉，赣锋锂业再涨超3%，截至发稿，涨3.7%，报55.9港元，成交额1.03亿港元。消息面上，11月10日，赣锋锂业发布公告，关于本公司与Lithium Argentina共同开发合并项目的相关事宜。近日，阿根廷萨尔塔省矿业和能源秘书处已为合并项目一期颁发了《环境影响评估报告》，标志着合并项目取得关键进展。合并项目设计年产能约为15万吨LCE，分三期建设，项目寿命为30年。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"73f4fc532e2ff906e90bf492b4dfe298","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1367596.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"corporation","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["BK0188","SGXZ49509284.SGD","SGXZ81163826.USD","BK0197","BK1190","BK0196","BK1509","SG9999003461.SGD","BK0155","BK0182","BK1129","BK1594","002460","BK0201","EVS.SI","BK0233","BK1592","SG9999006597.SGD","01772"],"gpt_icon":0},{"id":"2582021820","title":"赣锋锂业(01772)与Lithium 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Argentina共同开发合并项目的相关事宜。近日，阿根廷萨尔塔省矿业和能源秘书处已为合并项目一期颁发了《环境影响评估报告》，标志着合并项目取得关键进展。合并项目计划于2026年上半年向阿根廷政府提交大型招商引资制度申请，以获得当地政府的支持和财税激励政策。合并项目设计年产能约为15万吨LCE，分三期建设，项目寿命为30年。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"73f4fc532e2ff906e90bf492b4dfe298","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1367418.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"corporation","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["BK0155","BK0182","EVS.SI","BK1129","BK1509","BK0201","BK0188","BK1190","SGXZ49509284.SGD","002460","BK1594","SGXZ81163826.USD","SG9999006597.SGD","SG9999003461.SGD","BK0233","01772","BK1592","BK0197","BK0196"],"gpt_icon":1},{"id":"1166431280","title":"赣锋锂业表示阿根廷地方当局发布Ppgs锂盐湖项目第一阶段环境影响评估报告","url":"https://stock-news.laohu8.com/highlight/detail?id=1166431280","media":"美股速递","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/1166431280?lang=zh_cn&edition=full","pubTime":"2025-11-10 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12:28","pubTimestamp":1762403326,"startTime":"0","endTime":"0","summary":"华安证券股份有限公司许勇其,牛义杰近期对赣锋锂业进行研究并发布了研究报告《业绩符合预期，产能建设持续推进》，给予赣锋锂业买入评级。 赣锋锂业 主要观点： 业绩 公司发布25年三季报。最新盈利预测明细如下：该股最近90天内共有9家机构给出评级，买入评级7家，增持评级2家；过去90天内机构目标均价为52.16。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["rate"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2025110600017140.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["01772","002460","600909"],"gpt_icon":1},{"id":"2581727675","title":"赣锋锂业(01772.HK)完成发行7.1亿元的绿色短期融资券","url":"https://stock-news.laohu8.com/highlight/detail?id=2581727675","media":"中金财经","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2581727675?lang=zh_cn&edition=full","pubTime":"2025-11-05 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