赣锋锂业2023年中报

江 西 贛 鋒 鋰 業 集 團 股 份 有 限 公 司Ganfeng Lithium Group Co., Ltd. 股份代號 Stock Code: 1772(A joint stock company incorporated in the People’s Republic of China with limited liability)(於中華人民共和國註冊成立的股份有限公司) 中 期 報 告INTERIM REPORT2023 目錄CONTENTS 2Corporate Information5Definitions8Financial Highlights11Management Discussion and Analysis67Supplementary Information71Interim Condensed Consolidated Statement of Profit orLoss72I n t e r i m C o n d e n s e d C o n s o l i d a t e d S t a t e m e n t o fComprehensive Income73Interim Condensed Consolidated Statement of FinancialPosition76Interim Condensed Consolidated Statement of Changesin Equity78Interim Condensed Consolidated Statement of CashFlows82Notes to Interim Condensed Consolidated FinancialInformation CORPORATE INFORMATION Executive Directors Li Liangbin(Chairman)Wang Xiaoshen(Vice Chairman)Deng ZhaonanShen Haibo Non-executive Directors Yu JianguoYang Juan Independent Non-executive Directors Wang JinbenWong Sze WingXu YixinXu Guanghua Supervisors Huang HuaanGuo HuapingZou Jian Company SecretaryCheung Kai Cheong Willie Authorized Representatives Li LiangbinCheung Kai Cheong Willie Audit Committee Wong Sze Wing(Chairman)Wang JinbenXu Yixin Remuneration Committee Xu Yixin(Chairman)Yang JuanXu Guanghua 公司資料（續）Corporate Information (continued) Nomination Committee Wang Jinben(Chairman)Xu GuanghuaDeng Zhaonan Strategy Committee Li Liangbin(Chairman)Wang XiaoshenShen HaiboYu JianguoYang Juan Sustainable Development Committee Wang Xiaoshen(Chairman)Wong Sze WingYu Jianguo Registered Office Longteng Road Economic Development Zone Xinyu, Jiangxi Province PRC Principal Place of Business in Hong Kong 40/F, Dah sing Financial Centre248 Queen’s Road EastWanchaiHong Kong 24840 http://www.ganfenglithium.com Company Websitehttp://www.ganfenglithium.com International AuditorErnst & Young Domestic Auditor Ernst & Young Hua Ming LLP Corporate Information (continued) Hong Kong Share Registrar and Transfer Office 183171712-1716 Computershare Hong Kong Investor Services LimitedShops 1712–1716, 17th Floor, Hopewell Centre183 Queen’s Road EastWanchaiHong Kong Stock Code H1772) H Shares1772(Stock Exchange) A Shares002460(SZSE) A002460() Legal CounselHan Kun Law Offices LLP 釋義（續）Definitions (continued) INTERIM RESULTS FOR THE SIX MONTHS ENDED30 JUNE 2023 (FOR THE REPORTING PERIOD) Revenue Breakdown by Product Categories For the six months ended 30 June 2023 Financial Highlights (continued) Revenue Breakdown by Sales Regions For the six months ended 30 June 2023 Gross Profit Breakdown by Product Categories INDUSTRY REVIEW 1. 1.Analysis of lithium resource market The majority of global lithium resources are sourced from salt lakesand hard-rock lithium mines. Well-developed salt lakes are mainlyfound in the lithium delta of South America and in China, while themajority of lithium mines are concentrated in Australia. The lithiumore market in China and African countries has been showing a rapiddevelopment trend recently. (1) (1)Market of spodumene concentrate 2 0 2 375%-6%4,070-4,09020236,000-6,02031.83%-32.39%GreenbushesMt MarionP i l g a n g o o r aN g u n g a j uWodginaFinniss2023 Australia is one of the world’s largest producers of lithium ore,with a well-developed mining industry, comprehensive lawsand regulations, and good infrastructure. During the past threeyears, several new lithium mines located in Western Australiawere brought into production successively, and some existingprojects were announced or executed on their expansionplans. According to the data of Lixiang Research (), as of July 2023, the CIF price of 5%-6% spodumeneconcentrate in the PRC was around USD4,070–4,090/ton,representing a decrease of 31.83%-32.39% as compared withthe price of USD6,000–6,020/ton at the beginning of 2023.The announced spodumene capacity expansion plans ornewly-built capacity projects include Greenbushes, Mt Marion,Pilgangoora, Ngungaju, Wodgina and Finniss, etc. However,due to the factors such as poor transportation, shortage oflabor and equipment, and decline in mine grades, there is apossibility that the putting into production and ramp-up of newor resumed production of spodumene projects in Australiawill be slower than expected. The African continent is richin spodumene and petalite resources with high ore grades,but the overall development speed is slow due to insufficientinvestment in exploration and relatively backward supportinginfrastructure, and the mature mines in production are mainlylocated in Zimbabwe up to now. Over the past two years,lithium mining projects in the African continent have receivedextensive attention, mainly because the mining industrialenvironment in Africa is more friendly to Chinese-fundedenterprises, and the development of lithium mines in Africa hasbeen fully accelerated. It is anticipated that lithium mines inAfrica are expected to become an important component of theglobal supply of lithium resources from