赣锋锂业2024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) 2024 中 期 報 告INTERIM REPORT 目錄CONTENTS 2Corporate Information5Definitions8Financial Highlights11Management Discussion and Analysis76Supplementary Information80Interim Condensed Consolidated Statement of Profit orLoss81I 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 Income82Interim Condensed Consolidated Statement of FinancialPosition85Interim Condensed Consolidated Statement of Changesin Equity87Interim Condensed Consolidated Statement of CashFlows91Notes to Interim Condensed Consolidated FinancialInformation CORPORATE INFORMATION Executive Directors Li Liangbin(Chairman)Wang Xiaoshen(Vice Chairman)Deng ZhaonanShen Haibo Non-executive Director 20247152024813 Yu JianguoYang Juan(resigned on 15 July 2024)Luo Rong(appointed on 13 August 2024) Independent Non-executive Directors 20248132024813 Wang JinbenWong Sze Wing(retired on 13 August 2024)Wong Ho Kwan(appointed on 13 August 2024)Xu YixinXu Guanghua Supervisors Huang HuaanGuo HuapingZou Jian Company Secretaries Cheung Kai Cheong Willie Authorized Representatives Li LiangbinCheung Kai Cheong Willie Audit Committee 20248132024813 Wong Sze Wing(Chairman) (retired on 13 August 2024)Wong Ho Kwan(Chairman) (appointed on 13 August 2024)Wang JinbenXu Yixin Remuneration Committee 20247152024813 Xu Yixin(Chairman)Yang Juan(resigned on 15 July 2024)Luo Rong(appointed on 13 August 2024)Xu Guanghua Nomination Committee Wang Jinben(Chairman)Xu GuanghuaDeng Zhaonan Strategy Committee 20247152024813 Li Liangbin(Chairman)Wang XiaoshenShen HaiboYu JianguoYang Juan(resigned on 15 July 2024)Luo Rong(appointed on 13 August 2024) Sustainable Development Committee Wang Xiaoshen(Chairman)Wong Sze Wing(retired on 13 August 2024)Wong Ho Kwan(appointed on 13 August 2024)Yu Jianguo 20248132024813 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 Company Website http://www.ganfenglithium.com http://www.ganfenglithium.com International Auditor Ernst & 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 H01772 H Shares01772(Stock Exchange) A Shares002460(SZSE) A002460 Legal CounselHan Kun Law Offices LLP “Audit Committee” 釋義（續）Definitions (continued) FINANCIAL HIGHLIGHTS INTERIM RESULTS FOR THE SIX MONTHS ENDED30 JUNE 2024FOR THE PERIOD Revenue Breakdown by Product Categories Financial Highlights (continued) Revenue Breakdown by Sales Regions For the six months ended 30 June 2024 Gross Profit Breakdown by Product Categories MANAGEMENT DISCUSSION AND ANALYSIS INDUSTRY REVIEW 1. 1.Analysis of lithium resource market 2024129.41LCE20%57.05LCE68.49LCE3.87LCE44%53%3% 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. In recent years,stimulated by demand in the end-user market, there has been anincreased investment and development in lithium resources, leading toa diversification of supply. According to the data from SDIC SecuritiesResearch Institute, the global supply of lithium resource is expectedto reach 1,294,100 tons of lithium carbonate equivalent (“LCE”) in2024, representing a year-on-year increase of 20%, among which570,500 tons of LCE, 684,900 tons of LCE and 38,700 tons of LCEare sourced from salt lakes, spodumene and recycling, accounting for44%, 53% and 3%, respectively. Management Discussion and Analysis (continued) INDUSTRY REVIEW (Continued) 1. 1.Analysis of lithium resource market (Continued) (1) (1)Market of spodumene concentrate Fastmarkets202465%–6%1,000–1,0102024900–1,00020242024 Australia is one of the world’s largest producers of lithium ore,with a well-developed mining industry, comprehensive laws andregulations, and good infrastructure. According to the data fromFastmarkets, as of June 2024, the domestic CIF price of 5%–6% spodumene concentrate was around USD1,000–1,010 perton, representing a slight recovery from the price of USD900–1,000 per ton at the beginning of 2024. In Australia, being animportant source of global lithium resources, the supply oflithium ore from major producers is relatively stable, while theexpansion and resumption of production of some lithium miningprojects and the gradual release of capacity of new lithiummining projects in 2024 are all incremental to