赣锋锂业：截至2025年12月31日止年度业绩公告

1772 20251231 20251231 20251231 20252024 41,188,453(2,295,700) 774,785(329,061) 1,263,238(2,624,761) 20251231 20252024 952,317(1,648,675)(398,617)(527,154) 20252024 20252024 23,146,80621,574,483 61,420,51653,244,400 20252024 1.1 20251231 (a) (b) (c) 1.2 21 21 1.3 18219297197110283212111791071 120261122027113 181118 18818733341820271118 19101919 97 9797 102810281028 212934 111779107 •77B387IG1IG14IG20B77 •9993.3.316995.1.39A •1010B7410B73 •7737 2. (a)(b)(c) 202412 31 989,995,000(20242,263,497,000 3 20252024 100,883235,723 (b) 30180 20252024 845,119901,606 2,858,932909,934 4. 5. 20252024 6. 20252024 1,474,3831,090,748 7. (74,785)329,061 25%20081115% 2027102715% 2025102920281028202410282027102720241028202710272023128202612720231213202612122025121920281218202411192027111820251219202812182023128202612720251219202812182025102920281028202410282027102720241119202711182024111202710312025102920281028 15%20301231 20252024 20251231 202515%2025 8. 20252024 0.1520240.15 314,504302,575 9. 2,023,928,35920242,004,768,649 20252024 1,613,671(2,068,512) 1,613,671(2,068,512) 1,613,671(2,068,512) 20252024 11. 20252024 1,548,922859,742 20251231191,830,0002024112,633,000 0360 360 627,499627,499 13. 20233920172021202389 2017~20212023 20231120241Obregon9 2024520246 2025120254(i)(ii)20257 2025123137Sonora202,002,000 14. (1)20263302025101.5 1. 2025154.2LCE()19%79.6LCE57.4LCE17.2LCE52%37%11%48.1LCE42.2LCE39.3LCE84%20.7LCE2026196.3LCE27%104.8LCE72.4LCE19.1LCE53%37%10%53LCE48.9LCE53LCE36LCE (1) Fastmarkets2025125%-6%1,560-1,5902025850-90025%-31%202520262025Goulamina2025 (2) 20252025Cauchari-OlarozMariana2025 (3) 2025 2. 202566202120221171060%2026 20252025202517897.639.3%7235.613.9%5.4325%2025166LCE59%25%2026211LCE56%30% 3. 202520251–121,755.6GWh60.1%1,700.5GWh63.6%1,200.9GWh70.6%51.8%499.6GWh29.4%101.3%(GGII)20251,107.7GWh32%64.8% 4. (GGII)20252,019.118.7%24%2024 20251,6001120251,662.61,64929%28.2%47.9%7%1,06038%59014% 202542025–202720272025582025 20255(Regulation (EU) 2023/154220278 188 20254(1)710(2)(3)2035 20256(PNRR)3.9620266 30 ISEE ISEE31.1ISEE349,000 2050 2023257003,20020540% 2022–2025151.83,800 EV3.520242027200505-10502-5 1)2023202315%202925MW2045 2025(GGII)20304,300L3 5. (CBAM)2025 2025591GWh2026943GWh60% 6. 202522296.5%99.6%2025202520255LCE 7. 2024202520252024–2030203020251.520353.5 20252026–2036eVTOL20302035(FAA)eVTOLIFR 8. 1. 2016–2023TWS20182019PACK2017TWS2022PACK2023PACK2025 201720222023 2. 1Mount Marion50%219LCE2Pilgangoora4.36%1,159LCE3Goulamina65%714LCE4Avalonia100%5100%10LCE6Cauchari-Olaroz46.67%3,770LCE7Mariana100%812.1LCE8PPGS67%2,179LCE949%165LCE10100%1190%149LCE1212.5%142LCE1320%1470%88.1LCE15Sonora100%882LCE 1)100%2)LCE3)4)PLS Group Limited5)PPGSPPGS67% (1)Mount MarionKalgoorlie4050%2025Mount Marion2025Mount Marion20262027MountMarion606% (2)Cauchari-Olaroz(Jujuy Province)Cauchari-Olaroz46.67%Cauchari-Olaroz3,770LCE4LCECauchari-Olaroz4LCE 76%20253.4120263.54Cauchari-Olaroz4.5LCE202512 (3)MarianaGolderAssociates Consulting Ltd.Mariana812LCE20252Mariana2 (4)422.7284,351.6179.941,680.542,267.493.441,082.349%1.5 (5)Goulamina100++29,932(Li2O)3991.33%50.6Goulamina65%Goulamina20256Goulamina202533.66 (6)PPGSPozuelosPastos GrandesSal de la Puna2025LARPPGSPPGS67%Wsp GolderPPGS2,179LCEPPGS15LCE (7)29,860.460.380.2022%2025 (8)0.67%7,244.370%6020252026 (9)35km242KCL10.121%200KCL42027 (10)3,252.6P2O523.82%20251231725.13P2O529.17%2,527.47P2O522.29%40202540.23,376.1P2O524.60%20251231245.17P2O525.14%3,132.2P2O524.46%60202560.1 (11)80.4320251.31+3,915.36(Li2O)48.361.24%200 3. 51,000≥99.9%D50≤5 m 4. 1.150+ TWS 2.193Wh/kg10kWh-1,000kWh+ BC255Wh/KgC3 3.2025314Ah392Ah588Ah PACK 5. 400Wh/kg1,100500Wh/kg10Ah320-480Wh/kg320Wh/kg1,000480Wh/kg eVTOLeVTOLAE200-100202512 6. + 20255MWh20256.25MWh 7. ++ 2025 8. 202594%99% 9. 2025320252218316 202512311,3672621,021651927 1. PPGSCauchari-OlarozMt MarionPilgangooraGoulamina 2. 203060 3. BMSTWS 4. 5. • ••••• 6. 7. •••• 1. 22,797,728202418,726,1754,071,5533,610,49020242,127,1251,483,3650.80 1,613,67120242,068,5123,682,183178.0% 2. 202418,726,1754,071,553202522,797,728 1 2 3. 15.8%202411.4%4.4% 4. 53,523,09920244,459,80215.5%202423.8%55,987,34120245,105,10825.9%202425.1% 5. 2,858,9322024909,9341,948,998 6. 16.8 7. 20251231202412311,155,9892,296,891 8. 1,042,0982024910,70014.4%4.6% 9. 2025123120241231% 10. 2024123178,829,421729,6942025123178,099,727 2024123122,002,87613,155,4892025123135,158,365 2024123131,669,9176,603,7932025123138,273,710 2024123121,574,4831,572,3232025123123,146,806 20251231202412313,115,3459,667,04151,837,57647,587,897 20251231202412317,868,2475,641,238 11. 74,7852024329,061403,846 12. 9.686,216202417,467,9777,781,761 13. 2025123132,745,71515,824,25315,620,1101,301,3522025123140.89%2024123153.03% 14. 202512317,666,483553,443339,500191,830115,00062,1342,085,73974,426426