

8月24日,赣锋锂业(002460/01772)发布公告,公司于2025年8月22日举行了业绩说明会,介绍了2025年上半年经营情况。上半年,公司实现营业收入83.76亿元,归属于上市公司股东的净利润为-5.31亿元,经营性现金流为3亿元。锂化工板块占比56.78%,锂电池板块占比35.52%,其他业务占比7.70%。在上游锂资源方面,阿根廷Mariana锂盐湖项目已产出首批氯化锂,Cauchari-Olaroz项目顺利完成生产任务,马里Goulamina锂辉石项目正常开采,首批锂辉石已发运至国内。
在锂盐板块,四川赣锋年产5万吨锂盐项目完成生产线调试,青海赣锋一期年产1000吨金属锂项目处于试生产阶段。锂电池板块经过重新梳理,管理架构得到优化,盈利能力显著提升。公司在固态电池业务方面已完成上下游一体化布局,具备商业化能力,软包固态电池已与知名无人机及eVTOL企业达成合作。储能业务通过深圳易储已完成电网侧储能共享电站的交付与并网,产品质量获得认可。未来,公司将继续深化战略布局,推动经营业绩改善。
(文章来源:财中社)
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