上半年，锂矿双雄双双亏损。其中，赣锋锂业亏损7.6亿元，为公司2010年上市以来首次中期亏损；营收95.89亿元，同比下滑47.16%。天齐锂业上半年实现营业收入64.18亿元，同比下滑74.14%；净利润亏损52.05亿元，同比下滑180.67%。The trend of lithium stocks was sluggish. As of press release, Tianqi Lithium (09696) fell 3.48% to HK$18.84; Ganfeng Lithium (01772) fell 3.11% to HK$16.18.
The Zhitong Finance App learned that the trend of lithium stocks was sluggish. As of press release, Tianqi Lithium (09696) fell 3.48% to HK$18.84; Ganfeng Lithium (01772) fell 3.11% to HK$16.18.
According to news, on September 6, the main contract for lithium carbonate futures fell below the 0.07 million yuan mark in the 2411 intraday, hitting a low of 69,700 yuan/ton, setting a new low since listing. Analysts pointed out that the price of lithium carbonate has declined sharply recently. The core contradiction is that the pattern of excess supply and demand for lithium carbonate has not changed. Currently, some lithium salt plants are still looking forward to downstream demand in September. Production is rising steadily and slightly. Downstream materials factories are preparing for the traditional peak season of “gold, nine, silver, ten,” and production schedules are rising month-on-month.
In the first half of the year, both lithium mining companies lost money. Among them, Ganfeng Lithium lost 0.76 billion yuan, the first medium-term loss since the company went public in 2010; revenue was 9.589 billion yuan, down 47.16% year on year. Tianqi Lithium achieved operating income of 6.418 billion yuan in the first half of the year, down 74.14% year on year; net profit loss was 5.205 billion yuan, down 180.67% year on year.
