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Jiangxi Special Electric Motor: 2024 Interim Performance Forecast
Express News | Ganfeng Lithium Says It, Senior Execs Fined by Chinese Securities Regulator Over Suspected Insider Trading of Jiangxi Special Electric Motor's Stocks
Huafu Securities: Significant improvement in supply in May leads to oversupply and undersupply, and lithium prices may be at the bottom-seeking stage.
During the seasonal off-season in June and July, production of iron lithium and ternary batteries may continue to decline. The proportion of downstream orders for long-term customers has increased, and the surplus highlights the possibility of continued weakness in lithium prices, currently in a bottom-finding stage.
Huafu Securities: In the short term, lithium prices may continue to weaken due to downstream production declines and an increase in the proportion of long-term customer supply.
In Q1 24, overseas lithium mine supply weakened due to low lithium prices and weakened shareholder demand, but the shift to underwriting models and the lithium market may promote an increase in overseas lithium supply in Q2.
While Shareholders of Jiangxi Special Electric MotorLtd (SZSE:002176) Are in the Black Over 5 Years, Those Who Bought a Week Ago Aren't so Fortunate
It might be of some concern to shareholders to see the Jiangxi Special Electric Motor Co.,Ltd (SZSE:002176) share price down 10% in the last month. On the bright side the returns have been quite go
Huafu Securities: The supply growth rate in May was higher than the production schedule, and lithium prices may fluctuate downward
The industry's inventory and warehouse receipts are at a high level, and the upstream price promotion mentality is weakening; due to poor production expectations, downstream goods are cautious, and demand for inventory replenishment is weak. The supply growth rate in May was higher than the production schedule, and lithium prices may fluctuate downward.
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