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Is the lithium battery industry chain about to bottom out? Insiders predict that prices are expected to rebound next year, with industry leaders emphasizing global layout | Exclusive coverage of the High Work Lithium Battery Annual Conference.
① At the 2024 High-tech Lithium Battery Annual Conference held yesterday, Zhang Xiaofei, chairman of High-tech Lithium Battery, predicted that the first quarter of next year will be the lowest price point, and in the second quarter of next year, the prices of battery raw materials will begin to rise; ② The future industry will face a more severe competitive landscape and capacity thresholds, and the solution offered by leading enterprises is to expand overseas.
【Industry Trends】China's railroads conduct large-scale trial operation of lithium batteries for the first time; multiple paper companies raise product prices.
For the first time, China's railroads conducted a large-scale trial transportation of lithium batteries on November 19. The first departure of the national railroad trial run of lithium batteries in Chongqing is waiting to depart on the Chongqing Changshou Yuba dedicated railroad (drone photo). Xinhua News Agency reporter Tang Yi captured the scene. On that day, three trains carrying power lithium batteries respectively departed slowly from the Chongqing Changshou Yuba dedicated railroad, Yibin Port in Sichuan, and Guiyang International Land Port. This is the first large-scale trial transportation of power lithium batteries by China's railroads, which will help facilitate the global distribution of domestically produced power lithium battery products. Source: xinhuanet co., ltd. Multiple papermaking companies have recently raised their product prices as factors such as supply and demand improvement have driven the price hikes.
The lithium battery sector has sounded the clarion call for a market counterattack, with technology stocks such as siasun robot&automation poised for takeoff.
Track the entire lifecycle of the main sector.
The three major Hong Kong stock indexes continued to show a volatile trend, with the lithium battery and golden industrial concept sectors performing prominently.
① Why have international gold prices strengthened? ② What news has stimulated the strength of consumer electronics stocks? ③ Has the short sell ratio in the Hong Kong stock market shown a decline?
Price fluctuations do not hinder supply clearance, the lithium battery sector welcomes layout opportunities.
Production cuts, maintenance, and spot price increases could not suppress market expectations despite the block orders' aggressive selling. After erasing a week's gains over two trading days, the market rebounded significantly. On November 19th, the lithium sector surged, with ganfenglithium and tianqi lithium corporation both reaching their upper limits on A-shares, while Hong Kong stocks rose by over 10%, with funds pouring in aggressively.
Hong Kong stocks fluctuated | Lithium stocks quickly surged in the afternoon, with ganfenglithium (01772) rising over 13% and tianqi lithium corporation (09696) currently up nearly 10%.
Lithium stocks surged rapidly in the afternoon, with ganfenglithium and tianqi lithium corporation A shares both hitting the daily limit. As of publication, ganfenglithium (01772) rose by 11.99%, trading at 26.15 HKD; tianqi lithium corporation (09696) increased by 9.43%, trading at 29.6 HKD.
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