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The continuous decline in lithium-nickel prices has led to a deterioration in Earnings Reports of Australian mining companies, and signs of an Industry consolidation wave are beginning to emerge.
① Three Lithium miners in Australia have reported their largest half-year losses in over six years and will not distribute dividends; ② Lithium prices have cumulatively fallen by over 80% since 2022, and nickel prices have dropped by half since the beginning of 2023. Miners are entering an era of capital discipline, and future acquisitions may trigger a wave of Industry consolidation.
Ganfeng Lithium to Fully Buy Solar Equipment-Making Subsidiary for 200 Million Yuan
Hong Kong stock announcement for treasure hunting | STANCHART (02888) released its full-year performance for 2024, with revenue increasing by 14% year-on-year to 19.7 billion USD, setting a historical high.
Great Wall Motor (02333) plans to acquire the remaining 80% stake in Wuxi Xindong to enhance industry synergy and overall competitiveness……
GANFENGLITHIUM (002460.SZ) plans to directly Hold 71.352% equity in Shenzhen Yichu to enhance Operation management capabilities.
GANFENGLITHIUM (002460.SZ) announced that the company plans to sell to its holding subsidiary Jiangxi GANFENGLITHIUM at a price of 0.2 billion yuan...
Statistics of the open positions in Hong Kong stocks | February 21
Zhitong Hong Kong Stock Short Position Held | February 21
[Brokerage Focus] CITIC SEC: The industrialization of Solid State Battery is accelerating, significantly increasing the demand for lithium.
Jingwu Financial News | CITIC SEC indicates that leading battery and auto manufacturers are laying out plans for Solid State Batteries, and the industrialization of Solid State Batteries is on the horizon. High-performance Solid State Batteries bring more application scenarios, and downstream demand may have greater imaginative potential, such as in electric vertical takeoff and landing aircraft (eVTOL), humanoid robots, VR terminals, and high-performance Consumer Electronics, which have high requirements for battery performance and are expected to be equipped with Solid State Batteries, bringing a new growth curve to the Lithium Battery Industry. The firm estimates that by 2030, global Solid State Battery shipments will reach 642.6 GWh, with a CAGR of 133% from 2024 to 2030. The firm noted that Solid State...
