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Hong Kong stocks fluctuated | Lithium stocks warmed up in the morning, GANFENGLITHIUM (01772) remains optimistic about the medium to long-term demand in the lithium Industry, and the Sector still has allocation value.
Lithium stocks rebounded in the morning, as of the time of reporting, GANFENGLITHIUM (01772) rose by 3.72%, trading at 20.1 Hong Kong dollars; Tianqi Lithium Corporation (09696) increased by 2.8%, trading at 23.85 Hong Kong dollars.
Lithium stocks have stopped falling and stabilized. GANFENGLITHIUM (01772) rose by 4.23%. Institutions indicate that the price center of lithium is expected to rise in 2025.
Jinwu Finance News | Lithium stocks have stopped falling and stabilized. As of the time of writing, GANFENGLITHIUM (01772) is up 4.23%, and Tianqi Lithium Corporation (09696) is up 2.37%. According to news, Soochow released a Research Report stating that in the previous cycle, five Australian mines announced production cuts, which was one of the important factors for stopping the decline in lithium prices. In this current decline cycle, eight Australian mines have announced production cuts, and among them, seven mines announced production cuts intensively in 24H2, indicating a clear clearing signal in the Industry. There is space for inventory replenishment in the industry by 2025, with an actual growth rate expected to be nearly 30%, supply surplus narrowing, and the lithium price central expected to return to 0.08-0.085 million yuan, but the supply and demand situation.
Soochow: The supply clearance of lithium carbonate resources is accelerating, and the price center will rise by 2025.
Overseas Lithium mines have significantly reduced production; the supply surplus situation in 2025 is improving. It is determined that lithium carbonate prices have bottomed out, and the price center for lithium in 2025 is expected to rise. Bullish on leading companies with quality resources.
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Huafu Securities: In November, terminal demand exceeded expectations, leading to a short-term correction in lithium prices.
In November, driven by unexpected terminal demand, the production of cathodes increased significantly, boosting the demand for spot procurement of lithium carbonate. The upstream lithium salt factories have a strong sentiment to maintain prices, and the Quote has been significantly raised.
