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Lithium stocks are under pressure, GANFENGLITHIUM (01772) fell by 4.65%, and Institutions indicate that lithium prices may be difficult to maintain recent highs.
Jingu Financial News | Lithium stocks are under pressure, as of the time of publication, GANFENGLITHIUM (01772) is down 4.65% and Tianqi Lithium Corporation (09696) is down 3.21%. In terms of news, Daiwa Capital Markets stated in a research report to clients that the Global lithium supply is expected to grow by 12-28% from 2025 to 2026 due to increased production in key regions such as Argentina, Australia, and Africa. However, the team warned that due to oversupply, lithium prices may still face pressure. Currently, China's LCE (lithium carbonate
Hong Kong stocks are moving differently | Lithium stocks fell in early trading, Rio Tinto expanded its production capacity in Argentina, and Institutions expect lithium prices to fluctuate at the bottom Range next year.
Lithium stocks dropped in morning trading. As of the time of this report, GANFENGLITHIUM (01772) fell by 4.2%, trading at 21.65 Hong Kong dollars; Tianqi Lithium Corporation (09696) fell by 3.21%, trading at 25.65 Hong Kong dollars.
haitong sec: The average price of lithium carbonate has slightly decreased, and the demand for the lithium battery industry chain will gradually increase with the development of electric vehicles.
In the future, as the raw material costs of the lithium battery industry chain continue to decrease, combined with policy support and the ongoing increase in end-user demand, the sales of electric vehicles are expected to continue growing, and the demand for the lithium battery industry chain will gradually rise.
Soochow: The supply and demand reversal in the lithium battery industry is imminent, and a bullish outlook is strong.
Soochow Securities stated that the demand in the lithium battery industry has exceeded expectations, with a non-weak season from November to December. The demand for 2025 has been revised up to over 30% growth, and the current valuation is at the profit bottom. Industry leaders are showcasing significant technological innovation and cost advantages, with profitability set to recover first. A supply-demand reversal is imminent, and there is strong bullish sentiment.
gtja: The lithium price has bottomed out by the end of 2024, and it is expected to fluctuate in the bottom range in 2025.
Due to the time lag in the construction of lithium projects, the overall upstream lithium capacity expansion is lagging behind the rise in lithium prices, and there are still a large number of projects awaiting implementation for expansion.
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