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Is Tianqi Lithium (SZSE:002466) Using Too Much Debt?
Hong Kong stocks unusual | Lithium stocks rose in early trading, with some improvement in supply and demand in the lithium carbonate market. Solid state batteries continue to receive sustained catalyst.
Lithium stocks rose in the early trading session. As of the time of writing, ganfenglithium (01772) is up 3.85%, priced at 24.25 HKD; tianqi lithium corporation (09696) is up 3.33%, priced at 27.95 HKD.
Hong Kong stock concept tracking | Global demand for lithium batteries continues to grow in 2025, Australia's lithium mine production halt promotes lithium price rebound (including concept stocks)
Lithium mining in australia has ceased production, indicating that a reversal in the lithium industry is on the way.
Lithium battery elimination match exam question: Will solid state batteries be cheaper than liquid ones? Will sodium batteries account for half of the market? | Direct hit at the "Battery Davos".
①After the expansion of power batteries, the industry elimination has also entered a deep water area; ②Although the industry generally expects full solid state batteries to become the "next generation battery", experts point out that the bottleneck of conductivity, production equipment and cost still needs to be addressed; ③Affected by the sharp drop in lithium prices, the industrialization speed of sodium batteries has slowed down, and sodium batteries will still need time to reduce costs and increase efficiency in order to win market share in the new round of energy storage competition.
Lithium stocks are under pressure. tianqi lithium corporation (09696) fell by 3.75%. Institutions indicate that the sustainability of lithium carbonate prices should not be overly optimistic.
Jinwu Financial News | Lithium stocks are under pressure, with tianqi lithium corporation (09696) down 3.75% and ganfenglithium (01772) down 2.13%. China securities co.,ltd. futures indicated that the rise in lithium carbonate is due to several factors, possibly including strong demand, cost support effects from production cuts, confirmation of a bottom from industry purchases, and a temporary imbalance of bullish and bearish forces. However, there is also significant upward pressure, with a simple and clear bearish logic, as the demand side cannot eliminate the risk of a decline, and rising prices may also lead to a recovery in supply. At the current price level, further support for an increase can only come from an explosive demand side, which is not yet a certain outcome.
The improvement in the supply-demand relationship has led to the average price of battery-grade lithium carbonate returning to 0.08 million yuan per ton. What will happen in the future?
Shanghai Ganglian e-commerce holdings' new energy fund research team analyzed to journalists that the short-term demand exceeding expectations has eased the continuous accumulation of warehouse inventory pressure, thereby promoting the market to repair the price level of this category; Founder Mo Ke of True Lithium believes that there is a 3-month time difference between lithium ore procurement and battery production, and this rise may be caused by capital disturbance. Next year, prices are feared to fall below 0.06 million yuan/ton, and it will still take about a year to clear the excess production capacity.
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