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Guolian Securities: There is still a possibility of further decline in lithium prices in the second half of the year, and it is expected to accelerate the clearing of production capacity at that time.
Zhitong Finance and Economics App learned that Guolian Securities released a research report stating that based on the import volume of lithium salts in China from January to June, domestic production and sales of new energy, the current supply of lithium salts is still in a loose state. In the previous round of the lithium cycle, lithium resource stocks hit the bottom before lithium prices, and current lithium prices have reached the cash cost of high-cost suppliers. If the supply and demand remains loose in the second half of 2024, it is not ruled out that lithium prices may further decline, and then it is expected to accelerate production capacity clearance. In the new cycle, targets with secure resources and increasing production capacity each year are more elastic. Recommendation: Sinomine Resource Group (002738.SZ), Tianqi Lithium Corporation.
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Tianqi Lithium: Volatility in Lithium-Product Market Caused Substantial Fall in Sales Price of Lithium Products >002466.SZ
Tianqi Lithium: Volatility in Lithium-Product Market Caused Substantial Fall in Sales Price of Lithium Products >002466.
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