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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.
The Returns At Yongxing Special Materials TechnologyLtd (SZSE:002756) Aren't Growing
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.
Yongxing Special Materials Technology (002756.SZ): plans to jointly establish a holding subsidiary with related parties.
On December 23, Gelonghui reported that Yongxing Special Materials Technology (002756.SZ) announced that in order to actively respond to the market changes in the Special Steel New Materials Business, continuously promote product structure optimization and adjustment, consistently reduce production costs, enhance the market competitiveness of the company's special steel business, and promote the company's sustainable and high-quality development, the company plans to jointly invest with its deputy general manager Mr. Yao Guohua and other management personnel in the special steel new materials business to establish a holding subsidiary. This holding subsidiary will participate in the operation and management of the special steel new materials business, aiming to further improve the operating profits of the company's special steel business based on the current performance, through the strong binding of the company and the operators.
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.
Yongxing Special Materials Technology Co.,Ltd (SZSE:002756) Held Back By Insufficient Growth Even After Shares Climb 26%
