The surplus situation is difficult to change, and the price of lithium carbonate continues to decline! How long can the cost line of 0.08 million yuan/ton last?

Approaching the cost line

Gelonghui FinanceJul 18 03:08 ET

Soochow Securities: domestic forklift lithium battery short delivery advantage can be sustained, bullish on increasing market share and structural optimization for going abroad.

In 2024, under the trend of tightening eco-friendly policies, the stock of National IV diesel vehicles will replace National II and below diesel vehicles, and the penetration rate of high-value lithium electric forklifts will increase. Domestic sales are expected to continue to grow, optimizing the structure.

Zhitong FinanceJul 17 23:45 ET

The contradiction between supply and demand is prominent! The price of lithium carbonate continues to fall, and the cost line of 80,000 yuan/ton is in danger.

Due to oversupply and continuous insufficient demand, the price of lithium carbonate has been falling steadily in the recent period.

Zhitong FinanceJul 17 19:44 ET

Brokerage Focus: CITIC Securities expects a turbulent upward trend in the A-share market in the second half of the year.

Jingu finance news | CCB international releases its outlook on Hong Kong stock market strategy for the second half of the year. The Hong Kong stock bear market since 2023 ended in January this year and has entered a shaking bull market. The Chinese fundamentals remain moderately repaired, and the policy tone continues to be based on stability. The chance of issuing strong stimulus policies is small, and the "strong production and weak demand" pattern will persist for a while, with a slight fluctuation in corporate profit recovery. The orderly slowdown of inflation and employment in the United States, along with a moderate economic growth, is expected to result in the earliest Fed rate cut in September this year and marginally benefit Hong Kong stock liquidity. The Hang Seng Index is currently at a historically low valuation level, and listed companies are actively buying back and increasing dividends.

金吾財訊Jul 17 04:51 ET

HK stocks fluctuated | BYD Electronic (00285) rose more than 4% with AI innovation driving Apple replacement wave, company expected to benefit deeply.

BYD Electronic (00285) has risen by over 4%. As of press time, it has risen by 3.87% to HKD 37.6 with a turnover of HKD 0.352 billion.

Zhitong FinanceJul 16 03:09 ET

Sodium-electric and semi-solid, half flame and half seawater | Jianzhi Research

Thanks to the new energy autos achieving a record high in delivery, the production, sales and installation volume of power batteries also hit a new high in June this year in all dimensions.

wallstreetcnJul 11 06:18 ET