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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.
Most lithium battery stocks fell, with ganfenglithium (01772) dropping by 3.51%. Institutions indicate that the overall profitability of the industry is still not optimistic.
Jinwu Finance News | Most lithium battery stocks fell, China Graphite (02237) down 7.95%, ganfenglithium (01772) down 3.51%, BYD Co., Ltd. (01211) down 2.46%, tianqi lithium corporation (09696) down 2.1%, tianneng power (00819) down 1.71%. Central China Securities issued a research report stating that global and china's sales of new energy vehicles continue to grow, with the driving force of china's new energy vehicle industry transitioning to product-driven; looking ahead to 2025, lithium battery demand continues to grow, focusing on the demand in the power and energy storage fields; combined with capacity release and downstream demand growth rates, the industry chain price.
Central China: Performance in the lithium battery industry will continue to improve in 2025, focus on four main lines.
Overall, it is expected that the sector's performance will be under pressure in 2024, and the sector's performance will recover and grow in 2025, but the differentiation will intensify.
Is Tianneng Power International (HKG:819) A Risky Investment?
Citic Sec: Overseas lithium mines expand production cuts, industry mergers and acquisitions accelerate.
The acceleration of industry mergers and acquisitions is an important sign in the mining industry's downward cycle, indicating that the industry is becoming optimistic about the future lithium prices and that the market generally recognizes that current lithium prices are at the bottom range, with limited expected further downward space.
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COWmustMoo OP : when market is down this one n a few are riding up..very interesting