Cui Dongshu: In June, 43 GWh of lithium batteries were installed, with phosphate iron lithium batteries accounting for 74%, and the growth of ternary batteries slowing down.

In June, the shipment volume of lithium batteries was 43 GWh, a 30% YoY increase; the shipment volume of lithium iron phosphate batteries was 32 GWh, accounting for 74%, and the growth of ternary batteries slowed down. From January to June, the shipment volume of lithium batteries was 203 G, with a YoY increase of 34%.

Zhitong Finance03:43 ET

Ganfeng Lithium (002460.SZ): Partial completion of stock purchase for employee stock ownership plan reserved for 2023.

On July 19, GeLonghui reported that ganfenglithium (002460.SZ) announced that from July 2, 2024 to July 18, 2024, some of the employee stock ownership plan reserved by the company for 2023 was purchased through the Shenzhen Stock Exchange trading system using secondary market bidding, with a total of 478,280 shares of the company's A shares, accounting for 0.02% of the total share capital of the company. The highest purchase price was 29.65 yuan/share, the lowest was 28.20 yuan/share, and the average transaction price was 28.90 yuan/share. The total transaction amount was about RMB 13.8214 million, and the source of funds was the company.

Gelonghui FinanceJul 19 07:07 ET

Statistics of Short Positions in Intelligent Hong Kong Stocks | July 19th

Intelligent Hong Kong Stock empty position holding order | July 19th

Zhitong FinanceJul 19 06:30 ET

Ganfeng Lithium (01772.HK) received a shareholding of 0.3152 million shares from JPMorgan.

According to the latest equity disclosure information of the Stock Exchange, on July 12, 2024, ganfenglithium (01772.HK) received JPMorgan Chase & Co.'s shareholding of 0.3152 million shares with an average price of HKD 17.3447 per share, involving about HKD 5.4675 million. After the shareholding, the latest holding of JPMorgan Chase & Co. is 56.5261 million shares, and the shareholding ratio has increased from 13.92% to 14.00%.

Gelonghui FinanceJul 18 19:09 ET

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