01772 GANFENGLITHIUM
- 24.000
- -1.250-4.95%
GANFENGLITHIUM News
Express News | JPMorgan Chase & Co's Long Position in H-Shares of Ganfeng Lithium Decreases to 8.61% on Nov 18 From 9.17% - HKEX
New Aluminum Era (301613.SZ): Since 2024, the company has signed long-term supply agreements with CSC Jinling, ganfenglithium, and XCMG new energy fund.
Gelonghui, November 22nd | In the new aluminum era (301613.SZ), at recent investor relations activities, the company actively engaged in product solution exchanges and technical discussions with Contemporary Amperex Technology for new customers since 2023, and passed the Contemporary Amperex Technology's qualified supplier audit in May 2024, expecting to achieve mass production supply of battery pack products within 2024. In addition, since 2024, the company has signed long-term supply agreements with Zhongchuang Xinhang, Ganfeng Lithium, and Xugong New Energy, obtaining multiple designated projects for battery pack and related products.
Is the lithium battery industry chain about to bottom out? Insiders predict that prices are expected to rebound next year, with industry leaders emphasizing global layout | Exclusive coverage of the High Work Lithium Battery Annual Conference.
① At the 2024 High-tech Lithium Battery Annual Conference held yesterday, Zhang Xiaofei, chairman of High-tech Lithium Battery, predicted that the first quarter of next year will be the lowest price point, and in the second quarter of next year, the prices of battery raw materials will begin to rise; ② The future industry will face a more severe competitive landscape and capacity thresholds, and the solution offered by leading enterprises is to expand overseas.
【Industry Trends】China's railroads conduct large-scale trial operation of lithium batteries for the first time; multiple paper companies raise product prices.
For the first time, China's railroads conducted a large-scale trial transportation of lithium batteries on November 19. The first departure of the national railroad trial run of lithium batteries in Chongqing is waiting to depart on the Chongqing Changshou Yuba dedicated railroad (drone photo). Xinhua News Agency reporter Tang Yi captured the scene. On that day, three trains carrying power lithium batteries respectively departed slowly from the Chongqing Changshou Yuba dedicated railroad, Yibin Port in Sichuan, and Guiyang International Land Port. This is the first large-scale trial transportation of power lithium batteries by China's railroads, which will help facilitate the global distribution of domestically produced power lithium battery products. Source: xinhuanet co., ltd. Multiple papermaking companies have recently raised their product prices as factors such as supply and demand improvement have driven the price hikes.
The lithium battery sector has sounded the clarion call for a market counterattack, with technology stocks such as siasun robot&automation poised for takeoff.
Track the entire lifecycle of the main sector.
The three major Hong Kong stock indexes continued to show a volatile trend, with the lithium battery and golden industrial concept sectors performing prominently.
① Why have international gold prices strengthened? ② What news has stimulated the strength of consumer electronics stocks? ③ Has the short sell ratio in the Hong Kong stock market shown a decline?
Price fluctuations do not hinder supply clearance, the lithium battery sector welcomes layout opportunities.
Production cuts, maintenance, and spot price increases could not suppress market expectations despite the block orders' aggressive selling. After erasing a week's gains over two trading days, the market rebounded significantly. On November 19th, the lithium sector surged, with ganfenglithium and tianqi lithium corporation both reaching their upper limits on A-shares, while Hong Kong stocks rose by over 10%, with funds pouring in aggressively.
Hong Kong stocks fluctuated | Lithium stocks quickly surged in the afternoon, with ganfenglithium (01772) rising over 13% and tianqi lithium corporation (09696) currently up nearly 10%.
Lithium stocks surged rapidly in the afternoon, with ganfenglithium and tianqi lithium corporation A shares both hitting the daily limit. As of publication, ganfenglithium (01772) rose by 11.99%, trading at 26.15 HKD; tianqi lithium corporation (09696) increased by 9.43%, trading at 29.6 HKD.
Hong Kong stocks unusual | Lithium stocks rose in early trading, with some improvement in supply and demand in the lithium carbonate market. Solid state batteries continue to receive sustained catalyst.
Lithium stocks rose in the early trading session. As of the time of writing, ganfenglithium (01772) is up 3.85%, priced at 24.25 HKD; tianqi lithium corporation (09696) is up 3.33%, priced at 27.95 HKD.
Hong Kong stock concept tracking | Global demand for lithium batteries continues to grow in 2025, Australia's lithium mine production halt promotes lithium price rebound (including concept stocks)
Lithium mining in australia has ceased production, indicating that a reversal in the lithium industry is on the way.
Lithium battery elimination match exam question: Will solid state batteries be cheaper than liquid ones? Will sodium batteries account for half of the market? | Direct hit at the "Battery Davos".
①After the expansion of power batteries, the industry elimination has also entered a deep water area; ②Although the industry generally expects full solid state batteries to become the "next generation battery", experts point out that the bottleneck of conductivity, production equipment and cost still needs to be addressed; ③Affected by the sharp drop in lithium prices, the industrialization speed of sodium batteries has slowed down, and sodium batteries will still need time to reduce costs and increase efficiency in order to win market share in the new round of energy storage competition.
Lithium stocks are under pressure. tianqi lithium corporation (09696) fell by 3.75%. Institutions indicate that the sustainability of lithium carbonate prices should not be overly optimistic.
Jinwu Financial News | Lithium stocks are under pressure, with tianqi lithium corporation (09696) down 3.75% and ganfenglithium (01772) down 2.13%. China securities co.,ltd. futures indicated that the rise in lithium carbonate is due to several factors, possibly including strong demand, cost support effects from production cuts, confirmation of a bottom from industry purchases, and a temporary imbalance of bullish and bearish forces. However, there is also significant upward pressure, with a simple and clear bearish logic, as the demand side cannot eliminate the risk of a decline, and rising prices may also lead to a recovery in supply. At the current price level, further support for an increase can only come from an explosive demand side, which is not yet a certain outcome.
[Brokerage Focus] Goldman Sachs maintains a "buy" rating on contemporary amperex technology (300750) and is bullish on its plans to build a factory in the usa.
Jinwu Financial News | Goldman Sachs released a research report indicating that the chairman of Contemporary Amperex Technology revealed that the company is considering the possibility of building a factory in the USA. If the Trump administration allows Chinese companies to invest in the USA's electric vehicle supply chain, Contemporary Amperex Technology is expected to increase its market share in the battery sector in the USA. Goldman Sachs believes that this move will help alleviate investors' concerns about geopolitical risks and may enhance the company's valuation multiples. The report mentions that Contemporary Amperex Technology currently has a small market share in the USA, primarily licensing battery technology to auto manufacturers, including Ford and Tesla. Goldman Sachs expects that if Contemporary Amperex Technology can establish a battery plant in the USA, its
Hong Kong stocks fluctuated | Non-ferrous stocks collectively under pressure, jl mag rare-earth (06680) fell nearly 8% in the afternoon as the strong dollar continued to exert pressure on non-ferrous metals.
The colored stocks are collectively under pressure. As of the time of publication, jl mag rare-earth (06680) is down 7.3%, trading at 8.76 Hong Kong dollars; ganfenglithium (01776) is down 7.16%, trading at 24 Hong Kong dollars; lingbao gold (03330) is down 4.92%, trading at 2.9 Hong Kong dollars.
ganfenglithium received a pledge of 22.4 million shares from shareholder Li Liangbin.
Ganfenglithium (01772) announced that Jiangxi Ganfenglithium Group Co., Ltd. (hereinafter referred to as "the company") has recently received a notice regarding shareholder Li Liangbin pledging part of his shares held in the company. The number of pledged shares is 22.4 million, accounting for 1.11% of the company's total share capital.
Zhichong Hong Kong stocks early warning | New housing trade tax policy released, Tencent (00700) third quarter revenue grew by 8% year-on-year.
In the third quarter, tencent's international market game revenue increased by 5% quarter-on-quarter to 14.5 billion yuan, due to the revenue growth from games like "PUBG MOBILE".
Ganfenglithium (01772) received a pledge of 22.4 million shares from shareholder Li Liangbin.
ganfenglithium (01772) announced that Jiangxi Ganfeng Lithium Co., Ltd. (hereinafter referred to as the "Company") ...
Express News | Ganfeng Says Unit Has Completed Phase 1 of Goulamina Spodumene Project in Mali and Entered Trial Production, With Full Production Expected to Begin in December
The improvement in the supply-demand relationship has led to the average price of battery-grade lithium carbonate returning to 0.08 million yuan per ton. What will happen in the future?
Shanghai Ganglian e-commerce holdings' new energy fund research team analyzed to journalists that the short-term demand exceeding expectations has eased the continuous accumulation of warehouse inventory pressure, thereby promoting the market to repair the price level of this category; Founder Mo Ke of True Lithium believes that there is a 3-month time difference between lithium ore procurement and battery production, and this rise may be caused by capital disturbance. Next year, prices are feared to fall below 0.06 million yuan/ton, and it will still take about a year to clear the excess production capacity.
Hong Kong stock market midday review: Hang Seng Index fell by 0.63% in the morning session, while the three major telecommunications operators rose against the trend.
The global 6G Development Conference is officially open. The latest research results on 6G will be released.
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