01772 GANFENGLITHIUM
- 24.700
- +0.200+0.82%
GANFENGLITHIUM News
ganfenglithium (01772.HK) was subject to a shareholding reduction of 2.0139 million shares by jpmorgan.
On November 28, according to the latest equity disclosure information from the Hong Kong Stock Exchange, on November 22, 2024, ganfenglithium (01772.HK) was partially sold by JPMorgan Chase & Co. at an average price of HKD 24.641 per share, totaling approximately HKD 49.6234 million for 2.0139 million shares. After the shareholding reduction, JPMorgan Chase & Co.'s latest number of shares held is 35,305,533, and the shareholding ratio decreased from 9.24% to 8.74%.
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.
Solid state batteries accelerate the reshaping of the lithium battery industry chain, eVTOL manufacturers call for breakthroughs in materials end | Focus on.
1. The contact mode between the solid state battery electrolyte and the active material has changed from solid-liquid contact to solid-solid contact, leading to a series of changes, including the attention to dry process technology and the corresponding equipment manufacturers are also iterating; 2. Solid-state batteries still face challenges in terms of cost and mass production; 3. The application end of eVTOL in the emerging industry xinxingchanye has attracted attention, with ehang believing that the current battery material end is still the bottleneck.
The Battery Film Special Committee advocates: resist "involutionary" vicious competition. Listed companies respond: prices will definitely return to rational levels in the future.
① The Battery Film Specialized Committee of the China Plastics Processing Industry Association advocates that the battery separator industry should not engage in price wars or market share disputes; ② Shenzhen Senior Technology Material stated that currently many small manufacturers are selling at a loss, and prices will definitely return to a more rational state in the future.
Express News | JPMorgan Chase & Co's Long Position in H-Shares of Ganfeng Lithium Increases to 9.79% on Nov 20 From 9.10% - HKEX
ganfenglithium (002460.SZ): The developed 320Wh/kg and 400Wh/kg high energy density battery is actively being connected with downstream customers for applications in related fields.
Ganfeng Lithium (002460.SZ) stated at the investor relations event on November 26th that the low-altitude economy currently shows enormous potential for development, covering multiple areas such as general aviation, drone logistics, and also demanding high requirements for batteries. The company's research and development of 320Wh/kg and 400Wh/kg high specific energy batteries are actively being integrated into relevant applications with downstream customers.
HK stock anomaly | Lithium prices may continue to fluctuate next year. Ganfeng Lithium (01772) fell more than 6%, tianqi lithium corporation (09696) fell nearly 4%.
Lithium stocks dropped in the afternoon. As of the time of writing, ganfenglithium (01772) fell by 5.95%, trading at 23.7 Hong Kong dollars; tianqi lithium corporation (09696) fell by 3.96%, trading at 26.7 Hong Kong dollars.
Citic Securities: The circle of swapping batteries is gradually expanding, and the industry may usher in new development opportunities.
Citic sec released a research report stating that compared to charging, battery swapping is a more efficient refueling method, while also having multiple advantages such as high safety and user-friendliness.
French miners lament that the profitability of nickel mining business cannot be achieved without china technology and equipment.
① The multinational mining giant Ehmann stated that western companies cannot make a profit in the nickel mining business in Indonesia without relying on china's technology, equipment, and management experience; ② Ehmann and BASF have canceled the 2.6 billion dollar nickel-cobalt refining plant project in Indonesia due to it being 'economically unfeasible'; ③ Ehmann is collaborating with China’s Qingshan Holding to operate the nickel mine in Weda Bay, with the CEO stating that china's technology, expertise, and equipment are key to competitiveness.
Hong Kong stocks market abnormal | Overseas lithium production reduction continuously sends price support signals. Ganfeng Lithium (01772) surged over 5%, Tianqi Lithium Corporation (09696) surged nearly 4%.
Lithium stocks rose in early trading. As of the time of writing, Ganfeng Lithium (01772) was up 4.79% at HK$25.15; tianqi lithium corporation (09696) was up 3.52% at HK$27.95.
Ganfeng Lithium Group Co., Ltd. (SZSE:002460) Stock Rockets 28% As Investors Are Less Pessimistic Than Expected
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.
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