01772 GANFENGLITHIUM
- 15.860
- -0.360-2.22%
GANFENGLITHIUM News
"Buy more as it falls!" Traders take advantage of the price drop to stock up, and the nickel industry may enter a phase of bottoming out | New cycle of csi commodity equity index
1. Some traders have indicated that the nickel price has already dropped to the psychological bottom range, and they are beginning to stock up on low stock price; 2. Currently, high-cost nickel production capacity is gradually being cleared out globally; 3. The future nickel price has limited downside potential, and may experience a phase of bottoming out.
Hong Kong Stock Exchange | The situation of oversupply of lithium carbonate has not changed. Tianqi Lithium Corporation (09696) drops more than 4%, Ganfeng Lithium (01772) drops more than 3%.
Lithium stocks fell again. As of the press release, tianqi lithium corporation (09696) fell by 4.62%, closing at HKD 19.84. Ganfenglithium (01772) fell by 3.45%, closing at HKD 15.66.
Is the domestic battery production capacity underestimated? JPMorgan: Potential additional capacity reaches 700GWh, it will take at least 3 years to digest.
jpmorgan believes that more than 700GWh of 'under construction fixed assets' will not be fully absorbed until the end of 2027, and this phenomenon is particularly evident among second-tier battery manufacturers. Third-tier companies may exhaust their cash and quietly exit the market in the coming years. However, given the market concentration, the exit of these companies has almost no impact on the industry's competitive landscape.
Lithium Price Bounce Likely on Potential Supply Curtailment -- Market Talk
CATL May Reduce Lithium Output Given Price Pressures -- Market Talk
HSBC: Lowering target price for ganfenglithium (01772) and tianqi lithium corporation (09696), expecting only a short-term rebound in lithium prices.
HSBC maintains a "shareholding" rating on Ganfeng Lithium (01772) and Tianqi Lithium Corporation (09696).
The price of lithium carbonate futures has surged, with a single-day increase of nearly 0.03 million contracts. The rumor of production suspension at Contemporary Amperex Technology has been confirmed. Will there be a bottoming out and rebound?
① Market experts have stated that if there is a significant reduction in the output of lithium carbonate in the coming months, the destocking level in September and October may exceed expectations; ② As the consumer market enters the peak season of "Golden September and Silver October", the fundamentals have improved recently and a turning point in inventory has already emerged.
Express News | JPMorgan Chase's Long Position in H-Shares of Ganfeng Lithium Decreases to 11.22% on Sept 6 From 12.12% - HKEX
Ganfeng Lithium (002460.SZ): The high-energy-density battery developed in the field of solid state battery has reached a specific energy density of 420Wh/kg.
Ganfenglithium (002460.SZ) stated on the investor interaction platform on September 11 that the high specific energy density battery developed by the company in the field of solid state batteries has reached 420Wh/kg, with a cycle life of over 700 times. The company has also developed samples with an energy density of 500Wh/kg, which can withstand rigorous safety tests such as 200℃ heat box and needle puncture.
A shares closing review: Shanghai Composite Index fell by 0.82%, hitting a new low, lithium batteries and photovoltaics collectively surged, high-priced stocks continued to drop.
Over 3500 shares fell, with a total trading volume of 499.6 billion yuan for the whole day, a decrease of 28.1 billion yuan from the previous trading day.
August production and sales performance explodes! Another round of policy support, multiple new energy vehicle stocks hit the limit up.
September is expected to continue.
TrendForce: Cell prices continued to decline in August, and demand is expected to pick up in September.
According to the latest research results from TrendForce, the market situation of battery metals such as nickel, cobalt, and lithium remained weak in August, and the prices of related raw materials continued to fall.
Did the lithium battery sector rise sharply? Is the cyclical bottom here?
In the futures market, the main contract for lithium carbonate rose more than 7% at one point during the intraday trading, reaching a high point in over a week.
HK Stock Market | Contemporary Amperex Technology reportedly suspends lithium production in Jiangxi, Tianqi Lithium Corporation (09696) briefly rose by over 14%, Ganfeng Lithium (01772) currently up by over 10%.
Today, lithium stocks opened high and rose. Tianqi Lithium Corporation (09696) once rose by more than 14%. As of the time of writing, Tianqi Lithium Corporation has risen by 12.07% to HKD 20.8; Ganfeng Lithium (01772) has risen by 10.3% to HKD 17.14.
Express News | JPMorgan Chase & Co's Short Position in H-Shares of Ganfeng Lithium Decreases to 2.97% on Sept 4 From 3.58% - HKEX
Hong Kong stock concept tracking | It is a fact that the reduction of Australian mines, the bottom of the lithium carbonate sector is waiting for a rebound (with concept stocks)
From the recent guidance of Australian mines, it can be seen that the reduction and control of lithium production brought about by low lithium prices has indeed occurred, and the reduction in volume has become a fact.
20 companies participated! Photovoltaic leader predicts that the bottom has been reached. Three major directions of lithium battery companies are being watched closely. | Directly hit the earnings conference of the Star New Energy Fund.
① In the photovoltaic industry, leading companies mentioned that the bottom of the industry has been reached, but the turning point still needs time. Many leading companies have disclosed tax incentives for building factories in the USA. ② In the lithium battery industry, solid state batteries, consumer batteries, and overseas markets have become breakthrough points for companies. ③ Enterprise capacity and capacity utilization are of concern. Many companies mentioned that capacity utilization will increase.
HK Stock Market Moves | Lithium prices fell below 70,000 yuan. tianqi lithium corporation (09696) and ganfenglithium (01772) both fell by more than 3%.
The lithium industry's stock performance is sluggish. As of the time of writing, Tianqi Lithium Corporation (09696) fell 3.48%, closing at HKD 18.84; Ganfeng Lithium (01772) fell 3.11%, closing at HKD 16.18.
Ganfeng Lithium (01772) fell 32.10% to HKD 16.300, hitting a 52-week low.
As of 11:48, Ganfenglithium (01772) fell by 32.10% compared to the previous closing price, now at 16.300 yuan, hitting a 52-week low; with a volume of 2.141 million shares, and a turnover of 34.8745 million Hong Kong dollars.
Ganfeng Lithium Group (SZSE:002460) Is Making Moderate Use Of Debt
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