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Excess consensus strengthens! Hong Kong stock lithium battery sector accelerates weakness, institutions say "Golden September and Silver October" difficult to meet expectations.
① The Hong Kong listed lithium battery sector is weakening. What bearish factors are continuing to ferment? ② Tianqi Lithium Corporation's H shares hit a historic low. How do institutions view the future market outlook?
Northeast Securities: Overseas lithium mine inventory significantly reduced in 2Q24, selling price rebounded compared to the previous quarter.
As of the end of 2Q24, australia's lithium concentrate cumulative inventory is approximately 0.249 million tons (~ 0.031 million tons LCE), a decrease of 0.236 million tons (~ 0.03 million tons LCE) compared to the previous period, a decrease of 48.7%.
HK stocks fluctuations | Ganfenglithium (01772) fell more than 5% in early trading, lithium pyroxene prices accelerated decline, the oversupply of lithium carbonate supply and demand pattern is difficult to change in the short term.
ganfenglithium (01772) fell more than 5% in early trading. As of the time of writing, it was down 4.83% to HK$17.74, with a turnover of HK$26.5543 million.
Brokerage Morning Meeting Highlights: The industrialization of solid state batteries is starting, and China's lithium batteries will lead the world.
At today's brokerage morning meeting, HTSC believes that globalization and intelligence have opened up opportunities for bottom fishing in the auto parts industry; China Securities Co., Ltd. pointed out that the commercial aerospace and aviation sectors are growing rapidly and bullish on the structural recovery of the military industry; CITIC Securities stated that the industrialization of solid-state batteries has begun, and China's lithium batteries will lead the world.
Express News | JPMorgan Chase & Co's Long Position in H Shares of Ganfeng Lithium Decreases to 11.71% on Aug 19 From 12.22% - HKEX
Hong Kong Stock Market Surges | SQM expects lithium prices in Q3 to be lower than Q2. Ganfeng Lithium (01772) and Tianqi Lithium (09696) both fell more than 4%.
Lithium stocks fell in early trading. As of the time of writing, Tianqi Lithium Corporation (09696) fell 4.02% to HKD 20.30, while Ganfeng Lithium (01772) fell 3.87% to HKD 18.36.
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151453268 witso : Pls was definitely on the radar a while back but the thought of a slow recovery due to renewable uptake uncertainty, governments and market hold ups made it disappear, i do like Renascor resources graphite due to the potential supply side and china cant continue to dilute the price for ever when they kick off maybe a watch.