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China Graphite (02237): As of April 30, the total amount of proven, controlled, and inferred graphite mineral resources above 150 meters in altitude is approximately 12,205 thousand tons.
China Graphite (02237) announced that in 2023, the group has formulated an expansion plan, and has started at Beishan Mine...
China Graphite Group Unveils New Board Structure
China Graphite Limited (02237.HK) appoints He Kaidong as an independent non-executive director.
On September 24, CLUFinance reported that China Graphite (02237.HK) announced that Zhao Zhiqiao resigned as an independent non-executive director due to devoting more time to other personal affairs and no longer served as the chairman of the board's audit committee, a member of the board's nomination committee, a member of the board's remuneration committee, and a member of the board's compliance committee, effective September 24, 2024. On the same day, He Kaidong was appointed as an independent non-executive director, chairman of the audit committee, and a member of the compliance committee, effective September 24, 2024.
Citic Securities: Overseas lithium resources are being cleared at an accelerated pace, and expectations for a bottom in lithium prices are strengthening.
CITIC Securities released a research report stating that the lithium price rebounded in Q2 2024, driving the recovery of overseas lithium mine supply; lithium extraction from salt lakes in South America saw a year-on-year increase in production in Q2 2024, with a corresponding improvement in performance.
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.
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.
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