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The continuous decline in lithium-nickel prices has led to a deterioration in Earnings Reports of Australian mining companies, and signs of an Industry consolidation wave are beginning to emerge.
① Three Lithium miners in Australia have reported their largest half-year losses in over six years and will not distribute dividends; ② Lithium prices have cumulatively fallen by over 80% since 2022, and nickel prices have dropped by half since the beginning of 2023. Miners are entering an era of capital discipline, and future acquisitions may trigger a wave of Industry consolidation.
Tianqi Lithium Corporation's (SZSE:002466) Business Is Trailing The Industry But Its Shares Aren't
Hong Kong Stock Morning Report | Two departments encourage foreign investment to conduct Private Equity in China. Meituan will pay social insurance for full-time and stable part-time delivery riders.
① Two departments: Encouraging foreign investment to engage in Private Equity in China, guiding more high-quality foreign capital to invest long-term in our listed companies. ② State-owned Assets Supervision and Administration Commission: Accelerating the establishment of an evaluation system for state-owned enterprises to fulfill their Global Strategy missions. ③ Meituan: Will provide social insurance for full-time and stable part-time delivery riders. ④ Federal Reserve minutes: Interest rate cuts require further decline in inflation, and tariff policies add uncertainty.
Tianqi Lithium Updates Asset Impairment Provisions for 2024
Express News | Tianqi Lithium Corp - Tlea Does Not Need to Recognize Asset Impairment Provision for Lithium Hydroxide Project Train I
[Brokerage Focus] CITIC SEC: The industrialization of Solid State Battery is accelerating, significantly increasing the demand for lithium.
Jingwu Financial News | CITIC SEC indicates that leading battery and auto manufacturers are laying out plans for Solid State Batteries, and the industrialization of Solid State Batteries is on the horizon. High-performance Solid State Batteries bring more application scenarios, and downstream demand may have greater imaginative potential, such as in electric vertical takeoff and landing aircraft (eVTOL), humanoid robots, VR terminals, and high-performance Consumer Electronics, which have high requirements for battery performance and are expected to be equipped with Solid State Batteries, bringing a new growth curve to the Lithium Battery Industry. The firm estimates that by 2030, global Solid State Battery shipments will reach 642.6 GWh, with a CAGR of 133% from 2024 to 2030. The firm noted that Solid State...
