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haitong sec: The average price of lithium carbonate has slightly decreased, and the demand for the lithium battery industry chain will gradually increase with the development of electric vehicles.
In the future, as the raw material costs of the lithium battery industry chain continue to decrease, combined with policy support and the ongoing increase in end-user demand, the sales of electric vehicles are expected to continue growing, and the demand for the lithium battery industry chain will gradually rise.
Soochow: The supply and demand reversal in the lithium battery industry is imminent, and a bullish outlook is strong.
Soochow Securities stated that the demand in the lithium battery industry has exceeded expectations, with a non-weak season from November to December. The demand for 2025 has been revised up to over 30% growth, and the current valuation is at the profit bottom. Industry leaders are showcasing significant technological innovation and cost advantages, with profitability set to recover first. A supply-demand reversal is imminent, and there is strong bullish sentiment.
gtja: The lithium price has bottomed out by the end of 2024, and it is expected to fluctuate in the bottom range in 2025.
Due to the time lag in the construction of lithium projects, the overall upstream lithium capacity expansion is lagging behind the rise in lithium prices, and there are still a large number of projects awaiting implementation for expansion.
Tianqi Lithium Plans New Share Incentive Schemes
Tianqi Lithium Target Price Lowered to CNY36.00 From CNY45.00 by Daiwa Capital Markets >002460.SZ
Most lithium battery stocks fell, with ganfenglithium (01772) dropping by 3.51%. Institutions indicate that the overall profitability of the industry is still not optimistic.
Jinwu Finance News | Most lithium battery stocks fell, China Graphite (02237) down 7.95%, ganfenglithium (01772) down 3.51%, BYD Co., Ltd. (01211) down 2.46%, tianqi lithium corporation (09696) down 2.1%, tianneng power (00819) down 1.71%. Central China Securities issued a research report stating that global and china's sales of new energy vehicles continue to grow, with the driving force of china's new energy vehicle industry transitioning to product-driven; looking ahead to 2025, lithium battery demand continues to grow, focusing on the demand in the power and energy storage fields; combined with capacity release and downstream demand growth rates, the industry chain price.
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