In January, lithium battery companies' production scheduling improved, and the supply-demand relationship is expected to continue to improve after the Spring Festival.

① Recently released data from Shenzhen GaoGong Industry Research Institute indicates that lithium battery companies are expected to adjust their production schedules upwards in January 2025. ② A Research Report from Soochow states that production is expected to rebound rapidly after the Spring Festival, and the supply-demand relationship will continue to improve.

cls.cn18:51 ET

Big changes! China Northern Rare Earth cancels the listing price and adopts the real-time Quote from the Rare Earth Exchange. Is the Trade for rare earth prices based on the "Baotou Index" being put on the agenda?

① Starting from January 2025, China Northern Rare Earth will no longer publish listed prices, and future long-term contract prices will use the real-time Quote from the Rare Earth Exchange; ② The Rare Earth Exchange will collect prices, and the landscape of rare earth Quote merchants will undergo a "major reshuffle," and the related Trade prices of rare earth concentrates may also change; ③ China Northern Rare Earth adopting the Quote from the Rare Earth Exchange is more fundamentally aimed at creating a rare earth price trading "Baotou Index."

cls.cnJan 6 03:23 ET

Accelerate the development of "non-lithium" projects. Sinomine Resource Group announces two investment plans with a scale exceeding 5.7 billion yuan｜Read the announcement quickly.

① Sinomine Resource Group announced today investment plans for two subsidiaries, involving Copper and Other Metals, with an intended investment scale exceeding 5.7 billion yuan. ② In fact, Sinomine Resource Group has been laying out plans for Copper mines for many years, but no revenue from Copper-related products exceeding 10% has been observed in annual reports over the years. Since the beginning of this year, the pace of advancement in Copper mining by Sinomine Resource Group has significantly accelerated.

cls.cnDec 27, 2024 10:59 ET

One month later, Yunnan Lincang Xinyuan Germanium Industry, a Semiconductor company, increased its capital by 0.4 billion yuan. The "Huawei system" may relinquish its position as the second Shareholder.丨Read the announcement quickly.

① One month later, Yunnan Lincang Xinyuan Germanium Industry's subsidiary Xinyao Pufang plans to increase capital by 0.4 billion yuan again; ② After introducing shareholders like the "national team", the "Huawei system" may relinquish the position of the second shareholder.

cls.cnDec 19, 2024 18:17 ET

The lithium carbonate market is stable with an upward trend, and institutions predict that the inflection point of lithium salt inventory is about to come.

shanghai ganglian e-commerce holdings data shows that on November 1st, the price of lithium carbonate rose by 1000 yuan compared to the previous day, with an average price of 0.074 million yuan/ton. According to the Business Society, the lithium carbonate market has shown a stable and rising trend recently, mainly due to the increased purchasing willingness of downstream customers.

cls.cnNov 3, 2024 18:52 ET

Q3 non-GAAP net profit turned from profit to loss quarter-on-quarter, sinomine resource group's performance "changes color" | interpretations

① Sinomine Resource Group's Q3 non-net income turned from profit to loss; ② Industry insiders analyze that after the bottoming out of lithium carbonate prices in the third quarter, stabilizing rebound is mainly related to the oversupply situation of lithium carbonate in July and August. It is expected that the price of lithium carbonate in the fourth quarter will continue to fluctuate weakly. The current psychological hedge price in the upstream is between 0.078 million-0.08 million yuan/ton. It is expected that the monthly supply of lithium carbonate will turn into surplus in December, and prices will continue to decline.

cls.cnOct 28, 2024 12:01 ET