90,000, the last defense line of lithium prices? | Jianzhi Research

Has this round of liquidation just begun?

wallstreetcn21:28 ET

Worsened lithium prices? Annual production capacity increased by 79%, with four mines in Argentina jointly contributing, including Zijin Mining and Ganfeng Lithium.

Four new lithium mining projects in Argentina will be put into production in the coming weeks to months, which will nearly double Argentina's lithium production capacity. Although the new capacity will not be put into use immediately, the increased certainty of future supply will undoubtedly further increase the downward pressure on lithium prices.

wallstreetcnJun 29 02:33 ET

Contemporary Amperex Technology, which does not make cars, is crazy about investing in car companies | Jianzhi Research.

Contemporary Amperex Technology, which has repeatedly publicly announced that it will not produce autos, is increasing its investment in auto manufacturers. Recently, Zhiji Auto, a subsidiary of SAIC, welcomed a new round of financing. The new shareholders not only include the five largest banks' investment companies such as ICBC and Agricultural Bank of China, Shanghai State-owned Assets Supervision and Administration Commission and other top institutions, but also the leading power battery company Contemporary Amperex Technology participated in this capital increase. Since 2018, Contemporary Amperex Technology has invested in 9 new energy auto companies. What impact will the continuing expansion of this "friends circle" have on Contemporary Amperex Technology and related electric vehicle institutions? 1. Contemporary Amperex Technology has invested in nearly 10 new energy vehicle institutions. Now, coupled with Zhiji Auto, Contemporary Amperex Technology has

wallstreetcnJun 25 03:58 ET

Sichuan Yahua Industrial Group secures another large lithium order with Tesla | Jianzhi Research

Tesla, the largest customer deeply bound to the company, signed a long-term contract for the third time with Sichuan Yahua Industrial Group.

wallstreetcnJun 20 21:56 ET

When it was first covered, did Goldman Sachs think it could increase by another 50% during the Ningde era?

Goldman Sachs is optimistic about the technological advantages and profitability of the Ningde era, and gives a purchase rating and a target price of 304 yuan. The average annual EPS growth rate in the 2024-2030 era is 26%, of which 21% comes from sales growth and 1% from unit gross profit expansion.

wallstreetcnMay 20 04:34 ET

Lithium prices plummeted, falling out of 19% profit growth in the Ningde era | Insight Research

Q1 In the Ningde era, revenue declined, but profit increased

wallstreetcnApr 15 20:56 ET