Lithium prices fell, combined with SQM's performance decline, tianqi lithium corporation incurred a loss of 5.7 billion in the first three quarters, with reduced losses in Q3 compared to the previous quarter. | Interpretations

①Due to fluctuations in lithium prices and the year-on-year decline in performance of its affiliated company SQM, tianqi lithium corporation incurred a loss of 5.7 billion in the first three quarters. ②The decline in lithium prices and the misalignment of pricing mechanisms are still affecting the company, resulting in continued losses in Q3, but a reduction in losses compared to Q2. ③Regarding the 'nationalization' of SQM, currently, a lawsuit filed by tianqi lithium corporation's wholly-owned subsidiary in Chilean court is still under review.

cls.cnOct 30 11:22 ET

Upstream nickel resource development projects gradually reaching full production zhejiang huayou cobalt Q3 net profit hits historical high for the same period | interpretations

①Benefiting from the simultaneous increase in the volume and price of nickel products, zhejiang huayou cobalt's performance has stabilized, with a net profit in Q3 this year reaching the highest level for the same period in a single quarter; ②In the first three quarters of this year, zhejiang huayou cobalt's net profit has already reached 90% of the net profit for the entire previous year, and the full-year performance may exceed market expectations; ③In the first three quarters of this year, zhejiang huayou cobalt's financial expenses increased by 88.64% year-on-year, possibly related to the high corporate assets-liabilities ratio.

cls.cnOct 18 11:31 ET

Chengxin Lithium Group obtains the mining rights of Muruo lithium mine, accelerating the development of lithium mining in sichuan | Speed read announcement

①Chengxin Lithium Group acquired the Musovite lithium mine in 2021, and finally obtained mining rights three years later; ②Since the beginning of this year, listed companies have disclosed the progress of their Sichuan lithium mine projects, including Tianqi Lithium Corporation, Contemporary Amperex Technology, Great Power Mining, and Sichuan New Energy Power, indicating a potential acceleration.

cls.cnOct 17 10:29 ET

Tesla's Robotaxi is about to debut, analyzing the core beneficiary symbols.

Tesla will hold the Robotaxi autonomous driving taxi unveiling event on October 11th Beijing time.

cls.cnOct 5 21:01 ET

[Data Analysis] Institutions have been buying Baoding Tianwei Baobian Electric for two consecutive days, while powerful speculative capital has invested over 100 million yuan in the rush to buy Tianqi Lithium Corporation.

①State-owned enterprise reform concept stock baoding tianwei baobian electric received institutional buy-in of over 60 million yesterday, and also received institutional buy-in of over 60 million yesterday. ②The lithium battery sector surged. Multiple stocks received buy-in from institutions and retail investors, with tianqi lithium corporation receiving 0.106 billion buy-in from citic sec's Xian Zhuque Avenue business department.

cls.cnSep 11 06:22 ET

The recovery of consumer electronics has spread to the upstream of the industry chain, and Jiangsu Boqian New Materials stock has seen consecutive growth in performance | Interpretations

Consumer electronics recovery has spread to upstream raw material companies, and Jiangsu Boqian New Materials, a nickel powder production company for MLCC, saw a 223.67% increase in performance in the first half of the year. Journalists have noticed that since the fourth quarter of last year, the performance of Jiangsu Boqian New Materials has shown a continuous growth momentum. Insiders in the industry believe that in the second half of the year, with the increase in shipment volume of consumer electronics peak season and AIPC, AI mobile phones, etc., the performance of upstream raw material companies is expected to continue to improve.

cls.cnAug 21 10:01 ET