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

What are the cost advantages of salt lakes? Rare lithium enterprise tibet mineral development's H1 revenue and profit both doubled | interpretations

Tibet Mineral Development achieved a revenue of 0.392 billion yuan in the first half of the year, a year-on-year increase of 38.4%; net income of 0.111 billion yuan, a year-on-year increase of 338.99%. According to the company's recent disclosure, the 10,000-ton battery-grade lithium carbonate project started trial production on June 30 this year, with a total cost of 0.0425 million yuan/ton, and a total cost of 0.0241 million yuan/ton after deducting by-products.

cls.cnAug 20 09:06 ET

Youngy Co., Ltd. suffered a double-digit decline in revenue and net profit in the first half of the year, due to setbacks in its three major products. Interpretations of the financial report.

1. The business of lithium concentrate, lithium salt and lithium battery equipment is frustrated, and the operating income and net profit of Youngy Co., Ltd. have both declined year-on-year in the first half of the year. 2. The company's net profit in the second quarter increased on a month-on-month basis, which is different from the industry. Some industry analysts told Cailian Press that it may be due to the company's different accounting methods across periods and from other companies. 3. The location of the 2.5 million ton/year Yan-Yangba lithium ore dressing project, which has attracted attention in the industry, has not yet been determined, and there is uncertainty in the project construction and production time.

cls.cnAug 19 19:33 ET

First half year performance under pressure, Q2 pressure relieved. Zhejiang Huayou Cobalt: The effect of integrated operation strategy is gradually showing | Interpretations.

- Due to the sharp decline in the price of lithium-nickel, Huayou Cobalt's performance was under pressure in the first half of the year, but in the second quarter, the company's revenue and net profit both stopped falling. - Huayou Cobalt stated that its second-quarter performance increased significantly compared to the first quarter, mainly because upstream nickel resource development projects gradually achieved production targets.

cls.cnAug 19 10:03 ET

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

Has this round of liquidation just begun?

wallstreetcnJul 3 21:28 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