The surplus situation is difficult to change, and the price of lithium carbonate continues to decline! How long can the cost line of 0.08 million yuan/ton last?

Approaching the cost line

Gelonghui FinanceJul 18 03:08 ET

Soochow Securities: domestic forklift lithium battery short delivery advantage can be sustained, bullish on increasing market share and structural optimization for going abroad.

In 2024, under the trend of tightening eco-friendly policies, the stock of National IV diesel vehicles will replace National II and below diesel vehicles, and the penetration rate of high-value lithium electric forklifts will increase. Domestic sales are expected to continue to grow, optimizing the structure.

Zhitong FinanceJul 17 23:45 ET

The contradiction between supply and demand is prominent! The price of lithium carbonate continues to fall, and the cost line of 80,000 yuan/ton is in danger.

Due to oversupply and continuous insufficient demand, the price of lithium carbonate has been falling steadily in the recent period.

Zhitong FinanceJul 17 19:44 ET

FAW-Volkswagen is going to fight a tough battle.

Eager to break through.

wallstreetcnJul 16 06:00 ET

Sodium-electric and semi-solid, half flame and half seawater | Jianzhi Research

Thanks to the new energy autos achieving a record high in delivery, the production, sales and installation volume of power batteries also hit a new high in June this year in all dimensions.

wallstreetcnJul 11 06:18 ET

Revolutionary changes in lithium mining? IBAT has achieved commercialization of new lithium extraction technology for the first time.

The metal that is crucial for energy transition—lithium, has had a major breakthrough in mining technology. With the direct lithium extraction (DLE) technique, lithium production capacity is expected to double compared to current levels.

wallstreetcnJul 11 05:24 ET