Minsheng Securities released a research report on April 26 stating that it gave Huayou Cobalt (603799.SH) a recommended rating. The main reasons for the rating include: 1) incident: the company released its 2023 annual report and 2024 quarterly report; 2)
Minsheng Securities released a research report on April 26 stating that it gave Huayou Cobalt (603799.SH) a recommended rating. The main reasons for the rating include: 1) incident: the company released its 2023 annual report and 2024 quarterly report; 2) volume: production capacity expansion, sales of nickel and lithium battery materials bucked the trend; 3) project progress: overseas resource projects are progressing steadily; 4) core highlights: the expansion of lithium battery material production capacity is progressing steadily, and the integrated layout is deep. (Mainichi Keizai Shimbun)
Huayou Cobalt (603799): The risk of impairment is gradually emerging, and the nickel clean-up business ushered in continued volume
The 2023 and 1Q24 results fell short of our expectations. The company announced its 2023 results: operating income of 66.3 billion yuan, +5.2% year over year, and net profit to mother of 3.35 billion yuan, -14.3% year on year. Of which 4Q
Express News | Yahua Group: 2023 revenue of 11.895 billion yuan, cash dividend of 0.35 yuan for every 10 shares
Counting down to 2 days, industry leaders gathered at the Chongqing Battery Show “Ning Wang” to earn 10 billion dollars in Q1, and Tianqi Lithium is expected to lose 4 billion dollars in the lithium battery industry. Who is working for whom now? |Chongqin
① Under the “volume increase and price reduction” market, the Q1 performance of lithium battery industry chain companies was divided, and the future development trend of the battery industry attracted market attention. Coinciding with this, CIBF 2024 will be held in Chongqing from April 27 to 29; ② New technologies such as solid-state batteries have become a hot topic in the market. The Co-CEO of Zhiji Auto said that the first generation of Lightyear solid-state batteries will actually be mass-produced within this year.
The stock price crashed by nearly 20%, and the “black swan” from Chile broke through the psychological defenses of Tianqi Lithium (09696) investors
Explosive performance triggered a letter from regulators to inquire. The secondary market opened low, and stock prices fell by nearly 20%. On April 24, Tianqi Lithium (09696) ushered in the “darkest hour.” The Zhitong Finance App learned that on the evening of April 23, Tianqi Lithium released a performance forecast for the first quarter of this year: net loss for the first quarter of this year is expected to be 36.43 billion yuan, compared with net profit of 4.875 billion yuan for the same period last year, changing from profit to loss year-on-year. Tianqi Lithium's sudden large advance loss attracted the attention of regulators. Soon thereafter, Tianqi Lithium received a letter of concern from the Shenzhen Stock Exchange requesting it to quantitatively analyze the reason for the sharp increase in losses, and said
A-share lithium ore stocks rebounded, 100 million weft lithium energy rose more than 7%
Gelonghui, April 25 | Everweft Lithium Energy rose more than 7%, followed by Rongjie Co., Ltd., Yahua Group, Chuanneng Power, Ganfeng Lithium, and Tibet's Everest.