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Fubao News: Mentality collapsed, the price of battery-grade lithium carbonate fell 12,000 yuan/ton today
Guojin Securities: Inventory disrupts production schedule, and the boom in the power battery industry chain is expected to recover in the second quarter
Today, battery-grade lithium carbonate fell 7,000 yuan to 288,000 yuan/ton, hitting a new low of more than 1 year
Changes in Hong Kong stocks | The lithium battery concept collectively climbed higher in the Ningde era, Kirin Battery achieved a price reduction in mass production of lithium carbonate, driving up the gross margin of battery manufacturers
The Zhitong Finance App learned that the lithium battery concept is rising collectively. As of press release, Hongqiao Group (08137) rose 4.82% to HK$0.87; Ganfeng Lithium (01772) rose 4.39% to HK$49.9; BYD shares (01211) rose 4.26% to HK$210.6; Tianqi Lithium (09696) rose 2.93% to HK$54.5. According to the news, Kirin batteries in the Ningde era have already been mass-produced. Under the same chemical system and the same battery pack size, the battery capacity of Kirin battery packs can increase 13% compared to the 4680 large cylindrical battery system
Hong Kong stock concept tracking | Kirin Battery mass production sparks demand, focusing on leading battery manufacturers and other related manufacturers (with concept stocks)
The Zhitong Finance App learned that on March 21, Ningde Era revealed to the media that Kirin batteries, the leading technology of the Ningde era, had already been mass-produced. On the same day, some media also learned from Geely's Jikkrypton Auto that, as Kirin Battery's first mass-produced model in the world, Jikkrypton Motor's pure electric medium to large MPV Polkrypton 009 is expected to be delivered in the second quarter of this year, with a delay of about 1-2 months after Kirin Battery's mass production. Pacific Securities said that Kirin Battery opens a new pattern of smart electric vehicles. The recommendation is to focus on battery leaders and supporting materials/structural parts manufacturers. According to the Ningde era, the volume utilization rate of Kirin batteries
The downfall continues! The average price of battery-grade lithium carbonate fell to 300,000 yuan/ton
Industry insiders: Currently, the industry is still selling lithium carbonate at an accelerated pace. Downstream customers are afraid to place big orders
Battery-grade lithium carbonate fell 12,500 yuan/ton
Tianqi Lithium (09696.HK) plans to hold a board meeting on March 30 to approve annual results
Gelonghui, March 17, 丨 Tianqi Lithium (09696.HK) announced that the company will hold a board meeting on March 30, 2023 (Thursday) to (among others) consider and approve the annual results of the company and its subsidiaries for the year ended December 31, 2022 and their publication, consider the payment of a final dividend (if any), and handle other matters.
Tianqi Lithium: A board meeting will be held on March 30 (Thursday) to consider and approve (among others) the annual results and announcements of the Company and its subsidiaries for the year ended December 31, 2022, and to consider the payment of a fina
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