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Lithium Carbonate Futures Report 12.4: Falling below the 100,000 mark, lithium carbonate has not yet bottomed out!
The Jinshi Futures App launched a special report on lithium carbonate futures, focusing on tracking the relevant data, fundamentals and future performance of the lithium carbonate futures market.
Guolian Securities: Oversupply has increased, lithium prices have moved downward from the center, or bottomed out at 80,000 to 90,000 yuan/ton
In 2024, lithium resources will enter a pattern of oversupply, and some lepidolite and African spodumene projects that are in marginal cost positions may face the possibility of being sold out.
New group standards for sodium batteries released next year, or there may be new breakthroughs in the field of energy storage | Industry News
Financial News Agency, December 3 (Reporters Zeng Chuchu and Li Zijian) Although the decline in lithium prices in the first half of the year had an impact on the industrialization process, the development of the sodium battery industry chain and breakthroughs in application projects all foreshadowed its market potential.
Behind the sharp decline of nearly 60% in lithium carbonate: the total market value of the A-share lithium mine duo evaporated to a maximum of 400 billion dollars, and the stock price pressed the “slow down button” or “brake” ahead of schedule
① The largest fall of nearly 60% since the main futures contract for lithium carbonate futures was listed. The cumulative total market value of Tianqi Lithium and Ganfeng Lithium evaporated to a total of about 400 billion yuan, but the stock price decline in the fourth quarter slowed significantly compared to the decline in lithium prices; ② Over 10 listed companies, including Yahua Group and Salt Lake Co., Ltd., responded intensively to the current business situation and countermeasures this week. ③ Approaching the “circle of life and death” of 100,000, integrated enterprises such as Yongxing Materials and Tianqi Lithium are still profitable.
L'entreprise Tianqi Lithium Invitée À La COP 28 Plaide En Faveur De La Neutralité Carbone
DUBAÏ, EAU, 1er décembre 2023 /PRNewswire/ -- Le 30 novembre, la 28e session de la Conférence des parties (COP 28) à la Convention-cadre des Nations Unies sur les changements climatiques (CCNUCC)
Express News | The futures price of lithium carbonate plummeted to a high of nearly 60% in 4 months, and more than 10 related listed companies intensively responded this week in response to Tianqi Lithium and Yahua Group, which both said they would adjust production acc
The biggest drop is nearly 80%! The target prices of the two Hong Kong-stock lithium battery companies were lowered by the agency
While the price of lithium carbonate continues to fall, Jefferies published a report. It expects further adjustments in lithium prices in the short term, downgrading the “lithium industry's two leaders” Tianqi Lithium and Ganfeng Lithium from “buying” to “outperforming the market”, and drastically cutting the target prices of both. Among them, Ganfeng's target price was lowered 78% to 17.33 yuan from 79.65 yuan; Tianqi's target price was lowered 59% to 32 yuan.
Bank Ratings｜Furui: Downgrading Ganfeng Lithium and Tianqi Lithium to “outperform the market”, drastically lowering target prices and profit estimates
Glonghui, December 1 | Jefferies published a report that expects further adjustments in lithium prices in the short term, downgrading Ganfeng Lithium and Tianqi Lithium from “buying” to “running out of the market” and drastically cutting the target prices of both. Among them, Ganfeng's target price was lowered 78% from HK$79.65 to HK$17.33; Tianqi's target price was lowered 59% from HK$78 to HK$32. According to the report, the price of lithium carbonate in the mainland plummeted from 500,000 yuan per ton at the beginning of the year to 120,000 yuan at the end of November, a drop of 75%. The price recovery that occurred in the middle of this year was only brief. Demand for batteries in mainland China is still strong, but lithium demand is affected by inventory removal from the supply chain, for example
Changes in Hong Kong stocks | Lithium battery stocks continue to fall, Ganfeng Lithium (01772) falls more than 4%, lithium carbonate futures continue to reach new lows
Lithium battery stocks continued to decline. As of press release, Ganfeng Lithium (01772) fell 4.2% to HK$23.95; Tianneng Power (00819) fell 3.12% to HK$6.22; and China Innovation Airlines (03931) fell 2.15% to HK$18.2.
Express News | Jefferies downgraded Ganfeng Lithium's Hong Kong stock rating to a backward market; the target price was HK$17.33, or a decrease of 31%; and Tianqi Lithium's H-share rating was downgraded to a lagging market. The target price was HK$32, or a drop of 16%.
Hong Kong stock concept tracking | Dive the 100,000 yuan mark! The futures price of lithium carbonate continues to fall, and when will the inflection point in lithium prices arrive? (with concept stock)
The main contract for lithium carbonate fell below the 110,000 mark and fell nearly 4% during the day, continuing to hit a new low since listing.
Lithium carbonate futures fell below record lows! Will spot trading clear the price below 100,000 next year?
Lithium carbonate futures “continue to fall”. The lithium carbonate futures LC2401 closed today at 10,8850 yuan/ton, a new low since listing. The average price of spot electricity and carbon was reported at 134,000 yuan/ton, a new low this year. This decline may continue. According to Zhang Xiaofei, chairman of Gaogong Lithium Battery, predicted that lithium carbonate may fall to 100,000 yuan/ton in the second half of 2024.
A lot of calls have started, and Cybertruck is about to be released! Is Tesla's industrial chain expected to benefit?
Investment bank Wedbush said that the launch of Cybertruck is very important for Tesla's overall growth over the next few years, and will also prove to skeptics that as more and more consumers choose electric vehicles in the next few years, Musk can successfully expand Tesla's halo effect.
Changes in Hong Kong stocks | Lithium battery stocks continued to decline Ganfeng Lithium (01772), falling nearly 3% in the intraday period. Institutions expect lithium prices to fall below 100,000 yuan/ton next year
Lithium battery stocks continued to decline. As of press release, BYD Electronics (00285) fell 4.47% to HK$25.25; Ganfeng Lithium (01772) fell 2.32% to HK$25.3; and Tianneng Power (00819) fell 1.52% to HK$6.48.
CITIC Securities: Lithium prices are expected to fall below 100,000 yuan/ton in 2024. Focus on industry mergers and acquisitions integration trends
The Zhitong Finance app learned that CITIC Securities released a research report saying that in the third quarter of 2023, the continued decline in lithium prices triggered South American salt lake lithium companies to lower their operating guidelines.
[Futures Hot Spot Tracking]] Lithium salt plants continue to accumulate lithium carbonate and open sharply lower
A number of agencies said that the global supply and demand of lithium carbonate will be nearly 200,000 tons next year. Under pessimism, lithium carbonate futures are likely to fall below the 100,000 yuan/ton mark.
Tianqi Lithium (09696.HK): The company was designated as the lithium carbonate futures delivery depot of Guangji Institute
Gelonghui November 28丨Tianqi Lithium (09696.HK) issued an announcement. The company held the 6th meeting of the sixth board of directors on August 30, 2023, to deliberate and pass the “Proposal on Application for Designated Delivery of Lithium Carbonate to the Guangzhou Futures Exchange”, agreeing that the company should apply to the Guangzhou Futures Exchange (“Guangzhou Stock Exchange”) for the qualification of a designated delivery factory for lithium carbonate, and authorized the company's management to submit application materials to handle other related matters. On November 27, 2023, Guangshi Institute issued the “Notice on Adjusting Designated Delivery Depots and Quality Inspection Agencies for Lithium Carbonate Futures” (issued by Guangqi [202]
The price of lithium batteries fell to the biggest drop in 2018. What are the differences behind this sharp decline?
The average battery pack price fell to $139 per kilowatt-hour this year, down 14% from $161 in 2022.
Changes in Hong Kong stocks | Lithium battery stocks ranked first in decline, Ganfeng Lithium (01772) fell nearly 4%, lithium carbonate futures fell below the 120,000 mark
Lithium battery stocks had the highest declines. As of press release, Ganfeng Lithium (01772) fell 3.97% to HK$25.4; Tianneng Power (00819) fell 3.27% to HK$6.51; and China Innovation Airlines (03931) fell 2.27% to HK$18.06.
Is the beginning of a “major shock” in the battery industry? Giants at home and abroad have joined the market, and the era of sodium electricity will begin
① Sodium is cheaper than lithium, which currently dominates batteries, and has much more reserves; ② Sodium batteries are more suitable for low-end, short-range vehicles, or grid energy storage; ③ Some data shows that by 2035, sodium will replace about 272,000 tons of lithium demand. If lithium supply does not meet demand, the substitution effect will expand further to more than 1 million tons.