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Yongxing Materials (002756.SZ): The company has no solid state battery business
Gelonghui, April 10 | Yongxing Materials (002756.SZ) said on the investor interactive platform that the company has no solid state battery business.
Yongxing Materials (002756.SZ): 1.35% of shares have been repurchased cumulatively
Gelonghui, April 1, 丨 Yongxing Materials (002756.SZ) announced that as of March 31, 2024, the company had repurchased 7,277,651 shares through a dedicated securities account, accounting for 1.35% of the company's total share capital. The highest transaction price was 53.05 yuan/share, the minimum transaction price was 40.59 yuan/share, and the total transaction amount was 349 million yuan (not including transaction fees, etc.).
Dongwu Securities: An inflection point for lithium batteries in March was established that exceeded expectations in demand and production
Looking at the production side of the lithium battery industry chain, production schedules recovered strongly in March, and the utilization rate of leading production capacity recovered to 70-80%, and sustainability can be expected.
China Post Securities: PLS lithium concentrate auction price of 1,200 US dollars/ton lithium continues to fluctuate at a high level
The Zhitong Finance App learned that China Post Securities released a research report saying that the PLS announcement had accepted the offer before the BMX auction. The price of 5,000 tons of lithium concentrate was 1106 US dollars/ton SC5.5, equivalent to 1,200 US dollars/ton SC6, and the equivalent cost of lithium carbonate was about 106,000 yuan/ton. A sales contract has been signed with the buyer and shipped in 2024Q4. In terms of the domestic market, judging from the production schedule, the downstream battery industry is booming. The March production schedule continued to grow month-on-month, and the April production schedule is still improving after learning about the industry chain. In addition, the industry was previously in a state of low inventory, and some manufacturers during the Spring Festival
Express News | China Post Securities: The inflection point of lithium carbonate highlights priority lithium ore recommendation
SDIC Securities: There is little room for lithium prices to continue to fall, and companies with high lithium concentrate self-sufficiency rates have high profit flexibility
There is little room for lithium prices to continue to fall. The upward elasticity is high, and companies with high lithium concentrate self-sufficiency rates still have high profit elasticity.
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