02237 CHINA GRAPHITE
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CHINA GRAPHITE News
Express News | The US relaxes tax credit restrictions on electric vehicles that use Chinese graphite as batteries. Korean media rejoice: it is inseparable from Chinese graphite
Not hot anymore? What is the next step in new energy investment and financing that has increased 100 times in 10 years
Hot new energy investments are entering the second half.
The total cumulative output of power and other batteries in China in the first quarter was 184.6 GWh, a cumulative year-on-year increase of 33.5%
The Zhitong Finance App learned that on April 11, the China Automobile Power Battery Industry Innovation Alliance released monthly power battery information for March 2024.
中國石墨：2023年報
Global EV Battery Market Share in Jan-Feb 2024: CATL 38.4%, BYD 13.1%
CATL continued to be No. 1, while BYD dropped to No. 3 after being overtaken by LG Energy Solution for the first time since December 2022.
Are performance killers coming? Lithium Mine Shuangxiong H Shares both fell by more than 6%. Institutions say it is still difficult for lithium prices to break through upward in the short term
Today, the lithium battery sector of Hong Kong stocks collectively declined, and the decline was among the highest in the market. As of press release, the two major industry leaders, Tianqi Lithium (09696.HK) and Ganfeng Lithium (01772.HK), both fell by more than 6%, China Airlines (03931.HK) fell more than 4%, and Tianneng Electric (00819.HK) and BYD Electronics (00285.HK) both followed suit.
Does the increase in the supply of lithium resources determine whether the cost line between supply and demand is anchored in the 80,000 yuan/ton game in the industry? |Go directly to Jiangxi Lithium Industry Conference
The “2024 Jiangxi Lithium Industry Conference and the 2nd Lithium Carbonate Supply and Demand Strategy Meeting” hosted by Shanghai Steel Union E-Commerce Co., Ltd. and Minmetals Futures Co., Ltd. was recently held in Yichun, Jiangxi.
China Graphite (02237) released annual results, net profit of 21.318 million yuan, a year-on-year decrease of 73%
According to the Zhitong Finance App, China Graphite (02237) announced its annual results for the year ended December 31, 2023. The Group's total revenue was RMB 202 million (same unit), a year-on-year decrease of 26.2%; gross profit of 73.66 million yuan, a year-on-year decrease of 45.8%; and net profit of 21.318 million yuan, a year-on-year decrease of 73%. The announcement said that in 2023, growth slowed and competition from downstream customers intensified, leading to a corresponding increase in competition in the graphite industry, leading to a drop in the price of graphite products.
中國石墨：截至二零二三年十二月三十一日止年度的年度業績公告
Huatai Securities: America's long-term electrification strategy clarifies that China's lithium battery industry has plenty of room to go overseas
The Zhitong Finance App learned that a research report issued by Huatai Securities said that on March 20, local time, the United States released emission standards for various pollutants for light/medium vehicles in 2027 and beyond.
“Will not stop, speed up construction”! Unafraid of “low” lithium prices, large and medium mining revealed the progress of the two major lithium mine projects | Direct access to the performance meeting
Lithium prices are at the “bottom”, and the capital market is focusing on the progress of the Dazhong Mining (001203.SZ) lithium project.
Is the lithium oversupply crisis showing signs of “warming up” and the lithium industry's “big shortfall” dangerous?
As signs of an oversupply of lithium subside, multi-billion dollar short bets against the world's largest lithium producers are under threat.
China Graphite (02237.HK) plans to hold a board meeting on March 28 to approve annual results
Gelonghui, March 13, 丨 China Graphite (02237.HK) announced that the board meeting will be held on March 28, 2024 (Thursday) to consider and approve (among other things) the Group's annual results and announcements for the year ended 31 December 2023, and consider the payment of a final dividend (if any).
CHINA GRAPHITE: DATE OF BOARD MEETING
Lithium Carbonate Futures Report 3.11: Demand expectations pick up, lithium carbonate rebounds slightly
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.
China Graphite (02237)'s net profit after tax is estimated to be about 19 million yuan to about 22 million yuan per year, a year-on-year decrease of about 72.2% to 75.9%
According to the Zhitong Finance App, China Graphite (02237) issued an announcement. The Group expects to obtain net profit after tax of about RMB 19 million to about RMB 22 million for the year ended December 31, 2023, a decrease of about 72.2% to 75.9% compared with net profit after tax of about RMB 79 million for the year ended December 31, 2022. The board of directors believes that the above is mainly due to competition in the Chinese automobile market. The lithium-ion battery industry grew rapidly throughout 2022, while growth leveled off throughout 2023, and downstream customers' strategies to absorb their inventories, leading to a full 2023
CHINA GRAPHITE: ESTIMATED RESULTS FOR THE YEAR ENDED 31 DECEMBER 2023
The battery material metal has fallen by more than 60% Goldman Sachs expects that the current price has not bottomed out
Financial Services Association, March 5 (Editor: Zhao Hao) Goldman Sachs Group, the top international investment bank, believes that it is still too early to assert that “the sharp decline in the price of battery metal raw materials is over,” and warns that huge supply and headwinds in the Western electric vehicle industry will keep their prices low for a longer period of time.
Lithium Carbonate Futures Report 3.5: Downstream storage demand is limited, lithium carbonate futures dive in the afternoon
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.
China Graphite Arm to Buy Land for 87 Million Yuan
China Graphite Group (HKG:2237) subsidiary Heilongjiang Baoquanling Farmland Yixiang New Energy Materials has agreed to acquire about 1.5 million square meters of forest land in the Heilongjiang Provi
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