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港股异动 | 锂电股继续下挫 赣锋锂业(01772)跌超4% 碳酸锂期货续创新低

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

Zhitong Finance ·  12/01/2023 10:10

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.

The Zhitong Finance App learned that 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; China Innovation Airlines (03931) fell 2.15% to HK$18.2; BYD Electronics (00285) fell 1.96% to HK$34.95; Tianqi Lithium (09696) fell 1.7% to HK$37.5.

According to the news, on December 1, the intraday decline in the main lithium carbonate futures contract widened to 5%, to 103,550 yuan/ton, continuing to hit a new low since listing. On the spot side, according to SMM data, on November 30, the price of battery-grade lithium carbonate was 1260-136,000 yuan/ton, a decrease of 0.1 million yuan/ton, while the price of industrial grade lithium carbonate was 11.50-126 million yuan/ton, a decrease of 0.15 million yuan/ton.

CITIC Securities recently pointed out that a further increase in supply pressure will drive lithium prices to continue to fall. Combined with the recent increase in the decline in lithium ore prices in Australia, cost support logic has weakened. It is estimated that lithium prices may fall below 100,000 yuan/ton in 2024. Huatai Futures also said that competition for new energy vehicles is fierce, and cost reduction and price pressure continues. Combined with long-term supply easing, pressure on the supply side is high, and competitive pressure on the industry is increasing.

The translation is provided by third-party software.


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