据财联社主题库显示，相关上市公司中：Shanghai Ganglian E-commerce Holdings released data showing that on November 1st, the price of lithium carbonate increased by 1000 yuan compared to the previous day, with an average price of 0.074 million yuan/ton. According to Shengyi, the recent lithium carbonate market has shown a stable and upward trend, mainly due to the strengthening purchasing willingness of downstream users. Citic Securities research reports pointed out that the turning point of lithium salt inventory is approaching, market expectations for the bottoming out of the lithium industry are increasing, and the attention on lithium industry stocks is expected to rise.
Shanghai Ganglian E-commerce Holdings released data showing that on November 1st, the price of lithium carbonate increased by 1000 yuan compared to the previous day, with an average price of 0.074 million yuan/ton. According to Shengyi, the recent lithium carbonate market has shown a stable and upward trend, mainly due to the strengthening purchasing willingness of downstream users. In October, the order situation of top battery companies was relatively saturated, and material production also remained stable. The production schedule for cathode materials in November slightly exceeded expectations, indicating that future demand for cathode materials in the market may continue to grow.
Citic Securities research reports pointed out that in Q2 2024, the lithium price rebounded, driving the overall supply of overseas lithium mines to increase; lithium extraction from salt lakes in South America showed year-on-year growth in Q2 2024, leading to improved performance. In September, the domestic lithium carbonate futures price fell below 0.07 million yuan/ton, causing accelerated global lithium resource supply clearance, and reducing the forecasted supply growth for 2024. The domestic lithium salt output decreased in August, combined with the growth in cathode material production, it is expected that the turning point of lithium salt inventory is approaching, with limited downside to lithium prices. It is expected that as lithium prices fall to a low level, market expectations for the bottoming out of the lithium industry will increase, and the attention on lithium industry stocks is likely to rise.
According to the Financial Data Center, among related listed companies:
Tibet Urban Development and Investment has invested in the development of two salt lakes in Tibet, namely Longmuco Lake and Chaka Lake, with a total lithium carbonate reserves of 3.9 million tons (large reserves), 28 million tons of potassium chloride (medium reserves), and 3.3 million tons of boron (as boric oxide) (medium reserves), with lithium carbonate reserves ranking at the forefront globally.
Sinomine Resource Group holds 100% equity in Zimbabwe's Bikita mine and Canada's Tanco mine, with a completed 4.18 million tons/year mining and processing production line, fully meeting the raw material self-sufficiency for lithium salt production lines.
