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天齐锂业(002466.SZ):截至2024年3月底,公司锂化工产品生产基地于2023年自泰利森采购的锂精矿库存尚有一定存量

Tianqi Lithium (002466.SZ): As of the end of March 2024, the company's lithium chemical product production base still had a certain amount of lithium concentrate purchased from Thalison in 2023

Gelonghui Finance ·  May 10 06:40

Gelonghui, May 10 | Tianqi Lithium (002466.SZ) said on the investor interactive platform that by the end of March 2024, the company's lithium chemical product production base still had a certain amount of lithium concentrate purchased from Thalison in 2023. Based on the cost carry-over of the company's raw material shipment and finished product sales using the mobile weighted average method, it is expected that with the shortening of the pricing cycle for Wenfield lithium ore, the price of lithium ore falling from a high level and gradually stabilizing, compounded by the storage of chemical-grade lithium concentrate newly purchased by the company from Thalison, and the gradual digestion of the company's lithium chemical product production base's existing lithium concentrate stocks. Thus, the phased mismatch of the lithium concentrate pricing mechanism will gradually decrease. The company's subsequent operations were relatively positive impact.

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