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SZSE: Adjusts constituent stocks of the SZSE Component Index, ChiNext Index, SZSE 100 Index, ChiNext 50 Index, and other indices
The Shenzhen Stock Exchange has adjusted the constituent stocks of the SZSE Component Index, ChiNext Index, SZSE 100 Index, and ChiNext 50 Index.
Divergence in Lithium Battery Performance: Profit Growth of Over Tenfold for Multiple Upstream Material Manufacturers, but Energy Storage Leader Admits Gradual Decline in Gross Margin is the Norm
①The year-on-year growth of the attributable net profit of multiple leading enterprises in the upstream sector has exceeded tenfold, whereas several second-tier power battery enterprises and energy storage segment companies have experienced a decline in gross margins; ②The rise in lithium carbonate prices has put pressure on the gross margin of energy storage systems. Enterprises have stated that they have established a price linkage mechanism with downstream end customers to share the cost pressure from rising raw material prices; ③Analysts believe that after lithium prices stabilize, the profit elasticity of upstream companies will narrow, creating cost relief for midstream manufacturers.
Stock movements in the Hong Kong market | Lithium battery-related stocks showed strong performance, with multiple companies releasing impressive quarterly reports. Industry production is expected to continue rising in May.
Lithium battery-related stocks performed strongly. As of press time, Longpan Technology (02465) surged 18.49%, trading at HKD 21.7; Ruipu Lanjin (00666) rose 16.73%, trading at HKD 17.16.
Tianhua New Energy: First Quarter Report for 2026
Express News | Canmax Technologies Q1 Net Profit at 968.9 Mln Yuan
Tianqi Lithium's net profit is expected to increase by up to 18 times, with lithium companies collectively reporting explosive Q1 results.
①Tianqi Lithium's Q1 net profit is expected to increase by up to 18 times; ②The price of lithium carbonate experienced a V-shaped reversal in the second half of last year, with a year-on-year doubling of lithium prices driving a significant recovery in performance for multiple lithium companies; ③Industry insiders believe that under the backdrop of surging global energy storage demand, the uptrend in lithium prices is likely to continue.
Market Might Still Lack Some Conviction On Canmax Technologies Co., Ltd. (SZSE:300390) Even After 30% Share Price Boost