Citic Securities: Overseas lithium resources are being cleared at an accelerated pace, and expectations for a bottom in lithium prices are strengthening.
CITIC Securities released a research report stating that the lithium price rebounded in Q2 2024, driving the recovery of overseas lithium mine supply; lithium extraction from salt lakes in South America saw a year-on-year increase in production in Q2 2024, with a corresponding improvement in performance.
On September 19, tsaker ne (01986.HK) spent 0.156 million Hong Kong dollars to repurchase 0.191 million shares.
On September 19th, tsaker ne (01986.HK) announced that it repurchased 0.191 million shares at a cost of 0.156 million Hong Kong dollars.
Is the domestic battery production capacity underestimated? JPMorgan: Potential additional capacity reaches 700GWh, it will take at least 3 years to digest.
jpmorgan believes that more than 700GWh of 'under construction fixed assets' will not be fully absorbed until the end of 2027, and this phenomenon is particularly evident among second-tier battery manufacturers. Third-tier companies may exhaust their cash and quietly exit the market in the coming years. However, given the market concentration, the exit of these companies has almost no impact on the industry's competitive landscape.
Lithium Price Bounce Likely on Potential Supply Curtailment -- Market Talk
CATL May Reduce Lithium Output Given Price Pressures -- Market Talk
On September 11, Tsaker NE (01986.HK) spent 0.268 million Hong Kong dollars to repurchase 0.319 million shares.
Grain Longhui, September 11th, announced that tsaker ne (01986.HK) announced that it spent 0.268 million Hong Kong dollars to repurchase 0.319 million shares on September 11th.
The price of lithium carbonate futures has surged, with a single-day increase of nearly 0.03 million contracts. The rumor of production suspension at Contemporary Amperex Technology has been confirmed. Will there be a bottoming out and rebound?
① Market experts have stated that if there is a significant reduction in the output of lithium carbonate in the coming months, the destocking level in September and October may exceed expectations; ② As the consumer market enters the peak season of "Golden September and Silver October", the fundamentals have improved recently and a turning point in inventory has already emerged.
CICC Securities: The chemical industry continued to fluctuate in the first half of the year, with strong tire exports and double growth in revenue and performance.
In the first half of 2024, the chemical industry achieved revenue of 1237.63 billion yuan, a year-on-year increase of +4.2%; net income attributable to the company was 75.25 billion yuan, a year-on-year increase of +0.8%.
TrendForce: Cell prices continued to decline in August, and demand is expected to pick up in September.
According to the latest research results from TrendForce, the market situation of battery metals such as nickel, cobalt, and lithium remained weak in August, and the prices of related raw materials continued to fall.
Did the lithium battery sector rise sharply? Is the cyclical bottom here?
In the futures market, the main contract for lithium carbonate rose more than 7% at one point during the intraday trading, reaching a high point in over a week.
20 companies participated! Photovoltaic leader predicts that the bottom has been reached. Three major directions of lithium battery companies are being watched closely. | Directly hit the earnings conference of the Star New Energy Fund.
① In the photovoltaic industry, leading companies mentioned that the bottom of the industry has been reached, but the turning point still needs time. Many leading companies have disclosed tax incentives for building factories in the USA. ② In the lithium battery industry, solid state batteries, consumer batteries, and overseas markets have become breakthrough points for companies. ③ Enterprise capacity and capacity utilization are of concern. Many companies mentioned that capacity utilization will increase.
In the era of internal winding of power batteries, industry leaders are calling for putting competition aside and putting safety first. | Live coverage of the 2024 World Power Battery Conference.
①The internal integration of current power batteries has become an industry consensus. The 2024 World Power Battery Conference will be held in Yibin; ②Zeng Yuqun, CEO of Contemporary Amperex Technology, stated that the power battery industry must enter a high-standard development phase. The first thing to focus on is high safety.
Energy storage battery company Shuangdeng Group switches to Hong Kong IPO. The gross margin of its main products in the past three years is only about 20%.
①Energy storage battery manufacturer Shuangdeng Group has launched an IPO in Hong Kong. What are the highlights of the company's business? ②Institutions expect rapid growth in domestic energy storage installation capacity in the future. How large is the industry scale?
TSAKER NE: INTERIM REPORT 2024
Tsaker Ne (01986) spent HKD 0.351 million to repurchase 0.392 million shares on August 26th.
Lithium battery stocks generally rise, Tianqi Lithium Corporation (09696) rises 2.88%. Institutions believe that the lithium battery industry is expected to usher in a golden development period.
Golden Finance | Lithium battery stocks have generally risen, with Tianqi Lithium Corporation (09696) up 2.88%, Ganfeng Lithium (01772) up 2.78%, Tianneng Power (00819) up 2.34%, Tsaker NE (01986) up 1.11%, BYD Electronic (00285), and BYD Company (01211) following suit. CITIC Securities pointed out that solid-state batteries, due to their high safety and high energy density characteristics, may usher in the next innovation cycle in the electric vehicle industry. Starting in 2024, domestic solid-state batteries have seen the launch of semi-solid-state production models and the installation of semi-solid-state batteries in vehicles.
Soochow Securities: Domestic local electric vehicle sales impressive, industry chain Q3 demand improvement.
Domestic electric vehicle sales in July met expectations, with an expected annual growth rate of around 25%. Sales growth in Europe, America, and other regions continues to be weak.
Excess consensus strengthens! Hong Kong stock lithium battery sector accelerates weakness, institutions say "Golden September and Silver October" difficult to meet expectations.
① The Hong Kong listed lithium battery sector is weakening. What bearish factors are continuing to ferment? ② Tianqi Lithium Corporation's H shares hit a historic low. How do institutions view the future market outlook?
Northeast Securities: Overseas lithium mine inventory significantly reduced in 2Q24, selling price rebounded compared to the previous quarter.
As of the end of 2Q24, australia's lithium concentrate cumulative inventory is approximately 0.249 million tons (~ 0.031 million tons LCE), a decrease of 0.236 million tons (~ 0.03 million tons LCE) compared to the previous period, a decrease of 48.7%.
Brokerage Morning Meeting Highlights: The industrialization of solid state batteries is starting, and China's lithium batteries will lead the world.
At today's brokerage morning meeting, HTSC believes that globalization and intelligence have opened up opportunities for bottom fishing in the auto parts industry; China Securities Co., Ltd. pointed out that the commercial aerospace and aviation sectors are growing rapidly and bullish on the structural recovery of the military industry; CITIC Securities stated that the industrialization of solid-state batteries has begun, and China's lithium batteries will lead the world.
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