As of press time, Yongxing Materials rose nearly 9%, Ganfeng Lithium rose more than 7%, and Sichuan Energy Power, China Mining Resources, and EVE Lithium Energy rose more than 6%.
Guotai Junan pointed out that although lithium prices are in the channel of the first downward cycle, there are still opportunities for a phased over-fall considering that its terminal demand brings its strong growth that is different from traditional non-ferrous varieties. The lithium sector will start before the spot. Recommended: Yongxing Materials, Zangge Mining, Tianqi Lithium, Ganfeng Lithium, Shengxin Lithium Energy, Rongjie Shares. Beneficiary: Sinomine Resources.
SDIC ** believes that with the gradual completion of mine exploration and production projects, the resource side will maintain the rhythm of volume, and the price of lithium and spot lithium will continue to bottom out. However, in the long run, the certainty of new energy demand is high, and with the deepening of mining, the cost center of the supply side will gradually rise, which may have a supporting effect on lithium prices. Enterprises with high self-sufficiency in lithium concentrate still have high profit elasticity. It is recommended to pay attention to: Ganfeng Lithium, Sinomine Resources, Tianqi Lithium, Yongxing Materials, Shengxin Lithium Energy, Zangge Mining, Salt Lake Co., Ltd., Yahua Group, ** Mining, Sichuan Energy Power, Lanxiao Technology, etc.