Lithium prices fell, coupled with SQM's performance decline, tianqi lithium corporation incurred a loss of 5.7 billion in the first three quarters, with a reduced loss in Q3 compared to the previous quarter. | Interpretations of financial reports

① Due to fluctuations in lithium prices and a year-on-year decline in the performance of its affiliate SQM, tianqi lithium corporation incurred a loss of 5.7 billion in the first three quarters; ② The impact of falling lithium prices and misalignment of pricing mechanisms persists, with the company continuing to incur losses in Q3, but reducing losses compared to Q2; ③ Regarding the "nationalization" of SQM, tianqi lithium corporation's wholly-owned subsidiary's lawsuit filed in the Chilean court is still under review.

cls.cnOct 30 23:22

Foreign public fund latest hold positions exposure! Fund managers are bullish on china's stock market valuation repair.

With the disclosure of the third quarter report, public funds under international asset management giants such as BlackRock and Fidelity have all their holdings exposed.

Securities TimesOct 29 10:07

The first domestic production line for solid-state lithium batteries has officially started operation, lithium battery stocks have risen strongly, and this week institutions have conducted intensive research on related listed companies.

①Shanghai Putailai New Energy Technology released institutional research notes on Thursday, stating that the company is currently focusing on promoting high-quality industry capacity that can enhance the company's long-term competitiveness and strengthen synergy effects, leading to the trading limit up on Friday. ②Summarizing the industries most focused on by institutions this week (see table), the list of listed companies (see stocks), and the latest research on lithium battery concept stocks.

cls.cnOct 27 21:11

Upstream nickel resource development projects gradually reaching full production zhejiang huayou cobalt Q3 net profit hits historical high for the same period | interpretations

Thanks to the simultaneous rise in the volume and price of nickel products, zhejiang huayou cobalt's performance has stabilized, with Q3 net profit hitting the highest level in a single quarter this year; In the first three quarters of this year, zhejiang huayou cobalt's net profit has reached 90% of last year's annual net profit, and the full-year performance may exceed market expectations; In the first three quarters of this year, zhejiang huayou cobalt's financial expenses increased by 88.64% year-on-year, possibly related to the high corporate debt ratio.

cls.cnOct 18 23:31

Chengxin Lithium Group obtains the mining rights of Muruo lithium mine, accelerating the development of lithium mining in sichuan | Speed read announcement

①Chengxin Lithium Group acquired the wood lithium mine in 2021, and finally obtained mining rights three years later; ②Since the beginning of this year, listed companies have disclosed the progress of their Sichuan lithium mine projects, including Tianqi Lithium Corporation, Contemporary Amperex Technology, Dashen Mining, and Sichuan New Energy Power, indicating a possible acceleration.

cls.cnOct 17 22:29

Tesla's Robotaxi is about to debut, analyzing the core beneficiary symbols.

Tesla will hold the Robotaxi autonomous driving taxi unveiling event on October 11th Beijing time.

cls.cnOct 6 09:01