Yongxing Special Materials Technology (002756.SZ): plans to jointly establish a holding subsidiary with related parties.

On December 23, Gelonghui reported that Yongxing Special Materials Technology (002756.SZ) announced that in order to actively respond to the market changes in the Special Steel New Materials Business, continuously promote product structure optimization and adjustment, consistently reduce production costs, enhance the market competitiveness of the company's special steel business, and promote the company's sustainable and high-quality development, the company plans to jointly invest with its deputy general manager Mr. Yao Guohua and other management personnel in the special steel new materials business to establish a holding subsidiary. This holding subsidiary will participate in the operation and management of the special steel new materials business, aiming to further improve the operating profits of the company's special steel business based on the current performance, through the strong binding of the company and the operators.

Gelonghui FinanceDec 23 18:00

Soochow: The supply and demand reversal in the lithium battery industry is imminent, and a bullish outlook is strong.

Soochow Securities stated that the demand in the lithium battery industry has exceeded expectations, with a non-weak season from November to December. The demand for 2025 has been revised up to over 30% growth, and the current valuation is at the profit bottom. Industry leaders are showcasing significant technological innovation and cost advantages, with profitability set to recover first. A supply-demand reversal is imminent, and there is strong bullish sentiment.

Zhitong FinanceDec 10 07:17

gtja: The lithium price has bottomed out by the end of 2024, and it is expected to fluctuate in the bottom range in 2025.

Due to the time lag in the construction of lithium projects, the overall upstream lithium capacity expansion is lagging behind the rise in lithium prices, and there are still a large number of projects awaiting implementation for expansion.

Zhitong FinanceDec 9 14:53

China Securities Co., Ltd.: December lithium output is expected to remain steady month-on-month, with lithium prices still showing support.

The demand for industrial and commercial energy storage overseas is good, and the energy storage orders in December continue to perform adequately. Therefore, the production schedule in December is expected to remain stable month-on-month, and lithium prices still have support.

Zhitong FinanceDec 2 15:07

Research reports 丨 gtja: yongxing special materials technology performance will gradually stabilize, maintain a "shareholding" rating

November 28th, gtja research reports point out that lithium prices continue to decline, suppressing the performance of yongxing special materials technology (002756.SZ). The company's net income attributable to shareholders for the first three quarters was 0.971 billion yuan, a year-on-year decrease of 68.19%, driven by overseas energy storage and domestic old-for-new policies. It is expected that in November 2024, lithium carbonate demand will be better than market expectations, and the overall demand for lithium in 2025 is expected to continue to grow. It is believed that the bottom range of lithium prices may gradually come, and the company's performance will gradually stabilize. Furthermore, it is expected that as the company's mining and ore processing capacity are gradually put into operation, the incremental production of the company's lithium mines will be gradually released. The "shareholding" rating is maintained.

Gelonghui FinanceNov 28 15:36 · Ratings

Yongxing Special Materials (002756): Lithium prices are approaching the bottom, and steel operations are steady.

Report introduction: The significant drop in lithium prices has affected the company's performance, while the company’s lithium production is steadily being released, and the special steel sector contributes stable results. We anticipate that the bottom for lithium prices is gradually approaching, and the company's performance is expected to stabilize and increase. Key investment points: Maintain a "shareholding" rating.

gtjaNov 27 11:37