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Hong Kong stocks movement | TIANNENG POWER (00819) is now up over 4% as the new national standard proposes to relax quality restrictions on lead-acid electric bicycles, which is Bullish for the application of lead-acid Batteries.
TIANNENG POWER (00819) is currently up over 4%. As of the time of writing, it has risen by 3.74%, trading at 7.49 Hong Kong dollars, with a transaction volume of 21.0277 million Hong Kong dollars.
Express News | Daiwa Capital Markets: Lithium prices may further decline in the first half of 2025.
haitong sec: The average price of lithium carbonate has slightly decreased, and the demand for the lithium battery industry chain will gradually increase with the development of electric vehicles.
In the future, as the raw material costs of the lithium battery industry chain continue to decrease, combined with policy support and the ongoing increase in end-user demand, the sales of electric vehicles are expected to continue growing, and the demand for the lithium battery industry chain will gradually rise.
On December 10, according to data released by shanghai ganglian e-commerce holdings, the price of battery-grade lithium carbonate (morning market) increased by 200 yuan compared to the previous day, with an average price of 76,450 yuan/ton.
On December 10, according to data released by shanghai ganglian e-commerce holdings, the price of battery-grade lithium carbonate (morning market) increased by 200 yuan compared to the previous day, with an average price of 76,450 yuan/ton.
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.
Most lithium battery stocks fell, with ganfenglithium (01772) dropping by 3.51%. Institutions point out that the overall industry profit outlook is still not optimistic.
Kingwoo Financial News | Most lithium battery stocks fell, with China Graphite (02237) down 7.95%, ganfenglithium (01772) down 3.51%, BYD Company (01211) down 2.46%, tianqi lithium corporation (09696) down 2.1%, tianneng power (00819) down 1.71%. Central China Securities research states that global and china's new energy vehicle sales continue to grow, and the development driving force of china's new energy vehicle industry is transitioning to product-driven; looking ahead to 2025, the demand for lithium batteries will continue to grow, with a focus on the demand in power and energy storage fields; in combination with capacity release and downstream demand growth rate, the industry chain price.
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