Tesla "Battery Day" drives Investment sentiment Tianqi Lithium Industry once sealed

Published: May 13, 2020 16:50
Lithium battery plate strengthened in early trading, Tianqi lithium industry pulled up the contact plate, Ganfeng lithium industry, Ya Hua Group, Ke Heng shares and so on quickly followed up. The turnover of the plate today is 35.31 billion yuan, basically the same as yesterday, today's trend and the market is basically the same, the capital showed a small outflow, the plate has 110 rose, 86 fell, 3 rose.

SMM5 13: today's two cities index opened low, followed by shocks higher. In the afternoon, the index continued to shock pull up, all three major indexes turned red. The market atmosphere continues to warm up, making money effect is better. In late trading, the index continued to warm up, gem performance is relatively strong.

Lithium battery plate strengthened in early trading, Tianqi lithium industry pulled up the contact plate, Ganfeng lithium industry, Ya Hua Group, Ke Heng shares and so on quickly followed up. The turnover of the plate today is 35.31 billion yuan, basically the same as yesterday, today's trend and the market is basically the same, the capital showed a small outflow, the plate has 110 rose, 86 fell, 3 rose.

Tianqi lithium industry once hit the limit, Tianqi lithium industry today led the net inflow of 406 million yuan, may 12, Tianqi lithium shares continued the previous day's decline, closed at 17.12 yuan / share, down 2.73%. Price fluctuations are mainly due to the company's supplementary pledge and related good news.

However, considering that the current operating performance of Tianqi lithium industry is greatly affected by product prices and poor profits, investors should pay attention to the risk.

Lithium battery sector rose in early trading today, mainly due to the approaching of Tesla "battery day", originally scheduled for April "battery day" postponed to mid-may, in the first quarter of Tesla results presentation, Musk revealed that the third week of may battery day will be held. As Tesla's Battery Day approaches, stocks in the lithium battery sector are on the move. As the leader of electric cars, Tesla's every move has attracted the attention of the industry.

Recently, the share price of Tesla has risen all the way, driving the enthusiasm of domestic investors. In addition, Musk's demand for the resumption of production in American factories has had a positive impact on Tesla's production to a certain extent.

"Click to sign up:" 2020 (Fifth) China International Nickel Cobalt Lithium Summit Forum "

To sign up for the Nickel Cobalt Lithium Summit or apply for entry into the SMM New Energy vehicle / Cobalt Lithium Industry Exchange Group, please scan the QR code below:

Data Source Statement: Except for publicly available information, all other data are processed by SMM based on publicly available information, market communication, and relying on SMM's internal database model. They are for reference only and do not constitute decision-making recommendations.

For any inquiries or for more information, please contact: lemonzhao@smm.cn
For more information on how to access our research reports, please contact:service.en@smm.cn
Related News
[SMM Manganese Ore Weekly Review] Manganese Ore Port Inventory Continues to Accumulate, Spot Prices Under Pressure
20 hours ago
[SMM Manganese Ore Weekly Review] Manganese Ore Port Inventory Continues to Accumulate, Spot Prices Under Pressure
Read More
[SMM Manganese Ore Weekly Review] Manganese Ore Port Inventory Continues to Accumulate, Spot Prices Under Pressure
[SMM Manganese Ore Weekly Review] Manganese Ore Port Inventory Continues to Accumulate, Spot Prices Under Pressure
Aug 7 News: At north China ports, manganese ore prices declined WoW across all grades: 46% Australian lumps (40-40.5 yuan/mtu), South African semi-carbonate (32.7-33.2 yuan/mtu), Gabonese ore (37.8-38.2 yuan/mtu), South African high-iron ore (28.5-29 yuan/mtu), and South African medium-iron ore (35-35.5 yuan/mtu). At south China ports, manganese ore prices were mixed WoW: 46% Australian lumps (42.9-43.4 yuan/mtu) remained flat, South African semi-carbonate (36.3-36.8 yuan/mtu) declined, Gabonese ore (40.6-41.1 yuan/mtu) declined, South African high-iron ore (31.2-31.7 yuan/mtu) declined, and South African medium-iron ore (38-38.5 yuan/mtu) remained flat. Manganese ore market prices are grinding lower, end-use demand is sluggish, and traders are commonly cutting prices to sell.
20 hours ago
[Hithium's World's First Integrated Long Duration Energy Storage (LDES) Industrial Park Starts Production]
21 hours ago
[Hithium's World's First Integrated Long Duration Energy Storage (LDES) Industrial Park Starts Production]
Read More
[Hithium's World's First Integrated Long Duration Energy Storage (LDES) Industrial Park Starts Production]
[Hithium's World's First Integrated Long Duration Energy Storage (LDES) Industrial Park Starts Production]
[Hithium's World's First Integrated Long Duration Energy Storage (LDES) Industrial Park Starts Production] Hithium's Shandong integrated long duration energy storage (LDES) industrial park started production in Heze Luxi New District. This industrial park is the world's first integrated industrial park focusing on long duration energy storage (LDES), with a total investment exceeding 13 billion yuan. After reaching full production, it will have an annual capacity of 30 GWh of 1175Ah long duration energy storage battery cells and 20 GWh of 6.25MWh systems. Hithium stated that, leveraging its large-scale capacity, the company will drive the global lithium battery long duration energy storage sector into an era of large-scale delivery.
21 hours ago
[SMM Cobalt-Lithium Morning Briefing] Lithium and Cobalt Prices Under Pressure and Diverging, Tug-of-War Between Sellers and Buyers Intensifies Material Market Consolidation
22 hours ago
[SMM Cobalt-Lithium Morning Briefing] Lithium and Cobalt Prices Under Pressure and Diverging, Tug-of-War Between Sellers and Buyers Intensifies Material Market Consolidation
Read More
[SMM Cobalt-Lithium Morning Briefing] Lithium and Cobalt Prices Under Pressure and Diverging, Tug-of-War Between Sellers and Buyers Intensifies Material Market Consolidation
[SMM Cobalt-Lithium Morning Briefing] Lithium and Cobalt Prices Under Pressure and Diverging, Tug-of-War Between Sellers and Buyers Intensifies Material Market Consolidation
This week, industry chain prices diverged. Lithium ore edged down alongside lithium carbonate, but mines continued to hold prices firm, making profit distribution across the industry chain a market focus. Supported by maintenance and tight spot order supply, lithium carbonate prices consolidated on a subdued note, while lithium hydroxide prices initially fell before rebounding. The cobalt industry chain remained generally under pressure—with weakening overseas quotations and sluggish off-season demand, refined cobalt, intermediate products, and cobalt salt prices continued to weaken, and the price spread between buyers and sellers widened. Nickel sulphate edged down, with the market still primarily focused on destocking; ternary cathode precursor prices declined due to weaker nickel and cobalt salt prices, while ternary cathode material prices remained basically stable. LFP prices proved resilient, supported by rising processing fees, with August production schedules continuing to grow and high-quality capacity remaining tight. Artificial graphite prices rose, the supply-demand balance for separators stayed in tight balance, and electrolyte prices were pushed up by raw material cost transmission. Supply of key materials for sodium-ion batteries remained tight, while recycling-side transactions were subdued. On the terminal side, EV and ESS demand maintained resilience, though the consumer market recovery remained limited. Looking ahead, the focus will be on peak season stockpiling and demand realization.
22 hours ago