SMM August 24th: recently, under the stimulation of all kinds of good news, the field of lithium electricity continues to be hot. Today, Sichuan Energy Power, which just issued an announcement last night in response to abnormal stock price fluctuations in the past three trading days, rose strongly again in intraday trading, and even reached an all-time high of 32.42 yuan per share at one point with a 7.71% increase.
With regard to the cumulative deviation of more than 20% of the company's closing price increase from August 19 to August 23, Sichuan Neng Power said that after self-examination, the company did not violate the fair disclosure of information. And in the announcement, Chuaneng Power mentioned that the 1.05 million t / a spodumene mining project of Sichuan Neng Investment Lithium Industry Co., Ltd. is currently under construction and has not yet been put into production.
It is worth mentioning that China International Capital Corporation has previously pointed out that under the trend of global automobile electrification, the global lithium demand is expected to increase from 430000 tons in 2021 to 1.54 million tons in 2025 LCE,2021-2025 lithium supply and demand is expected to gradually become tight. According to the latest data from the International Energy Agency, by 2030, only with existing and under-construction lithium production projects, there will be a global lithium demand gap of about 50%.
Therefore, with the increasing shortage of lithium ore resources, Sichuan energy power with ore resources has naturally received wide attention in the industry. Coincidentally, the share price of Tianqi Lithium Industry has been very volatile recently. In the abnormal stock volatility released on August 22nd, the company mentioned that the first phase of its "24000 tons of battery-grade lithium hydroxide monohydrate project" built in Quinana, Australia, is currently in the commissioning stage, and the actual timing of production is uncertain.
But even so, at a time when lithium electric stocks are so hot, the growth momentum of their share prices continues unabated under the enthusiasm of investors and the market.
In addition, after a series of 28 announcements yesterday, the share price of Tianci material also rose smoothly today, and the final offer reached an all-time high of 140.84 yuan per share. Unlike the lithium mine of Sichuan Energy Power and the lithium hydroxide project of Tianqi Lithium Industry, as the godsend material of electrolyte leading enterprises, most of its projects are electrolyte-related, among which lithium hexafluorophosphate, which has been rising repeatedly this year, has attracted the most attention in the market.
Related reading: divine materials reported lithium materials business revenue of 3.142 billion consecutive issued a number of announcements to expand the production of lithium hexafluorophosphate, etc.
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