Lithium price rebound sends lithium mining stocks surging; Yongshan Lithium hits daily limit up with over 330,000 lots locked

CommodityEarnings Impact 4
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Summary · why it matters

A recovery in lithium prices has driven a broad rally in A-share lithium mining stocks. Yongshan Lithium shot up to its daily limit, with over 333,000 lots locked in at 13.72 yuan per share. Industry leader Ganfeng Lithium, with a market cap in the hundreds of billions, rose 4.64%, Tianqi Lithium gained over 3%, Shengxin Lithium Energy jumped over 6%, Yongxing Materials and Rongjie shares added over 4%, and ST Welding hit its daily limit. Ganfeng Lithium expects a first-half net profit attributable to shareholders of 3.65 billion to 4.6 billion yuan, a staggering year-on-year surge of 787% to 966%, compared with a net loss of 531 million yuan a year earlier. The most-active lithium carbonate futures contract extended its intraday gain to 3.58%, breaking through the 146,000 yuan mark to trade at 146,500 yuan per tonne. Separately, the environmental impact assessment for the Yajiang Snowway lithium mine project, acquired by CATL through restructuring, has been accepted, marking a key milestone toward production for the mine, which carried a restructuring consideration of over 6.4 billion yuan. Once completed, the mine will have an annual production capacity of 1.5 million tonnes.

Impact on stocks 8

Others▲ · 8 stocks
Youngy Co Ltd
002192
▲ PositiveDemandrelevance

Lithium price rebound lifts sector; Youngy Co Ltd likely benefits as a lithium miner.

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Off-coverage companies 1

斯诺威矿业发展有限公司Private± Mixed
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