Sichuan lithium trio hit daily limit down as institutions dump shares

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The lithium mining sector fell for a fifth straight day, dropping 4.57 percent in a single session. The three Sichuan lithium leaders, Tianqi Lithium, Yahua Group, and Shengxin Lithium Energy, all hit their daily limit down. Exchange data shows that among the top five sell seats for Tianqi Lithium, three were institutional special seats, unloading a combined 141.56 million yuan. No institutions appeared among the top five buy seats. Yahua Group also saw net institutional selling of 74.58 million yuan, with selling pressure outweighing buying. Analysts believe that battery-grade lithium carbonate prices retreating from May highs, coupled with capital outflows, are weighing on concept stocks. Huaxi Securities analyst Yan Rong noted that lithium carbonate prices are unlikely to return to the highs of five to six hundred thousand yuan per tonne, but the central level around 150,000 yuan per tonne will persist longer than the market expects, and long-term valuations can be based on this price.

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