Core Viewpoint - Lithium sector stocks continue to rise, with leading lithium miners reporting a turnaround in net profits for the first three quarters, supported by strong bottom prices for lithium carbonate [1] Company Summaries - Ganfeng Lithium achieved revenue of 14.625 billion yuan, a year-on-year increase of 5.02%, and turned a profit with a net profit of 25.52 million yuan [1] - Tianqi Lithium reported a revenue decline of 26.50% year-on-year, totaling 7.397 billion yuan, but managed to turn a profit with a net profit of 180 million yuan, attributed to optimized pricing mechanisms and strong performance from joint venture SQM [1] Industry Insights - Recent reports indicate a slight increase in lithium carbonate prices due to better-than-expected demand from the electric vehicle and energy storage markets [1] - The production rate in the lithium salt sector remains high, with October lithium carbonate production showing a month-on-month increase of 6% and a year-on-year increase of 55% [1] - Despite uncertainties in mining policies in Jiangxi, strong demand ensures robust support for lithium carbonate prices, with expectations for continued price increases in November [1]
港股异动 | 锂业股继续走高 前三季锂矿龙头归母净利均扭亏为盈 碳酸锂价格底部支撑较强