Group 1 - Lithium stocks continue to rise, with Tianqi Lithium (09696) up 5.05% at HKD 51.3 and Ganfeng Lithium (01772) up 4.04% at HKD 52.85 [1] - Ganfeng Lithium reported a revenue of CNY 14.625 billion for the first three quarters, a year-on-year increase of 5.02%, and a net profit of CNY 25.52 million, marking a turnaround from losses [1] - Tianqi Lithium's revenue for the first three quarters declined by 26.50% year-on-year to CNY 7.397 billion, but it achieved a net profit of CNY 180 million, attributed to pricing mechanism optimization and increased earnings from its joint venture SQM [1] Group 2 - Carbonate lithium prices have slightly increased this week due to better-than-expected demand from the electric vehicle and energy storage markets, with leading lithium salt manufacturers maintaining high production levels [2] - According to SMM, the monthly production of carbonate lithium in October continued to grow, increasing by 6% month-on-month and 55% year-on-year, indicating strong production enthusiasm among companies [2] - Despite uncertainties in mining policies in Jiangxi, the strong demand ensures robust support for carbonate lithium prices, with expectations for continued price increases in November [2]
部分锂业股走高 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