99.5%电池级碳酸锂

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碳酸锂期货底部反弹超15%,多只锂矿概念股获机构扎堆关注
news flash· 2025-07-18 05:14
Group 1 - The core viewpoint of the article highlights a significant rebound in lithium carbonate futures, with the main contract opening high and reaching a peak increase of 4.32%, closing up 0.91% on July 18 [1] - Lithium carbonate futures have rebounded over 15% from their year-to-date low, indicating a potential turning point for the lithium battery supply chain, which is currently at a historical low [1] - The spot price for 99.5% battery-grade lithium carbonate was reported at 65,000 yuan/ton on July 17, reflecting an 8.52% increase from the late June low of 59,900 yuan/ton [1] Group 2 - A total of 14 lithium mining concept stocks have released their performance forecasts for the first half of the year, with companies like Tianqi Lithium (002466) and Weiling Co. (002667) predicting a turnaround to profitability [1] - Companies such as Tibet Zhufeng (600338), Keda Manufacturing (600499), and Cangge Mining (000408) forecasted year-on-year growth in net profit attributable to shareholders, while Tibet Chengtou (600773) and Ganfeng Lithium (002460) expect reduced losses, resulting in a 50% positive forecast ratio [1] - Several lithium mining concept stocks have attracted significant institutional attention this year, with six stocks receiving over 100 institutional research visits, including Cangge Mining, Keda Manufacturing, and Yahua Group (002497) [1]