Lub lithium-Tshuag cov menyuam coaster tau coj mus rau lwm qhov kev dhia dej tam sim no lub lim tiam no, jolted los ntawm kev poob ntawm tus nqi ntawm cov roj teeb tseem ceeb hauv Suav lag luam. Tom qab lub lim tiam dhau los no 11% -14% nce ntxiv rau Albemarle (ALB), SQM (SQM) thiab Ciaj (LTHM), cov khoom lag luam tau poob los ntawm ze li ob tus lej feem pua los ntawm hnub Tuesday thaum sawv ntxov, ua ntej ua ib feem rov qab los.
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Tab sis nws tsis paub meej tias puas muaj ntau yam khoom tom qab muag siab. Tus kws tshuaj ntsuam xyuas Credit Suisse Saul Kavonic tau hais txog 7% poob ntawm lithium carbonate yav tom ntej tus nqi ntawm Wuxi pauv mus rau "kev kwv yees hauv Suav teb tias tus tsim cathode loj yuav tau txiav cov hom phiaj tsim khoom thiab qee lub tuam txhab suav kwv yees muag muag muag tom qab xyoo 2023."
Hnub Thursday, kev tshaj tawm online hauv Beijing-raws li Pandaily tau sau tias ob lub tuam txhab roj teeb hauv Suav teb, EVE Energy thiab Gotion Hi-Tech, tau tsis lees paub cov lus xaiv uas lawv npaj yuav txwv kev tsim khoom vim tias lithium carbonate cov nqi tau nce txog 600,000 yuan ib tuj, sib npaug rau $ 85,173.
Lithium Supply Thiab Demand Outlook
Cov tuam txhab suav tsis yog tib qho uas tab tom nrhiav cov nqi lithium softer. Goldman Sachs rov hais dua nws qhov kev hu xov tooj rau lub lim tiam dhau los, nrog tus kws tshuaj ntsuam xyuas Aditi Rai hais tias "kev muag khoom dhau thiab ua kom qeeb EV" yuav tsum ua rau qis qis rau cov nqi lithium uas yuav tsim nyob rau hauv ib nrab xyoo 2023.
Nrog rau kev lag luam tsis muaj zog thoob ntiaj teb kev loj hlob xav tau nyob rau xyoo 2023, cov lus nug tseem ceeb yog qhov uas qhov kev thov EV loj tuaj tuaj yeem tiv taus kev sib tw. Goldman cia siab tias cov khoom siv lithium yuav txav los ntawm 84,000-tuj tsis txaus rau xyoo no mus rau 76,000-tuj cov nyiaj seem, vim tias qhov kev thov softer ua tau raws li cov zis ntau dua.
Txawm li cas los xij, kev kwv yees lithium cov khoom lag luam muaj keeb kwm ntawm kev cia siab dhau lawm. Thaum ntxov lub hlis no, Albemarle rov lees paub nws txoj kev qhia puv xyoo rau lithium-division EBITDA kev loj hlob ntawm 500% mus rau 550%. Cov kev taw qhia ua rau muaj peev xwm rau upside nyob rau hauv nruab nrab tus nqi, tab sis kuj muaj ib co downside rau Q4 ntim loj hlob, yog hais tias ntau lawm ramps ntaus ib co ceev nrooj.
Daim duab loj yog tias cov neeg tsim khoom siv hluav taws xob thiab cov khoom siv roj teeb tab tom sib tw kom tau txais cov khoom siv lithium lawv yuav xav tau kom ua tau raws li lawv lub hom phiaj muag EV rau 2024, 2025 thiab dhau mus. Lub Xya Hli, General cov Motors lwm yam (GM) pom zoo them Livent $ 198 lab ua ntej kom ruaj ntseg khoom pib txij xyoo 2025.
Kev tswj hwm SQM yuav zoo li muab lawv txoj kev xav txog kev xav txog lithium cov khoom siv thiab kev thov hauv Q3 cov nyiaj tau los hu rau hnub Thursday, tom qab tshaj tawm cov nyiaj tau los lig Wednesday.
ALB Tshuag
ALB Tshuag muag tawm nyuaj hauv thawj ib nrab teev ntawm kev lag luam hnub Tuesday, poob ntau npaum li 14% los ntawm lub lim tiam dhau los. Qhov ntawd rub ALB Tshuag nqis mus rau nws 50-hnub kab ntawm kwv yees li 280. Los ntawm kev kaw hnub Tuesday. kev ua lag luam Tshuag, ALB cov khoom lag luam tau rov qab los thiab tau tawm 6.5% ntawm 295.86.
ALB Tshuag tam sim no nyob deb dua li ntawm 308.34 qhov chaw yuav khoom raug tshem tawm lub lim tiam dhau los, tab sis nws tau zoo rov qab los ntawm kev nkag mus thaum ntxov ntawm 288.
LTHM Tshuag riam hla nws 50-hnub kab nyob ib ncig ntawm 31 thaum ntxov Tuesday, poob qis li 28.90. Thaum kaw, LTHM Tshuag tau nqis 6.8% rau 30.02.
SQM Tshuag poob 2.4% rau 102.50, thaws los ntawm tsuas yog saum nws 50-hnub kab. Qhov ntawd yog tom qab swb 5.5% rau hnub Monday. SQM Tshuag muaj 115.82 khob-puag yuav taw tes, tab sis tuaj yeem ua haujlwm ntawm tus kov.
ALB Tshuag yog nyob rau hauv daim ntawv teev npe rau cov IB Leaderboard portfolio ntawm cov neeg tseem ceeb stocks. SQM thiab LTHM cov khoom lag luam yog ob feem ntawm cov khoom lag luam IB 50 sau.
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Tau qhov twg los: https://www.investors.com/news/lithium-stocks-albemarle-livent-dive-as-rumors-fly-in-china/?src=A00220&yptr=yahoo