Humanity has entered the information age from the industrialization era, and the interconnection of all things is a sign of the times. To realize the interconnection of all things, electrification must be the premise and foundation. This requirement has and will still give rise to countless electrification application scenarios. In such a grand era, we will closely focus on the corporate mission of "helping innovators" and further focus on the lithium battery industry.
Lithium mine recent development trend
After the market bottomed out , the lithium ore sector ushered in a sharp rise, and the sector staged daily limit surges from time to time. We know that the price of battery-grade lithium carbonate remains high. "Lithium" has traveled all over the world, and the competition for lithium resources is becoming increasingly fierce. There are endless voices about the acquisition of lithium resources. The lithium mining sector was also the most popular sector last year, and this sector is also a sector where the main players are deeply involved.
At present, the demand for lithium batteries in the market is accelerating, and the tight relationship between supply and demand has kept the price of lithium carbonate at a high level. This sector has also undergone significant adjustments in the early part of this year. Many stocks have made larger adjustments, leaving a large room for growth. Judging from the first quarter report, the performance of the lithium mining sector is very good. The semi-annual report for July is coming soon. The performance of the lithium mining sector is worth looking forward to. It is reasonable that this sector has strengthened significantly recently. This sector may continue to face challenges from time to time in July. Come high and limit the tide.
Three lithium mining strong leading stocks overview
Jiangte Motor
Jiangxi Special Motor Co., Ltd. ’s main business is lepidolite mining and selection, lithium carbonate processing, and special motor R&D, production and sales. The company's main products are lithium industry, electromechanical and automotive industries. Its main products include electric motors , mechanical products, lithium carbonate, lithium mining and selection, automobiles, etc.
The company's total operating income in the first quarter report: 1.355 billion yuan, a year-on-year increase of 152.57%, price-to-book ratio: 18.27, total market value: 46.156 billion.
China Mining Resources
China Mining Resources Group Co., Ltd. is a company mainly engaged in geological engineering technical services. The company's main business is the research and development, production and sales of rare light metal raw materials lithium salt , cesium salt and rubidium salt products. The company's lithium fluoride production capacity is 3,000 tons/year and lithium carbonate production capacity is 6,000 tons/year. It is actively building new production line projects with an annual output of 15,000 tons of battery-grade lithium hydroxide and 10,000 tons of battery-grade lithium carbonate.
The company’s first quarter total operating income: 1.848 billion yuan, a year-on-year increase of 399.02%, price-to-book ratio: 9.19, total market value: 44.530 billion.
Tianqi Lithium Industry
Tianqi Lithium Industry Co., Ltd. main business is the production, processing and sales of lithium concentrate and lithium chemical products. The company's main products are lithium ore, lithium compounds and derivatives. The company has a total production capacity of approximately 44,800 tons/year of lithium chemical products.
The company’s first quarter total operating income: 5.257 billion yuan, a year-on-year increase of 481.41%, price-to-book ratio: 11.86, total market value: 196.454 billion.
It is not easy to be original. Please remember to like, click rocket + follow after reading this. Thank you. Some official data come from public data on the Internet. The content only represents personal opinions and does not constitute any investment guidance. There are risks in the stock market, so be careful when investing!
