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[Three Chinese companies were "ordered" to withdraw from Canadian lithium mine investment. Brokerage: significant benefits] On November 3, the Canadian Ministry of Industry asked China Mining Resources, Shengxin Lithium Energy and Zangge Mining three Chinese companies, on the grounds of "national security", to divest their investments in key Canadian mineral companies. As of the afternoon closing, China Mining Resources fell 7.82%, Shengxin Lithium Energy rose 0.66%, and Zangge Mining rose 1.08%. Zhejiang Securities Shi Yi said that China produces about 75% of the world's lithium-ion battery , but China accounts for less than 20% of the lithium resource link. Most overseas lithium companies are listed in the United States, Australia and Canada.
This means that lithium resources have become one of the most easily choked links in China's electric vehicle industry chain. Judging from today's market performance, the share price of China Mining Resources, which was most affected by this incident, fell 7.82%. However, according to the calculations of Tianfeng Securities , the suspension of the acquisition of power metals by China Mining Resources has no impact on Tanco's volume. The 25/60,000 tons LCE self-sufficiency mine shipment guidance will not be lowered in 23/24, so the stock price hits the limit is the buying point. This matter is "highly beneficial" to the lithium mine sector.
Tianfeng Securities Metal New Materials Team also revealed that in the future, Chinese companies will no longer be able to obtain any lithium mine resources in Canada/US, or acquire any listed lithium mine companies in both places (but not listed companies), and acquire up to 10% shares from Australian lithium mine companies. However, looking at the pace of lithium ore supply increase in the past three years, the mining efficiency of Chinese companies is significantly higher than that of overseas companies. Due to the unique capital expenditure rhythm of mining development, most companies need to invest hundreds of millions of US dollars in early capital expenditure before lithium mines are put into production. In order to obtain several rounds of financing in the early stage, the capacity in most overseas projects has false standards. Once the hot money investment of Chinese enterprises in pursuit of new energy and China's monopoly technical support for lithium mine smelting (each overseas smelting factory is behind Chinese technology), the global supply of lithium mines for 24-25 years will be difficult to guarantee.
Therefore, it is firmly optimistic about the sustainability of lithium prices, and this cycle will not end in 2023. There are major opportunities in the lithium mine sector. Other market analysts believe that Canada's move has exacerbated the reshaping of domestic lithium ore resources, and lithium ore prices are expected to continue to rise. (Caitong News Agency)
Xiaojun commented: Xiaojun only knows that rare earths are the first in technology, and we don’t know that lithium ore smelting is also the first in smelting. I really have this kind of ability. Our lithium ore is not small, accounting for about 20% of the world. Moreover, more than 60% of the world’s refined lithium is produced in China. It seems that we have a certain technological leadership. Such situations as
have lost our technical support. The price of lithium ore cannot fall anymore, so Xiaojun's strategy of vigorously attacking lithium ore recently should be no big problem.
Then interpret the sales of BYD , and the class is here!
Lao Tie received with a like and support, 666 will start!
#40 billion lithium mine leader goes straight to the limit
