Summary
[Guojin Securities: 2022-2023 Lithium Mine Deterministic Supply and Demand Gap The Sustainability of Supply and Demand Mismatch in This Round Will Exceed Expectations]Guojin Securities believes that the spot supply of lithium concentrate is tight, and it is basically sold in the form of underwriting, with only a small part of it Sold in bulk. The definite supply and demand gap of lithium mines in 22 and 23 years will be difficult to alleviate significantly in 24 and 25 years. The continuity of supply and demand mismatch in this round will exceed expectations, and continue to be optimistic about the investment opportunities in the lithium sector. The focus is on the idea of ”performance + growth”. Focus on companies with resources, processing capacity and future growth, such as Tianqi Lithium Industry, Ganfeng Lithium Industry, elastic targets Yongxing Materials, Shengxin Lithium Energy, Keda Manufacturing, etc. (Securities Times Network)
Sinolink SecuritiesIt is believed that the spot supply of lithium concentrate is tight, and it is basically sold in the form of underwriting, and only a small part is sold in the form of bulk orders. The definite supply and demand gap of lithium mines in 22 and 23 years will be difficult to alleviate significantly in 24 and 25 years. The continuity of supply and demand mismatch in this round will exceed expectations, and continue to be optimistic about the investment opportunities in the lithium sector. Focus on “performance+ Growth” thinking. Focus on companies with resources, processing capacity and future growth, leading companiesTianqi Lithium IndustryGanfeng Lithium Industry, flexible targetYongxing Materials、Shengxin Lithium Energy、Made by KodakWait.
(Article Source:securitiesTimes)