天齐锂业最新消息预计会涨多少

Tianqi Lithium, as a representative of the lithium mining alliance, is expected to increase significantly in the future. This prediction is based on several factors and recent news.

1. The Decrease in Lithium Carbonate Price

The price of lithium carbonate has been experiencing a significant decline recently. From its highest point of 560,000 yuan per ton in 2021, it has dropped by 83% to 93,000 yuan per ton. This news has stimulated the new energy vehicle sector, especially lithium mining companies. On this note, Tibet Mining has experienced a 9.72% increase.

2. Increased Demand for Lithium

In its mid-year report, Tianqi Lithium pointed out that the rapid growth in sales of new energy vehicles has led to a surge in lithium demand. Additionally, the slow increase in lithium supply capacity suggests that the lithium supply-demand imbalance will continue to exist in 2022.

3. Impressive Half-Year Performance

In its 2022 semi-annual report released on August 31, Tianqi Lithium's performance has been remarkable. The company achieved an operating income of 14.3 billion yuan, a year-on-year increase of 508%. Its non-deductible net profit reached 9.3 billion yuan, a staggering year-on-year growth of 47,868%. Although the company's revenue is slightly lower than Ganfeng Lithium's 14.44 billion yuan, it has surpassed Ganfeng Lithium in terms of profit.

4. Formation of the Lithium Mining Alliance

With Tianqi Lithium as the representative, the formation of the lithium mining alliance is inevitable. This alliance aims to make the most of the high lithium prices, as it is considered the most effective strategy. This concept was expressed by Jiao Weiping, the chairman of Tianqi Lithium, during the China Lithium Industry Conference.

5. Analysis of the "Scissors Gap"

Using Tianqi Lithium as an example, we can analyze how the "scissors gap" is formed. With the price of lithium hydroxide rising from 120,000 to the current 480,000 yuan per ton, and the stock price dropping from 143 yuan to a low of 69 yuan, the performance has also seen significant growth. However, predicting the future stock price is challenging and risky.

6. Time Frame for Price Increase

The expected timeframe for Tianqi Lithium's price increase is approximately 4 to 6 months. However, it is important to consider the possibility of fluctuations in the stock market. While it is possible to anticipate a rise to 100 or 120 yuan, it is crucial to approach such predictions with caution, as there is a chance of losses.

7. Impact of Lithium Carbonate Price Increase

The price of battery-grade lithium carbonate has continued to rise, with a cumulative increase of 36% since October last year. This price surge, coupled with accelerated capacity release, has greatly benefited Tianqi Lithium. The company's annual report for 2022 shows significant growth in operating income.

Conclusion

Based on the recent market trends, demand for lithium, and the impressive performance of Tianqi Lithium, it is expected that the company will experience a substantial price increase in the future. However, it is important to approach such predictions with caution, considering the unpredictable nature of the stock market.