It is reported that on the morning of May 17, 542857% of the equity of Yajiang snowway Mining Development Co., Ltd. held by Chengdu Xingneng new materials Co., Ltd. was auctioned on Jingdong bankruptcy auction platform, with a starting price of about 3.35 million yuan and a deposit of about 335000 yuan. As of 2:45 p.m., the auction target has attracted 11 enterprises or individuals to bid, with the latest bidding of more than 132 million yuan and more than 160000 onlookers.
Huaxi Securities Co.Ltd(002926) pointed out that Q2 was the quarter with the loosest price supply and the lowest price in the whole year. After entering the second half of the year, the price of lithium carbonate probably picked up with the recovery of downstream demand. In the second quarter, the increment of Australian lithium concentrate is still limited, which is difficult to support the growth of downstream demand. It is expected that the price of Q3 Australian lithium concentrate will rise further. In 2022q2-3, the long-term association price of lithium concentrate will rise sharply, and the profit differentiation between lithium salt processing plants and integrated enterprises will become more and more obvious when we see the high fluctuation of lithium salt price. It is suggested to pay attention to the enterprises integrating upstream and downstream.
The agency recommends Youngy Co.Ltd(002192) , which is promoting the 2.5 million T / a lithium ore concentration project in yuanyangba; Lijiagou spodumene mining and beneficiation project is under construction. In the future, it will work with Dongchuan Energy Investment Co., Ltd. to integrate the development of lithium resources in Ganzi and Aba Prefecture Sichuan New Energy Power Company Limited(000155) ; There are abundant reserves of lepidolite resources, and Jiangxi Special Electric Motor Co.Ltd(002176) , which is being processed for the exploration and mining of Xikeng lepidolite deposit; The beneficiaries include Tianqi Lithium Corporation(002466) , which has been increasing production in the next five years and can achieve large-scale production through OEM.
