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Tianqi Lithium Corporation (09696): Significantly turned losses into profits in the first quarter, overcoming the impact of the lithium industry's downturn?
With the disclosure of the news regarding turning a profit in the first quarter of 2025, it has already fully proven that the company has emerged from the "shadow" of declining lithium prices.
Guotai Junan: Lithium may find it difficult to break free from a weak pattern in the short term, while cobalt is expected to stabilize and gradually rise.
The cobalt company has diversified into the downstream manufacturing of electric vehicles, creating an integrated cost advantage in cobalt-nickel-precursor-tri-metal systems, which enhances competitive barriers.
Highlights from the Brokerage morning meeting: Demand improved in the first quarter, and performance recovery in the Electrical Utilities New energy Fund industry is expected.
In today's Brokerage morning meeting, Sinolink believes that the core logic of incremental policies is becoming clearer; China Securities Co.,Ltd. noted that the current expectations for Fuel Cell Energy vehicles in the Sector are relatively weak, and there might be an upward inflection point in sales during the peak season in May-June; HTSC suggested that the demand is improving in the first quarter, and the performance recovery of Electrical Utilities New energy industry is expected.
Tianqi Lithium to Turn to Q1 Profit
Emerging from the darkest moments! The lithium industry giant's Q1 performance has made a significant "turnaround", what signal does it release?
A glimmer of dawn appears.
Tianqi Lithium Corporation: Performance forecast for the first quarter of 2025.
