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The quarterly reports of the "Lithium Industry Duopoly" have been released, with Tianqi Lithium Corporation turning a profit and GANFENGLITHIUM narrowing its losses. What is the current situation of the Industry?| Interpretations
① The first quarter reports of the "Lithium Industry Twins" are out; Tianqi Lithium Corporation turns losses into profits, while GANFENGLITHIUM narrows its losses. ② Although there are certain signs of recovery on the demand side, the previous mismatch between the capacity expansion and demand in the lithium carbonate Industry has not yet ended. According to comprehensive calculations by industry Institutions, the lithium carbonate market will continue to face a fundamental pattern of oversupply in 2025.
6 Out of 8 Basic Materials Stocks Deliver EPS Wins This Week - Earnings Scorecard
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.
Earnings Call Summary | LIONTOWN RESOURCES LTD(LINRF.US) Q3 2025 Earnings Conference
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