Movement Alert｜TIANQI LITHIUM Falls 3.24% in Regular Trading, Institutions Forecast Oversupply Pricing for Most Lithium Battery Segments

Market Focus07-28

On July 28, TIANQI LITHIUM fell 3.24% in regular trading, trading at HKD 32.26/share, with turnover of HKD 54.69 million. The Hong Kong-listed lithium sector declined broadly, with GANFENG LITHIUM dropping over 4.7% on the same day.

On the news front, CITIC Securities Construction Investment noted that unit profitability across lithium battery material segments is currently at or below the historical 30th percentile. Using 15-20x PE as an anchor, the unit earnings implied by current share prices are broadly lower than actual earnings levels, indicating that the market is pricing in oversupply for most lithium battery segments next year. The broker added that if lithium battery growth exceeds 20%, separators, copper foil, and aluminum foil would remain tight; if growth exceeds 28%, anode materials and lithium carbonate could also reach a tight balance.

Despite the company forecasting H1 attributable net profit growth of over 32 times to RMB 2.85-4.25 billion, Q2 sequential momentum deceleration combined with persistent lithium price downward pressure continues to suppress market sentiment.

(The above content is based on publicly available market information, generated by a program or algorithm, and is intended solely as a stock movement alert. It does not constitute investment advice or a basis for trading decisions.)

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

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