Lithium mining stocks continued their downward trajectory. At the time of writing, Ganfeng Lithium Group Co., Ltd. (01772) had fallen 3.62%, trading at HK$61.2, while Tianqi Lithium Corporation (09696) dropped 2.44%, trading at HK$54.05. On the news front, on January 19th, the main lithium carbonate futures contract continued to weaken, currently down over 3% to 148,000 yuan per tonne. Last week, the main lithium carbonate contract showed a volatile downtrend, repeatedly hitting the daily limit-down price of 146,200 yuan per tonne during the session, with an intraday decline of approximately 9%. Zhongtai Futures analysis suggests that, in the short term, following a rapid price increase earlier in the week, the market had largely priced in the demand increase expectation from preemptive exports; subsequently, market sentiment quickly cooled under strong regulatory oversight. Concurrently, a shift in broader macroeconomic sentiment led to an overall decline in the commodity market, accelerating the fall in lithium prices.
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