Movement Alert|Tianqi Lithium Falls 3.19% in Regular Trading, Jianxiawo Mine Resumption Expectations Continue to Weigh on Lithium Sector

Market Focus06-25

On June 25, Tianqi Lithium fell 3.19% in regular trading, trading at 41.66 HKD/share, with turnover of approximately 87.86 million HKD.

On the news front, CATL's Yichun Jianxiawo lithium mine regained its construction land pre-approval on June 17, with the market expecting a potential resumption of production in Q4. The mine holds estimated associated lithium oxide resources of 2.6568 million tonnes, equivalent to approximately 6.57 million tonnes of lithium carbonate equivalent, posing significant pressure on supply-demand dynamics if production resumes on schedule.

Lithium carbonate futures have retreated from a recent high of 175,000 RMB/tonne to around 155,000 RMB, further dragging down lithium mining stock valuations. Meanwhile, institutional positioning shows signs of caution, with JPMorgan recently reducing its long position in Tianqi Lithium H-shares from 14.38% to 13.86%. Sector peer Ganfeng Lithium declined 4.73% on the same day, reflecting broad-based weakness across the lithium mining space.

(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.)

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