Retrieved from: Interface News

On February 29, 2024, the lithium plate followed the broader market rebound and went up in a row. As of 10 p.m., the battery ETF (561910) rose 1.42%, and Ningde Times, Sunny Power, Three Flowers Intelligent Controls, and Lithium-Wealth Lithium Energy were all in the red. Since the recent low on February 5 rose 13.49%!

Recently, lithium carbonate futures closed 6 consecutive sun, recovered 100,000 / ton mark. Prior to this, lithium carbonate futures consolidated near 100,000 yuan for nearly 3 months. Most organizations in the industry expect that there may be a wave of rebound market.

Recent supply disturbance news frequently, the demand side, especially in ternary anode, demand is expected to improve, after a certain period of time industry chain out of the case, the enterprise is in a lower inventory level, and gradually carry out raw material stockpiling, the leading enterprises are expected to rebound obviously.

Both period and cash are warming up, and the market has given a certain amount of appreciation to the contract in the second quarter of the peak demand season, or reflecting the expectation that the supply and demand situation is turning warm in stages.