lithium carbonate
PulseAugur coverage of lithium carbonate — every cluster mentioning lithium carbonate across labs, papers, and developer communities, ranked by signal.
1 day(s) with sentiment data
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Lithium Carbonate Supply Tight Through 2027, Says CITIC Securities
CITIC Securities predicts a growing deficit in lithium carbonate supply through the second half of 2026, potentially peaking in Q4. The firm anticipates that while supply will increase by 2027, it will still fall short …
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Li Auto L6 faces significant cost hikes, potentially leading to price increase
The next generation of the Li Auto L6 is facing significant cost increases due to rising prices of memory chips and lithium carbonate. These combined factors are expected to add over 14,000 yuan to the manufacturing cos…
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AI computing power drives demand for advanced PCBs, boosting equipment and materials sector
A recent report from CITIC Securities highlights a significant surge in demand for printed circuit boards (PCBs) driven by the expansion of AI computing power. This demand is pushing for upgrades in PCB technology, requ…
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China opens lithium futures to foreign traders to boost pricing power
Beijing is opening its lithium carbonate futures market to international traders, a move aimed at strengthening China's influence over global pricing for the critical battery material. Starting July 3, foreign miners, b…
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Jiangxi Bio plans H-share offering; Lithium futures open to overseas traders
Jiangxi Bio is planning a global offering of 36.23 million H shares, with the offering price not exceeding HK$13.06 per share. The company expects its shares to begin trading on the Hong Kong Stock Exchange on June 30, …
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NIO CEO: EV costs rise over $1,400 due to material price hikes
NIO CEO William Li stated that the cost of electric vehicles has increased by over 10,000 yuan due to rising raw material prices, including nickel, cobalt, and lithium carbonate. He noted that these price hikes, along w…
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CITIC Securities: Lithium prices fall as hidden inventory surfaces, demand to support rebound
CITIC Securities Research reported that the lithium market is seeing a price decline as previously hidden inventory becomes visible. Despite this, downstream demand for lithium is increasing, particularly from the energ…
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Sungrow focuses on light-asset strategy, exploring deeper partnerships with cell manufacturers
Sungrow Power Supply Co., Ltd. has stated that it will not enter the upstream battery cell manufacturing business, adhering to a principle of neutrality. The company plans to deepen collaborations with existing cell man…
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OpenAI reportedly plans to launch its own smartphone by 2028
Sungrow Power Supply Co. announced that despite challenges from rising raw material costs like lithium carbonate, the overall installed capacity for energy storage is expected to grow between 30% and 50% annually over t…