Hwabao WP CSI Subdivision Chemical Industry Theme ETF

HUALU-HENGSHENG released FY2025 Q3 earnings on October 29 After-Market (BJT), actual revenue CNY 7.789 B (forecast CNY 11.38 B), actual EPS CNY 0.38 (forecast CNY 0.6158)

HUALU-HENGSHENG released FY2025 9 Months Earnings on October 29 After-Market (BJT), actual revenue CNY 23.55 B, actual EPS CNY 1.1187

YTH released FY2025 Q3 earnings on October 28 During-Market (BJT), actual revenue CNY 12.61 B, actual EPS CNY 1.0793

YTH released FY2025 9 Months Earnings on October 28 During-Market (BJT), actual revenue CNY 37.6 B, actual EPS CNY 2.5846

LB Group released FY2025 Q3 earnings on October 27 After-Market (BJT), actual revenue CNY 6.105 B (forecast CNY 7.71 B), actual EPS CNY 0.1205 (forecast CNY 0.2744)

LB Group released FY2025 9 Months earnings on October 27 After-Market (BJT), actual revenue CNY 19.45 B, actual EPS CNY 0.7005

HLSH released FY2025 Q3 earnings on October 27 After-Market (BJT), actual revenue CNY 53.52 B (forecast CNY 47.7 B), actual EPS CNY 0.2803 (forecast CNY 0.2771)

HLSH released FY2025 9 Months Earnings on October 27 After-Market (BJT), actual revenue CNY 157.45 B, actual EPS CNY 0.7108

Qinghai Yanhu Industry released FY2025 9 Months Earnings on October 24 During-Market (BJT), actual revenue CNY 11.11 B, actual EPS CNY 0.8508

Qinghai Yanhu Industry released FY2025 Q3 earnings on October 24 During-Market (BJT), actual revenue CNY 4.33 B, actual EPS CNY 0.3755 (forecast EPS CNY 0.3409)

Wanhua released FY2025 Q3 earnings on October 24 After-Market (BJT), actual revenue CNY 53.32 B (forecast CNY 58.37 B), actual EPS CNY 0.9699 (forecast CNY 1.049)

Wanhua released FY2025 9 Months Earnings on October 24 After-Market (BJT), Actual Revenue: CNY 144.23 B, Actual EPS: CNY 2.9199

STL released FY2025 9 Months earnings on October 24 After-Market BJT, actual revenue CNY 34.77 B, actual EPS CNY 1.1076

STL released FY2025 Q3 earnings on October 24 After-Market BJT, actual revenue CNY 11.31 B (forecast CNY 11.28 B), actual EPS CNY 0.2964 (forecast CNY 0.6971)

ZJJH released FY2025 9 Months Earnings on October 23 After-Market BJT, actual revenue CNY 20.39 B, actual EPS CNY 1.2027

BAOFENG ENERGY released FY2025 9 Months Earnings on October 23 During-Market (BJT), Actual Revenue CNY 35.54 B, Actual EPS CNY 1.2193

BAOFENG ENERGY released FY2025 Q3 earnings on October 23 During-Market (BJT), actual revenue CNY 12.73 B (forecast CNY 14.83 B), actual EPS CNY 0.438 (forecast CNY 0.5418)

ZJJH released FY2025 Q3 earnings on October 23 After-Market (BJT), actual revenue CNY 7.062 B, actual EPS CNY 0.4429

HUALU-HENGSHENG to Release FY2025 Q3 Earnings on October 30 After-Market (BJT), Forecast Revenue CNY 11.38 B, EPS CNY 0.6158

Zangge Mining Holds Q3 2025 Earnings Conference

000408

<p>Zangge Mining's unit to invest additional funds in new energy industry fund</p>

marketscreener

ZANGGE MINING

Zangge Mining's unit to invest additional funds in new energy industry fund

002460

01772

000792

300750

<p>Huatai Securities analyzes the supply and demand of lithium mines, believing that there is a significant divergence in market expectations for demand growth in 2026, and a confirmed shortage of lithium resources in 2027. The price of lithium carbonate has risen since September, influenced by supply-side disruptions and high growth on the demand side. It is expected that the growth rate of lithium resource production will be 32.3% in 2026 and 17.1% in 2027. Energy storage demand is optimistic, but there are still divergences in growth rates</p>

- The article analyzes the future demand and supply dynamics of lithium carbonate, highlighting significant market discrepancies in growth expectations for 2026 and 2027, particularly in energy storage.  
- It predicts that lithium resource supply will increase by 32.3% in 2026 and 17.1% in 2027, while demand is expected to range between 197.5 and 216.8 thousand tons LCE, reflecting a wide variance due to differing growth assumptions.  
- The analysis concludes that while 2026 may see a slight oversupply, 2027 could shift towards a shortage, potentially driving lithium prices above 10 thousand yuan per ton.

Wallstreetcn

Ganfeng Lithium

GANFENGLITHIUM

Qinghai Yanhu Industry

CATL

Huatai Securities: The supply and demand of lithium mines will be highly controversial in 2026, but a shortage in 2027 is certain