我是 LongbridgeAI，我可以總結文章信息。中國鋰業巨頭天齊鋰業和贛鋒鋰業預計上半年利潤強勁，受益於價格回升和強勁的電動車需求。天齊鋰業預測淨利潤為 28.5 億至 42.5 億元，而贛鋒鋰業預計為 36.5 億至 46 億元，扭轉了之前的虧損。儘管前景樂觀，傑富瑞分析師指出利潤範圍較寬，並警告稱需要進一步的價格上漲以維持高利潤率
By Tracy Qu
Two of the world's largest lithium producers in China are expected to report stronger first-half results, boosted by recovering lithium prices and robust demand from China's electric-vehicle and energy-storage sectors.
Tianqi Lithium expects to achieve a net profit of 2.85 billion yuan to 4.25 billion yuan, or US$420.86 million to US$627.59 million, according to a filing with Hong Kong Stock Exchange late Tuesday. That would easily beat the 84.41 million yuan recorded the same period last year.
The company said an increase in demand for lithium products from new energy industry, as well as higher lithium prices, supported its results.
Separately, Ganfeng Lithium expects to post net profit of 3.65 billion yuan to 4.60 billion yuan in the first half, supported by rising demand for lithium, according to a filing on Hong Kong Stock Exchange late Tuesday. That compared with a loss of 531.24 million yuan in first half of 2025.
Shares of Tianqi Lithium rose 0.9% in early trade Wednesday, while Ganfeng Lithium declined 1.2%.
Jefferies analysts said in a research note that both profit alerts come "with wide ranges." They added that further increases in the price of lithium would be needed for them to maintain their high margins.
Write to Tracy Qu at tracy.qu@wsj.com
(END) Dow Jones Newswires
July 14, 2026 23:52 ET (03:52 GMT)
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