Since mid-late October, lithium mining companies' three quarterly reports and first three quarter results forecasts have been closely reported. The reporter noticed that behind the “report card” of several times or even tens of times year-on-year growth of lithium mining companies in the first three quarters, there is a detail worth paying attention to — high growth did not continue in the third quarter, net profit generally declined month-on-month, and signs of a slowdown in profit growth surfaced. Changes in the performance curve are directly reflected in the price trend of lithium carbonate. Since September, the price of lithium carbonate has continued to decline, market trading logic has quietly changed, and a game between industry reality and long-term expectations is unfolding. On the one hand, there is an oversupply in advance pricing on the market; on the other hand, shipments are still smooth on the spot side. The temperature difference between expectations and reality has become the core point of difference in the current lithium market.

Since mid-late October, lithium mining companies' three quarterly reports and first three quarter results forecasts have been closely reported. The reporter noticed that behind the “report card” of several times or even tens of times year-on-year growth of lithium mining companies in the first three quarters, there is a detail worth paying attention to — high growth did not continue in the third quarter, net profit generally declined month-on-month, and signs of a slowdown in profit growth surfaced. Changes in the performance curve are directly reflected in the price trend of lithium carbonate. Since September, the price of lithium carbonate has continued to decline, market trading logic has quietly changed, and a game between industry reality and long-term expectations is unfolding. On the one hand, there is an oversupply in advance pricing on the market; on the other hand, shipments are still smooth on the spot side. The temperature difference between expectations and reality has become the core point of difference in the current lithium market.