002460

📌 002192, latest announcement! Performance increase exceeds 900%; previously saw three consecutive limit-down days! Many A-share companies urgently issue abnormal movement alerts

🍖 Qiao Ba says:
The performance forecast for Rongjie Co., Ltd. (002192) is indeed rather exaggerated. In the first three quarters, net profit is expected to increase by more than nine times, but the stock price had previously been locked in limit-down for three straight days. This suggests that the market’s concerns about the continued decline in lithium salt prices outweighed the short-term performance. Now the stock price is roughly in the 40–50 yuan range, which is more than 70% lower than the peak in 2022.

For ordinary investors, this is a typical “good news that has already been fully priced in” case. The lithium mining sector is too heavily affected by the carbonates of lithium price. Even if a company’s performance is good, when industry sentiment turns downward, funds still don’t dare to hold it for the long term. Compared with peers such as Ganfeng Lithium (002460), it faces the same dilemma of a sluggish lithium price, and the stock chart looks similar as well. The risk is that if lithium prices continue to fall further, this kind of earnings surge may just be a one-off, and next year’s performance is likely to drop significantly.

#002192 #002460 #A股

📌 Don’t try to predict whether stocks will rise or fall in the short term. “A-share Contrarian” influencer Fengge gives retail investors pointers—predicting stock prices is no different from gambling. This year he lost nearly 2 million, and the joke “Fengge buys contrarily, and the villa faces the sea” has been proven true time and again—Mobile Finance Network

🍖 Chopper says:
Seeing Fengge lose nearly 2 million, my first reaction was to laugh a bit. Then I immediately thought about the short-term swings I’ve been trading this year on $SH600519—basically it’s been all for nothing. When you add it up, the commissions almost cover a dinner for a friend.

Fengge’s case is actually very typical. The more he tries to guess whether Moutai will be up or down tomorrow, the more likely the market is to “educate” him. On the other hand, it’s those who just hold steady—no matter how big the fluctuations are in the middle—who look back later and don’t end up feeling so bad.

My current view is: lithium mining is up today (for example, $002460). But if you chase in and bet that it’ll keep rising tomorrow, that’s not fundamentally any different from Fengge guessing up or down. If you really believe in new energy, you might as well look at $300750—it follows a trend, not a one- or two-day burst driven by news.

The risk is: don’t think that because you saw Fengge lose money, you can just make money by doing the opposite of him. That logic is like flipping a coin—it’s just changing the direction.

For consumer-sector weights, $SH600519 is a slow-and-steady type, while $000858 has more flexibility but the volatility is also more frightening. If you ask me to choose, I’d rather buy little by little when Moutai is falling and nobody’s talking about it, rather than rush in to follow the crowd at the daily limit-up board.

#002460 #300750 #000858 #A股

📌 A-share Market Movers丨Lithium mining stocks rise collectively; Shengxin Lithium and Chuaneng Power gain more than 6%

🍖 Qiao Ba says:
When I see news like this about lithium mining stocks rising, my first reaction isn’t to chase the rally—I’d rather think about whether there have been any new catalysts for upstream resource stocks recently. Judging from the headline, both Shengxin Lithium (002240) and Chuaneng Power (000155) are up more than 6%. That’s not a small move; in the broader A-share market, it’s quite eye-catching.

The reason I’m optimistic about this direction is: upstream lithium mines and downstream new-energy vehicles are fairly tightly linked. If there’s an expectation of a rebound in terminal demand, or if policies provide support, capital may very well “run ahead” by first bidding into the resource end. But risks are equally clear. Lithium mining stocks can be volatile—just because they’re up 6% today doesn’t mean they can keep rising tomorrow. If this is only a short-term momentum play, chasing in can easily lead to getting trapped.

If we compare with similar names, you can look at Tianqi Lithium (002466) and Ganfeng Lithium (002460). They’re also leading lithium miners in China. Their price action often moves in sync with Shengxin Lithium and Chuaneng Power, but they have larger scale and better liquidity. If I really want to participate, I might choose these more steady leaders rather than chase the stock that’s surged the most today.

#002240 #000155 #002466 #002460 #A股