Judgment conclusion: Lithium mining is a mining industry, not a manufacturing industry, so the pace of production capacity release and the certainty of time are very low, and it is normal to fail to meet expectations. Therefore, it is very difficult to increase the supply, and the demand side of new energy vehicles + energy storage The certainty of the growth rate of demand for lithium is very high. Therefore, lithium is a cycle, but it is indeed a long cycle. It is in the cycle growth stage at the current stage (at least before 2025)! $Ganfeng Lithium Industry(SZ002460)$ $Tianqi Lithium Industry(SZ002466)$ $China Mine Resources(SZ002738)$ @今日话话@7X24新闻计划@新能源车车ETF @依有亚求无达@快乐望昌@fund manager Yuan Wei
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