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Sinomine Resource Exploration vs POSCO: why the prices moved differently

Weekly · monthly · quarterly news summaries, side by side in time

Sinomine Resource Exploration Co Ltd (002738.CS)

Q3 2026
▲3

Sinomine's profit surges on lithium prices; new supply projects advance

  • Half-year profit jumps over 11-fold on higher lithium prices Sinomine's first-half net profit hit 1.111 billion yuan, up 1,146.81% from a year earlier, as lithium prices rose. Revenue was 3.66 billion yuan. This is the core reason the stock is moving: the company is earning far more money than before.

    The profit surge is the main fundamental force behind the stock and is new this period.

  • Lithium salt lines back running after maintenance Two high-purity lithium salt lines (30,000 and 35,000 tonnes a year) restarted in August after a June 30 maintenance stop caused by a transport and scheduling mismatch. More working output supports sales and earnings.

    Restarted production directly increases the company's ability to sell lithium salt.

  • Zimbabwe lithium sulfate project targeted for mid-2027 Sinomine said its 100,000-tonne-a-year lithium sulfate project in Zimbabwe should be finished and producing by mid-2027. That would add future supply and growth, though the benefit is still about a year away.

    This is a new, concrete expansion plan that shapes the company's longer-term output.

  • Strong profit, but cash flow and debt ratios weaken Alongside the profit jump, operating cash flow was negative 227 million yuan, the debt ratio rose to 36.18%, and gross margin slipped to 52.90%. The earnings are real, but the balance sheet and cash generation are less healthy.

    It is the main counterweight to the good headline numbers and keeps the picture fair.

August 2026
▲3

Sinomine's profit surges on lithium prices; new supply projects advance

  • Half-year profit jumps over 11-fold on higher lithium prices Sinomine's first-half net profit hit 1.111 billion yuan, up 1,146.81% from a year earlier, as lithium prices rose. Revenue was 3.66 billion yuan. This is the core reason the stock is moving: the company is earning far more money than before.

    The profit surge is the main fundamental force behind the stock and is new this period.

  • Lithium salt lines back running after maintenance Two high-purity lithium salt lines (30,000 and 35,000 tonnes a year) restarted in August after a June 30 maintenance stop caused by a transport and scheduling mismatch. More working output supports sales and earnings.

    Restarted production directly increases the company's ability to sell lithium salt.

  • Zimbabwe lithium sulfate project targeted for mid-2027 Sinomine said its 100,000-tonne-a-year lithium sulfate project in Zimbabwe should be finished and producing by mid-2027. That would add future supply and growth, though the benefit is still about a year away.

    This is a new, concrete expansion plan that shapes the company's longer-term output.

  • Strong profit, but cash flow and debt ratios weaken Alongside the profit jump, operating cash flow was negative 227 million yuan, the debt ratio rose to 36.18%, and gross margin slipped to 52.90%. The earnings are real, but the balance sheet and cash generation are less healthy.

    It is the main counterweight to the good headline numbers and keeps the picture fair.

Latest
▲3

Sinomine's profit surges on lithium prices; new supply projects advance

  • Half-year profit jumps over 11-fold on higher lithium prices Sinomine's first-half net profit hit 1.111 billion yuan, up 1,146.81% from a year earlier, as lithium prices rose. Revenue was 3.66 billion yuan. This is the core reason the stock is moving: the company is earning far more money than before.

    The profit surge is the main fundamental force behind the stock and is new this period.

  • Lithium salt lines back running after maintenance Two high-purity lithium salt lines (30,000 and 35,000 tonnes a year) restarted in August after a June 30 maintenance stop caused by a transport and scheduling mismatch. More working output supports sales and earnings.

    Restarted production directly increases the company's ability to sell lithium salt.

  • Zimbabwe lithium sulfate project targeted for mid-2027 Sinomine said its 100,000-tonne-a-year lithium sulfate project in Zimbabwe should be finished and producing by mid-2027. That would add future supply and growth, though the benefit is still about a year away.

    This is a new, concrete expansion plan that shapes the company's longer-term output.

  • Strong profit, but cash flow and debt ratios weaken Alongside the profit jump, operating cash flow was negative 227 million yuan, the debt ratio rose to 36.18%, and gross margin slipped to 52.90%. The earnings are real, but the balance sheet and cash generation are less healthy.

    It is the main counterweight to the good headline numbers and keeps the picture fair.

POSCO Holdings (005490.KO)

Q3 2026
▲5

POSCO pivots to lithium and low-carbon steel with major deals

  • UBS bullish on lithium, Buy rating on POSCO UBS says lithium bears are watching the wrong number, arguing battery output is outpacing EV growth on storage and exports. It maintains a Buy rating on POSCO, signaling that demand for POSCO's lithium business may be stronger than skeptics think, which supports the stock.

    This is a new analyst view that directly boosts sentiment on POSCO's lithium growth story.

  • POSCO completes South Korea's largest electric arc furnace POSCO finished a KRW 600 billion electric arc furnace at Gwangyang that can cut carbon emissions by up to 75%. This advances its low-carbon steelmaking and high-value product plans, which could lower future carbon costs and open premium markets, supporting the stock.

    This is a concrete new milestone in POSCO's decarbonization strategy that improves its long-term competitive position.

  • POSCO targets lithium and energy for 2035 growth At its CEO Investor Day, POSCO set a 2035 revenue target of KRW 187 trillion and operating profit of KRW 13.1 trillion, with lithium as the centerpiece. It plans to invest KRW 16.7 trillion in 2026-2028 and return about 10% of proceeds from stake sales via buybacks, which supports the stock.

    This is a new long-term strategy with concrete financial targets and capital return plans that shape investor expectations.

  • POSCO signs DLE demo plant deal in Utah POSCO will fully fund and operate a direct lithium extraction demonstration plant in Utah with Anson Resources, validating its proprietary technology at industrial scale. Success could unlock a new low-cost lithium source, strengthening POSCO's position in the battery supply chain and supporting the stock.

    This is a new partnership that advances POSCO's lithium extraction technology and potential commercial expansion.

  • POSCO enters LFP cathode market with major supply deal POSCO Future M signed a six-year deal to supply over 190,000 tons of LFP cathode materials from 2027, its first major LFP order. This diversifies beyond high-nickel cathodes and taps rising demand for energy storage in North America, supporting the stock.

    This is a new large contract that expands POSCO's battery materials business and addresses a growing market.

July 2026
▲5

POSCO pivots to lithium and low-carbon steel with major deals

  • UBS bullish on lithium, Buy rating on POSCO UBS says lithium bears are watching the wrong number, arguing battery output is outpacing EV growth on storage and exports. It maintains a Buy rating on POSCO, signaling that demand for POSCO's lithium business may be stronger than skeptics think, which supports the stock.

    This is a new analyst view that directly boosts sentiment on POSCO's lithium growth story.

  • POSCO completes South Korea's largest electric arc furnace POSCO finished a KRW 600 billion electric arc furnace at Gwangyang that can cut carbon emissions by up to 75%. This advances its low-carbon steelmaking and high-value product plans, which could lower future carbon costs and open premium markets, supporting the stock.

    This is a concrete new milestone in POSCO's decarbonization strategy that improves its long-term competitive position.

  • POSCO targets lithium and energy for 2035 growth At its CEO Investor Day, POSCO set a 2035 revenue target of KRW 187 trillion and operating profit of KRW 13.1 trillion, with lithium as the centerpiece. It plans to invest KRW 16.7 trillion in 2026-2028 and return about 10% of proceeds from stake sales via buybacks, which supports the stock.

    This is a new long-term strategy with concrete financial targets and capital return plans that shape investor expectations.

  • POSCO signs DLE demo plant deal in Utah POSCO will fully fund and operate a direct lithium extraction demonstration plant in Utah with Anson Resources, validating its proprietary technology at industrial scale. Success could unlock a new low-cost lithium source, strengthening POSCO's position in the battery supply chain and supporting the stock.

    This is a new partnership that advances POSCO's lithium extraction technology and potential commercial expansion.

  • POSCO enters LFP cathode market with major supply deal POSCO Future M signed a six-year deal to supply over 190,000 tons of LFP cathode materials from 2027, its first major LFP order. This diversifies beyond high-nickel cathodes and taps rising demand for energy storage in North America, supporting the stock.

    This is a new large contract that expands POSCO's battery materials business and addresses a growing market.

Latest
▲5

POSCO pivots to lithium and low-carbon steel with major deals

  • UBS bullish on lithium, Buy rating on POSCO UBS says lithium bears are watching the wrong number, arguing battery output is outpacing EV growth on storage and exports. It maintains a Buy rating on POSCO, signaling that demand for POSCO's lithium business may be stronger than skeptics think, which supports the stock.

    This is a new analyst view that directly boosts sentiment on POSCO's lithium growth story.

  • POSCO completes South Korea's largest electric arc furnace POSCO finished a KRW 600 billion electric arc furnace at Gwangyang that can cut carbon emissions by up to 75%. This advances its low-carbon steelmaking and high-value product plans, which could lower future carbon costs and open premium markets, supporting the stock.

    This is a concrete new milestone in POSCO's decarbonization strategy that improves its long-term competitive position.

  • POSCO targets lithium and energy for 2035 growth At its CEO Investor Day, POSCO set a 2035 revenue target of KRW 187 trillion and operating profit of KRW 13.1 trillion, with lithium as the centerpiece. It plans to invest KRW 16.7 trillion in 2026-2028 and return about 10% of proceeds from stake sales via buybacks, which supports the stock.

    This is a new long-term strategy with concrete financial targets and capital return plans that shape investor expectations.

  • POSCO signs DLE demo plant deal in Utah POSCO will fully fund and operate a direct lithium extraction demonstration plant in Utah with Anson Resources, validating its proprietary technology at industrial scale. Success could unlock a new low-cost lithium source, strengthening POSCO's position in the battery supply chain and supporting the stock.

    This is a new partnership that advances POSCO's lithium extraction technology and potential commercial expansion.

  • POSCO enters LFP cathode market with major supply deal POSCO Future M signed a six-year deal to supply over 190,000 tons of LFP cathode materials from 2027, its first major LFP order. This diversifies beyond high-nickel cathodes and taps rising demand for energy storage in North America, supporting the stock.

    This is a new large contract that expands POSCO's battery materials business and addresses a growing market.