Keda Manufacturing: Shedding Lithium, Turning to Africa, Restructuring Advances, African High Growth to Become Marginal Pricing

English summary

### Keda Manufacturing: Shedding Lithium, Turning to Africa, Restructuring Advances, African High Growth to Become Marginal Pricing

Time: 2026-07-29 14:08:53

Content: 1. In July, significantly outperformed lithium carbonate: January +27% reflected restructuring; February +1.7%; March -11.7% reflected Middle East; April reflected lithium carbonate + Q1 report +21%; May -15% reflected lithium carbonate, June -14% reflected lithium carbonate + style bloodsucking, July to date +9.7% #significantly outperforming lithium carbonate sector.#

2. Shedding lithium, turning to Africa, restructuring proceeding smoothly: Yesterday's announcement of the meeting time (normal restructuring process, reply to inquiry in mid-July, meeting in early August, fast pace). Results same day, subsequent processes are registration and approval/delivery and transfer.

3. Marginal pricing handed to overseas: After consolidation, African business contributes 55% of profit; 27-year African business growth forecast +25%, further expanding share.