🇺🇸 SECElevra Lithium LtdDoubao · 实盘可交易 · 做多市场:美股▼ 亏 -0.81% · 已结算把握 5/10
北京时间·🕒 发布 04:12:50·⟳ 抓取 04:13:16 +26s·⚡ 决策 10-09 04:14:39 +1m23s·19.1 天前
Elevra Lithium与LG新能源签署三年24万吨锂辉石精矿绑定供应协议
一手SEC披露确认绑定包销合同,提升NAL产量的客户确定性,消息在美股收盘后到达、盘后几乎无成交量与价格反应,存在隔夜重定价窗口;但股价处于强下行趋势且为先例不足的软量级催化,故仅给小仓、限涨幅买入。
📄 原文Elevra Lithium Ltd↗ 原文
----- ef20083536_6k.htm ----- 6-K 1 ef20083536_6k.htm 6-K UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington,…
▼ 亏 -0.81%入场 10-08 盘后首笔 @34.48 → 离场 10-09 常规开盘 @34.31
日 K 取自复盘打分切片 · 蓝点/蓝虚线 = 纸面入场价 · 灰虚线 = 纸面离场 · 持有期红底 = 赚(价格在入场线上方)、绿底 = 亏
💡 交易逻辑绑定LG新能源三年24万吨锂辉石包销,超跌后需求确定性修复
怎么买 限价买入 不高于昨收 +5%、2 个交易日内有效
怎么卖 止盈 +8%(半仓)/+15%(清仓) · 止损 -8% · 时间止损 5日
展开详情(成交明细 / 研究档案 / 原文全文 / 决策记录链)
分时走势
做多 ELVR.US Elevra Lithium Limited
5 个交易日均已收盘,数据完整 · 美股含盘前盘后(灰底:美东 04:00 至收盘后 4 小时)
- 发布 10-09 04:12 北京(美东 10-08 16:12)
- 抓取 10-09 04:13 北京(美东 10-08 16:13)
- 决策 10-09 04:14 北京(美东 10-08 16:14)
- 入场 10-09 04:16 北京(美东 10-08 16:16) · 盘后首笔 @34.48
- 离场 10-09 21:30 北京(美东 10-09 09:30) · 常规开盘 @34.31
时间轴只含交易时段(午休、隔夜已压缩);横轴为北京时间,悬停看当地时间;蓝虚线 = 纸面入场价;建仓日图红线在昨收上方、绿线在下方
成交明细 · 纸面
做多 ELVR.US Elevra Lithium Limited
| 收益状态 | -0.81% 已平仓 |
|---|---|
| 进场成交 | 2026-10-08 · 盘后首笔 · 10-09 04:16 北京 · @34.48 · 成交 0% |
| 离场成交 | 2026-10-09 · 常规开盘 · @34.31 |
| 毛收益 | -0.49% |
| 成本 | +0.32% |
| 净收益 | -0.81% |
| 计入收益 | -0.00% |
| 建仓日 | 2026-10-08 · 进场不早于新闻时刻 + 2 分钟 |
收益口径 event_time_plus_2min_10min_walk_open_topup_to_next_open_exchange_calendar_fill_model_local_notional_v9 · method_id m8db1cbc8f2d · 截至 2026-10-28 06:47
研究档案
结论摘要
Elevra绑定LG新能源三年24万吨锂辉石精矿包销,锁定NAL相当一部分产量并保留市价上行敞口,在股价近20日跌约35%、消息尚未被美股定价的背景下,具备反弹修复窗口;但下行趋势未扭转且无定价/盈利保证,仅以小仓参与。
消息传播链
- Elevra提交6-K并同步ASX公告,披露与LG新能源的绑定锂辉石供应协议,时处美股刚收盘。市场反应:盘后ELVR约34.48美元、与收盘价持平,盘后仅约27股成交,尚未见重定价。
- 采购方LG ES同日发布新闻稿,确认从Elevra获得加拿大锂辉石精矿多年供应,交叉验证合同真实性。
关键理由
- 具约束力的三年包销引入全球头部电池厂客户,提升NAL产量去化确定性并支撑扩产叙事。
- 消息于美股收盘后首发、盘后无实质成交反应,相对超跌股价存在预期差修复空间。
主要风险
- 近13周股价单边下行、20日累计跌约35%,趋势逆风可能压制反弹高度。
- 合同为市场联动定价且未披露价格与金额,锂价继续走弱将削弱业绩弹性。
反向证据
- 做多前查反向 · 来源 web · 日期 2026-10-08 · 影响 weakens
公司此前在推进Mangrove Lithium等绑定销售协议,未发现本合同被取消或公司否认;但股价持续下跌反映锂价疲弱与市场风险偏好低。
检索:Elevra Lithium 锂价 下修 砍单 NAL 风险 2026 原文 ↗
先例如何影响了这次决策
对本次决策的影响:先例不足使置信度降至5、仓位降为small,并设置5日时间止损;不改变正向方向。
方向:未形成可靠的同市场、同相位对齐先例;锂矿包销公告方向通常偏正面但幅度高度依赖锂价周期。
涨幅量级:缺乏高相似、锚干净先例,不用历史涨幅精确校准止盈,仅采用保守的8%/15%两档。
形态:无充分样本判断是否反复见光死;考虑股价强下行趋势,以限涨幅和小仓控制高开低走风险。
工具执行结果 · 成功 4 · 降级 0 · 失败 1 · 取消 0
- search_processed_events 成功 stock_tools HTTP · 11 ms
{"result": "search_processed_events:agent query=`elevra lithium lg energy solution spodumene supply agreement 240000 dmt | elevra nal quebec lg energy lithium concentrate off-take | elvr elv 锂辉石精矿 供应协议 lg新能源`;结构化索引覆盖完整 72 小时;旧记录兼容扫描近 0.0/72 小时、0 条本臂决策(完整),返回 0 条候选。未命中只表示这些 agent query 表达式没有召回候选,不能据此 - stock_quote 成功 stock_tools HTTP · 1,513 ms
{ - kb_search 失败 stock_tools HTTP · 60 ms
kb_search 服务暂不可用;这不是一条知识库命中。 - web_search 成功 doubao_search · 1,324 ms
豆包搜索结果(原始查询:Elevra Lithium LG Energy Solution spodumene supply agreement NAL Quebec;API SearchType:web) - validate_order 成功 stock_tools HTTP · 9 ms
{
原文全文
展开原文 · 3,675 字
----- ef20083536_6k.htm -----
6-K
1
ef20083536_6k.htm
6-K
UNITED STATES
SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
Form 6-K
REPORT OF FOREIGN PRIVATE ISSUER
PURSUANT TO RULE 13a-16 OR 15d-16
UNDER THE SECURITIES EXCHANGE ACT OF 1934
For the month of October 2026
Commission File Number 001-42819
ELEVRA LITHIUM LIMITED
(Translation of registrant’s name into English)
Level 3,
10 Eagle Street
Brisbane, Queensland 4000
Australia
(Address of principal executive office)
Indicate by check mark whether the registrant files or will file annual reports under cover of Form 20-F or Form 40-F.
Form 20-F ☒
Form 40-F ☐
ASX ANNOUNCEMENT
8 October 2026
Elevra Signs Spodumene Supply
Agreement with LG Energy Solution
North American lithium producer Elevra Lithium Limited (“Elevra”)
(ASX:ELV; NASDAQ:ELVR)
is pleased to announce that it has executed a binding Spodumene Concentrate Supply Agreement (the “Agreement”) with LG Energy Solution for the supply of spodumene
concentrate produced at North American Lithium (“NAL”) in Québec.
The Agreement provides for the aggregate supply of 240,000 dry metric tonnes (“dmt”) of spodumene
concentrate over a three-year term commencing from the date of the first shipment, which is expected to be delivered in calendar year 2026.
The contracted base quantity of 240,000 dmt, comprises:
•
30,000 dmt in 2026;
•
60,000 dmt in 2027 and 2028; and
•
90,000 dmt in 2029.
In addition to the contracted base quantity, Elevra may supply up to 90,000 dmt of optional volume over the three-year term, subject to agreement between both parties.
The Agreement establishes a market-linked pricing for spodumene concentrate adjusted for lithium content.
This three-year Agreement with LG Energy Solution is aligned with Elevra’s commercial strategy to prioritise establishing strategic customer relationships while
developing a more diversified and market-aligned sales portfolio for NAL with improved commercial terms.
Elevra’s Managing Director and Chief Executive Officer, Mr. Lucas Dow, said:
“This agreement with LG Energy Solution represents an
important step in implementing the commercial strategy we outlined with our FY26 annual results. It provides Elevra with a committed customer for a meaningful portion of NAL’s production while retaining exposure to spodumene concentrate
market pricing.
“Securing a leading global battery manufacturer as a customer further strengthens the commercial position of NAL and supports our strategy of
building a diversified portfolio of high-quality customers as we increase production and progress the NAL expansion.”
Announcement authorised for release by Elevra’s Managing Director and Chief Executive Officer.
About Elevra Lithium
Elevra Lithium Limited is a North American lithium producer (ASX:ELV; NASDAQ:ELVR) with projects in Québec, Canada, United States, and a joint venture in Western Australia.
Elevra’s assets comprise North American Lithium (100%), a 60% stake in the Moblan Lithium Project in Central Québec and the Carolina Lithium Project (100%) in the United States.
For more information, please visit us at
www.elevra.com
or contact:
Andrew Barber
Investor Relations
PH: +617 3369 7058
ELEVRA LITHIUM •
Level 3, 10 Eagle Street
•
Brisbane QLD 4000
•
Australia
+61 7 3369 7058
•
info@elevra.com
•
ASX:ELV
| NASDAQ:ELVR
•
ABN 26 091 951 978
elevra.com
SIGNATURE
Pursuant to the requirements of the Securities Exchange Act of 1934, the registrant has duly caused this report to be signed on its behalf by the undersigned, thereunto duly
authorized.
ELEVRA LITHIUM LIMITED
Date: October 8, 2026
By:
/s/ Dylan Roberts
Name: Dylan Roberts
Title: Company Secretary and General Counsel
6-K
1
ef20083536_6k.htm
6-K
UNITED STATES
SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
Form 6-K
REPORT OF FOREIGN PRIVATE ISSUER
PURSUANT TO RULE 13a-16 OR 15d-16
UNDER THE SECURITIES EXCHANGE ACT OF 1934
For the month of October 2026
Commission File Number 001-42819
ELEVRA LITHIUM LIMITED
(Translation of registrant’s name into English)
Level 3,
10 Eagle Street
Brisbane, Queensland 4000
Australia
(Address of principal executive office)
Indicate by check mark whether the registrant files or will file annual reports under cover of Form 20-F or Form 40-F.
Form 20-F ☒
Form 40-F ☐
ASX ANNOUNCEMENT
8 October 2026
Elevra Signs Spodumene Supply
Agreement with LG Energy Solution
North American lithium producer Elevra Lithium Limited (“Elevra”)
(ASX:ELV; NASDAQ:ELVR)
is pleased to announce that it has executed a binding Spodumene Concentrate Supply Agreement (the “Agreement”) with LG Energy Solution for the supply of spodumene
concentrate produced at North American Lithium (“NAL”) in Québec.
The Agreement provides for the aggregate supply of 240,000 dry metric tonnes (“dmt”) of spodumene
concentrate over a three-year term commencing from the date of the first shipment, which is expected to be delivered in calendar year 2026.
The contracted base quantity of 240,000 dmt, comprises:
•
30,000 dmt in 2026;
•
60,000 dmt in 2027 and 2028; and
•
90,000 dmt in 2029.
In addition to the contracted base quantity, Elevra may supply up to 90,000 dmt of optional volume over the three-year term, subject to agreement between both parties.
The Agreement establishes a market-linked pricing for spodumene concentrate adjusted for lithium content.
This three-year Agreement with LG Energy Solution is aligned with Elevra’s commercial strategy to prioritise establishing strategic customer relationships while
developing a more diversified and market-aligned sales portfolio for NAL with improved commercial terms.
Elevra’s Managing Director and Chief Executive Officer, Mr. Lucas Dow, said:
“This agreement with LG Energy Solution represents an
important step in implementing the commercial strategy we outlined with our FY26 annual results. It provides Elevra with a committed customer for a meaningful portion of NAL’s production while retaining exposure to spodumene concentrate
market pricing.
“Securing a leading global battery manufacturer as a customer further strengthens the commercial position of NAL and supports our strategy of
building a diversified portfolio of high-quality customers as we increase production and progress the NAL expansion.”
Announcement authorised for release by Elevra’s Managing Director and Chief Executive Officer.
About Elevra Lithium
Elevra Lithium Limited is a North American lithium producer (ASX:ELV; NASDAQ:ELVR) with projects in Québec, Canada, United States, and a joint venture in Western Australia.
Elevra’s assets comprise North American Lithium (100%), a 60% stake in the Moblan Lithium Project in Central Québec and the Carolina Lithium Project (100%) in the United States.
For more information, please visit us at
www.elevra.com
or contact:
Andrew Barber
Investor Relations
PH: +617 3369 7058
ELEVRA LITHIUM •
Level 3, 10 Eagle Street
•
Brisbane QLD 4000
•
Australia
+61 7 3369 7058
•
info@elevra.com
•
ASX:ELV
| NASDAQ:ELVR
•
ABN 26 091 951 978
elevra.com
SIGNATURE
Pursuant to the requirements of the Securities Exchange Act of 1934, the registrant has duly caused this report to be signed on its behalf by the undersigned, thereunto duly
authorized.
ELEVRA LITHIUM LIMITED
Date: October 8, 2026
By:
/s/ Dylan Roberts
Name: Dylan Roberts
Title: Company Secretary and General Counsel
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