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洛森德
 · 浙江  

$Sigma Lithium(SGML)$ 网页链接 Sigma Lithium (NASDAQ: SGML) reported 3Q25 net revenue of US$28.5M, up 69% QoQ and 36% YoY, driven by higher realized prices (US$586/t, +40% QoQ) and a 21% QoQ increase in sales volume to 48.6kt.

Production was 44.0kt (-36% QoQ). EBITDA improved to a loss of US$6.2M (vs US$-17.1M in 2Q25). Cash and equivalents were US$6.1M at 9/30/25; trade receivable conversions boosted liquidity to about US$29M by 11/13/25. Trade finance declined to US$37M and total debt was US$161.9M.

Mining operations expected to restart end-Nov 2025 and fully ramp by 1Q26; middlings sales could generate ~US$33M.[韭菜]