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中文(ZH) 中信建投:淡季不淡旺季可期,锂价有望低位反升

CITIC Securities predicts lithium price rebound amid supply constraints and growing demand

CITIC Securities analysts predict a rebound in lithium prices, noting that recent price drops have led upstream producers to hold back supply, with some spot prices remaining above 160,000 yuan/ton. Downstream buyers are cautiously purchasing at lower prices, primarily for immediate needs. Production cuts due to maintenance and reduced output from spodumene lines are tightening supply, while demand is expected to grow through July and August, with a strong fourth quarter anticipated due to year-end demand and export expectations. AI

RANK_REASON The item is an analysis of market trends and predictions by a financial institution, not a primary release or event.

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CITIC Securities predicts lithium price rebound amid supply constraints and growing demand

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  1. 36氪 (36Kr) TIER_1 中文(ZH) ·

    CITIC Securities: Off-season is not weak, peak season is promising, lithium prices are expected to rebound from low levels

    36氪获悉,中信建投证券研报指出,由于锂价近期快速下行,上游惜售情绪加重,挺价明显,部分散单报价仍维持在16万元/吨以上;同时下游逢低采购,材料厂15万元/吨以下的采购情绪较为积极,但采购行为依然谨慎,整体以刚需为主。供给端,碳酸锂产量下行,部分锂盐厂按计划进入检修,导致锂辉石产线减量明显。需求方面,7月排产预计延续增长态势,材料厂开工率保持高位运行,预计环比增长超5%,预计8月排产环比继续保持正增长,淡季不淡,年内抢装抢出口预期下,四季度旺季可期。