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中文(ZH) 中信建投：储能的持续增长将推动锂电行业2027年增速预计落在25%-32%区间

CITIC Securities: Energy storage growth to boost lithium battery sector

By PulseAugur Editorial · [1 sources] ·

CITIC Securities has released a research report indicating that the continued growth of energy storage will drive the lithium battery industry. The report suggests that the sector's significant outperformance since September 2025 is largely due to the boom in energy storage, leading to increased volume and profits. Despite recent concerns about international oil prices and future demand, CITIC Securities anticipates that lithium carbonate prices will stabilize between July and November, with sector recovery expected as energy storage tenders and 2027 order guidance become clearer. AI

RANK_REASON The item is an analysis and forecast from an analyst firm, not a direct announcement or event.

Read on 36氪 (36Kr) →

AI-generated summary · Google Gemini · from 1 sources. How we write summaries →

CITIC Securities: Energy storage growth to boost lithium battery sector

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COVERAGE [1]

  1. 36氪 (36Kr) TIER_1 中文(ZH) ·

    CITIC Securities: Continued growth in energy storage will drive the lithium battery industry, with growth expected to be between 25%-32% in 2027

    36氪获悉，中信建投研报指出，板块自25年9月来的显著超额主要来自于储能爆发带来的行业量利双升，在后在国内储能容量补贴明确、国际油价走高新能源受益的逻辑下板块趋势加强，但5月以来，随着霍尔木兹海峡开放，国际油价回落，市场预期开始收敛，并对2026-27年需求产生质疑，当下的核心矛盾是：27年需求增速和供需关系如何？这种预期在何时能形成一致预期？我们认为对于27年过度悲观的预期将在：7-11月看到碳酸锂价格站稳；储能招标、27年订单和要货指引逐步确认下得到修正，板块也会迎来修复的机会。

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