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中文(ZH) 中信建投：碳酸锂产能逐步释放，2027年全年仍难言过剩

Lithium Carbonate Supply Tight Through 2027, Says CITIC Securities

By PulseAugur Editorial · [1 sources] ·

CITIC Securities predicts a growing deficit in lithium carbonate supply through the second half of 2026, potentially peaking in Q4. The firm anticipates that while supply will increase by 2027, it will still fall short of demand, with a projected deficit of 0.5% to 3.4%. This outlook is influenced by key sectors including energy storage, electric vehicles, and sodium-ion batteries. AI

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Lithium Carbonate Supply Tight Through 2027, Says CITIC Securities

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COVERAGE [1]

  1. 36氪 (36Kr) TIER_1 中文(ZH) ·

    CITIC Securities: Lithium carbonate production capacity is gradually released, and it is still difficult to say that there will be an oversupply in the whole year of 2027

    36氪获悉，中信建投研报指出，2026H2需求旺季到来，预计碳酸锂供给缺口将逐步放大，Q4来到缺口峰值，若虑产业链提前备货，年内价格高点可能在Q3末-Q4初，2027年预计需求持续景气，碳酸锂供给逐步释放但全年仍难言过剩。考虑储能、电车、钠电3个关键行业影响，预计2026H2价格区间15-20万元/吨，展望2027年，预计碳酸锂供需缺口1.5-9.9万吨（对应0.5%-3.4%），供需形势比今年略微宽松但依然供不应求，按照2027年10-15倍PE，对应明年主流锂矿企业市值包含的碳酸锂价格为11-14万元/吨。关注锂产品业绩弹性较大、锂矿产量增速较高、国…

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