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中文(ZH) 中信证券：下半年锂电行业整体供需格局料将迎来景气度上行

Lithium battery sector poised for supply-demand improvement in H2 2026

By PulseAugur Editorial · [1 sources] ·

A report from CITIC Securities anticipates an improvement in the lithium battery industry's supply-demand dynamics in the latter half of 2026. This projected upturn is driven by sustained global demand for power batteries, fueled by domestic economic recovery and rising oil prices, alongside growing economic viability for energy storage solutions. On the supply side, new production capacity is concentrating on high-end products and overseas expansion, suggesting a potential stabilization and increase in industry prices, with premium products likely commanding higher technical premiums. AI

RANK_REASON This is a financial analyst report predicting future industry trends, not a direct announcement of a new product, research, or event.

Read on 36氪 (36Kr) →

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

Lithium battery sector poised for supply-demand improvement in H2 2026

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This is a financial analyst report predicting future industry trends, not a direct announcement of a new product, research, or event.
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COVERAGE [1]

  1. 36氪 (36Kr) TIER_1 中文(ZH) ·

    CITIC Securities: The overall supply and demand pattern of the lithium battery industry is expected to usher in an upward trend in the second half of the year.

    36氪获悉，中信证券研报称，展望2026年下半年，锂电行业整体供需格局料将迎来景气度上行。需求端，受益我国内需修复以及全球油价上行，全球动力电池需求高景气料将延续；此外，收益模式丰富、新型应用领域等因素推动储能装机经济性继续提升，全球储能迎来国内外需求共振向上的发展阶段。供给端，电池和中游材料环节新增扩产主要聚焦于高端产品及海外产能，预计2026年下半年行业供需有望进一步改善，产业链价格企稳回升，高端产品有望攫取更高的技术溢价。

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