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中文(ZH) 中信证券：锂价在2026年下半年仍有望走强

CITIC Securities forecasts strong lithium prices, notes silicon carbide demand surge

By PulseAugur Editorial · [1 sources] ·

A report from CITIC Securities indicates that while lithium prices have faced pressure recently due to demand concerns and inventory fluctuations, the supply-demand imbalance is expected to persist. This suggests a potential strengthening of lithium prices in the latter half of 2026, with a target price of 250,000 yuan per ton. The report also notes a slowdown in new silicon carbide wafer capacity expansion, contrasting with strong demand from automotive, energy storage, and emerging AI applications, which is driving increased orders for upstream equipment manufacturers. AI

IMPACT The surge in demand for silicon carbide from AI applications highlights the growing hardware requirements for advanced computing.

RANK_REASON The cluster contains analysis and forecasts from a financial institution regarding commodity prices and industry trends, rather than a direct release or event.

Read on 36氪 (36Kr) →

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

CITIC Securities forecasts strong lithium prices, notes silicon carbide demand surge

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The cluster contains analysis and forecasts from a financial institution regarding commodity prices and industry trends, rather than a direct release or event.
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COVERAGE [1]

  1. 36氪 (36Kr) TIER_1 中文(ZH) ·

    CITIC Securities: Lithium prices are expected to strengthen in the second half of 2026

    36氪获悉，中信证券指出，2026年一季度，海外主要锂资源项目产量小幅下滑，售价涨幅扩大。受到锂价大涨刺激，海外锂矿开启复产扩产潮，但产能爬坡以及非洲多国强化锂资源开发管制给供应增长带来不确定性。2026年5月以来，需求担忧和库存变动压制锂价表现，但预计供需紧张格局短期内不会逆转，锂价在2026年下半年仍有望走强，维持25万元/吨的目标价预测。建议关注板块调整后的配置机遇。

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