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中文(ZH) 中金2026下半年展望:新能源车中游上行周期趋势不改,基本面与新技术共振

CICC forecasts strong lithium battery cycle through H2 2026

A research report from CICC forecasts a continued upward trend for the lithium battery industry in the second half of 2026. The report anticipates a positive supply-demand balance, with some segments potentially tightening, leading to a sustained recovery in industry profits. This outlook is supported by a move away from intense internal competition within the sector. AI

RANK_REASON This is a financial analysis and forecast from an analyst firm, not a direct industry event.

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COVERAGE [1]

  1. 36氪 (36Kr) TIER_1 中文(ZH) ·

    CICC's Outlook for the Second Half of 2026: The Upward Cycle Trend in the Midstream of New Energy Vehicles Remains Unchanged, with Fundamentals and New Technologies Resonating

    36氪获悉,中金公司发布研报展望2026年下半年,结合需求和产能周期位置,中金公司认为本轮锂电周期仍然处于上行趋势中,各环节2026年下半年供需关系维持良性、部分环节有望趋紧,产业链利润表有望持续修复;而随着行业“反内卷”逐步推进,看好本轮锂电景气周期延续。