中信证券:锂产业链有望延续去库态势 锂价或超预期上涨

E公司
Nov 27

人民财讯11月27日电,中信证券研报认为,2025年第三季度海外锂矿产量环比持平,反映出在前三季度锂价低迷背景下,海外矿企增产积极性减弱。尽管锂价在2025年第三季度回暖,但海外矿企反馈缓慢。南美盐湖提锂企业2025年第三季度经营显著改善,且对2025年第四季度展望保持乐观。研报预计在储能电池需求持续强劲的拉动下,锂产业链有望延续去库态势,锂价或超预期上涨,上调锂价预测区间上限至12万元/吨,建议...

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