开源证券此前发布题为《动储需求旺盛，产业链供需拐点已至》的研报指，动力、储能、消费电子等下游需求旺盛，驱动行业供需关系改善。产业链中格局较好、产能偏紧的环节已率先开启涨价。锂电产业链供需拐点已至。而11月16日，赣锋锂业董事长李良彬在第十届动力电池应用国际峰会上表示“2026年全球碳酸锂需求预计增长30%，供需逐渐平衡；如果增速达40%，可能导致碳酸锂价格继续上涨。”锂电下游需求的高景气度正持续...
Source Link开源证券此前发布题为《动储需求旺盛，产业链供需拐点已至》的研报指，动力、储能、消费电子等下游需求旺盛，驱动行业供需关系改善。产业链中格局较好、产能偏紧的环节已率先开启涨价。锂电产业链供需拐点已至。而11月16日，赣锋锂业董事长李良彬在第十届动力电池应用国际峰会上表示“2026年全球碳酸锂需求预计增长30%，供需逐渐平衡；如果增速达40%，可能导致碳酸锂价格继续上涨。”锂电下游需求的高景气度正持续...
Source LinkDisclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.