花旗发表研究报告指出,锂及电池材料自2025年下半年起已走出困境,主要受惠于强劲需求。考虑到需求信心持续增强,加上间歇性的供应中断因素,该行仍看好锂价,认为今年内可能测试每吨25万元人民币的水平,时间可能在8月至9月。随着近期中国锂业股因担忧高价损害需求而出现调整,花旗上调对锂业股的偏好,认为当价格上升时,锂业股将跑赢电池链的其他环节。花旗更新了整个价值链的偏好排序,最新顺序为:锂>正极>电池>...
Source Link花旗发表研究报告指出,锂及电池材料自2025年下半年起已走出困境,主要受惠于强劲需求。考虑到需求信心持续增强,加上间歇性的供应中断因素,该行仍看好锂价,认为今年内可能测试每吨25万元人民币的水平,时间可能在8月至9月。随着近期中国锂业股因担忧高价损害需求而出现调整,花旗上调对锂业股的偏好,认为当价格上升时,锂业股将跑赢电池链的其他环节。花旗更新了整个价值链的偏好排序,最新顺序为:锂>正极>电池>...
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