【国投证券：需求扩容锂价景气或延续 行业高盈利周期有望延续】国投证券发布研报称，供需缺口为碳酸锂短期价格提供有利支撑，行业高盈利周期有望延续。我国碳酸锂行业结构性紧平衡格局持续，据该行测算，预计2026年我国碳酸锂供需缺口约为46782吨。与此同时，2026年油价中枢上行叠加电力市场化改革持续深入，将进一步推动新能源汽车渗透率提升与储能装机规模扩容，下游需求对碳酸锂价格的支撑作用有望得到持续强化。建议关注成本管控能力较强，矿山产能充沛且全球化资源布局相对完善的企业。
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