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Express News | Daiwa Capital Markets: Lithium prices may further decline in the first half of 2025.
haitong sec: The average price of lithium carbonate has slightly decreased, and the demand for the lithium battery industry chain will gradually increase with the development of electric vehicles.
In the future, as the raw material costs of the lithium battery industry chain continue to decrease, combined with policy support and the ongoing increase in end-user demand, the sales of electric vehicles are expected to continue growing, and the demand for the lithium battery industry chain will gradually rise.
On December 10, according to data released by shanghai ganglian e-commerce holdings, the price of battery-grade lithium carbonate (morning market) increased by 200 yuan compared to the previous day, with an average price of 76,450 yuan/ton.
On December 10, according to data released by shanghai ganglian e-commerce holdings, the price of battery-grade lithium carbonate (morning market) increased by 200 yuan compared to the previous day, with an average price of 76,450 yuan/ton.
Soochow: The supply and demand reversal in the lithium battery industry is imminent, and a bullish outlook is strong.
Soochow Securities stated that the demand in the lithium battery industry has exceeded expectations, with a non-weak season from November to December. The demand for 2025 has been revised up to over 30% growth, and the current valuation is at the profit bottom. Industry leaders are showcasing significant technological innovation and cost advantages, with profitability set to recover first. A supply-demand reversal is imminent, and there is strong bullish sentiment.
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Central China: Performance in the lithium battery industry will continue to improve in 2025, focus on four main lines.
Overall, it is expected that the sector's performance will be under pressure in 2024, and the sector's performance will recover and grow in 2025, but the differentiation will intensify.
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