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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.
gtja: The lithium price has bottomed out by the end of 2024, and it is expected to fluctuate in the bottom range in 2025.
Due to the time lag in the construction of lithium projects, the overall upstream lithium capacity expansion is lagging behind the rise in lithium prices, and there are still a large number of projects awaiting implementation for expansion.
China Securities Co.,Ltd.: Lithium production in December is expected to remain stable on a month-on-month basis, and lithium prices still have support.
The demand for industrial and commercial energy storage overseas is good, and the energy storage orders in December are still adequate, so the production in December is expected to remain stable month-on-month, with lithium prices still being supported.
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The lithium carbonate market is stable with an upward trend, and institutions predict that the inflection point of lithium salt inventory is about to come.
shanghai ganglian e-commerce holdings data shows that on November 1st, the price of lithium carbonate rose by 1000 yuan compared to the previous day, with an average price of 0.074 million yuan/ton. According to the Business Society, the lithium carbonate market has shown a stable and rising trend recently, mainly due to the increased purchasing willingness of downstream customers.
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