CITIC Securities: Maintain the 2026 lithium price forecast range at 120,000-200,000 yuan/ton

NightAirdropper · 2026-03-08T11:56:40+00:00

CITIC Securities research report indicates that lithium prices may rise in 2026. Despite accelerated supply growth, battery demand remains strong, continuously supporting lithium prices. It is expected that in 2026, lithium prices will be in the range of 120,000 to 200,000 yuan per ton, and it is recommended to pay attention to market supply changes and price risks.

NightAirdropper

2026-03-08 11:56:40

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CITIC Securities research reports indicate that since 2026, lithium prices have increased significantly, with the pace of overseas lithium mine resumption accelerating. Resource-side supply growth may speed up in 2026. However, compared to the explosive demand growth, supply response remains weak. The high prosperity of battery demand and the continuous decline in industry chain inventories are expected to continue supporting lithium prices. Additionally, positive industry signals are frequent, such as purchase agreements with floor prices, lithium concentrate auctions, and sales of low-grade lithium products, which confirm industry confidence in future lithium prices. The forecast range for lithium prices in 2026 remains at 120,000 to 200,000 yuan per ton, with a recommendation to monitor the upside risk from additional supply disruptions.

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