中信建投：Oferta de fornecimento melhora, demanda forte, preço do lítio oscila em alta

China Securities Construction Investment pointed out that Zimbabwe’s lithium concentrate exports have resumed, with mining companies beginning to ship,预计 from late June to early July to form an effective supplement to domestic supply, easing the expectation of tight lithium ore supply, but in the short term, lithium ore inventories are low, processing fees are low, and external ore purchasing companies face cost pressures, and the tight situation will continue. Consumer demand remains strong, energy storage orders are full, power demand continues to rise, battery stockpiling after new model releases is increasing, and overseas new energy vehicle performance is relatively good, expanding exports and boosting power battery shipments. According to SMM, this week’s lithium salt inventory is 101,000 tons, a decrease of 1,255 tons month-on-month, and it is expected that in May and June, the inventory reduction trend will continue, supporting lithium prices.