Lithium battery stocks strengthen: CATL ( 03750 ) up 3.18%. Institutions indicate that demand remains continuously high, and the long-term prosperity trend of the lithium industry remains unchanged.

MaticHoleFiller · 2026-04-02T02:07:10+00:00

Lithium battery stocks have performed strongly recently, especially CATL with a 3.18% increase. Analysis indicates that lithium demand will continue to grow, with new energy vehicles and energy storage as the main driving forces. It is expected that energy storage penetration will significantly increase over the next decade. Emerging sectors will also provide important support for lithium demand.

MaticHoleFiller

2026-04-02 02:07:10

Abstract generation in progress

Jinwu Caixun | Shares in lithium battery companies rise, with CATL(03750) up 3.18%, Sinovation(03931) up 2.72%, Tianqi Lithium(09696) up 1.57%, and Ganfeng Lithium(01772) narrowing its decline to 0.82%.

Wisdom Securities said the continued rapid growth on the demand side means the long-term positive cycle for the lithium industry remains unchanged. The new energy vehicle sector is still the core underlying base for lithium demand. The domestic market has now entered a phase of steady growth, while the overseas market has broad room for expansion. In the energy storage sector, the current penetration rate is only 7.7%. We expect it to gradually rise to around 70% over the next ten years. From 2024 to 2035, the annual compound growth rate could reach 21.0%, becoming the second growth curve that drives lithium demand growth. In addition, the technological deployment and mass production progress in emerging areas such as humanoid robots and eVTOL are continuing to accelerate. In the long run, this will form a sizable implicit increase in demand, becoming an important supplement to lithium demand.

A wealth of information and precise analysis—right on the Sina Finance app

View Original

This page may contain third-party content, which is provided for information purposes only (not representations/warranties) and should not be considered as an endorsement of its views by Gate, nor as financial or professional advice. See Disclaimer for details.