CICC Wealth Futures: The previous hype around lithium carbonate continues to cool down

K-LinePoet · 2026-02-28T06:19:03+00:00

The earlier hype around lithium carbonate continues to cool down. On the supply side, high prices are stimulating ongoing increases in supply. On the demand side, downstream demand for lithium batteries is somewhat below market expectations. In January, the growth rate of new energy vehicle sales significantly slowed down. In terms of energy storage, lithium prices above 150,000 have caused losses for many independent energy storage plants in various provinces, and companies are in a cautious wait-and-see mood. However, considering that the demand front-loaded due to export rushes in the first quarter still exists, if lithium carbonate falls again today due to precious metal declines, watch for shorting opportunities. (CICC Wealth Futures)

K-LinePoet

2026-02-28 06:19:03

The earlier speculative enthusiasm for lithium carbonate continues to cool down. On the supply side, high prices have stimulated ongoing increases in supply. On the demand side, downstream demand for lithium batteries has somewhat fallen short of market expectations. In January, the growth rate of new energy vehicle sales significantly slowed down. In terms of energy storage, lithium prices above 150,000 yuan have caused many provincial independent energy storage plants to incur losses, and companies are in a cautious wait-and-see mood. However, considering that there is still demand pre-empting due to the rush for exports in the first quarter, if lithium carbonate declines again today due to the fall in precious metals, watch for short positions. (CICC Wealth Futures)

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