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花旗:宁德锂矿停产未来几天将推动锂价上涨 电池企业或寻求成本转嫁

Core Viewpoint - The suspension of the Jiangxiawo lithium mine by CATL may be part of the Chinese government's measures to combat internal competition, leading to anticipated supply disruptions and potential price fluctuations in lithium [1] Group 1: Supply and Price Impact - Citigroup expects the sentiment around supply disruptions to drive lithium prices above 80,000 RMB per ton in the coming days, before stabilizing in the range of 70,000 to 80,000 RMB per ton [1] - Analysts, including Jack Shang, noted that if CATL fully absorbs the cost pressure, a 10,000 RMB increase in lithium prices could result in approximately a 4% downward risk to CATL's gross margin, although this remains manageable [1] Group 2: Industry Response - Should lithium prices continue to rise unexpectedly, it is anticipated that battery manufacturers will seek to pass the increased costs onto downstream customers [1]