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中信证券:建议关注锂电材料的相关投资机会
Zheng Quan Shi Bao Wang·2025-09-09 00:55

Core Insights - The report from CITIC Securities highlights investment opportunities in lithium battery materials driven by strong demand and technological advancements in lithium batteries [1] Group 1: Lithium Demand and Supply - Strong demand for lithium batteries is tightening the supply of lithium hexafluorophosphate, leading to a rebound in prices and an increase in market concentration [1] Group 2: Solid-State Battery Development - The development of all-solid-state batteries is focusing on the sulfide route, and companies with the capability to produce high-purity lithium sulfide will significantly benefit [1]