Group 1 - The chairman of Tianqi Lithium, Jiang Anqi, stated that the demand for lithium materials is continuously rising due to the integration of renewable energy and the rapid growth of electric commercial heavy trucks, predicting global lithium demand will reach 2 million tons of lithium carbonate equivalent by 2026, achieving a near supply-demand balance [1] - Ganfeng Lithium's chairman, Li Liangbin, forecasted a 30% increase in lithium carbonate demand by 2026, reaching 1.9 million tons, with supply capacity expected to grow by approximately 250,000 tons, indicating a balanced supply-demand scenario and potential price increases for lithium carbonate [1] - If demand growth exceeds 30% next year, potentially reaching 40%, short-term supply may not balance, leading to prices possibly exceeding 150,000 yuan/ton or even 200,000 yuan/ton [1] Group 2 - CITIC Securities reported that overseas lithium mine production remained flat in Q3 2025, reflecting reduced production enthusiasm among overseas mining companies amid low lithium prices [2] - Despite a recovery in lithium prices in Q3 2025, feedback from overseas mining companies has been slow, while South American salt lake lithium extraction companies showed significant operational improvements and maintained an optimistic outlook for Q4 2025 [2] - The lithium industry chain is expected to continue destocking driven by strong demand for energy storage batteries, with lithium price forecasts adjusted upward to a maximum of 120,000 yuan/ton, suggesting a focus on low-cost stocks and companies with resource expansion expectations during the price rebound [2] Group 3 - Related Hong Kong stocks in the lithium mining sector include Tianqi Lithium (09696), Ganfeng Lithium (01772), and Longpan Technology (02465) [3]
2026年全球锂需求量改善 机构上调锂价空间（附概念股）