大和:预计锂价在明年初将难以进一步上涨

Core Viewpoint - Daiwa's research report indicates that CATL's Yichun Jianxiawo lithium mine may resume production around the Lunar New Year, suggesting a potential increase in lithium supply in the near future [1] Group 1: Company Insights - CATL is expected to see an increase in lithium production capacity next year, as market expectations have already factored this in [1] - The current lithium futures prices are believed to reflect only short-term supply-demand balance improvements [1] Group 2: Industry Analysis - An increase in lithium supply is anticipated in the first half of next year, while first-quarter demand may decline on a quarterly basis [1] - It is believed that lithium prices will struggle to rise further at the beginning of next year due to these supply and demand dynamics [1]

大和:预计锂价在明年初将难以进一步上涨 - Reportify