Core Viewpoint - Daiwa's report indicates that CATL's Yichun Jianxiawo lithium mine is expected to resume production around the Lunar New Year, which may impact lithium supply dynamics in the market [1] Group 1: Company Insights - CATL's lithium production capacity is anticipated to increase next year, aligning with market expectations [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 expected in the first half of next year, while demand may decline quarter-on-quarter in the first quarter [1] - The belief is that lithium prices will struggle to rise further at the beginning of next year due to these supply and demand dynamics [1]
大和：料锂价明年初难以进一步上涨