花旗：中国电池材料- 客户对锂价观点反馈

Flash | 26 Jun 2025 07:08:07 ET │ 11 pages China Battery Materials Lithium into 4th week of Jun – Client feedback on our lithium call CITI'S TAKE We called for a near-term lithium price bottom at the start of the month, and published 3M positive CW for Tianqi Lithium (see note). Most investors we've spoken to agree that the lithium price could already touch the near-term trough at Rmb60k/t, given most of the smelters are already likely loss making and there should be supply discipline to rebalance the marke ...