【风口研报】锂价完成筑底后迎来回升,这家公司拥有锂资源量近400万吨LCE、低谷期仍能保持市场份额,后续锂盐产能扩张空间可期
财联社·2025-11-10 10:42
Group 1 - The core viewpoint of the article highlights the recovery of lithium prices after reaching a bottom, with a specific company possessing nearly 4 million tons of lithium carbonate equivalent (LCE) resources, maintaining market share during industry downturns, and having potential for future lithium salt production expansion [1] - The leading company in the industry is set to acquire the second-tier company, which will accelerate the optimization of the competitive landscape and enhance pricing power, currently positioned at a key juncture for performance recovery and favorable developments [1]