中国锂业_上调锂业盈利和价格目标

Global Research ab 26 August 2025 China Lithium Lift lithium earnings and price targets Lifting our lithium price assumption amid supply disruptions in China We lift our estimates for China's lithium carbonate average spot prices by 3%/33%/20% to Rmb77k/100k/90k/t in 2025E/2026E/2027E and hence raise earnings estimates and upgrade our ratings for China's lithium stocks. Our more optimistic view is driven by our expectation for further disruptions in China's lithium supply in the medium term due to the minin ...