中国锂业_更多变数_更多上行空间_

ab 26 August 2025 Global Research China Lithium More disruption? More upside? We upgrade China lithium names amid supply disruption We lift our China lithium carbonate average spot price assumptions by 3%/33%/20% for 2025E-2027E, raise our earnings forecasts for China lithium equities by 5%-250% for 2025E - 2027E and upgrade China lithium names (Note). These upgrades are mainly attributable to further supply disruption in China amid the mining rights investigation. What to watch in China lithium market? Aft ...