中国材料行业：与上海有色网锂专家交流-China Materials - with SMM Lithium Expert-China Materials
2025-11-26 14:15
Flash | 25 Nov 2025 05:52:11 ET │ 9 pages China Materials CITI'S TAKE We hosted the 2025 China Materials Tour and met with a lithium expert from SMM on 17th Nov. Mr. Zhou Zhicheng, Lithium Analyst at SMM, attended the meeting. Mr. Zhou is cautiously optimistic on lithium, forecasting lithium S/D dynamics to be largely balanced in FY26 vs the oversupplied dynamics in FY25. He also comments the Rmb100k/t is a key level to monitor, as most of the marginal capacity should be incentivized to come online when lit ...