中国电池材料_1 月第四周锂市- 监管收紧致流动性降温China Battery Materials_ Lithium into 4th week of Jan – Liquidity cools down due to tightening regulation

29 Jan 2026 08:46:37 ET │ 9 pages China Battery Materials Flash | +852-2501-2739 anna.d.wang@citi.com Jimmy Feng +852-2501-7588 jimmy.feng@citi.com CITI'S TAKE YTD volatility of lithium is mainly attributable to the strong fundamental and liquidity momentum. Entering this week, we see fundamental remains resilient and lithium extends the destocking for another week (-783 tons last week, vs -1414 tons this week). However, tightening regulation & monitoring from GFEX puts pressure on the liquidity (i.e., chec ...