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Yamato released a research report saying that according to reports, the Yichun Jianxiawo lithium mine during the Ningde era may resume production around the Lunar New Year. The bank believes that although the market already anticipates that lithium production capacity will rise next year during the Ningde era, it is estimated that current lithium futures prices only reflect a short-term improvement in the balance between supply and demand. Considering the increase in lithium supply in the first half of next year and the quarterly decline in demand in the first quarter, the bank believes it will be difficult for lithium prices to rise further early next year.

智通財經·12/29/2025 03:57:02
語音播報
Yamato released a research report saying that according to reports, the Yichun Jianxiawo lithium mine during the Ningde era may resume production around the Lunar New Year. The bank believes that although the market already anticipates that lithium production capacity will rise next year during the Ningde era, it is estimated that current lithium futures prices only reflect a short-term improvement in the balance between supply and demand. Considering the increase in lithium supply in the first half of next year and the quarterly decline in demand in the first quarter, the bank believes it will be difficult for lithium prices to rise further early next year.