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國泰君安:下半年鋰行業供需緊張,料鋰價達歷史前高
國泰君安研報指出,2021年下半年是近幾年鋰行業供需最緊張的一段時間。預計下半年鋰電需求環比上半年增加50%左右,鋰電需求逐季逐月擡升。反觀供給端,短期供給剛性,下半年剛好遇上新增供給釋放真空期,2021年Q3Q4的季度供給基本持平Q2,鮮有增量。鋰精礦創歷史新高,體現了鋰礦是最短的短板。下半年,整個鋰電產業鏈缺鋰,整個鋰行業缺礦,成爲最明顯的特徵。調高下半年鋰價預測至歷史前高18萬/噸。
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