In May 6th, the price of lithium carbonate broke through 200 thousand yuan/ton and reached a new stage high! UBS said that "the upward cycle of lithium industry is coming again", raising the target price to about 298000 yuan/ton, predicting a surge of nearly 50%.
In May, the production of lithium battery industry chain exceeded expectations, battery production increased by 10.5% annually and 66% year-on-year, iron and lithium became the main force, and the demand for energy storage and new energy vehicles was driven by two wheels.
The supply side is affected by Zimbabwe's export disturbance and Jiangxi's mine license renewal, and the tight balance is difficult to break. Under the resonance of
supply and demand, lithium prices are expected to continue to rise, industry opportunities and challenges coexist, and industrial chain enterprises need to accurately grasp the layout opportunities!
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