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CITIC Construction Investment announced investment opportunities in the lithium industry chain in 2026, stating that it still attaches importance to resource self-sufficiency indicators, targets with significant output growth in the next few years; emphasizes low-cost, high-quality resources, and crosses the high-quality targets of bulls and bears. A high resource self-sufficiency rate means a stable supply of raw materials and high gross profit, which can eliminate the risk that pure lithium salt processing may be low-profit processing in the future; as the status of lithium resources increases, overseas countries pay more and more attention to lithium. In addition, there are many mergers and acquisitions at the bottom of the industry, which focus on low-cost and high-quality resources. They can maintain good production and operation at the bottom of the cycle, have abundant cash flow, carry out mergers and acquisitions at the bottom, and have the ability to cross the cycle. As the fluctuation rate of lithium prices decreases, it is difficult to achieve the highest price in history of 600,000. Fluctuating lithium prices places emphasis on the growth of enterprises themselves, and on companies with significant increases in production capacity and output.

Zhitongcaijing·12/10/2025 00:17:03
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CITIC Construction Investment announced investment opportunities in the lithium industry chain in 2026, stating that it still attaches importance to resource self-sufficiency indicators, targets with significant output growth in the next few years; emphasizes low-cost, high-quality resources, and crosses the high-quality targets of bulls and bears. A high resource self-sufficiency rate means a stable supply of raw materials and high gross profit, which can eliminate the risk that pure lithium salt processing may be low-profit processing in the future; as the status of lithium resources increases, overseas countries pay more and more attention to lithium. In addition, there are many mergers and acquisitions at the bottom of the industry, which focus on low-cost and high-quality resources. They can maintain good production and operation at the bottom of the cycle, have abundant cash flow, carry out mergers and acquisitions at the bottom, and have the ability to cross the cycle. As the fluctuation rate of lithium prices decreases, it is difficult to achieve the highest price in history of 600,000. Fluctuating lithium prices places emphasis on the growth of enterprises themselves, and on companies with significant increases in production capacity and output.