CITIC Securities: Suggest paying attention to investment opportunities related to lithium battery materials.

date
09/09/2025
Guosen Securities research report stated that, based on the expansion of core material demand and iteration of lithium battery technology, it is recommended to pay attention to investment opportunities related to lithium materials: 1) Strong demand for lithium batteries drives tight supply and demand for lithium hexafluorophosphate, with prices rebounding from the bottom and concentration continuing to increase. 2) The development of solid-state batteries focuses on the sulfide route, and companies with the ability to produce high-purity lithium sulfide will significantly benefit.