CITIC Construction Investment Futures: The core uncertainty in the current market remains whether disruptions on the supply side of lithium carbonate will develop into shortages.

K-LinePoet · 2026-04-01T04:03:10+00:00

SMM battery-grade lithium carbonate prices increased by 4,000 yuan/ton to 156,500 yuan/ton, and lithium ore prices rose to $2,210/ton. SMM data shows that production continues to increase, reaching 24,800 tons per week, with inventories shifting to accumulation. The main uncertainty in the current market remains whether supply-side disruptions will develop into shortages. In the short term, a continued fluctuation is expected. (CITIC Construction Investment Futures)

K-LinePoet

2026-04-01 04:03:10

SMM battery-grade lithium carbonate rises by 4,000 yuan per ton to 156,500 yuan per ton, while lithium ore rises to $2,210 per ton. SMM data shows production continues to increase, reaching 24.8 thousand tons per week, and inventory turns into a buildup. The key uncertainty in the current market remains whether supply-side disruptions will evolve into a shortage; in the short term, it is expected to remain choppy. (CITIC Construction Investment Futures)

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