此外，根据TrendForce集邦咨询最新调查，丰田、日产、三星SDI等全球制造商已开始试制全固态电池，随着业者竞相量产，预估产量可于2027年前达GWh水平。中信证券表示，锂电设备厂商有望在固态电池领域开拓第二成长曲线。布局固态电池业务的电池厂、固态电解质公司，以及固态电池产业链相关环节公司有望充分受益。Lithium stocks rose in the morning session, as of the time of publication, Ganfeng Lithium (01772) rose by 3.1% to HK$23.3; Tianqi Lithium Corporation (09696) rose by 3.09% to HK$28.35.
According to the Securities Times app, lithium stocks rose in the morning session, as of the time of publication, Ganfeng Lithium (01772) rose by 3.1% to HK$23.3; Tianqi Lithium Corporation (09696) rose by 3.09% to HK$28.35.
HTSC stated that due to the expansion of some low-cost mines and the continued construction of new projects as scheduled, the long-term lithium oversupply situation is likely to continue. However, as the current concentrate prices are close to the cost line of Australian mines such as Mt Marion and Wodgina, coupled with the difficulty of sustained improvement in 2024 by upgrading the ore grade at African mines to reduce costs, whether the low price of lithium carbonate in 2025 can trigger mine production cuts or a key point of repair in the supply-demand situation remains crucial. The bank believes that lithium prices in 2025 may still fluctuate and seek a bottom, while awaiting the clearance of overseas mines.
Furthermore, according to the latest survey by TrendForce, global manufacturers such as Toyota, Nissan, and Samsung SDI have started trial production of all solid-state batteries. With industry players striving for mass production, the estimated output is expected to reach the GWh level by 2027. Citic Securities stated that lithium battery equipment manufacturers are expected to explore their second growth curve in the field of solid-state batteries. Battery manufacturers, solid-state electrolyte companies, and companies related to the solid-state battery industry chain that are deploying solid-state battery business are expected to benefit greatly.
