---
title: "CITIC Securities: Adjusting the forecast for the lithium price operating range in the second half of the year to 60,000-70,000 yuan/ton"
description: "CITIC Securities released a research report, adjusting the lithium price forecast range for the second half of 2025 to 60,000-70,000 yuan/ton. Due to the slowdown in the decline of lithium prices in Q"
type: "news"
locale: "en"
url: "https://longbridge.com/en/news/242666001.md"
published_at: "2025-05-31T01:41:20.000Z"
---

# CITIC Securities: Adjusting the forecast for the lithium price operating range in the second half of the year to 60,000-70,000 yuan/ton

> CITIC Securities released a research report, adjusting the lithium price forecast range for the second half of 2025 to 60,000-70,000 yuan/ton. Due to the slowdown in the decline of lithium prices in Q1 2025, a slight recovery in overseas lithium mine prices, and improved operations of salt lake enterprises, the supply side is clearing slowly. Although the industry's losses are expanding, expectations for production cuts and price rebounds are heating up, but the extent of production cuts is not as expected. It is anticipated that lithium prices will enter a difficult bottoming process. It is recommended to pay attention to low-cost targets

CITIC Securities released a research report indicating that the decline in lithium prices slowed down in Q1 2025, leading to a slight recovery in overseas lithium mine prices and improved operations for salt lake companies, while the supply side is clearing slowly. Since the second quarter, as lithium prices fell to 60,000 yuan/ton, the industry's loss coverage has significantly expanded, with expectations for mine production cuts and price stabilization rebounding. However, the demand for cost reduction and maintaining market share has resulted in production cuts being less than expected, and it is anticipated that lithium prices will enter a difficult bottoming process. CITIC Securities adjusted its forecast for the lithium price range in the second half of 2025 to 60,000-70,000 yuan/ton and suggested paying attention to low-cost targets that may benefit during the rebound process when lithium prices hit bottom

### Related Stocks

- [06030.HK - CITIC SEC](https://longbridge.com/en/quote/06030.HK.md)

## Related News & Research

| Title | Description | URL |
|-------|-------------|-----|
| “硬件防御” 对冲 AI 焦虑，苹果与纳指相关性创 20 年新低 | AI 浪潮下，苹果因未深度卷入军备竞赛，与纳指相关性创 20 年新低，成为科技股动荡中的 “避风港”。在 AI 投资回报存疑及软件业面临颠覆的焦虑中，苹果凭借不易受冲击的硬件生态逆势突围。尽管存在估值偏高及增长放缓压力，其独特的 “AI 中 | [Link](https://longbridge.com/en/news/276301841.md) |
| 为 AI 交易 “背书”！OpenAI 正敲定新一轮融资：以 8300 亿美元估值募资高达 1000 亿美元 | OpenAI 正以 8300 亿美元估值推进新一轮融资，目标筹集 1000 亿美元。软银拟领投 300 亿美元，亚马逊和英伟达可能各投 500 亿及 300 亿美元，微软拟投数十亿美元。本轮融资是 OpenAI 自去年秋季公司制改革以来的首 | [Link](https://longbridge.com/en/news/276298180.md) |
| 沃尔玛｜8-K：2026 财年 Q4 营收 1889 亿美元超过预期 |  | [Link](https://longbridge.com/en/news/276329482.md) |
| 缺电、缺水、缺人还抢地！美国数据中心建设狂潮面临阻力 | 科技巨头掀起的数据中心基建狂潮正遭遇严峻 “现实墙”：从电网容量、水资源瓶颈到技术工人短缺，执行风险急剧上升。亚马逊等巨头以惊人高价抢地，直接挤压住宅开发，甚至斥资 7 亿美元购入原定建房的地块。这场资源竞赛不仅推高了运营成本，更可能拖累  | [Link](https://longbridge.com/en/news/276290793.md) |
| 美联储会议纪要暴巨大分歧：一些官员支持进一步降息，一些暗示加息可能 | 一些（Several）与会者支持利率指引中用 “双向” 表述，反映若通胀持续高于 2%，可能适合加息；另一些人认为，若通胀如预期下降可能适合进一步降息；大多数人警告，通胀下行进程可能比预期更慢、更不均衡；绝大多数认为，近几个月就业下行风险缓 | [Link](https://longbridge.com/en/news/276287943.md) |

---

> **Disclaimer**: This article is for reference only and does not constitute any investment advice.