
The price of battery-grade lithium carbonate is rising, lithium resources are experiencing short-term fluctuations while long-term demand remains strong, and the battery ETF ChinaAMC (512460) is receiving significant attention

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The price of battery-grade lithium carbonate has risen, with short-term fluctuations in lithium resources and strong long-term demand. The battery ETF ChinaAMC (512460) fell by 1.30%, with the latest quote at 0.99 yuan. The CSI Battery Theme Index (931719) dropped by 1.51%. The battery industry is entering a high prosperity cycle driven by both power and energy storage, with demand expected to exceed 3 million tons by 2030. Galaxy Futures pointed out that there are concerns about the stability of lithium resource supply in the short term, and attention should be paid to the impact of geopolitical conflicts

