Lithium's Little-known Signal: Inventory Drawdown Sparks 12% Price Crash

Bullish · $002460.SZ · $000688.SZ · $002240.SZ · $001203.SZ · $002756.SZ

What Happened

Dongwu Securities reports that lithium carbonate prices fell sharply this week, with battery-grade lithium carbonate down 9.2% to 123,000 yuan/ton, while inventories continued to draw down by 4,000 tons.

Bottom Line

The broker remains bullish on select lithium stocks, citing tight supply-demand balance and strong seasonal demand.

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