Lithium carbonate
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锂-中国市场仍偏紧，需求强劲，但未来几年供需缺口将收窄；维持PLS、LTR“超配”-Lithium_ China market remains tight, demand strength continues but deficit to narrow over the coming years; retain OW on PLS, LTR. Wed Sep 09 2026
2026-09-16 11:50
J P M O R G A N Asia Pacific Equity Research 09 September 2026 Jonathon Sharp (61 2) 9003-8312 jonathon.sharp@jpmorgan.com J.P. Morgan Securities Australia Limited Branko Skocic (61-3) 9633-4069 branko.skocic@jpmorgan.com J.P. Morgan Securities Australia Limited Lithium China market remains tight, demand strength continues but deficit to narrow over the coming years; retain OW on PLS, LTR Following a period in surplus through 2Q26, SMM data shows China's S/D balance moving into a sequentially deeper deficit ...