GGII: Lithium salt prices continue to adjust, and 2026H2 is expected to enter a new cycle of rising prices.

Zhitong Finance and Economics APP learned that GGII predicts that the average price of lithium carbonate in the second half of 2025 is expected to remain around 80,000 yuan/ton, with the possibility of reaching a high point of 85,000 yuan/ton, or even 90,000 yuan/ton. The core reason for the support of the price rebound is the gradual easing of the supply-demand imbalance situation. In the first half of 2022-2025, due to the rapid increase in supply, the price of lithium salts plummeted significantly, dropping from over 600,000 yuan/ton at the end of 2022 to 60,000 yuan/ton in June 2025, a decrease of over 90%. In July 2025, due to the central government's governance of low-price disorderly competition and the impact of some companies' suspension of lithium carbonate production, the current price of lithium carbonate has already approached around 70,000 yuan/ton, an increase of over 10% from the lowest point in June.