CICC: Optimistic about the Spring Offensive of the Lithium Battery Sector Under the Triple Catalytic Resonance

CryptocurrencySniper · 2026-03-04T01:02:24+00:00

CICC research reports are optimistic about the spring rally in the lithium battery sector, believing that demand recovery, progress in solid-state battery commercialization, and mild inflation in the industry chain will drive the rebound. It is expected that battery production scheduling will significantly increase. At the same time, market risk factors are also highlighted.

CryptocurrencySniper

2026-03-04 01:02:24

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CICC Research Report: Optimistic About the Spring Surge in the Lithium Battery Sector Under Triple Catalytic Resonance

We are optimistic about the lithium battery sector’s spring offensive driven by triple catalytic resonance: 1) demand recovery leading to main chain beta repair; 2) continuous progress in solid-state battery industrialization, with leading battery manufacturers gradually initiating tenders for solid-state battery equipment and traditional lithium equipment; 3) the industry chain entering a phase of mild inflation, with fundamental resilience accelerating release.

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CICC: Peak Production Season for Lithium Batteries Approaching, Steep Recovery Drives Spring Market

CICC Research

Summary

Post-holiday demand recovery combined with export rush orders may increase the industry’s demand recovery slope. Following the holiday, the release of new vehicle models coupled with intensified replacement policies are expected to revive domestic new energy vehicle demand; additionally, the reduction in export tax rebates and adjustments to U.S. tariffs are likely to boost lithium battery export rush orders, further accelerating the recovery slope. Based on Xinluo Information and industry chain surveys, we expect battery production in March to increase by 20-30% month-over-month and 40-100% year-over-year, showing a high-slope recovery trend.

The trend of solid-state batteries is upward and may resonate with the main chain. On one hand, solid-state batteries are highly compatible with space application scenarios, and we believe space solid-state batteries could open new application scenarios, further enhancing valuation and market space for solid-state batteries. On the other hand, leading battery manufacturers are gradually initiating tenders for solid-state pilot lines and accelerating vehicle testing, indicating a clear pace of solid-state battery industrialization. Core equipment in the solid-state battery industry chain includes dry electrode, isostatic pressing, and laser equipment; key materials such as sulfides, lithium metal anodes, and current collectors are expected to benefit first.

The entire industry chain is gradually entering a phase of inflation, with fundamental resilience expected to accelerate. We believe that driven by improved supply and demand, a mild inflation trend will gradually emerge in Q4 2025: upstream materials are leading the price reversal, with some segments such as 6F, separators, foils, and iron-lithium cathodes establishing a fundamental turning point; after price stabilization, the battery segment will also enter a repair phase.

Risks

Global new energy vehicle sales falling short of expectations; global energy storage installation demand underperforming; intensified market price competition leading to profit declines; delays in the industrialization of new technologies.

(Source: People’s Financial News)

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