Citibank said that concerns about battery demand in 2027 have led to the recent sell-off of Ningde Era and lithium carbonate-related stocks. It is believed that the market has overpriced the weak expectations and is a bit excessive. I am optimistic about Ningde Era A shares based on valuation appeal, as well as second-tier players that are gaining market share, such as China Airlines and Everweft Lithium. Analyst Jack Shang and others pointed out in the report that the recent sell-off in the Ningde era was mainly due to concerns about oversupply of batteries and worsening competition. Industry research shows that demand for batteries is still steady, and is expected to grow by 20%-30% in 2027, although the growth rate is slower than 2026.

Citibank said that concerns about battery demand in 2027 have led to the recent sell-off of Ningde Era and lithium carbonate-related stocks. It is believed that the market has overpriced the weak expectations and is a bit excessive. I am optimistic about Ningde Era A shares based on valuation appeal, as well as second-tier players that are gaining market share, such as China Airlines and Everweft Lithium. Analyst Jack Shang and others pointed out in the report that the recent sell-off in the Ningde era was mainly due to concerns about oversupply of batteries and worsening competition. Industry research shows that demand for batteries is still steady, and is expected to grow by 20%-30% in 2027, although the growth rate is slower than 2026.