Abstract:

This paper, based on the global lithium supply-demand situation, forecasts its future outlook combined with newenergy vehicles. In the long term, lithium resource is abundant with proven reserve over demand, which eliminates the lithium crisis. In the short term, the global demand, especially in China, will be surging as new energy vehicles develop fast. Lithium will be mainly used to make lithium battery, which is clear for future outlook by rising investing capital as new energy vehicles policies issue, even coming with imbalanced investment structure, which may eventually lead to a severe production surplus. Investment shall be conducted to technical innovation and avoid the aimless investment.

Key words: ithium resource, supply-demand situation, outlook of lithium battery, new energy, production surplus

摘要：

在介绍全球锂资源供需现状的基础上，结合新能源汽车的发展前景及现状，对未来锂行业前景进行了预测。长期来看，锂资源储量丰富，本世纪存量远大于需求量，不存在所谓的锂资源危机问题；短期来看，全球特别是国内锂需求会因为信息技术和新能源汽车产业的兴起而快速增长。锂资源未来的重点应用是锂电池，而锂电未来前景逐渐明朗化，随着各项新能源汽车相关政策的出现，行业整体投资增速迅猛，出现了投资结构不均衡的问题，长此以往可能会出现严重的产能过剩，所以应该引导行业把投资重点放在技术突破上，同时着力解决市场盲目投资的问题。

关键词: 锂资源, 供需形势, 锂电前景, 新能源, 产能过剩