港股异动 | 天齐锂业(09696)反弹逾6% 锂盐厂商检修减产 机构称锂价上下均有压力
天齐锂业(09696)反弹逾6%，截至发稿，涨6.48%，报43.55港元，成交额7109.21万港元。
消息面上，碳酸锂价格跌破17万元/吨，事实上已经击穿了不少以外采锂矿为主的锂盐公司的成本线。由于终端需求较差、成本倒挂，近期陆续有锂盐厂宣布减产，四川、江西锂盐厂减产和停产检修的情况开始增多。
兴证期货指出，综合来看，市场处于供需失衡状态，供应量释放大于需求量，中游采购节奏对于锂价影响较大，终端新能源汽车销量较为稳定，但在低迷的市场氛围下拉动力度有限，预计近期锂价处于震荡。光大期货称，碳酸锂价格上下均有一定压力。
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