港股异动 | 锂业股早盘回暖 锂价跌破部分产能成本 锂盐市场可能逐级出清
锂业股早盘回暖，截至发稿，赣锋锂业(01772)涨3.59%，报24.55港元；天齐锂业(09696)涨3.06%，报38.7港元。
消息面上，周二，碳酸锂主力合约跌幅扩大至5%，报94850元/吨，续创上市以来新低。铜冠金源期货指出，在当前价格下，约有三分之一的碳酸锂产能已面临亏损，集中在锂云母环节。在下游环节的拖累下，产业整体表现出消费低迷的现象，这可能会导致此次价格下跌矫枉过正。
分析人士表示，在行业下行的预期下，锂盐市场很可能将逐级出清，低品位锂云母提锂的企业由于成本较高，将最先处于停产边缘；对中游的影响其次，由于正极材料厂不敢大量备货，电池厂倾向直接与锂矿及盐湖锂端谈判，未来正极厂的议价和盈利能力将进一步削弱。
Reprinted from 引领外汇网，the copyright all reserved by the original author.
Disclaimer: The content above represents only the views of the author or guest. It does not represent any views or positions of FOLLOWME and does not mean that FOLLOWME agrees with its statement or description, nor does it constitute any investment advice. For all actions taken by visitors based on information provided by the FOLLOWME community, the community does not assume any form of liability unless otherwise expressly promised in writing.
FOLLOWME Trading Community Website: https://www.followme.com
Hot
No comment on record. Start new comment.