港股异动 | 碳酸锂期货全线涨停 天齐锂业(09696)高开近3% 赣锋锂业(01772)高开逾2%
锂电股小幅高开，截至发稿，天齐锂业(09696)涨2.83%，报41.85港元；赣锋锂业(01772)涨2.63%，报27.3港元。
消息面上，12月7日，经历多日连续下跌，监管密集出手抑制过度投机，碳酸锂期货多头大反攻，所有合约品种全线涨停。此外碳酸锂期货2401、2402、2403、2404、2405、2406、2407、2408、2409、2410、2411合约今日盘中均已触及涨停。
对此，平安期货认为，碳酸锂探底之路仍未结束。中长期看，2024年全球碳酸锂供需过剩近20万吨，要进行近20万吨产能出清，碳酸锂价格要跌至8万元/吨才能重新进入供需平衡当中。因此，碳酸锂下行趋势仍未结束，可把8万元/吨当做碳酸锂期货的强成本支撑。
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