跌势凶猛！碳酸锂期货、现货遭遇“双杀”，锂矿龙头年内股价“大失血”

格隆汇2023-11-23

随着锂价的新一轮下行，碳酸锂期货、现货持续“跌跌不休”。继昨日的暴跌之后，11月23日，碳酸锂期货主力合约继续大跌，盘中跌幅一度扩大至5%，创上市以来新低。截止收盘，跌幅收窄至2.19%，报124800元/吨自今年7月以来，碳酸锂期货持续走低，目前累计跌幅近45%。相比上市首日的挂牌价24.6万元/吨，现已跌至13万元/吨下方，近乎腰斩。除期货价格大跌外，前几日，碳酸锂现货的价格就已跌破15万元/...

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Lithium carbonate futures and spot suffered \"double killing\", and the stock price of lithium mine leader \"lost blood\" during the year","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"300014":0.9,"600338":0.9,"688599":0.9,"002240":0.9,"000762":0.9,"002812":0.9,"002497":0.9,"002466":0.9,"002460":0.9,"EVS.SI":0.6},"content_text":"随着锂价的新一轮下行，碳酸锂期货、现货持续“跌跌不休”。继昨日的暴跌之后，11月23日，碳酸锂期货主力合约继续大跌，盘中跌幅一度扩大至5%，创上市以来新低。截止收盘，跌幅收窄至2.19%，报124800元/吨自今年7月以来，碳酸锂期货持续走低，目前累计跌幅近45%。相比上市首日的挂牌价24.6万元/吨，现已跌至13万元/吨下方，近乎腰斩。除期货价格大跌外，前几日，碳酸锂现货的价格就已跌破15万元/吨关口。截至11月23日，碳酸锂均价为14.1万元/吨，较前一交易日下跌0.35万元/吨。仅从11月以来碳酸锂价格就跌超10%。作为新能源电动汽车电池的关键材料，近两年锂价的走势就像开启了“疯狂过山车模式”。自2021年下半年到2022年11月，国内电池级碳酸锂价格迎大爆发，期间价格一度直指60万元/吨。不过随后形式便急转直下，受行业产能过剩的影响，去年来锂价直线坠落。年初的碳酸锂的价格为50万元/吨，到今年4月探底至17.9万元/吨后，在6月小幅回升。不过跌势依旧难挡，再到如今的15万元/吨下方，锂价年内跌幅已经超过70%。数据来源：上海钢联随着行业周期整体滑坡，二级市场的盐湖提锂、锂电概念也经历了大起大落，板块均已回落至2021年4月的水平。二者自2021年的高点，分别累计跌幅超39%、43%，今年来跌幅近17%、20%。相关概念股的跌势也很猛。其中，天合光能、恩捷股份年内跌超53%，亿纬锂能跌近50%，西藏珠峰跌超40%，盛新锂能、西藏矿业、天齐锂业、赣锋锂业等个股跌超30%。作为锂矿龙头之一的赣锋锂业，今日盘中下跌一度刷新两年多来新低。截至收盘，跌幅收窄至0.12%报42.33元，总市值853.87亿元。再从业绩来看，今年多家锂业龙头业绩也出现下滑。其中，锂矿龙头天齐锂业前三季度实现净利润80.99亿元，同比减少49.33%；雅化集团前三季度实现归母净利润8.07亿元，同比下滑77.22%。正所谓，牵一发而动全身。碳酸锂的跌跌不休引发了整个产业连锁反应，而价格持续下行的背后是源于供需宽松。方正中期期货分析师表示，近期碳酸锂期现价格下跌主要归因于市场供需关系变化。一方面，近期全球电动汽车市场的需求有所放缓，导致电池原料需求预期趋于谨慎；另一方面，此前三年碳酸锂现货价格高位运行，推动以非洲为重点区域的全球锂矿资源大规模勘探开发，市场预期新增锂盐供应将在明后两年集中投放，两者作用之下，碳酸锂现货价格持续超下行。那碳酸锂会跌至何时？中信建投期货张维鑫认为，国内碳酸锂供大于求的形势将维持至2025年，预计今年碳酸锂期货现货将持续处于阴跌状态。市场分析认为，随着锂盐上游供给进一步释放，尽管目前锂产业链定价权仍偏向上游，但下游需求逐步开始主导价格走势，定价权已经往下游传导。","kind":null,"is_publish_news":null,"is_publish_highlight":null,"is_publish_live":null,"is_publish_wemedia":null,"editions":null,"symbols":[],"gpt_button":1},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"deviceId":"web-server-community-laohu8-v3","version":"4.22.4","shortVersion":"4.22.4","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2385641288"}