锂业股继续走低天齐锂业(09696)跌6.63% 机构指碳酸锂长期过剩格局并未扭转

金吾财讯11-22 15:14

金吾财讯 | 锂业股继续走低，午后跌幅扩大，天齐锂业(09696)跌6.63%，赣锋锂业(01772)跌4.95%。华泰期货分析，本轮需求超乎预期受前置因素影响，包括主机厂与电芯厂鉴于明年补贴退坡的情况、春节假期前的备货需求、年底冲量以及在新政策落地前抢先出口，致使近端需求对远端需求有所透支，其需求的持续性仍存疑。从中长期看，碳酸锂长期过剩格局并未扭转。

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锂业股继续走低 天齐锂业(09696)跌6.63% 机构指碳酸锂长期过剩格局并未扭转

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锂业股继续走低天齐锂业(09696)跌6.63% 机构指碳酸锂长期过剩格局并未扭转