龙蟠科技盘中涨近12% 机构称磷酸铁锂需求景气延续但推涨困难

新浪港股12-20 11:58

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　　龙蟠科技（02465）早盘涨近12%，截至发稿，股价上涨9.45%，现报4.98港元，成交额6770.88万港元。

　　湘财证券发布研报称，需求端依旧保持较高景气度，铁锂企业出货顺畅，大厂继续冲量，头部企业订单饱满，前期停产中小企业仍未复工，头部企业装置开工维持在8-9成左右，部分企业负荷拉满。周内铁锂库存小幅下调，企业现金流持续承压下以去库为主，同时因订单周期缩短，生产较为谨慎，库存维系低位。铁锂产销两旺下场内挺价减亏情绪渐起，然近期碳酸锂价格波动下行，成本面缺乏支撑，铁锂价格推涨困难，实单价格推涨受限。

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