$宁德时代(3007_老虎社区_美港股上老虎

投资者春娇
2022-05-11

$宁德时代(300750)$ 短期内，锂价持续上涨预期减弱，但预计回落空间有限，短期利好中下游公司。行业座谈会并不会影响长期锂价，长期价格仍由供需决定，短期座谈会使得锂价持续上涨的预期有所减弱，主要打击了中间商恶意囤货，恶意加价，看好短期中下游成本压力的好转，但业绩端，仍需持续跟踪各家涨价落地及兑现情况

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