港股异动 | 天齐锂业涨近16%，赣锋锂业涨超13%，锂矿供应扰动推升锂价
7月24日，港股锂业股午前飙升，天齐锂业涨近16%，赣锋锂业涨超13%。
消息面上，宜春自然资源局要求8座锂云母矿山在9月末前完成编制矿种变更储量核实报告，此外藏格矿业子公司收到海西州自然资源局要求停止锂资源开发利用的通知。广期所碳酸锂主力合约持续走高，日内涨幅扩大至7%。
国泰海通证券认为，短期供应扰动发酵对盘面或依然有推动作用，中短期受政策情绪驱动，锂价仍有冲高动能。但长期供过于求格局未扭转。民生证券指出，7月新能源产业链排产预期改善，带动市场情绪回暖，国家审计署反馈江西锂资源存在越权办理出让、变更或延续登记手续问题，且多家碳酸锂厂商宣布检修或停产，供给端扰动频发。锂价预计将继续上行。
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