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
20 Dec 2024
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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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