北极星储能网获悉,3月17日,赣锋锂业披露公司2025年3月17日股东大会股东交流记录表。对于短期锂价,赣锋锂业认为目前的锂价已经处于相对底部区域的概率较大,这一判断主要基于:近期锂价感受到较强的成本端支撑、行业库存处于历史相对低位、以及近期需求有显著改善。 未来锂价是否能上涨取决于供给侧是否有明显出清,以及是否存在需求持续超预期的可能性等。与此同时,赣锋锂业认为锂电池在能量密度、使用寿命等性能上...
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