金吾财讯 | 锂业股走低，赣锋锂业(01772)跌4.26%，天齐锂业(09696)跌4.06%。消息面上，中原证券表示，上游原材料价格总体承压。截止2025年5月12日，电池级碳酸锂价格为6.65万元/吨，较2025年4月初价格回落9.95%；氢氧化锂价格为6.88万元/吨，较4月初回落5.17%，预计二者价格短期震荡为主。电解钴价格24.55万元/吨，较4月初回落2.58%，短期预计震荡；钴酸锂价格22.75万元/吨，较4月回落1.09%；三元523正极材料价格11.68万元/吨，较4月初回落3.55%；磷酸铁锂价格3.33万元/吨，较4月初回落7.50%，短期总体震荡。六氟磷酸锂价格为5.20万元/吨，较4月初回落7.14%，重点关注碳酸锂价格走势；电解液为1.85万元/吨，较4月初价格回落3.65%，短期震荡为主。
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