智通财经APP获悉，锂业股早盘走高，截至发稿，天齐锂业(09696)涨5.11%，报25.7港元；赣锋锂业(01772)涨3.19%，报20.35港元。
消息面上，据我的钢铁网报道，近期江西某锂盐企业预计6月停产检修1个厂，检修时长4个月，预计每月影响碳酸锂月产量1500吨。国泰海通证券此前发布研报称，矿盐价格接近并触达资源成本线后有望逐渐触发局部供应收缩，锂价有望在下跌速度放缓后实现弱稳。
五矿资源发布研报称，对A股12家锂矿企业2024年报和2025一季报的梳理后发现，在当前锂价下，企业盈利空间被进一步收窄，但仍未有企业主动减产；两年锂价下跌中，中资企业均已开展多维度降本措施，未来进一步降本空间较小；A股企业整体已经放缓资本开支，且目前偿债压力提升，预计远期锂盐项目投产节奏放缓，锂矿周期拐点逐步接近。
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.