【中信证券:调整下半年锂价运行区间预测为6-7万元/吨】中信证券发布研报指出,锂价在25Q1跌势放缓带动海外锂矿价格小幅回暖以及盐湖企业经营改善,供应端出清缓慢。二季度以来随着锂价跌至6万元/吨,行业亏损面显著扩大,矿山减产和价格止跌反弹预期升温。但矿山降本和维持市场份额的诉求使得减停产幅度不及预期,预计锂价进入艰难的磨底过程。中信证券调整2025年下半年锂价运行区间预测为6-7万元/吨,建议关注在锂价触底反弹过程中可能受益的低成本标的。

金融界
31 May
中信证券发布研报指出,锂价在25Q1跌势放缓带动海外锂矿价格小幅回暖以及盐湖企业经营改善,供应端出清缓慢。二季度以来随着锂价跌至6万元/吨,行业亏损面显著扩大,矿山减产和价格止跌反弹预期升温。但矿山降本和维持市场份额的诉求使得减停产幅度不及预期,预计锂价进入艰难的磨底过程。中信证券调整2025年下半年锂价运行区间预测为6-7万元/吨,建议关注在锂价触底反弹过程中可能受益的低成本标的。

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