赣锋锂业:锂市场已经表现出一定的底部特征

格隆汇
Jul 02, 2025

赣锋锂业在互动平台上表示,目前的锂价已处于近年来较低的位置,锂市场也已经表现出一定的底部特征。2026年-2027年锂市场能否反转取决于供给收缩强度与市场需求爆发节奏。目前整体碳酸锂市场需求相比以往有所提升,公司通过低成本项目放量与技术降本实现产能的增加。随着公司自有资源投产放量,成本存在进一步下降空间。

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