锂业股早盘走高,截至发稿,赣锋锂业(01772)涨8.06%,报26.8港元;天齐锂业(09696)涨5.52%,报31.55港元。消息面上,7月14日,碳酸锂主力合约一度涨超6%,现报66720元/吨。中信建投期货表示,多晶硅、碳酸锂等处于内卷严重行业,其特点呈现两头受压。若政策限制低效产能扩张,短期来看淘汰落后产能会导致供应阶段性紧张从而推高价格。但同时需求端例如新能源汽车增速或呈现放缓(如...
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