金吾财讯 | 中信证券表示，据藏格矿业公告，子公司藏格锂业因违规开采锂资源而停产整改，该机构认为这反映出出国内矿产行业对采矿权合规性的审查趋于严格。且国内多数地区政府重视矿业领域违规违法行为，后续若出现采矿权合规风险外溢的迹象，不排除会导致青海其他盐湖提锂企业或宜春锂云母提锂企业停产，对国内锂资源供应产生较大影响。该机构认为国内政府高度重视矿业领域的违法违规行为，广西、贵州、青海等地已经开展相关行动。长期来看，6-7万元/吨的锂价已经触及大部分锂矿厂商的成本线，向下空间有限。因此该机构认为，在长期成本支撑以及短期基本面好转的背景下，锂价有望走出底部区间。
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