藏格等减停产对实际供应影响有限 天齐锂业午后跌超5% 赣锋锂业跌超3%

智通财经
Jul 30

锂业股午后跌幅扩大,截至发稿,天齐锂业(09696)跌3.82%,报36.5港元;赣锋锂业(01772)跌3.36%,报27.35港元。消息面上,碳酸锂主力合约LC2509大幅减仓,跌幅达6%。中信期货指出,SMM周度产量环比小幅下滑,主要体现为盐湖端藏格减产的部分,藏格停产和银锂检修对实际供应影响有限,市场主要是交易其他项目的进一步停产预期;需求也没有明显超预期,8月排产表现相对平稳;社会库存...

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