美银证券:宁德时代(03750.HK)宜春锂矿停产令供应减少 升赣锋锂业(01772.HK)及天齐锂业(09696.HK)评级至“买入” 大幅上调目标价

智通财经
Aug 11, 2025
【美银证券:宁德时代(03750.HK)宜春锂矿停产令供应减少 升赣锋锂业(01772.HK)及天齐锂业(09696.HK)评级至“买入” 大幅上调目标价】智通财经APP获悉,美银证券发布研报称,宁德时代(03750.HK)江西宜春锂矿工厂因采矿许可证到期,自8月10日暂停生产。由于当地政府要求8个锂矿工厂完成资源核查报告,如果检查变得更加严格,部分供应或需要暂停。该行表示,宁德时代的供应减少,加上旺季需求,或导致每月5,000至1万吨碳酸锂当量(LCE)去库存,今年底的库存或会下降至约10万至11万吨的水平。

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