金吾财讯 | 美国雅保(ALB)盘前涨超11%，截至发稿，报83.890美元。消息面上，宁德时代在互动平台表示，公司在宜春项目采矿许可证8月9日到期后已暂停了开采作业，正按相关规定尽快办理采矿证延续申请，待获得批复后将尽早恢复生产，该事项对公司整体经营影响不大。国盛证券发布研报称，近期，锂价波动主要源于“反内卷”宏观情绪催化，及青海盐湖停停产江西锂矿采矿证合规问题引发的供应担忧。江西一家头部矿山的采矿许可证将于8月9日到期，续证进展尚不明确。去年9月至今年2月对应上轮重点矿山停产，碳酸锂期货主连区间6.8-8.8万元/吨。此次供给扰动不仅包含江西云母海盐湖停减停产的反现实宏，还包含证照风险扩散的反预期宏，且恰逢传统补库季节，本轮供给扰动或驱动锂价突破前轮高点。
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