中信证券研报表示据期货日报及彭博社宁德时代枧下窝锂矿停产停产时间至少三个月。我们测算该事件将导致国内锂供应量减少8300

智通财经
Aug 12, 2025
中信证券研报表示据期货日报及彭博社宁德时代枧下窝锂矿停产停产时间至少三个月。我们测算该事件将导致国内锂供应量减少8300吨/月占国内锂月度供应的8%导致月度供需平衡转为短缺因此推动锂价大幅上涨。宜春部分锂矿仍存合规性风险产能合计为18.5万吨LCE/年占全球锂供应的12.5%全部停产或导致全球锂供应短缺。国内锂电需求维持旺盛海外锂盐进口量减少我们预计锂价仍会维持涨势。

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