金吾财讯 | 交银国际表示，宁德江西锂矿停产有望对锂价形成支撑；关注固态电池研发进度。8月9 日宁德旗下宜春时代新能源矿业有限公司的采矿许可证到期。供给紧平衡下有望对锂价形成支撑。固态电池方面，产业各环节动作频频：上汽MG宣布全新半固态电池版本的MG4将于9月上市，年内实现批量交付；上海洗霸与有研稀土新材料合资设立注册资本2亿元的新公司，持股82.5%，以强化在固态电池领域的竞争力；孚能科技表示已向某头部人形机器人客户完成硫化物全固态电池送样。个股方面该机构建议关注具有成本和技术优势，以及出海布局领先的宁德时代（300750 CH/买入）。
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