碳酸锂主力合约涨超4%，带动A股锂矿股集体上涨，其中，国城矿业涨超7%，融捷股份、中矿资源、大中矿业、盛新锂能涨超6%，天齐锂业、海南矿业、盐湖股份、赣锋锂业、雅化集团涨超4%。 碳酸锂主力合约日内涨幅达4%报90860元/吨。赣锋锂业董事长李良彬昨日表示，2025年全球碳酸锂需求在145万吨，但由于下半年需求增长，预计全年需求数据更新到155万吨。同时，供应能力在170多万吨，有20万吨左右的过剩，所以价格今年比较低迷。他预测，2026年碳酸锂需求会增长30%，需求达到190万吨，同时供应能力经过评估后应该是增长25万吨左右，供需基本平衡，碳酸锂价格有探涨空间。如果明年需求增速超过30%，甚至达到40%，短期内供应无法平衡，价格可能会突破15万元/吨甚至20万元/吨。
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