智通财经APP获悉，锂矿股早盘走高，截至发稿，天齐锂业(09696)涨4.28%，报48.28港元；赣锋锂业(01772)涨3.46%，报68.7港元。
消息面上，广期所碳酸锂主力合约日内一度突破17万元/吨，现涨超5%，报169400元/吨。信达期货指出，昨日碳酸锂盘面大幅高开，午后持续上涨，收盘涨幅超10%，收盘价在16.5万元附近。由于春节假期需求强劲，且3月排产目前预期偏好，加上此前尼日利亚锂矿产能爬坡受阻的消息发酵，给予了节后开盘较高的溢价。同时，午后传出津巴布韦锂矿企业锂矿出口被叫停的消息，再度引发市场做多情绪，盘面迎来开门红。
光大期货表示，按照2月排产推算，短期库存水平或呈现出持续下降，或将成为显著的利多支撑。需要注意的是，1月智利发运数据环比大增，虽量级具有不可持续性，但对国内显著供应压力或将逐渐体现。同时，三月国内生产也将陆续恢复，届时压力将在需求端是否能有超预期的情况。
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