智通财经APP获悉，锂矿股午后拉升，赣锋锂业(01772)一度升9%，天齐锂业(09696)曾涨近7%。截至发稿，赣锋锂业涨5.49%，报58.6港元；天齐锂业涨3.55%，报41.44港元。
消息面上，信达期货指出，枧下窝矿迟迟不能复产，市场对于时间的预期开始出现大幅的延后。下游3月排产或创下历史新高，周度去库的趋势得以维持，动力端需求在在年初或由于国补刺激走强，而储能保持强劲。此外，产业持续出现增产去库和库存由上游向下游迁移的情况，反映出需求的强势，当前库存结构较去年同期更为健康。但是远月存在上游复产预期以及对于需求淡季下滑的定价，表现为近强远弱的格局。
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