《大行》汇研料供需失衡推升短期锂价 上调赣锋(01772.HK)天齐(09696.HK)目标价

阿斯达克财经
Apr 14

汇丰研究表示,目前锂市场已见紧绌。供应方面,津巴布韦的出口限制预计将使今年全球供应减少约4万吨碳酸锂当量(LCE),即使矿山重启可能带来额外供应,亦未必可完全抵消缺口。同时,需求仍然强劲,主要由储能系统(ESS)快速增长带动,该行预期今年锂需求将按年增长19%,至到2030年的年均复合增长率为13%。不过,该行认为两方面均存在风险;若津巴布韦更全面恢复出口,供应可能正常化,而电动车需求的能见度仍然...

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