智通财经APP获悉，锂矿股走高，截至发稿，天齐锂业(09696)涨5.67%，报56.85港元；赣锋锂业(01772)涨3.88%，报82.9港元。
消息面上，江西省自然资源厅官网此前集中公示了宜春4家瓷土矿的采矿权出让收益评估报告，明确矿业权出让收益将按锂资源实际动用量计征。“这是继去年11月枧下窝矿权评估后的再次公示，标志着宜春锂矿‘证矿不符’整改已进入实质阶段。”另据报道，津巴布韦政府对锂精矿出口已有所松动，多家中企获得出口配额。
摩根士丹利研报指出，将2026年的锂供应预期下调至约40万吨（年初预期约为50万吨）。该行预计在5月至8月的旺季期间，市场供应将进一步收紧，从9月开始出现短缺。总体来看，该行预计2026年下半年锂价格将呈上行趋势，当价格超过每吨25万元时，需求弹性将显现。
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