金吾财讯 | 锂矿概念股多股上扬，截至发稿，Sigma Lithium (SGML) 涨 2.58%，Lithium Argentina AG (LAR) 涨 1.71%，Standard Lithium (SLI) 涨 1.42%。消息面上，中国证券报5月28日报道称，针对市场此前关于津巴布韦矿业和矿业发展部部长波利特·坎巴穆拉日前表示正式将锂、镍、钴、石墨等矿产列为关键矿产，并对关键矿产企业持股和出口进行管制，对所有已申报的矿产资源，国家将通过指定的特殊目的公司(SPV)行使强制性最低持股比例等相关消息，有知情人士回应：“最低持股比例”仅是津巴布韦矿业和矿业发展部部长个人意见，没有出台政策，不代表政府立场。中信证券日前发布研报指，近期非洲锂资源供应扰动未解除，国内锂云母供应或迎来新的变量，澳大利亚Greenbushes锂矿下调全年产量指引，南美锂盐出口边际增量下滑，未来2—3个月供应整体收缩。同时，2026年动力及储能电池需求超预期，5月份锂电排产环比增加。预计供需利好共振有望推动锂价在未来2—3个月上涨至25万元/吨。
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