摩通发表报告指,6月3日碳酸锂期货下跌4%至每吨16.7万元人民币,中国锂业股下跌0%至2%。受广期所碳酸锂仓单数量创历史新高影响,市场情绪走弱。报告指,虽然下游需求依然稳固,但该行基于更高的长期锂价假设,上调天齐锂业(09696.HK) 和赣锋锂业(01772.HK) 2026至2028年的盈利预测,以及锂化合物和电池业务利润率改善的预期,但预计商品和股票市场情绪短期内难以逆转。市场对锂供需平衡...
Source Link摩通发表报告指,6月3日碳酸锂期货下跌4%至每吨16.7万元人民币,中国锂业股下跌0%至2%。受广期所碳酸锂仓单数量创历史新高影响,市场情绪走弱。报告指,虽然下游需求依然稳固,但该行基于更高的长期锂价假设,上调天齐锂业(09696.HK) 和赣锋锂业(01772.HK) 2026至2028年的盈利预测,以及锂化合物和电池业务利润率改善的预期,但预计商品和股票市场情绪短期内难以逆转。市场对锂供需平衡...
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