金吾财讯 | 美股锂矿概念股全线扬升，截至发稿，Sigma Lithium (SGML) 涨 6.63%，美国雅保 (ALB) 涨 3.26%，Lithium Argentina AG (LAR) 涨 3.24%，智利矿业化工 (SQM) 涨 2.97%，Standard Lithium (SLI) 涨 1.17%。消息面上，中信证券研究指，2026Q1海外主要锂资源项目产量小幅下滑，售价涨幅扩大。受到锂价大涨刺激，海外锂矿开启复产扩产潮，但产能爬坡以及非洲多国强化锂资源开发管制给供应增长带来不确定性。2026年5月以来，需求担忧和库存变动压制锂价表现，但该机构预计供需紧张格局短期内不会逆转，锂价在2026年下半年仍有望走强，该机构维持25万元/吨的目标价预测。建议关注板块调整后的配置机遇。
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