金吾财讯 | 锂电池股持续走低，龙蟠科技(02465)跌10.34%，赣锋锂业(01772)跌7.22%，宁德时代(03750)跌6.42%，天齐锂业(09696)跌5.79%，比亚迪股份(01211)跌4.87%。世纪证券表示，短期锂价或延续震荡偏弱，6月下游需求排产高位提供刚需支撑，后续持续关注仓单拐点、津巴布韦矿到港节奏及排产兑现情况。信达期货认为，当前最大的变数来自于枧下窝复产的进度，此前的年内难以复产的预期被打破后，市场需要开始重新计算，如果4季度完成复产，那么供给是存在明显的宽松压力的，对于价格的打压明显。而需求目前市场的预期已经很高，如果没有持续的超预期，那么价格的中心或出现一定的回落。
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