智通财经APP获悉，锂矿股早盘走高，截至发稿，天齐锂业(09696)涨9.19%，报36.84港元；赣锋锂业(01772)涨8.94%，报40.72港元。
消息面上，今早，碳酸锂主力合约大涨近4%，最高触及158520元/吨。8月以来，碳酸锂价格累计涨超15%。信达期货指出，昨日日内有色网的库存数据发布，显示周度去库7500吨左右，一度使得盘面冲高至15.4万元。通过两天两家机构发布的数据看出，去库的数据虽有所差异，但是量级相差不多，表明了目前整体库存持续快速去化。
华泰期货认为，当前锂矿原料供给延续偏紧格局，对碳酸锂成本构成支撑。贸易商整体库存处于低位，近期收货积极性有所回暖。下游材料厂依靠长协、客供保障一定供给，以刚需补库为主。需求端，下游整体开工率维持高位，8月订单排产环比延续高景气，现货走强。头部电池厂2027年产量预计高增，远期弱预期适当修正，旺季反弹预期或加强。
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.