中信证券:锂盐库存数据大幅波动 锂价已经超跌

格隆汇
Sep 08
中信证券研报指出,上周锂价大幅下跌,主要系SMM碳酸锂库存统计口径及样本调整引发的周度库存大幅增加所致,并非行业基本面实质性恶化。我们预计9月锂电排产回暖带动需求增量可观,海外供应端增量不及需求增量,行业供应缺口或进一步扩大。单周库存噪音难以扭转产业基本面逻辑,我们预计短期锂价已存在明显超跌,后续锂价有望企稳反弹至15-20万元/吨,带动锂板块回暖。

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