【小摩：锂价短期面临下行压力 ESS需求支持中期展望 维持赣锋锂业(01772.HK)“增持” 】智通财经APP获悉，摩根大通发布中国锂行业研报称，碳酸锂期货价格本月至今下跌10%至每吨14.05万元人民币，中国锂业股同期下跌9%至11%，跑输恒指本月至今0.6%的跌幅。虽然宁德时代(03750.HK)旗下枧下窝锂矿复产存在不确定性，理应支持供应收紧的观点，但上海有色网(SMM)修订库存分类，令报告库存较此前序列增加约9.4万吨，市场焦点转回库存及需求验证。
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