《大行》美银证券:赣锋锂业(01772.HK)锂价回调反映多重忧虑 公司指市场需求预期已过于悲观

阿斯达克财经
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美银证券发表研究报告指,赣锋锂业(01772.HK) 电话会议,讨论近期锂价弱势,似乎反映多重市场忧虑,包括主要行业参与者削减订单的传闻、电池出货强劲但下游储能装机及电动车销售未跟上所引发的供需错配及库存累积忧虑、上海有色网(SMM)数据修订引发的隐性库存猜测,以及高仓单未必代表库存充裕等问题。该行指,赣锋不同意悲观论调,不认为电池持有大量库存,公司库存偏低、行业偏紧,现货供需非常紧张,今年处于...

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