美国雅保(ALB)盘前涨超8% 传宁德时代江西锂矿停产 瑞银料年内锂价还有11%-23%的上行空间

金吾资讯
11 Sep 2024

金吾财讯 | 美国雅保(ALB)盘前涨超8%,截至发稿,报85.5美元。消息面上,瑞银集团出具了一份研究报告,该研究报告显示,根据瑞银分析师多方核查,宁德时代在9月10日的会议后,最终决定暂停其在江西的锂云母矿业务。上述研报称,这不是瑞银方面第一次听说宁德时代削减/暂停江西锂矿的生产,尽管之前的消息最终被证实为猜测,但此次得到的消息更为可靠。瑞银表示,宁德时代暂停江西的锂业务将导致中国碳酸锂月产量...

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