金吾财讯 | 美国雅保(ALB)盘前涨超3%，截至发稿，报107.5美元。消息面上，银河证券表示，澳洲锂矿的持续关停，表明当前锂价已跌破高成本锂辉石矿山的成本区间，行业出清进一步深入，后续NAL、Kathleen Valley、Wodgina等锂矿均有关停可能，行业中期供需格局预期得到改善。海通证券发布研报称，2024年11月，MIN公告考虑到锂精矿价格持续低迷，公司将从11月13日当周开始将Bald Hill锂矿山过渡到维护状态，从11月13日起停止采矿工作，公司预计锂辉石选厂将于24年12月暂停运营。澳洲在产锂辉石矿山停产，是行业供给出清的标志性事件之一。当前锂价下，行业资本开支稀缺，高成本锂资源在产产能减产、停产还将持续。看好在下游新能源车、动力电池行业景气度提升的背景下，锂矿及锂盐价格走出底部。
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