智通财经APP获悉,锂业股继续走低,截至发稿,赣锋锂业(01772)跌4.16%,报24.2港元;天齐锂业(09696)跌3.84%,报27.55港元。
消息面上,美东时间周三,全球第二大锂生产商SQM预计,随着锂矿供需不平衡仍在持续,锂价未来将进一步下跌。最新公布的财报显示,SQM第三季度(截至9月30日)利润再次大幅下滑,其锂销售价格较前一季度下降了近24%。尽管锂价持续承压,SQM仍然誓言要继续提高产量和销量,其今年和明年的锂产量将分别接近21万吨和23万吨。
另外,11月22日,碳酸锂期货2501合约跌超4%,报79500元/吨,再度失守8万大关。华泰期货认为,本轮需求超预期有前置因素影响,部分因主机厂和电芯厂出于明年补贴退坡,部分因春节假期前备货,部分是为了年底冲量和新政策落地前抢出口,近端需求透支远端需求,需求持续性仍存疑。
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