智通财经APP获悉，锂业股早盘回暖，截至发稿，赣锋锂业(01772)涨5.1%，报22.65港元；天齐锂业(09696)涨4.02%，报25.9港元。
消息面上，随着比亚迪“天神之眼”智驾系统的发布，智能驾驶技术首次大规模渗透至10万元级车型。分析人士指出，电动车智能化加速，对中长期电动车市场形成利好。据悉，从市场渗透率来看，1月新能源车在国内零售市场的渗透率达到41%，较去年同期提升了9个百分点。
SMM统计数据显示，2025年1月国内碳酸锂总产出呈下行趋势，环比减少10%，同比增加50%。SMM预计2月国内碳酸锂总产量将有上行趋势。国泰君安指出，供给的强势或令碳酸锂短期内持续累库，但长期需求的乐观预期尚未被证伪，锂价短期或延续弱势走向，但整体预计仍将维持“上有顶，下有底”的格局。
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.