智通财经APP获悉，锂业股早盘走高，截至发稿，赣锋锂业(01772)涨5.53%，报23.85港元；天齐锂业(09696)涨4.31%，报26.6港元。
中信证券近期研报指出，固态电池凭借其优异性能有望拓宽锂电池的应用场景，该行预计2030年全球固态电池出货量将超600GWh。硫化物固态电解质、金属锂负极以及富锂锰基正极材料的应用有望带动固态电池锂单耗达到现有电池的2倍以上。预计2030年全球固态电池行业对锂需求量超55万吨LCE，带动全球碳酸锂需求量增长5%。
东吴证券此前表示，25年行业存在补库空间，实际增速有望近30%，供给过剩收窄，锂价中枢有望回归8-8.5万元，但供需格局真正反转需更长时间。海外锂矿大规模减停产，25年供给过剩格局改善，判断碳酸锂价格已见底，25年锂价中枢有望抬升，看好具备优质资源龙头。
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