金吾财讯 | 锂电池股普遍承压,彩客新能源(01986)跌4.11%,比亚迪股份(01211)跌2.993%,中创新航(03931)跌2.77%,赣锋锂业(01772)跌2.34%,天能动力(00819)跌1.34%,比亚迪电子(00285)跟跌0.7%。据SMM消息,电池级碳酸锂指数价格7.5万元/吨,环比上一工作日下跌20元/吨;电池级碳酸锂7.41-7.6万元/吨,均价7.5万元/吨,与上一工作日持平;工业级碳酸锂7.26-7.36万元/吨,均价7.31万元/吨,与上一工作日持平。碳酸锂现货成交价格重心维稳运行。本周初始,上下游报价均较上周无明显变化,市场暂时少有成交。考虑到碳酸锂现货市场供应仍较为充足,碳酸锂供需过剩格局难以扭转,预计后续碳酸锂现货价格仍有下跌空间。
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