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港股异动 | 锂电股盘初走弱,赣锋锂业跌超9%,天齐锂业跌超7%

老虎资讯综合11-21

11月21日,港股锂电股盘初走弱,赣锋锂业跌超9%,天齐锂业跌超7%,中创新航跌超5%。

消息方面:11月20日,广期所发布公告,调整碳酸锂期货相关合约交易手续费标准及交易限额。11月21日早盘,碳酸锂期货主力合约跌超7%,报92960元/吨。华泰期货认为,前期行情主要由碳酸锂供需基本面推动,伴随资金逐步入场,近期更多体现为资金面对价格的驱动,推动涨势加速。

大和近日发布研报称,对明年锂价上行空间仍抱保守看法。该行预测明年锂价将维持于每吨7.5万至9万元人民币区间,较当前的每吨8.5万元水平上行空间有限,相信中国锂价于今年第四季至明年第一季仍然偏软,主要由于农历新年需求疲弱及全球电动车迎来淡季。

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