Group 1 - Lithium stocks are becoming active again, with Tianqi Lithium (002466)(09696) rising by 3.62% to HKD 41.2 and Ganfeng Lithium (002460)(01772) increasing by 1.75% to HKD 27.92 [1] - On August 8, lithium carbonate futures surged, with the main LC2511 contract increasing by over 5% to CNY 75,340 per ton [1] - Galaxy Futures indicates that the significant increase in open interest reflects market belief in a higher probability of production halts in Jiangxi, leading to a speculative bet on a temporary supply shortage [1] Group 2 - The overall supply of lithium carbonate remains high, while demand shows steady growth, indicating a peak season characteristic in the third quarter [1] - The tight balance in the lithium carbonate market provides support for the futures prices [1]
锂业股再度活跃 市场持续关注供给端扰动 碳酸锂主力合约再涨超5%