Group 1 - Lithium stocks are experiencing weak performance, with Ganfeng Lithium down 3.91% at HKD 30.46 and Tianqi Lithium down 3.65% at HKD 38.52 [1] - Lithium carbonate futures have been fluctuating downwards, with the main contract dropping over 3% on September 2, currently priced at CNY 73,180 per ton [1] - Everbright Futures suggests that recent news factors have led to a rapid price decline, which has absorbed some of the gains from the production halt at the Jiangxi lithium mine [1] Group 2 - The market may be re-evaluating expectations regarding mining license issues, with potential supply-side disruptions still present, keeping lithium ore prices relatively firm [1] - The demand outlook remains positive, indicating limited downside potential for prices, which are expected to exhibit wide fluctuations [1] - Attention is drawn to September 30, when a report on the Jiangxi lithium project must be completed and submitted, which may provide clarity on mining license issues for other projects [1]
锂业股走势疲软 碳酸锂期货延续震荡下行 供应端潜在扰动因素仍在
Zhi Tong Cai Jing·2025-09-02 06:37