高盛下调赣锋锂业H股评级至卖出

Core Viewpoint - Goldman Sachs downgraded Ganfeng Lithium's H-shares rating from Neutral to Sell due to the downward risk in lithium spot prices, attributed to poor short-term feedback from the downstream market and a slowdown in inventory replenishment [1] Company Summary - Ganfeng Lithium's H-shares are now rated as a Sell by Goldman Sachs, indicating a negative outlook for the company [1] - The downgrade reflects concerns over the lithium market dynamics, particularly the pricing trends [1] Industry Summary - The lithium spot prices are facing downward pressure, which could impact the overall profitability of companies in the lithium sector [1] - The downstream market is currently experiencing subpar feedback, suggesting potential challenges for lithium demand [1] - There is a noted slowdown in the pace of inventory replenishment, which may further exacerbate the pricing issues in the lithium market [1]