津巴布韦暂停锂矿出口！13企受益7家预增，锂圈乐翻 不管是路上跑的新能源汽车，还是家里存电的储能电站，甚至你手里天天攥着的手机电池，都离不开一种被叫做"白色石油"的宝 贝——锂。它藏在产业链的最深处，平时没人特意留意，可一旦供应出点风吹草动，整个新能源圈都得跟着抖三抖，连带着A股 的锂矿板块，都能瞬间掀起一波热闹行情。 新华社2026年2月25日官方发布消息，非洲第一、全球第四大锂资源国津巴布韦，直接宣布紧急暂停所有锂原矿与锂精矿出口， 就连已经在途的货物都不让出境。这记突如其来的"急刹车"，直接打乱了全球锂供应格局，要知道海关总署数据显示，我国每年 15.5%的锂精矿都来自这里，相当于每6吨进口锂矿，就有1吨是津巴布韦送来的。 消息一出，市场画风格外有趣：下游电池厂愁眉苦脸找原料，上游锂矿企业却偷偷乐开了花。据上海有色网权威统计，全球共有 13家锂矿公司直接受益于这次禁令，其中更有7家已经提前发布年报预增公告，业绩亮眼到晃眼。别人还在为原料发愁，这批企 业已经站在风口上，准备稳稳接住这波行业红利，妥妥的人生赢家剧本。 7家年报预增！业绩亮瞎眼，股民笑出声 比受益更让人开心的是，13家企业里有7家已经发布20 ...

Core Viewpoint - The spot price of lithium carbonate has decreased compared to the previous trading day, indicating a downward trend in lithium prices [1] Price Summary - Battery-grade lithium carbonate is reported at 59,800 CNY/ton, down by 50 CNY/ton [1] - Industrial-grade lithium carbonate (comprehensive) is reported at 58,800 CNY/ton, also down by 50 CNY/ton [1] - The average price of long-term contracts for battery-grade lithium carbonate is 59,700 CNY/ton, down by 3,250 CNY/ton [1] - The hydroxide lithium index remains stable at 62,583 CNY/ton [1] - Lithium spodumene (Africa SC 5%) is reported at 420 USD/ton, down by 5 USD/ton [1] - Lithium spodumene (China CIF 6%) is reported at 615 USD/ton, down by 7 USD/ton [1] - The lithium spodumene index (5% ≤ Li2O < 6%) remains stable at 4,900 CNY/ton [1] - The lithium mica index (2% ≤ Li2O < 4%) remains stable at 1,607 CNY/ton [1] - The phosphor-lithium aluminum stone (7% ≤ Li2O < 8%) is reported at 7,150 CNY/ton, remaining stable [1] - The lithium-rich aluminum electrolyte index remains stable at 1,689 CNY/ton [1] - The discount coefficient for lithium brine (lithium sulfate) remains at 71.5% [1]

Core Viewpoint - The spot price of lithium carbonate remains stable compared to the previous trading day, with battery-grade lithium carbonate priced at 61,600 yuan per ton [1] Price Summary - The spot base index for electric carbon is reported at 490 yuan per ton, an increase of 100 yuan per ton [1] - Battery-grade lithium carbonate is priced at 61,600 yuan per ton, unchanged from the previous day [1] - Industrial-grade lithium carbonate (comprehensive) is reported at 60,800 yuan per ton, also unchanged [1] - The average price of long-term contracts for battery-grade lithium carbonate is 64,000 yuan per ton, down by 100 yuan per ton [1] - The lithium hydroxide index is reported at 63,583 yuan per ton, remaining stable [1] - Lithium spodumene (Africa SC 5%) is priced at 335 USD per ton, unchanged [1] - Lithium spodumene (China CIF 6%) is reported at 655 USD per ton, down by 15 USD per ton [1] - The lithium spodumene index (5% ≤ Li2O < 6%) is at 5,200 yuan per ton, stable [1] - The lithium mica index (2% ≤ Li2O < 4%) is reported at 1,760 yuan per ton, unchanged [1] - Phosphate lithium aluminum stone (7% ≤ Li2O < 8%) is priced at 7,375 yuan per ton, stable [1] - The lithium-rich aluminum electrolyte index is at 1,760 yuan per ton, unchanged [1] - The discount coefficient for lithium brine (sulfuric acid lithium) is reported at 72.5%, remaining stable [1]