锂矿产能与供应
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港股异动 碳酸锂期货一度突破17万大关 天齐锂业(09696)涨超4% 赣锋锂业(01772)涨超3%
Jin Rong Jie· 2026-02-25 04:19
Group 1 - Lithium mining stocks experienced a rise in early trading, with Tianqi Lithium (09696) up 4.28% at 48.28 HKD and Ganfeng Lithium (01772) up 3.46% at 68.7 HKD [1] - The main contract for lithium carbonate on the Shanghai Futures Exchange briefly surpassed 170,000 CNY/ton, currently up over 5% at 169,400 CNY/ton [1] - A significant increase in demand during the Spring Festival and favorable production expectations for March contributed to the high opening premium, alongside news of production issues in Nigeria [1] Group 2 - Reports indicated that a Zimbabwean lithium mining company's exports were halted, further fueling bullish market sentiment [1] - According to Everbright Futures, short-term inventory levels are expected to continue declining, which may provide significant bullish support [1] - January shipping data from Chile showed a substantial month-on-month increase, although this may not be sustainable, it could gradually reveal significant supply pressure domestically [1]