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碳酸锂期货一度突破17万大关 天齐锂业涨超4% 赣锋锂业涨超3%
Zhi Tong Cai Jing· 2026-02-25 03:16
Group 1 - Lithium stocks rose in early trading, with Tianqi Lithium (002466) up 4.28% at 48.28 HKD and Ganfeng Lithium (002460) 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 a high opening premium after the holiday [1] Group 2 - Reports indicated that lithium exports from Zimbabwe have been halted, further fueling bullish market sentiment and leading to a strong market opening [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]