天齊鋰業(09696.HK):鋰行業仍需時才達真正供需平衡
對於行業高層預期五年後碳酸鋰價格將下跌至每噸20萬元人民幣以下,且有產能過剩問題出現,天齊鋰業(09696.HK)(002466.SZ)在投資者互動平台上表示,鋰價走勢主要取決於鋰行業的整體供需格局、市場變化和經濟形勢等因素。從需求來看,公司對新能源行業的長期發展有信心。
天齊鋰業指出,從供給來看,看到行業下游的擴產通常較為順利、周期較短,而上游資源開發常受地域限制、天氣變化、環保要求、政策約束、儲量規模、開採難度、基建情況多種因素影響,擴產周期較長,對應的風險也更大。因此認為上下游擴產周期的錯配(下游電池廠商的擴張速度快於上游的鋰供應增量)導致鋰產品供應將在短期到中期內繼續處於較為緊張的局面,鋰行業供需格局要達成真正的平衡還需要一定的時間。
公司相信,在充滿發展前景的新能源行業,公司作為重要的參與方,可以通過獨特的競爭優勢從容穩步發展。
根據上海鋼聯數據,電池級碳酸鋰現貨每噸均價下跌2,500元,至58.4萬元水平,而工業級碳酸鋰等現貨報價亦有所下跌。
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