港股異動 | 天齊鋰業、贛鋒鋰業領升鋰電股 富瑞稱鋰價將隨着次季需求回升而反彈
格隆匯4月14日丨贛鋒鋰業升7%,天齊鋰業升5%,比亞迪股份升3%,中創新航、洪橋集團、超威動力升1%。據上海有色網發佈的數據顯示,4月13日鋰電材料報價全線下跌,碳酸鋰(99.5%電池級/國產)跌2500元/噸,報195500元/噸,今年迄今累計跌幅近62%。多位業內人士預計,隨着鋰價不斷走低,鋰礦企業將迎來洗牌,部分中小礦企將退出市場,未來行業集中度會進一步提升。富瑞則表示,今年首季度中國鋰價調整超出預期,除補貼削減的預期影響外,市場需求亦受到與新能源汽車及內燃機汽車價格戰相關觀望態度所影響。但該行預計,汽車行業價格戰將在短期內緩和,有助於需求自第二季開始復甦,鋰價亦將隨着次季需求回升而反彈,維持全年需求展望,維持贛鋒鋰業、天齊鋰業“買入”評級。

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