异动解读｜天齐锂业盘中上涨3.64%，摩根大通增持叠加锂电板块回暖

行情直击08-04

8月4日，天齐锂业（09696）盘中上涨3.64%，报35.28港元，成交额3849.23万港元。

消息面上，近期多重利好叠加提振市场情绪。摩根大通于7月24日将其在天齐锂业H股的多头持仓比例从10.48%提升至11.44%，显示国际机构看涨立场加强。此外，锂电池板块整体回暖，机构预计8月全球锂电排产环比增长，下游需求延续上行态势，碳酸锂库存有望加速去化。基本面方面，公司上半年归母净利润预计28.5亿至42.5亿元，同比增长3276%至4935%，受益于锂产品均价上升及SQM投资收益增长。旗下泰利森CGP3工厂亦预计近期复产，供给端边际改善。

（以上内容均基于市场公开消息，由程序或算法智能生成，仅作为股价异动提醒，不作为投资建议或交易依据。）

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

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