港股有色金属板块盘初拉升天齐锂业涨超6% 机构预计金九银十有望季节性回暖

新浪港股2025-06-27

热点栏目自选股数据中心行情中心资金流向模拟交易客户端　　6月27日消息，港股有色金属板块盘初拉升，天齐锂业涨超6%，赣锋锂业涨超4%。　　国泰海通发研报指，2025年第一季度锂矿价格保持相对稳定，上游矿企仍瓜分了较多产业链利润。资源端的降本举措以及其在之前行业上行周期内积累的利润令行业供应表现出强弹性，出清难度较上一轮周期增加。该机构认为，未来值得关注具备显著成本优势、...

网页链接

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。

精彩评论

我们需要你的真知灼见来填补这片空白

发表看法

{"i18n":{"language":"zh_CN"},"isChannel":false,"data":{"share":"https://www.laohu8.com/m/news/2546766629?lang=zh_CN&edition=full","thumbnail":"","is_english":false,"pubTime":"2025-06-27 09:37","share_image_url":"https://static.laohu8.com/b0d1b7e8843deea78cc308b15114de44","id":"2546766629","market":"sg","top_or_hot":-1,"title":"港股有色金属板块盘初拉升 天齐锂业涨超6% 机构预计金九银十有望季节性回暖","media":"新浪港股","content":"<div>\n<p>热点栏目\n\n自选股\n数据中心\n行情中心\n资金流向\n模拟交易\n\n客户端\n\n\n　　6月27日消息，港股有色金属板块盘初拉升，天齐锂业涨超6%，赣锋锂业涨超4%。\n\n　　国泰海通发研报指，2025年第一季度锂矿价格保持相对稳定，上游矿企仍瓜分了较多产业链利润。资源端的降本举措以及其在之前行业上行周期内积累的利润令行业供应表现出强弹性，出清难度较上一轮周期增加。该机构认为，未来值得关注具备显著成本优势、...</p>\n\n<a href=\"https://finance.sina.com.cn/stock/hkstock/2025-06-27/doc-infcnmtt2843381.shtml\">网页链接</a>\n\n</div>\n","source":"sina","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>港股有色金属板块盘初拉升 天齐锂业涨超6% 机构预计金九银十有望季节性回暖</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n港股有色金属板块盘初拉升 天齐锂业涨超6% 机构预计金九银十有望季节性回暖\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-06-27 09:37 北京时间&nbsp;&nbsp;&nbsp;<a href=https://finance.sina.com.cn/stock/hkstock/2025-06-27/doc-infcnmtt2843381.shtml><strong>新浪港股</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>热点栏目\n\n自选股\n数据中心\n行情中心\n资金流向\n模拟交易\n\n客户端\n\n\n　　6月27日消息，港股有色金属板块盘初拉升，天齐锂业涨超6%，赣锋锂业涨超4%。\n\n　　国泰海通发研报指，2025年第一季度锂矿价格保持相对稳定，上游矿企仍瓜分了较多产业链利润。资源端的降本举措以及其在之前行业上行周期内积累的利润令行业供应表现出强弹性，出清难度较上一轮周期增加。该机构认为，未来值得关注具备显著成本优势、...</p>\n\n<a href=\"https://finance.sina.com.cn/stock/hkstock/2025-06-27/doc-infcnmtt2843381.shtml\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"000819.SH","symbol_name":"有色金属","start_time":0,"source_url":"https://finance.sina.com.cn/stock/hkstock/2025-06-27/doc-infcnmtt2843381.shtml","article_id":"2546766629","we_media_id":null,"thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2546766629","pubTimestamp":1750988220,"columns":[],"sourceInfo":{"source_id":"sina","name":"sina"},"weMediaInfo":null,"summary":"　　6月27日消息，港股有色金属板块盘初拉升，天齐锂业涨超6%，赣锋锂业涨超4%。　　国泰海通发研报指，2025年第一季度锂矿价格保持相对稳定，上游矿企仍瓜分了较多产业链利润。　　该行表示，供给弹性凸显，库存拐点仍待观察。该机构预计，随着下游需求在2025年第三季度金九银十有望季节性回暖，以及供给端减产效应的持续体现，整体库存水平有望在下半年开始去化，或对锂价形成更坚实的支撑。","collect":0,"end_time":0,"defaultTopTitle":"sina.com.cn","property":[],"viewcount":null,"language":"zh","relate_stocks":{"159871":"有色金属","165316":"有色金属","000819.SH":"有色金属","BK0182":"小金属","BK0197":"中小创蓝筹","BK0028":"国家队","09696":"天齐锂业","HSTECH":"恒生科技指数","BK4614":"Manus概念股","BK0183":"MSCI概念","BK0155":"锂电池","YANG":"三倍做空富时中国ETF-Direxion","SG9999014674.SGD":"Nikko AM All China Equity A SGD","BK0233":"有色加工","BK1129":"特种化学制品","BK0077":"质押式回购","BK0196":"行业龙头","002466":"天齐锂业"},"translate_title":"The non-ferrous metals sector of Hong Kong stocks rose at the beginning of the session, Tianqi Lithium Industry rose more than 6%. Institutions predict that Gold, September and Silver Ten are expected to recover seasonally","themeId":"5ef0d6d3d1b93582576072f4841e2046","isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"159871":1,"165316":1,"000819.SH":1,"YANG":1,"09696":1,"002466":1,"HSTECH":1},"content_text":"热点栏目\n\n自选股\n数据中心\n行情中心\n资金流向\n模拟交易\n\n客户端\n\n\n　　6月27日消息，港股有色金属板块盘初拉升，天齐锂业涨超6%，赣锋锂业涨超4%。\n\n　　国泰海通发研报指，2025年第一季度锂矿价格保持相对稳定，上游矿企仍瓜分了较多产业链利润。资源端的降本举措以及其在之前行业上行周期内积累的利润令行业供应表现出强弹性，出清难度较上一轮周期增加。该机构认为，未来值得关注具备显著成本优势、运营稳健、有能力在周期底部维持或扩大市场份额的龙头企业。\n　　该行表示，供给弹性凸显，库存拐点仍待观察。本季度海外主要锂矿产量缩减，销售端受矿石品位下降、极端天气导致物流受阻、终端采购低迷等因素出货受到抑制，但第一季度仍表现为净去库。短期供给过剩的局面尚未根本扭转，供给弹性下库存消化仍需时间。该机构预计，随着下游需求在2025年第三季度金九银十有望季节性回暖，以及供给端减产效应的持续体现，整体库存水平有望在下半年开始去化，或对锂价形成更坚实的支撑。\n\n\n海量资讯、精准解读，尽在新浪财经APP\n\n责任编辑：郝欣煜","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"tenantId":"TBCN","deviceId":"web-server-community-laohu8-v3","version":"4.36.2","shortVersion":"4.36.2","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2546766629","isCrawlerRequest":true}

港股有色金属板块盘初拉升 天齐锂业涨超6% 机构预计金九银十有望季节性回暖

精彩评论

港股有色金属板块盘初拉升天齐锂业涨超6% 机构预计金九银十有望季节性回暖