港股概念追踪 | 津巴布韦收紧锂精矿出口全球锂市进入第三次价格超级周期(附概念股)

智通财经03-10

智通财经APP获悉，近期碳酸锂期货波动剧烈，年初以来累计上涨33.5%。据Mysteel调研，津巴布韦针对未加工锂矿物的出口禁令已实质性影响发货。禁令前已发运的海漂货载(约2.5万吨锂精矿)可正常抵达，但后续所有未加工矿物(包括硫酸锂、锂精矿)的发运均已暂停，具体解禁时间未定，对中期原料供应形成约束。Mysteel预计，碳酸锂价格短期将在13—17万元/吨的区间内呈现震荡格局。2月25日，津巴布韦...

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/2618212608?lang=zh_CN&edition=full","thumbnail":"","is_english":false,"pubTime":"2026-03-10 07:05","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"2618212608","market":"us","top_or_hot":-1,"title":"港股概念追踪 | 津巴布韦收紧锂精矿出口 全球锂市进入第三次价格超级周期(附概念股)","media":"智通财经","content":"<div>\n<p>智通财经APP获悉，近期碳酸锂期货波动剧烈，年初以来累计上涨33.5%。据Mysteel调研，津巴布韦针对未加工锂矿物的出口禁令已实质性影响发货。禁令前已发运的海漂货载(约2.5万吨锂精矿)可正常抵达，但后续所有未加工矿物(包括硫酸锂、锂精矿)的发运均已暂停，具体解禁时间未定，对中期原料供应形成约束。Mysteel预计，碳酸锂价格短期将在13—17万元/吨的区间内呈现震荡格局。2月25日，津巴布韦...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1411899.html\">网页链接</a>\n\n</div>\n","source":"stock_zhitongcaijing","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>港股概念追踪 | 津巴布韦收紧锂精矿出口 全球锂市进入第三次价格超级周期(附概念股)</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港股概念追踪 | 津巴布韦收紧锂精矿出口 全球锂市进入第三次价格超级周期(附概念股)\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-03-10 07:05 北京时间&nbsp;&nbsp;&nbsp;<a href=http://www.zhitongcaijing.com/content/detail/1411899.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>智通财经APP获悉，近期碳酸锂期货波动剧烈，年初以来累计上涨33.5%。据Mysteel调研，津巴布韦针对未加工锂矿物的出口禁令已实质性影响发货。禁令前已发运的海漂货载(约2.5万吨锂精矿)可正常抵达，但后续所有未加工矿物(包括硫酸锂、锂精矿)的发运均已暂停，具体解禁时间未定，对中期原料供应形成约束。Mysteel预计，碳酸锂价格短期将在13—17万元/吨的区间内呈现震荡格局。2月25日，津巴布韦...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1411899.html\">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":"LU0140636845.USD","symbol_name":"施罗德大中华区股票A Acc","start_time":0,"source_url":"http://www.zhitongcaijing.com/content/detail/1411899.html","article_id":"2618212608","we_media_id":null,"thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2618212608","pubTimestamp":1773097548,"columns":[],"sourceInfo":{"source_id":"stock_zhitongcaijing","name":"智通财经网"},"weMediaInfo":null,"summary":"据Mysteel调研，津巴布韦针对未加工锂矿物的出口禁令已实质性影响发货。2月25日，津巴布韦矿业部宣布立即暂停所有原矿及锂精矿出口。针对津巴布韦锂精矿暂停出口，中矿资源证实称，所有中方在津巴布韦锂精矿出口全部停了，等待后续政策细则。全球锂市场已经进入了第三次价格超级周期。津巴布韦禁运会减少全球边际供给，支撑碳酸锂/氢氧化锂价格，从而改善天齐的盈利预期。","collect":0,"end_time":0,"defaultTopTitle":"zhitongcaijing.com","property":[],"viewcount":null,"language":"zh","relate_stocks":{"601899":"紫金矿业","LU0140636845.USD":"施罗德大中华区股票A Acc","LU0620787316.HKD":"HSBC GIF ASIA EX JAPAN EQUITY SMALLER COMPANIES \"AD\" (HKD) INC","LU2399975544.HKD":"ALLIANZ ALL CHINA EQUITY \"AT\" (HKD) ACC","LU0106252389.USD":"SCHRODER ISF EMERGING MARKETS \"A\" ACC","LU0165289439.USD":"HSBC GIF ASIA EX JAPAN EQUITY \"AC\" ACC","HK0000306685.HKD":"TAIKANG KAITAI CHINA NEW OPPORTUNITIES FUND \"A\" (HKD) INC","LU0348827113.USD":"ALLIANZ RCM CHINA \"AT\" ACC","LU0737861699.HKD":"FIDELITY CHINA FOCUS \"A \" (HKD) ACC","LU1242518931.SGD":"Fullerton Lux Funds - Asia Absolute Alpha A Acc SGD","01772":"赣锋锂业","LU0164865239.USD":"HSBC GIF CHINESE EQUITY \"AC\" (USD) ACC","LU0049853897.USD":"SCHRODER ISF EMERGING MARKETS \"A\" (USD) INC AV","SG9999014674.SGD":"Nikko AM All China Equity A SGD","LU0979878070.USD":"FULLERTON LUX FUNDS - ASIA ABSOLUTE ALPHA \"A\" (USD) ACC","LU0540923850.HKD":"ALLIANZ HONG KONG EQUITY \"A\" (HKD) INC","SG9999002463.SGD":"LionGlobal China Growth SGD","LU0345780281.USD":"NINETY ONE GSF GLOBAL GOLD \"A\"  ACC","ZIJMY":"紫金矿业ADR","LU0164939612.USD":"HSBC GIF ASIA EX JAPAN SMALLER CO. \"AC\" ACC","LU0634319403.HKD":"ALLIANZ HONG KONG EQUITY \"AT\" (HKD) ACC","HK0000306701.USD":"TAIKANG KAITAI CHINA NEW OPPORTUNITIES FUND \"A\" (USD) INC","SG9999006597.SGD":"United China-India Dynamic Growth SGD","LU1504937902.USD":"CT (LUX) I ASIAN EQUITY INCOME \"DUP\" (EUR) INC","LU2097828557.USD":"AZ EQUITY CHINA \"A\" (USD) ACC","LU0531971595.HKD":"HSBC GIF CHINESE EQUITY \"AD\" (HKD) INC","LU2097828631.EUR":"AZ EQUITY CHINA \"A\" (EUR) ACC","LU1048596156.SGD":"Blackrock Asian Growth Leaders A2 SGD-H","LU2097828714.EUR":"AZ EQUITY CHINA \"BAZ\" (EUR) ACC","LU0561508036.HKD":"ALLIANZ CHINA EQUITY \"A\" (HKD) INC","LU3063872942.SGD":"FULLERTON LUX FUNDS ASIA EQUITIES \"I\" (SGD) ACC","LU2097828805.USD":"AZ EQUITY CHINA \"A-AZ\" (USD) ACC","LU0039217434.USD":"HSBC GIF CHINESE EQUITY \"AD\" INC","LU0048580855.USD":"富达大中华区A","LU0307460666.USD":"EASTSPRING INVESTMENTS CHINA EQUITY \"A\" ACC","LU2097828474.EUR":"AZ EQUITY CHINA \"A\" (EUR) ACC A","BK1592":"有色金属","LU1988902786.USD":"FULLERTON LUX FUNDS GLOBAL ABSOLUTE ALPHA \"I\" (USD) ACC","BK4585":"ETF&股票定投概念","LU0588546209.SGD":"Eastspring Investments - China Equity Fund AS SGD","SG9999003461.SGD":"United Asia Pacific Infrastructure SGD","LU1188198961.HKD":"SCHRODER ISF CHINA OPPORTUNITIES \"A\" (HKD) INC QV","SG9999004220.SGD":"Nikko AM Shenton Asia Dividend Equity Fund  SGD","LU1224709979.USD":"FIDELITY CHINA FOCUS \"A\" (USD) ACC","LU0096374516.USD":"CT (LUX) I ASIA EQUITY INCOME \"DU\" (USD) ACC","LU0061477393.USD":"CT (LUX) I ASIA EQUITY INCOME \"AU\" (USD) ACC","LU0181495838.USD":"施罗德新兴亚洲A Acc","LU0149721374.USD":"HSBC GIF HONG KONG EQUITY \"AD\" INC","LU1719994722.HKD":"NINETY ONE GSF ALL CHINA EQUITY \"A\" (HKD) ACC","BK4588":"碎股","002460":"赣锋锂业","LU1770034418.SGD":"ALL CHINA EQUITY \"A\" (SGDHDG) ACC","LU2039709279.SGD":"MANULIFE GF DRAGON GROWTH \"AA\" (SGDHDG) INC","LU1769817096.USD":"UBS (LUX) EQUITY SICAV - GLOBAL EMERG MARKETS OPPO \"P\" (USD) INC","BK1509":"特斯拉概念股","LU1769817179.HKD":"UBS (LUX) EQUITY SICAV - GLOBAL EMERG MARKETS OPPO \"P\" (HKD) INC","LU0463099449.HKD":"SCHRODER ISF CHINA OPPORTUNITIES \"A\" (HKD) ACC","LU0266512473.USD":"JPM GLOBAL NATURAL RESOURCES \"C\" (USD) ACC","002466":"天齐锂业","LU0211977185.USD":"EASTSPRING INVESTMENTS GREATER CHINA EQUITY \"A\" ACC","LU0456854461.SGD":"JPMorgan Funds - Global Natural Resources A (acc) SGD","LU0082770016.SGD":"HSBC GIF ASIA EX JAPAN EQUITY SMALLER COMPANIES \"AD\" (SGD) INC","LU0417516738.SGD":"Allianz Hong Kong Equity AT Acc SGD","LU0345780521.USD":"NINETY ONE GSF GLOBAL GOLD \"A\" (USD) INC","IE0032431581.USD":"PINEBRIDGE GREATER CHINA EQUITY \"A\" (USD) ACC","LU0868486357.SGD":"JPMorgan Funds - Emerging Markets Opportunities A (acc) SGD-H","LU0348735423.USD":"ALLIANZ HONG KONG EQUITY \"A\" (USD) INC","LU0173614495.USD":"富达中国焦点A","BK1544":"黄金股","LU0244354667.USD":"SCHRODER ISF CHINA OPPORTUNITIES \"A\" ACC","LU0886674414.USD":"CT (LUX) I ASIAN EQUITY INCOME \"AUP\" (USD) INC","LU1251922891.USD":"NINETY ONE GSF ALL CHINA EQUITY \"A\" (USD) ACC","LU1961090484.USD":"ALLIANZ ALL CHINA EQUITY \"A\" (USD) INC","LU0737861772.HKD":"FIDELITY EMERGING ASIA \"A \" (HKD) ACC","LU1831875114.USD":"SCHRODER ISF ALL CHINA EQUITY \"A\" (USD) ACC","LU1303224171.USD":"NINETY ONE GSF ALL CHINA EQUITY \"A\" (USD) INC","LU0329678170.USD":"FIDELITY EMERGING ASIA \"A\" (USD) INC","BK1505":"一带一路","LU0329678337.USD":"FIDELITY EMERGING ASIA \"A\" (USD)","LU0348825331.USD":"ALLIANZ CHINA EQUITY \"A\" (USD) INC","LU1720050803.USD":"安联全方位中国股票基金","LU2264538146.SGD":"Fullerton Lux Funds - Global Absolute Alpha A Acc SGD","LU0871576103.HKD":"HSBC GIF CHINESE EQUITY \"AC\" (HKD) ACC","LU0431992006.USD":"摩根大通新兴市场机会A（acc）","LU1794554557.SGD":"Allianz All China Equity AT Acc H2-SGD","HK0000320223.HKD":"TAIKANG KAITAI CHINA NEW OPPORTUNITIES FUND \"A\" (HKD) ACC","LU0469268626.HKD":"AB FCP I-ASIA EX JAPAN EQUITY PTF(AD","LU1242518857.USD":"FULLERTON LUX FUNDS - ASIA ABSOLUTE ALPHA \"I\" (USD) ACC","LU0821914370.USD":"贝莱德亚洲成长领袖A2","LU0287142896.SGD":"Fidelity China Focus A-SGD","LU1064131342.USD":"Fullerton Lux Funds - Global Absolute Alpha A Acc USD","HK0000320264.USD":"TAIKANG KAITAI CHINA NEW OPPORTUNITIES FUND \"A\" (USD) ACC","LU0828237940.HKD":"SCHRODER ISF EMERGING ASIA \"A\" (HKD) ACC","LU0082770016.USD":"HSBC GIF ASIA EX JAPAN SMALLER CO. \"AD\" INC","LU0043850808.USD":"HSBC GIF ASIA EX JAPAN EQUITY \"AD\" INC","BK1594":"碳中和概念股","LU0828237510.HKD":"SCHRODER ISF BIC (BRAZ IN CH)\"A\" (HKD) ACC","09696":"天齐锂业","LU0228659784.USD":"施罗德金砖四国基金","LU0328353924.USD":"UBS (LUX) EQUITY SICAV - GLOBAL EMERGING MARKETS OPPORTUNITY (USD) \"P\" (USD) ACC","LU0370786039.SGD":"Fidelity Greater China A-SGD","LU0572944931.SGD":"Janus Henderson Horizon China Opportunities A2 SGD","LU0326950275.SGD":"Schroder ISF China Opportunities A Acc SGD-H","BK1129":"特种化学制品","LU1481107354.HKD":"HSBC GIF HONG KONG EQUITY \"AD\" (HKD) INC","BK1198":"黄金","LU0266512127.USD":"摩根大通环球自然资源 A(acc)","LU0417516902.SGD":"Allianz China Equity Cl AT Acc SGD","LU1808992512.USD":"AB ALL CHINA EQUITY PORTFOLIO \"A\" (USD) ACC","LU0164880469.USD":"HSBC GIF HONG KONG EQUITY \"AC\" ACC","LU0327786744.USD":"Janus Henderson Horizon China Opportunities A2 USD","BK1190":"多种金属与采矿"},"translate_title":"Hong Kong Stock Concept Tracking | Zimbabwe tightens lithium concentrate exports, the global lithium market enters the third price super cycle (with concept stocks)","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"601899":1.83,"ZIJMY":1.83,"002460":1.87,"01772":1.87,"09696":1.85,"002466":1.85},"content_text":"智通财经APP获悉，近期碳酸锂期货波动剧烈，年初以来累计上涨33.5%。据Mysteel调研，津巴布韦针对未加工锂矿物的出口禁令已实质性影响发货。禁令前已发运的海漂货载(约2.5万吨锂精矿)可正常抵达，但后续所有未加工矿物(包括硫酸锂、锂精矿)的发运均已暂停，具体解禁时间未定，对中期原料供应形成约束。Mysteel预计，碳酸锂价格短期将在13—17万元/吨的区间内呈现震荡格局。2月25日，津巴布韦矿业部宣布立即暂停所有原矿及锂精矿出口(含在途货物)。此次暂停出口包括所有目前正在运输途中的矿产，暂无明确恢复时间表。该做法旨在强化国家利益框架下的矿产监管与问责体系。按照新规，未来仅持有有效采矿权并经批准设立选矿厂的矿业企业具备出口资格，代理商及第三方贸易商被明确排除在出口主体之外。根据官方数据，津巴布韦拥有非洲最大的锂储量之一，也是全球主要生产国之一，估计资源量为1.26亿吨。近年来，该国持续收紧矿产出口政策，已于2026年起对锂精矿出口加征税费。此前，津巴布韦矿业部长曾于2025年公开表示，政府计划从2027年起禁止精矿出口，以推动本土矿业加工能力建设，实现矿产资源的价值留存。此次全面暂停出口的举措，被视为这一政策路径的进一步落实。据悉，盛新锂能、华友钴业、中矿资源、天华新能、雅化集团等多家A股上市公司均在津巴布韦有锂矿等布局。针对津巴布韦锂精矿暂停出口，中矿资源证实称，所有中方在津巴布韦锂精矿出口全部停了，等待后续政策细则。华友钴业表示，公司的采矿证是当地矿业部颁发的，目前还不确定具体影响有多大。雅化集团表示，公司已经提前把津巴布韦生产的锂精矿全部发出来，公司可以继续申请出口，需要在出口许可流程上补充相关资料，已着手推进。瑞银表示，2024年至2025年的锂价低迷，导致全球高成本产能出清超过了30%。许多锂矿扩产项目出现了延期。全球锂市场已经进入了第三次价格超级周期。将2026年锂辉石预测价大幅上调74%至3131美元/吨，碳酸锂调至26000美元/吨。推动这一轮周期的核心力量，不再是单一的电动汽车，而是储能需求的全球性爆发。预计2030年全球需求将翻番至340万吨；到2035年，储能应用将占到全球锂总需求的42%。长城证券研报称，3月份碳酸锂市场预计呈现供需双增格局。供应端，锂盐厂多已恢复生产，国内供应整体稳定。需求端，储能预期仍有支撑，价格回调后下游采购意愿增强。行业总库存维持低位水平，且本周延续去库，为价格提供一定支撑。相关概念股：赣锋锂业 (01772)：公司在津巴布韦拥有Goulamina锂辉石项目(控股50%)，该项目规模巨大，且配套建设了选矿厂。作为全球锂业龙头，赣锋对上游资源的掌控力极强。若其津巴布韦项目已具备符合新规的深加工能力(或能快速调整)，将直接受益于供给收缩带来的锂价反弹。此外，其庞大的库存和多元化来源(澳洲、阿根廷等)可对冲单一地区风险。天齐锂业 (09696)：天齐的核心资产在澳洲(Greenbushes)和智利(SQM)，但其全球供应链管理能力极强。天齐本身在津巴布韦直接敞口较小，主要受锂价上涨的宏观利好驱动。津巴布韦禁运会减少全球边际供给，支撑碳酸锂/氢氧化锂价格，从而改善天齐的盈利预期。紫金矿业(02899)：截至2025年，紫金矿业的碳酸锂资源量达1870万吨，当量碳酸锂产量位居全球第10位。最新规划显示，2026年紫金矿业当量碳酸锂产量目标直指12万吨；到2028年，这一数字将跃升至27万至32万吨。","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,"isVideo":false,"video":null,"symbols":[],"gpt_button":0,"need_auth":false,"need_login_tip":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":"4.42.0","shortVersion":"4.42.0","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/2618212608","isCrawlerRequest":true}

港股概念追踪 | 津巴布韦收紧锂精矿出口 全球锂市进入第三次价格超级周期(附概念股)

精彩评论

港股概念追踪 | 津巴布韦收紧锂精矿出口全球锂市进入第三次价格超级周期(附概念股)