小摩：锂价短期面临下行压力，ESS需求支持中线展望，维持赣锋锂业“增持”评级

同花顺09-08 14:20

9月8日，摩根大通（JPM）(JPM.US)发表中国锂行业报告，指出碳酸锂期货价格本月至今下跌10%至每吨14.05万元，中国锂业股同期下跌9%至11%，跑输恒指本月至今0.6%的跌幅。虽然宁德时代（HK3750）(300750.SZ)旗下枧下窝锂矿复产不确定性，理应支持供应收紧的观点，但上海有色网(SMM)修订库存分类，令报告库存较此前序列增加约9.4万吨，市场焦点转回库存及需求验证。新框架虽仍...

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