美银证券：赣锋锂业锂价回调反映多重忧虑公司指市场需求预期已过于悲观

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美银证券发布研报称，赣锋锂业（002460）(01772)在电话会议上讨论近期锂价弱势，似乎反映多重市场忧虑，包括主要行业参与者削减订单的传闻、电池出货强劲但下游储能（885921）装机及电动车销售未跟上所引发的供需错配及库存累积忧虑、上海有色网(SMM)数据修订所引发的隐性库存猜测，以及高仓单未必代表库存充裕等问题。该行维持"买入"评级，H股目标价70港元。该行指，赣锋不同意悲观论调，不认为电池...

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美银证券：赣锋锂业锂价回调反映多重忧虑 公司指市场需求预期已过于悲观

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美银证券：赣锋锂业锂价回调反映多重忧虑公司指市场需求预期已过于悲观