国信证券：今年锂价可能会出现回落，但整体或是缓跌格局

2023-01-12

国信证券研报指出，展望2023年，预计全球锂资源端供给增量在28万吨LCE左右，澳洲锂矿、南美盐湖、非洲锂矿和国内的锂资源均能贡献一定的增量；需求端，目前市场对今年全球新能源汽车产销量规模的预估普遍在1300万辆，储能领域的需求有望实现翻倍左右的增长；

在这样的假设条件下，全球锂盐供需基本面会出现一定的反转，从2022年的供需短缺转为2023年的供需过剩，但预计过剩幅度并不明显，考虑到供给端往往会低预期，而需求端又比较容易能超预期，我们预计供需仍将维持偏紧格局，今年的锂价可能会出现回落，但整体可能是缓跌的格局，甚至在某些阶段由于供需错配价格还会出现一定程度的反弹。

$赣锋锂业(01772)$ $天齐锂业(09696)$ $中矿资源(002738)$

2023年市场展望

聚焦2023年市场，2023年有哪些投资机会？

免责声明：上述内容仅代表发帖人个人观点，不构成本平台的任何投资建议。

精彩评论

姊妹七个
2023-01-12
姊妹七个
那还是提前做好下行的打算吧。
老地方等你
2023-01-12
老地方等你
锂电池的需求还是和新能源车息息相关
龙年炒龙
2023-01-12
龙年炒龙
供需过剩自然会带来价格的下跌。

发表看法

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