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中信证券:理性看待澳矿拍卖价格下跌 锂价在三季度或仍有上行空间

财经要闻 2022-07-15 08:44:11
SpaceX CRS-25货运龙飞船开始补给任务,已发射起飞。","multimedia":{"img_url":["https://n.sinaimg.cn/zhibo/91/w1090h601/20220715/7517-077acc42ba2832dd8c63205335c7b139.png"]},"commentid":"live:finance-152-2741491:0","compere_id":0,"creator":"yongsheng6@staff.sina.com.cn","mender":"yongsheng6@staff.sina.com.cn","create_time":"2022-07-15 08:47:29","update_time":"2022-07-15 08:47:45","is_need_check":"0","check_time":"1970-01-01 08:00:01","check_status":"1","check_user":"","is_delete":0,"top_value":0,"is_focus":0,"source_content_id":"0","anchor_image_url":"","anchor":"直播员","ext":"{"stocks":[],"needPush":false,"needAIPush":false,"needCMSLink":true,"needCalender":false,"needProvince":"0","docurl":"https:\/\/finance.sina.com.cn\/7x24\/2022-07-15\/doc-imizmscv1623099.shtml","docid":"mizmscv1623099"}","old_live_cid":"0","tab":"","tag":[{"id":"3","name":"公司"}],"like_nums":0,"comment_list":{"list":[],"total":0,"thread_show":0,"qreply":0,"qreply_show":0,"show":0},"docurl":"https://finance.sina.cn/7x24/2022-07-15/detail-imizmscv1623099.d.html","rich_text_nick_to_url":[],"rich_text_nick_to_routeUri":[],"compere_info":""},{"id":2741490,"zhibo_id":152,"type":0,"rich_text":"【中信证券:理性看待澳矿拍卖价格下跌 锂价在三季度或仍有上行空间】中信证券表示,Pilbara锂精矿拍卖价格首次出现下跌,主要是由于国内锂价滞涨以及Pilbara自身扩产导致供应增加所致。在下半年锂盐企业生产成本上升压力的支撑下,锂价短期内见顶回落的概率较低。锂精矿价格高位运行凸显了原料的重要性。当前锂价滞涨的主要原因是进口原料集中到港以及下游仍处于消化库存阶段,预计随着上述压制因素消除,锂价在三季度或仍有上行空间。

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