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天齊鋰業(09696.HK):料今年上半年鋰礦供應將持續偏緊
《證券時報》報道,天齊鋰業(09696.HK)在業績說明會上表示,進入今年第二季以來,鋰資源端供應緊張態勢正在逐步顯現。鑑於鋰礦建設、復產及擴產周期均長於鋰鹽加工環節,疊加外部環境變化等因素影響,預計今年上半年鋰礦供應將持續偏緊。公司又指,長遠來看,新能源與傳統能源互補必要性愈發凸顯;同時,儲能及機器人等新興應用場景不斷湧現,對鋰鹽及相關關鍵材料需求持續提升...
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天齊鋰業(09696.HK):料今年上半年鋰礦供應將持續偏緊
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《證券時報》報道,天齊鋰業(09696.HK)  +2.900 (+5.390%)    Short selling $165.11M; Ratio 25.469%   在業績說明會上表示,進入今年第二季以來,鋰資源端供應緊張態勢正在逐步顯現。鑑於鋰礦建設、復產及擴產周期均長於鋰鹽加工環節,疊加外部環境變化等因素影響,預計今年上半年鋰礦供應將持續偏緊。

公司又指,長遠來看,新能源與傳統能源互補必要性愈發凸顯;同時,儲能及機器人等新興應用場景不斷湧現,對鋰鹽及相關關鍵材料需求持續提升。未來三至五年,公司將緊跟行業前沿發展趨勢,圍繞固態電池等下一代技術路線匹配相應的上游關鍵材料,為市場提供優質鋰產品。(ta/w)(HK stocks quote is delayed for at least 15 mins.Short Selling Data as at 2026-04-14 16:25.)

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