据悉，碳酸锂主力合约近期连续拉升，今日盘中涨近4%，高见84500元/吨。分析人士指出，近期澳大利亚锂矿企业通过减产、停产等方式“挺价”的行为已为锂价企稳带来一定支撑。同时，正极材料、动力电池厂商排产回暖的预期或带动碳酸锂采购热情，也为锂价稳定起到一定积极作用。Lithium stocks performed strongly in the morning session. As of the time of publication, Ganfeng Lithium (01772) rose by 3.7% to HK$25.2; Tianqi Lithium Corporation (09696) rose by 2.79% to HK$29.5.
According to the Securities Times app, lithium stocks performed strongly in the morning session. As of the time of publication, Ganfeng Lithium (01772) rose by 3.7% to HK$25.2; Tianqi Lithium Corporation (09696) rose by 2.79% to HK$29.5.
On the news front, on October 30th, Australian lithium miner Pilbara Minerals announced plans to place its Ngungaju plant on maintenance from December 1, and also revised down its 2025 fiscal year lithium concentrate production guidance from 0.1 million tons to 0.7-0.74 million tons. Liontown in Australia also announced a production cut plan, reducing its annual ore production target by the end of the 2027 fiscal year from 3 million tons to 2.8 million tons. Previously, the world's largest lithium miner, Albemarle Corporation from the USA, also announced a halt to its expansion plans in Australia.
It is reported that lithium carbonate main contracts have recently surged continuously, rising nearly 4% in today's trading to a high of 84,500 yuan/ton. Analysts point out that the recent 'support price' behavior of Australian lithium mining companies through production cuts and halts has provided some support for stabilizing lithium prices. At the same time, the expected recovery in cathode materials and demand from power battery manufacturers may drive purchases of lithium carbonate, also playing a certain positive role in stabilizing lithium prices.
