宁德时代否认减产传闻，中下游产业链抵制锂价飙涨

3 月 3 日消息，近日有市场传闻称，宁德时代及部分磷酸铁锂厂商下调 3 月排产计划。宁德时代方面回应证券时报e 记者称，此消息不属实。

电池级碳酸锂交易价格暴涨，刚刚突破了 50 万元大关。百川盈孚数据显示，与上年同期相比，均价涨幅超过 510%。

据证券时报e 记者报道，过高的价格可能抑制需求，中下游产业链上已经出现抵制情绪。此外，主机厂也已经面临动力电池供应不足的窘境。

IT之家了解到，宁德时代董事长曾毓群在今年“两会”期间提交了《关于尽快采取有效措施 推动国内锂资源保供稳价的提案》，他表示：“当前锂资源供需形势严峻，行业发展面临挑战。应加快国内锂资源勘探开发，保障供应链安全，同时应加强自主创新和科技攻关，提升资源循环高效利用水平。”

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