港股异动 | 赣锋锂业创去年6月以来新高 南下资金大手笔买入 锂价有望筑底
格隆汇9月19日丨赣锋锂业(1772.HK)大涨8.5%,报12港元,近5个交易日累涨逾25%,成交3226万港元,H股总市值155亿港元。赣锋锂业(002460.SZ)亦收涨3.76%。

由于赣锋锂业A/H溢价比率较高,赣锋锂业(01772.HK)于港股上市后,南下资金持续买入。据格隆汇APP数据显示,昨日南下资金净买入逾76万股,最新港股通资金累计持仓比例已经达到6.6%。

作为三元正极材料“三巨头”,钴、镍及锂价格波动时时牵动锂电池上下游目光。2019年7月份以来,镍、钴价格均在沉寂多时后相继开启暴涨行情,而锂价仍延续着前期的阴跌态势。
多位行业人士表示,当前上游碳酸锂价格已逼近历史底部,市场部分企业甚至出现成本倒挂局面,锂价下跌空间已不明显。长期看来,在锂电池需求量持续回升的背景下,未来锂价看涨预期较强。
智利锂矿巨头SQM早前也发表报告称,预计锂价到2025年将至1万至1.5万美元/吨。
Follow us
Find us on
Facebook,
Twitter ,
Instagram, and
YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the
uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!

Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.