港股異動丨贛鋒鋰業(1772.HK)漲近3.52% 股價刷新歷史新高
格隆匯11月17日丨贛鋒鋰業(01772.HK)漲近3.52%,報64.75港元,股價連續兩天創歷史新高,總市值863億港元。汽車市場需求旺盛,銷售繼續加快,同比增長12%,增速連續4個月超過兩位數,10月份新能源狹義乘用車銷量達13.4萬輛,同比增長112%,環比增長21%,領跑整個乘用車市場。隨着新能源汽車銷量的快速回暖,上游鋰資源在經歷2018年產能的集中釋放,以及2019年包括澳洲鋰礦產能的紛紛退出,上游正在向供需平衡逐步轉變。新能源汽車銷量的增長,大幅帶動了上游鋰化合物、中游動力電池材料的需求。

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