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港股異動丨贛鋒鋰業(1772.HK)漲近5% 機構稱明年電池級碳酸鋰價格有望上漲至6萬/噸
格隆匯 12-04 13:29
格隆匯12月4日丨贛鋒鋰業(1772.HK)漲近5%,報68.65港元;贛鋒鋰業(002460.SZ)亦漲4.32%。乘聯會祕書長崔東樹表示,明年內地新能源乘用車市場增量動力很強,預計較今年將產生40萬輛增量。國泰君安證券最新研報稱,隨着中國和歐洲電車超預期增長,2021年,鋰行業需求為40-44萬噸,供給產能有所縮減至54萬噸,而最大能釋放的產量為46萬噸,2021年鋰行業供需進入緊平衡階段。預期2021年電池級碳酸鋰價格有望上漲至6萬/噸,未來5年鋰行業維持25%增速。

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