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A股異動丨鋰電概念股走強 貨源緊張 工業級碳酸鋰持續提價
格隆匯 12-07 10:54
格隆匯12月7日丨鋰電概念股走強,寶泰隆和德爾未來漲停。12月3日工業級碳酸鋰華東地區均價價格為44800元/噸,與月初相比價格上漲了6.67%。12月3日電池級碳酸鋰華東地區均價價格為48300元/噸,與月初相比價格上漲了4.77%。11月起碳酸鋰下游持續回暖,碳酸鋰價格開始回升。目前國內鋰電池廠商逐漸進入年底備貨階段,部分地區碳酸鋰開始出現貨源緊張狀態,價格也在持續走高。供給方面,受超跌影響,澳洲礦山出現實質減產情況,部分企業破產停產。澳洲佔全球鋰供給產能的5%的鋰礦Altura破產疊加進入冬季海內外鹽湖減產,鋰礦資源供給緊張。

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