A股異動 | 利好疊加 天齊鋰業(002466.SZ)漲6.5%
格隆匯12月7日丨天齊鋰業(002466.SZ)盤中多次發力拉昇,最高見29.25元創逾四個月新高,現報29元,漲幅6.58%,最新總市值428.36億,換手率6.8%。消息面上,IGO計劃收購天齊鋰業所持西澳大利亞Greenbushes鋰礦的控股股權。此外,百川盈孚統計數據,上週工業級碳酸鋰價格漲至4.15萬元/噸左右,電池級碳酸鋰價格漲至4.48萬元/噸,電池級氫氧化鋰價格穩至5.2萬元/噸,金屬鋰價格穩至44萬元/噸。中信建投指,磷酸鐵鋰廠家開工持續好轉,對原料需求增加,同時三元材料、鈷酸鋰和錳酸鋰廠家開工本月也逐漸回升,終端需求拉動碳酸鋰價格持續上漲,建議關注贛鋒鋰業、天齊鋰業等股。

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