港股異動 | 贛鋒鋰業(1772.HK)續漲5.4%再創新高 碳酸鋰觸底回升
格隆匯12月21日丨贛鋒鋰業(1772.HK)股價繼續走強,盤中最高見87.85港元續創歷史新高,現報87.25港元,漲幅5.44%,最新總市值1166.4億港元,年內累計漲幅逾350%;公司A股收漲4.59%,報93.5元。經過近3年的持續下跌後,國內碳酸鋰市場開始觸底回升。12月18日,生意社公佈的數據顯示,碳酸鋰參考價為4.6萬元/噸,月內上漲9.76%。太平洋指,新能源汽車銷售強勁,需求火爆疊加市場貨源供應偏緊,廠家庫存水平本週再度下滑至2980噸,相比7月高點已經下降74%,行業整體去庫存明顯。測算上週碳酸鋰平均毛利暴增至2369元/噸。鋰板塊繼續重點推薦關注贛鋒鋰業等標的。

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