港股異動 | 贛鋒鋰業漲超10%，機構看好2021年磷酸鐵鋰電池應用增長空間
uSMART盈立智投1月4日消息，週一港股早盤，贛鋒鋰業延續強勁走勢，盤中漲超10%。
興業證券發表研報稱，鈷鋰價格上漲，終端春季排產維持高位，繼續看好鈷、鋰等新能源核心材料價格上行空間。
①核心觀點:年初新車型上市+暢銷車型增拉動產業鏈訂單維持火爆，一季度龍頭動力企業預計維持滿產。2021年新能源汽車補貼退坡20%，磷酸鐵鋰電池有望憑藉"刀片電池”及CTP等技術發展、低成本、長壽命、優質安全性能等優勢進一步提升其在新能源乘用車上的滲透率，看好2021年磷酸鐵鋰電池應用增長空間。
②價格方面，收儲傳言加速電鈷庫存消化，鈷價繼續全面走高。本週SMM電解鈷價格爲26.7-28.1萬元/噸，均價較上週上漲0.4萬元/噸。鈷中間品價格爲12.4-12.8美金/磅，均價較上週上漲0.15美金/磅。硫酸鈷價格爲5.6-5.9萬元/噸，均價較上週上漲0.1萬元/噸。氯化鈷價格爲6.55-6.9萬元/噸，均價較上週上漲0.1萬元/噸。年前積極備貨繼續推高鋰價。本週SMM電池級碳酸鋰價格爲5-5.3萬元/噸，均價較，上週上漲0.15萬元/噸。工業級碳酸鋰價格爲4.7-4.9萬元/噸，均價較上週上漲0.25萬元/噸。電池級氫氧化鋰(粗顆粒)價格爲4.7-5.1萬元/噸，均價較上週上漲0.05萬元/噸。工業級氫氧化鋰價格爲4.3-4.5萬元/噸，均價較上週上漲0.2萬元/噸。
③需求方面，隨着Model Y等新車型上市，疊加暢銷車型維持增量，頭部動力電池企業訂單火爆，2021年生產計劃同比增幅50%，一季度預計維持滿產狀態。本週雅化集團與特斯拉簽訂了五年氫氧化鋰供貨協議，總金額達到8.8億美元，遠超市場預期，進一步驗證需求爆發式增長邏輯，氫氧化鋰價格未來有望加速。
④進出口數據，11月鈷中間品進口8206金噸，環比減12%;未鍛軋鈷進口478金噸，環比減60%。氫氧化鋰出口5266噸，同比+5.4%;碳酸鋰進口6853噸，同比+250.5%。
重點推薦:華友鈷業、寒銳鈷業、洛陽鉬業、贛鋒鋰業、天齊鋰業，同時建議關注二線的氫氧化鋰和鑽標的:雅化集團、盛新鋰能、盛屯礦業，新能源高性能釹鐵硼龍頭:正海磁材。
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