再创历史新高，市值逼近2000亿港元！“中国锂王”边界在哪？
今日赣锋锂业（1772.HK/002460.SZ）一度涨超8%，尾盘收涨超5%，报120.8港元，总市值逼近2000亿港元，再创历史新高。
来源：Wind
赣锋锂业以金属锂等锂深加工业务起家， 经过20年的历程已成长为全球领先的锂资源、锂化合物及深加工上下游一体化生产商，构建了从资源开采到循环再造的闭环生态系统。目前公司具备“矿石+盐湖+粘土” 品种多元、地域多元的上游资源保障体系，并与全球车企巨头（特斯拉、大众、宝马）、领军电池（LG化学）签订多年期长期供货协议。
锂盐价格自20年年中触底以来，近期已经呈现明显的筑底复苏态势。工业级碳酸锂、电池级碳酸锂均由4万元/吨及以下上涨至7万元/吨附近。
《研报掘金》栏目于12月18日覆盖了赣锋锂业，截至今日收盘A股上涨53.42%，港股累计上涨59.58%！
五矿证券表示，在全球电动化浪潮中，具备下述几方面特质的锂原料供应商将充分受益：
拥有资源端的“基石资产”，在矿产、锂化工两个环节上均形成明确的成本和品质优势；资源与加工之间密切匹配，高效的实施从资源到锂化工的产能建设，并注重生产线的自动化、智能化升级；拥有深厚的工艺积淀，以及多元的锂深加工产品组合，在各条产品线上具备比较优势。
具体来看，赣锋锂业是中国乃至全球锂业产业链最完整的企业，资源布局优质、产能规划稳步推进；新能源持续高景气，锂矿及锂盐价格年内筑底反弹，有望持续享受行业红利。
上游：掌握优质锂资源，矿石系、盐湖系、黏土系均有布局，锂资源分布在澳大利亚、阿根廷、墨西哥等多地，在资源价格底部逆周期扩张
中游：锂盐（碳酸锂、氢氧化锂）布局国内领先，伴随产能释放可与国际巨头抗衡，乃至成为全球产能首位；另布局金属锂业务，可应用于前沿技术固态电池等；产品进入多家知名厂商核心供应链
下游：布局消费锂电池生产及回收业务，未来有望切入动力电池及储能业务
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