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鋰礦板塊走強 多家碳酸鋰企業上調產品價格
格隆匯 03-10 10:01
格隆匯3月10日丨鋰礦板塊走強,贛鋒鋰業、永興材料漲超6%,比亞迪漲超5%,天齊鋰業、盛新鋰能等跟漲。碳酸鋰價格繼續上漲,安泰科數據顯示,截至9日,國內電池級碳酸鋰、氫氧化鋰均價分別為5.55萬元/噸、8.25萬元/噸,較上月同期上漲15%、4%。生意社數據顯示,3月9日起,多家碳酸鋰企業上調產品價格。機構認為,本輪碳酸鋰價格上漲主要由下游需求端推動,自去年下半年以來,新能源汽車銷量逐月環比增長,動力電池及鋰電池需求回暖,帶動碳酸鋰需求明顯增長,行業庫存快速下降,產能利用率持續提升,出現季節性供不應求,進而帶動價格低位反彈。

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