鋰電池板塊走強 國內電池級碳酸鋰價格月漲16%
格隆匯3月15日丨鋰電池板塊走強,盛新鋰能漲停,天齊鋰業漲超5%,石大勝華、雅化集團、贛鋒鋰業、蔚藍鋰芯等集體拉昇。截至3月12日,國內電池級碳酸鋰均價為8.35萬元/噸,較上月同期上漲16%。此外,鋰電池中所需的其他鋰鹽價格也持續走高。據悉,本輪碳酸鋰價格上漲主要是由於供需兩端不平衡所造成的。安信證券認為,目前大量電池企業佈局磷酸鐵鋰路線,擴產規劃積極,產能放量將驅動磷酸鐵鋰需求提升。而根據主流礦山及鹽湖擴產規劃,預計2021年供給側增量有限,碳酸鋰市場將持續呈現結構性緊缺。碳酸鋰生產商庫存持續去化,已處於近年低位,將助推碳酸鋰價格上漲。

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