鋰電池板塊拉昇 碳酸鋰價格呈指數級上漲
格隆匯3月17日丨鋰電池板塊拉昇,欣旺達、天齊鋰業漲超5%,國軒高科、璞泰來、盛新鋰能、贛鋒鋰業等紛紛跟漲。報吿顯示,在磷酸鐵鋰(LFP)電池需求旺盛的背景下,中國鋰價格繼續呈指數級上漲。Benchmark三月中旬的電池級碳酸鋰中點價格顯示,該原材料自年初以來上漲88%,至每噸12600美元以上,為2019年3月以來的最高水平。華創證券指出,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,從供應角度來看,礦石資源緊張也是導致了這一次鋰價上升的主要因素之一。從2021年年初到現在,整個供需的缺口大概是在20%到25%左右。

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