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鋰礦板塊大漲 機構預計鋰礦價格中樞料繼續抬升
格隆匯 05-10 10:56
格隆匯5月10日丨鋰礦板塊大漲,永興材料拉昇漲停,中礦資源漲超8%,西藏礦業、西部礦業、盛新鋰能、贛鋒鋰業等個股紛紛上漲。截至5月7日,今年以來鋰輝石精礦均價上漲46.28%,金屬鋰均價上漲20.6%,氫氧化鋰漲幅達84.1%,碳酸鋰上漲超71.87%。國泰君安預計,2021年鋰行業需求量為43萬噸-52萬噸,供給最大釋放量為54萬噸,2021年鋰行業供需緊平衡。機構指出,3月以來鋰精礦價格漲勢加速,預計二季度漲幅將超鋰鹽,鋰精礦價格中樞有望升至700美元-800美元/噸。

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