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鋰礦股集體大漲 天齊鋰業逼近漲停再創新高 機構稱鋰價沒有最高只有更高
格隆匯8月2日丨A股鋰礦股集體大漲,板塊指數漲幅超7%,其中,天華超淨漲20%封漲停板,江特電機、永興材料漲10%漲停,天齊鋰業、比亞迪逼近漲停,西藏礦業漲超8%,融捷股份漲超7%,贛鋒鋰業漲超5%,中礦資源漲超4%。7月29日,澳大利亞鋰礦生產商Pilbala礦業公司舉行首次鋰輝石線上拍賣,貨物為1萬噸鋰輝石精礦,共有30多家企業參與競拍,最終這批鋰輝石精礦拍賣價被抬到1250美元/噸,加上運費到國內價格為1315美元/噸,創下歷史新高。這樣的拍賣結果引起行業熱議,似乎暗示着未來鋰礦價格有望進一步走高。國泰君安日前發報吿稱,供需的緊張程度和鋰價變化是非線性的,根據對鋰市場上下游更強的理解和感知,認為下半年鋰價高度將超市場預期,調高下半年鋰價預測至歷史前高18萬/噸。

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