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鹽湖股份(000792.SZ)復牌首日收漲306.11% 成交近300億元
格隆匯 08-10 16:44
格隆匯8月10日丨在被暫停上市超14個月後,“鉀肥之王”、曾經的“虧損王”*ST鹽湖今日復牌,股票簡稱“鹽湖股份”,復牌高開343.67%報39.22元,盤中一度漲396.61%報43.9元,最終收漲306.11%報35.9元;該股盤中幾度臨停,全天成交299.24億元,換手率14.46%,最新市值1950億元,超過天齊鋰業,逼近億緯鋰能。分析人士稱,鹽湖股份的估值最主要是目前市場最為關注的鋰資源。截至目前,公司旗下藍科鋰業新建2萬噸產能先行利用擴產項目中的部分裝置與現有1萬噸/年碳酸鋰車間進行融合生產,生產情況穩定,碳酸鋰產量已提升到單日100噸。隨着電池級碳酸鋰新產能在行業紅利期投產,公司增長邏輯或將得到進一步強化。但需要注意的是,鹽湖股份仍有諸多隱患,雖然剝離了主要虧損的子公司,體內仍有部分企業處於虧損狀態;此外,也存在賬務隱患(應收款難以收回);同時,鹽湖股份以資源開發為主,處於產業鏈上游且產品單一,屬於典型的週期型公司。
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