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鋰礦板塊大幅拉昇 鋰精礦、鋰鹽價格繼續上漲
格隆匯8月23日丨鋰礦板塊大幅拉昇,江特電機封漲停,中礦資源漲超9%,西藏礦業、雅化集團漲超6%,盛新鋰能、鹽湖股份等紛紛跟漲。鋰精礦、鋰鹽價格繼續大幅上漲,反應鋰資源短缺格局。機構認為中短期,動力電池需求環比持續提升疊加消費電子旺季來臨,將帶動鋰需求穩步增長,鋰價上漲趨勢不改。長期,未來中國新能源汽車銷量高速增長較為確定,鋰鎳鈷銅箔等需求高成長可期,鋰礦受資源限制或持續出現缺口。

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