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鋰礦股繼續走強 天齊鋰業/天華超淨/西藏礦業再創歷史新高
格隆匯8月23日丨鋰礦股繼續走強,板塊指數創歷史新高。個股中,中礦資源、江特電機漲停,鹽湖股份觸及漲停(創恢復上市以來新高),天華超淨、融捷股份、盛新鋰能、天齊鋰業、贛鋒鋰業等均明顯拉昇。其中,天齊鋰業、天華超淨、西藏礦業再創歷史新高。目前,鋰價繼續大幅上漲。數據顯示,電池級碳酸鋰今年以來已首次突破10萬元/噸的均價,近期維持日漲一千元至三千元的趨勢;此外,國內電池級氫氧化鋰已連續35週上漲。國際能源署最新數據顯示,到2030年,僅靠現有和在建的鋰礦生產項目,全球將出現約50%的鋰需求缺口。天齊鋰業控股全球最大固體鋰輝石礦,擁有目前全球規模最大的礦石提鋰產能,成本優勢明顯;西藏礦業主營業務包括鋰礦的開採、加工及銷售和貿易業務。

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