鋰礦板塊繼續走高 電池級碳酸鋰價格月內上漲超40%
格隆匯9月1日丨鋰礦板塊繼續走高,西藏礦業大漲超9%,江特電機、中礦資源、鹽湖股份、融捷股份等漲超5%,盛新鋰能、雅化集團等跟漲。昨日龍虎榜數據顯示,機構資金、北向資金青睞多隻板塊個股。其中,3天2板盛新鋰能獲北向資金搶籌1.55億,兩個機構席位合計買入1.45億元;江特電機獲兩個機構席位合計買入1.65億元;西藏礦業獲三個機構席位合計淨買入2.32億元。近期,電池級碳酸鋰價格持續上漲。大宗商品諮詢機構百川盈孚發佈數據顯示,8月31日電池級碳酸鋰報價12.84萬元/噸,相比月初8.9萬元/噸,漲超40%。此外,工業級碳酸鋰、磷酸鐵鋰等相關產品價格也出現上漲。中信建投表示,2020年三季度以來鋰產品出現結構性短缺,對應碳酸鋰和氫氧化鋰價格先後出現上漲,結構性短缺預計持續至2021年底。

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