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鋰礦股領漲A股 永興材料和融捷股份漲停
格隆匯11月17日丨此前連續多日回調的鋰礦股今日盤中拉昇領漲A股市場,板塊指數大漲超5%。其中,永興材料和融捷股份漲停,天華超淨漲超8%,天齊鋰業漲超7%,江特電機、雅化集團和中礦資源漲超5%,西藏礦業、盛新鋰能和贛鋒鋰業漲超4%。中信建投最新發布研報稱,新能源汽車動力電池需求快速增長,預計21-22年鋰需求分別為61萬噸和80萬噸,缺口分別為4.3萬噸和5.7萬噸,新能源汽車滲透率持續超預期,上游鋰資源擴張速度難以滿足下游電池材料需求,重點關注贛鋒鋰業、盛新鋰能、融捷股份和天齊鋰業等。


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