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第三輪漲價開始?鋰礦股集體飆升,天齊鋰業等多股漲停
格隆匯11月17日丨此前持續回調的鋰礦股今日盤中集體飆升,天齊鋰業、永興材料和融捷股份封漲停板,天華超淨漲超8%,贛鋒鋰業、江特電機和雅化集團等均集體上漲。國泰君安昨日召開電話會議稱,鋰價第三輪漲價這周開始,核心原因是年前備貨。目前19.5-20萬的價格,春節前價格看到25萬,明年價格還會往上,中長期價格上不封頂。漲價兩個關鍵節點:1)11月中下旬,春節備貨採購脈衝;2)2022年2月中旬集中採購。另外,中下游廠家庫存處於低位平均2周,中小廠家1周庫存也不到,是危險庫存,疊加冬季鹽湖工碳減少40%左右,下游需求開始積極,且願意接受高價。

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