港股異動 | 南方錳業漲9% 料未來動力電池需求帶動硫酸錳消費持續增長
格隆匯11月18日丨南方錳業(1091.HK)盤中漲9.28%,報1.06港元,總市值36億港元。中信建投最新研報指出,電解金屬錳的供給側改革持續推進,疊加全國多地能耗雙控、限電限產及電價上調,錳聯盟綠色停產升級仍在進行中,預計22年產量保持平穩,供需缺口推動電解錳價格持續上漲;新能源車需求持續旺盛,三元電池、磷酸錳鐵鋰、鈉離子電池的發展,未來動力電池需求帶動硫酸錳消費持續增長,硫酸錳有望進入景氣週期。預計未來價格仍將維持高位,建議關注南方錳業、湘潭電化、紅星發展等。

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