You are browsing the Hong Kong website, Regulated by Hong Kong SFC (CE number: BJA907). Investment is risky and you must be cautious when entering the market.
A股異動丨鹽湖提鋰板塊再度走強 有券商稱今年碳酸鋰或漲到50萬/噸
格隆匯1月6日丨連續回調兩個交易日後,鹽湖提鋰板塊再度走強,東華科技、兆新股份、西藏礦業、西藏城投等6個強勢漲停。藏格礦業漲近7%,天齊鋰業漲3.36%。國金證券發佈鋰專家交流報吿稱,今年碳酸鋰生產端的增量相當有限,但是需求增量充足,很可能會漲到50萬/噸。新能源車補貼退坡對需求影響不大,如果不是疫情原因,退坡早就開始實施了。2022年碳酸鋰是短缺的,甚至2023年也會短缺。供給端的很多項目都是2023年下半年甚至年底投產,產線建成之後還需要時間進行調試,2023年是沒有多少增量的,依然會供不應求。新年伊始,上海鋼聯發佈的數據顯示,電池級碳酸鋰最高報價已經突破30萬元/噸。

Follow us
Find us on Facebook, Twitter , Instagram, and YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!
Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.
uSMART
Wealth Growth Made Easy
Open Account