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A股異動 | 鋰礦股集體上漲 智利鋰礦等礦產資源國有化邁出了關鍵一步
格隆匯2月7日丨鋰礦股集體上漲,其中比亞迪漲8.5%,華友鈷業漲超6.5%,國機通用、西部礦業漲近6%,九吾高科、東華科技、科達製造漲超4%,億緯鋰能、西藏礦業漲超3.5%,西藏珠峯、西藏城投漲近3%。智利制憲議會上週初步通過了一項提案,該提案由議會環境委員會提交併通過,旨在於促進銅礦、鋰礦和其他戰略資產的國有化。市場認為,中長期來看,智利鋰礦供給將受到一定限制,遠期全球鋰資源釋放存在不確定性。隨着各國加速推進“雙碳”進程,包括鋰礦在內的綠色能源資源已成為市場熱捧的“香餑餑”。各國為鋰礦開採設立門檻的傾向也越來越清晰。基於鋰礦產業鏈的“暴利”,多國政府擬爭取更多的控制權和利益。

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