A股異動 | 能源金屬走強 海外市場預計保持高景氣 電池級碳酸鋰均價突破45萬元/噸
格隆匯2月22日丨盛新鋰能漲8.03%,西藏礦業漲5.39%,天齊鋰業漲3.98%,贛鋒鋰業漲3.69%,華友鈷業漲2.27%。中信證券表示,2022年1月,國內新能源汽車銷量43.1萬輛,環比-18.6%,同比+135.8%,符合預期。國內市場,行業高景氣持續;海外方面,補貼政策料加速落地,美國市場有望重回高成長,歐洲市場在逐步趨嚴的碳排放新規下預計將保持高景氣。據上海鋼聯發佈昨日發佈的數據顯示,部分鋰電材料報價繼續上漲,電解鈷漲9000元/噸;金屬鋰漲28萬元/噸,報245萬元/噸;電池級碳酸鋰漲9000元/噸,均價報45.4萬元/噸;氫氧化鋰漲8500-10000元/噸。

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