港A兩地鋰電池概念股走強 機構料汽車行業最低谷已過
格隆匯5月17日丨港A兩地鋰電池概念股走強,港股方面,比亞迪漲超4%,比亞迪電子漲超3%,贛鋒鋰業漲2.84%,天能動力和彩客化學跟漲;A股方面,贛鋒鋰業漲超4%,盛屯礦業、西藏礦業、華友鈷業、盛新鋰能漲超3%,天齊鋰業等跟漲。招商證券國際料汽車行業最低谷已過,廠家普遍預期5月隨着供應鏈恢復,銷量有望明顯環比改善。預計5月供應鏈部分恢復,6月大部分恢復。


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