A股異動 | 鋰電池板塊普漲 澳大利亞PLS鋰精礦第10次拍賣價再創新高
格隆匯10月19日丨鋰電池板塊普漲,蔚藍鋰芯、德賽電池、金龍羽、華自科技漲停,達志科技漲14%,安孚科技、科信技術、聖陽股份、科陸電子漲8%,億緯鋰能漲7%。當地時間18日,澳大利亞皮爾巴拉礦業(Pilbara Minerals Ltd.)發佈公吿,在電池材料交易所(BMX)第10輪數字拍賣進行之前,其已經接受7100美元/噸的拍賣前競價並附加10%的押金,此報價等同於相關CIF中國等價基礎的7830美元/噸,並預計11月中旬發貨。安信證券指出,這表明目前資源持續緊張。從基本面看,鋰鹽現貨成交價格已突破55萬;氫氧化鋰9月開始出現實質性緊缺;磷酸鐵鋰9月產量超過12萬噸,新增產能積極投放拉動碳酸鋰需求;截至22年Q2全球精礦庫存已自高點去至5萬噸LCE。

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