A股異動 | 鋰礦股走強 鋰礦短缺推動鋰資源相關企業顯著獲得估值溢價
格隆匯11月8日丨鋰礦股普漲,A股沃頓科技、中鋁國際漲停,川恆股份、華友鈷業、西藏珠峯漲1%,鹽湖股份、川能動力跟漲;港股中國石墨漲5%,天齊鋰業漲3%,天能動力、贛鋒鋰業漲1%。據上海有色網發佈的數據顯示,昨日鋰電材料報價漲跌不一,碳酸鋰(99.5%電池級/國產)漲2000元/噸,報563500元/噸,最高報573000元/噸,再創歷史新高中信證券發研報稱,受益於礦山重啟,第三季度澳洲鋰精礦產量保持增長,但礦石品位下降以及供應鏈中斷造成的生產擾動和成本抬升不容忽視。鋰礦供應短缺已成為電動車產業鏈的“最強限制”,或導致鋰價高位運行時間超出預期。海外鋰資源開發環境日趨複雜,項目爭奪更加激烈,本土鋰資源開發的重要性不斷提升,擁有國內鋰資源佈局的企業將顯著受益且有望獲得估值溢價。


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