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YiCai
2021.08.12 00:47

中信证券：预计矿价大幅上涨将从成本端继续推升锂价

【中信证券：预计矿价大幅上涨将从成本端继续推升锂价】中信证券指出，锂精矿拍卖销售对传统定价模式造成冲击，预计下半年锂精矿主流成交价格将突破 1200 美元/吨。预计矿价大幅上涨将从成本端继续推升锂价，同时矿石提锂成本的剧烈波动也将使得中国本土锂资源的战略地位进一步提升。推荐盐湖股份和赣锋锂业，建议关注融捷股份和永兴材料。
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