中信證券：預計礦價大幅上漲將從成本端繼續推升鋰價

第一財經
2021.08.12 00:47
【中信證券：預計礦價大幅上漲將從成本端繼續推升鋰價】中信證券指出，鋰精礦拍賣銷售對傳統定價模式造成衝擊，預計下半年鋰精礦主流成交價格將突破 1200 美元/噸。預計礦價大幅上漲將從成本端繼續推升鋰價，同時礦石提鋰成本的劇烈波動也將使得中國本土鋰資源的戰略地位進一步提升。推薦鹽湖股份和贛鋒鋰業，建議關注融捷股份和永興材料。
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