锂电池板块走势强劲赣锋锂业(01772)涨5.14% 安信证券称锂价难回历史低位

凤凰网港股2023-06-02

锂电池板块走势强劲，截至出稿，赣锋锂业(01772)涨5.14%，天齐锂业(09696)涨4.33%，洪桥集团(08137)涨3.92%，中创新航(03931)涨3.51%，比亚迪股份(01211)涨2.39%，超威动力(00951)涨1.94%。

安信证券发布研究报告称，随着下游排产提升，产业链锂盐库存结构出现积极变化，5月以来锂价明显反弹，另外从长期来看，新能源需求确定性较高，而供给端新增产能多为绿地项目，产能释放节奏存在不确定性，并且成本中枢或也将逐步抬升，锂价或难以回到历史较低分位，具备高锂精矿自给率企业或具备较高利润弹性。

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

精彩评论

我们需要你的真知灼见来填补这片空白

发表看法

{"i18n":{"language":"zh_CN"},"isChannel":false,"data":{"share":"https://www.laohu8.com/m/news/2340768398?lang=zh_CN&edition=full","thumbnail":"","is_english":false,"pubTime":"2023-06-02 10:35","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"2340768398","market":"sh","top_or_hot":-1,"title":"锂电池板块走势强劲 赣锋锂业(01772)涨5.14% 安信证券称锂价难回历史低位","media":"凤凰网港股","content":"<html><body><p>锂电池板块走势强劲，截至出稿，<a href=\"https://laohu8.com/S/002460\">赣锋锂业</a>(01772)涨5.14%，<a href=\"https://laohu8.com/S/002466\">天齐锂业</a>(09696)涨4.33%，<a href=\"https://laohu8.com/S/08137\">洪桥集团</a>(08137)涨3.92%，<a href=\"https://laohu8.com/S/03931\">中创新航</a>(03931)涨3.51%，<a href=\"https://laohu8.com/S/01211\">比亚迪股份</a>(01211)涨2.39%，<a href=\"https://laohu8.com/S/00951\">超威动力</a>(00951)涨1.94%。</p><p>安信证券发布研究报告称，随着下游排产提升，产业链锂盐库存结构出现积极变化，5月以来锂价明显反弹，另外从长期来看，新能源需求确定性较高，而供给端新增产能多为绿地项目，产能释放节奏存在不确定性，并且成本中枢或也将逐步抬升，锂价或难以回到历史较低分位，具备高锂精矿自给率企业或具备较高利润弹性。</p></body></html>","source":null,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>锂电池板块走势强劲 赣锋锂业(01772)涨5.14% 安信证券称锂价难回历史低位</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n锂电池板块走势强劲 赣锋锂业(01772)涨5.14% 安信证券称锂价难回历史低位\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-06-02 10:35 北京时间&nbsp;&nbsp;&nbsp;<a href=http://hknews.szfuit.com/newRssInfo/feed?original_id=a2302e51934bf1edae8696351146a1a1><strong>凤凰网港股</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>锂电池板块走势强劲，截至出稿，赣锋锂业(01772)涨5.14%，天齐锂业(09696)涨4.33%，洪桥集团(08137)涨3.92%，中创新航(03931)涨3.51%，比亚迪股份(01211)涨2.39%，超威动力(00951)涨1.94%。安信证券发布研究报告称，随着下游排产提升，产业链锂盐库存结构出现积极变化，5月以来锂价明显反弹，另外从长期来看，新能源需求确定性较高，而供给端新增产能...</p>\n\n<a href=\"http://hknews.szfuit.com/newRssInfo/feed?original_id=a2302e51934bf1edae8696351146a1a1\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"EVS.SI","symbol_name":"MSCI China Electric Vehicles and Future Mobility ETF-NikkoAM","start_time":0,"source_url":"http://hknews.szfuit.com/newRssInfo/feed?original_id=a2302e51934bf1edae8696351146a1a1","article_id":"2340768398","we_media_id":"1002821290","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2340768398","pubTimestamp":1685673352,"sourceInfo":null,"weMediaInfo":{"media_name":"凤凰网港股","introduction":"凤凰网港股","home_visible":1,"id":"1002821290","head_image":"https://static.tigerbbs.com/b6fb647077f1ce46dc341fc35c26e817"},"summary":"锂电池板块走势强劲，截至出稿，赣锋锂业(01772)涨5.14%，天齐锂业(09696)涨4.33%，洪桥集团(08137)涨3.92%，中创新航(03931)涨3.51%，比亚迪股份(01211)涨2.39%，超威动力(00951)涨1.94%。安信证券发布研究报告称，随着下游排产提升，产业链锂盐库存结构出现积极变化，5月以来锂价明显反弹，另外从长期来看，新能源需求确定性较高，而供给端新增产能多为绿地项目，产能释放节奏存在不确定性，并且成本中枢或也将逐步抬升，锂价或难以回到历史较低分位，具备高锂精矿自给率企业或具备较高利润弹性。","collect":0,"end_time":0,"defaultTopTitle":"","property":[],"viewcount":null,"language":"zh","relate_stocks":{"161027":"证券","EVS.SI":"MSCI China Electric Vehicles and Future Mobility ETF-NikkoAM","BK0155":"锂电池","BK1594":"碳中和概念股","BK0201":"可转债","BK0197":"中小创蓝筹","BK0233":"有色加工","BK1129":"特种化学制品","SGXZ81163826.USD":"UNITED CHINA A-SHARES INNOVATION \"A\" (USD) ACC","002460":"赣锋锂业","SG9999006597.SGD":"United China-India Dynamic Growth SGD","BK0188":"融资融券","01772":"赣锋锂业","BK1190":"多种金属与采矿","SGXZ49509284.SGD":"United China A Shares Innovation A Acc SGD","BK1592":"有色金属","BK0196":"行业龙头","SG9999003461.SGD":"United Asia Pacific Infrastructure SGD","BK1509":"特斯拉概念股","BK0182":"小金属"},"translate_title":"The lithium battery sector has a strong trend. Ganfeng Lithium Industry (01772) rose 5.14%. Essence Securities said that lithium prices are difficult to return to historical lows","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"161027":1,"01772":1,"002460":1,"EVS.SI":0.6},"content_text":"锂电池板块走势强劲，截至出稿，赣锋锂业(01772)涨5.14%，天齐锂业(09696)涨4.33%，洪桥集团(08137)涨3.92%，中创新航(03931)涨3.51%，比亚迪股份(01211)涨2.39%，超威动力(00951)涨1.94%。安信证券发布研究报告称，随着下游排产提升，产业链锂盐库存结构出现积极变化，5月以来锂价明显反弹，另外从长期来看，新能源需求确定性较高，而供给端新增产能多为绿地项目，产能释放节奏存在不确定性，并且成本中枢或也将逐步抬升，锂价或难以回到历史较低分位，具备高锂精矿自给率企业或具备较高利润弹性。","kind":null,"is_publish_news":null,"is_publish_highlight":null,"is_publish_live":null,"is_publish_wemedia":null,"editions":null,"symbols":[],"gpt_button":0},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"deviceId":"web-server-community-laohu8-v3","version":"4.22.4","shortVersion":"4.22.4","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2340768398"}

锂电池板块走势强劲 赣锋锂业(01772)涨5.14% 安信证券称锂价难回历史低位

精彩评论

锂电池板块走势强劲赣锋锂业(01772)涨5.14% 安信证券称锂价难回历史低位