异动解读 | 锂业巨头Lithium Americas夜盘大涨5.02%,美国政府或入股10%股权

异动解读
Sep 26

9月25日夜盘,锂矿开发商Lithium Americas Corp.(LAC)股价大涨5.02%,延续了近期的强劲上涨势头。自本周初以来,该股已累计上涨超过130%。

引发LAC股价飙升的主要原因是有关美国政府可能入股该公司的消息。据媒体报道,美国政府正寻求获得Lithium Americas高达10%的股权,作为重新谈判22.6亿美元能源部贷款的一部分。这一举措反映了美国政府对关键矿产资源的战略重视,有望为LAC带来强大的政策支持和资金保障。

Lithium Americas目前正在开发位于内华达州的Thacker Pass锂矿项目,该项目总投资额高达30亿美元。Thacker Pass被认为是美国最大的锂矿床之一,预计将于2028年开始生产,年产能可达4万吨碳酸锂当量,足以满足80万辆电动汽车的需求。随着电动汽车市场的快速增长,投资者对LAC的长期发展前景保持乐观,推动其股价持续走高。

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