异动解读 | PLS集团签署重大锂精矿供应协议,股价盘中大涨5.16%

异动解读
Feb 10

澳洲锂矿商PLS集团(PLS.AU)今日盘中股价大幅上涨5.16%,市场表现强劲。

消息面上,股价上涨主要得益于公司签署了一项重要的锂辉石精矿供应协议。根据协议,PLS集团将向中国锂电池材料制造商天华新能供应锂辉石精矿,未来两年供应量达15万吨,协议从2026年开始执行并包含延长选择权。此外,该协议以收到一笔1亿美元的无担保无息预付款为前提,为公司的未来营收提供了确定性和现金流支持。

这项具有约束力的长期承购协议锁定了稳定的销售量,体现了市场对PLS集团产品的持续需求,预计将对公司的财务表现产生积极影响,从而提振了投资者信心。

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