异动解读|美国雅保盘中上涨5.07%,锂价突破15万元叠加Q2业绩超预期提振

行情直击
Aug 21

8月21日,美国雅保盘中上涨5.07%,报141.58美元/股,成交额3664.35万美元。同板块智利矿业化工同日涨7.7%,锂矿板块整体走强。

消息面上,碳酸锂期货近期重新站上15万元/吨,现货同步走强,供需紧张格局延续。此前公司公布Q2财报大幅超预期,净销售额17.4亿美元同比增长31%,调整后EPS 3.75美元远超预期的3.24美元。公司CEO指出全球锂库存处于低位,供应疲弱难抵电动汽车与储能需求激增,并将电池储能产量预期上调11%。RBC近期发布研报称公司将受益于低成本资产、棕地扩产机会及储能需求显著增长,维持"跑赢大盘"评级。

(以上内容均基于市场公开消息,由程序或算法智能生成,仅作为股价异动提醒,不作为投资建议或交易依据。)

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Most Discussed

  1. 1
     
     
     
     
  2. 2
     
     
     
     
  3. 3
     
     
     
     
  4. 4
     
     
     
     
  5. 5
     
     
     
     
  6. 6
     
     
     
     
  7. 7
     
     
     
     
  8. 8
     
     
     
     
  9. 9
     
     
     
     
  10. 10