异动解读|智利矿业化工盘中上涨5.34%,花旗研报指锂电产业链出现积极催化剂

行情直击
Jun 13

6月12日,智利矿业化工盘中上涨5.34%,报84.735美元/股,成交额7966.02万美元。同日锂矿板块普涨,美国雅保涨逾7%,Sigma Lithium涨逾8%。

消息面上,花旗集团发布研报指出锂电产业链基本面出现积极催化剂:一是传统8-9月需求旺季的补库效应将显著放大下游备货需求;二是中国预计将在明年1月将电池芯出口退税降至0%,下半年或掀起电池芯"提前储备潮",直接拉动上游锂盐消耗;三是全球锂矿实际有效供应增速仍滞后于需求释放,市场维持紧平衡。此外,德意志银行近日维持公司买入评级,目标价105美元,潜在涨幅近40%。

(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。)

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