异动解读|智利矿业化工盘中上涨8.46%,锂价回暖叠加政策催化锂矿板块集体走强

行情直击
Jun 12

6月12日,智利矿业化工盘中上涨8.46%,报80.52美元/股,成交额6888.55万美元。

消息面上,多重利好共振推动锂矿板块集体走强。一方面,德意志银行近日维持智利矿业化工买入评级,目标价105美元,较当前股价存在约40%上行空间,核心逻辑为公司深度布局锂现货市场,将充分受益于锂价上行周期。该行预测公司锂产品均价将从此前的8.9美元/公斤升至18.6美元/公斤,利润有望大幅增厚。另一方面,由于中国预计将电池芯出口退税降至0%,海外及本土车企为锁定政策红利,预计下半年掀起电池芯提前储备潮,直接拉动上游锂盐消耗。同行业中,美国雅保涨7.89%,板块联动效应显著。

(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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