参考上轮周期,出清阶段股价整体呈上涨趋势。上一轮锂周期若以第一个Baldhill 停产项目作为开始出清的信号持续约15 个月。在此期间股价虽有波动但整体仍为上涨趋势。以赣锋锂业为例,整个15 月出清周期股价仍上涨162.3%(2019 年8 月1 日-2020 年10 月30 日)。自2024 年1 月起,已有先后6 座澳洲矿山发布减产、停产或者延期,根据最新24 年Q4 的各个矿山季报来看,如...
Source Link参考上轮周期,出清阶段股价整体呈上涨趋势。上一轮锂周期若以第一个Baldhill 停产项目作为开始出清的信号持续约15 个月。在此期间股价虽有波动但整体仍为上涨趋势。以赣锋锂业为例,整个15 月出清周期股价仍上涨162.3%(2019 年8 月1 日-2020 年10 月30 日)。自2024 年1 月起,已有先后6 座澳洲矿山发布减产、停产或者延期,根据最新24 年Q4 的各个矿山季报来看,如...
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