雅保的周期底部布局时机到了吗?

美港股观察社
19 May

作者:Stone Fox Capital编译:美港股观察社锂矿业在过去的几年里经历了残酷的时期,电动汽车的需求未能达到巨大的增长目标。然而,雅保似乎已经准备好乘上下一波锂浪潮,随着全球电气化进程的推进,锂的需求仍然存在,只是被推迟了。来源:Finviz需求激增在4月底,雅保报告了2025年第一季度的财报,由于锂价下跌,收入降至周期性低点11亿美元。尽管如此,由于超过3亿美元的成本削减,公司仍实现了...

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