锂电“反内卷”引爆盛新锂能,比亚迪离解套还有多远?

环球老虎财经app
Aug 12

春江水暖,市场先知。8月11日,锂矿龙头之一的盛新锂能开盘后快速涨停,股价攀升至18.44元/股,市值同步上涨至168.78亿元。除盛新锂能外,天齐锂业、赣锋锂业、江特电机等一众锂矿股亦集体大幅走高。消息面上,8月11日,宁德时代在互动平台回应称,其位于江西宜春的枧下窝矿区因采矿许可证于8月9日到期,已暂停开采作业,目前正按规定办理延续申请。事实上,本次宁德时代枧下窝矿区停产,正是当前锂矿行业“反...

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