港股异动 | 锂电股继续走高 已有宜春涉锂矿企完成矿种变更储量核实报告 国内储能电芯需求强劲

智通财经
Yesterday

智通财经APP获悉,锂电股继续走高,截至发稿,赣锋锂业(01772)涨6.7%,报42.36港元;天齐锂业(09696)涨5.49%,报44.94港元;宁德时代(03750)涨3.38%,报565.5港元;中创新航(03931)涨3.4%,报34.7港元。

消息面上,据财联社报道,对于江西宜春8家涉锂矿山企业变更储量报告工作,记者从业内人士处获悉:本周,国轩高科提交的矿种变更储量核实报告通过国家自然资源部审批,选矿试验和工业论证、开采设计与生态修复方案一并获得通过。另据透露,与国轩高科一同提交报告并通过的企业还有宁德时代。对于该消息,国轩高科方面表示属实,宁德时代方面未进行正面回应。根据宜春市自然资源局7月发布的文件,矿企后续还需继续完成办理采矿许可证矿种变更、矿业权出让收益征收、矿山储量动态管理等相关工作。

而据央视财经报道,目前国内储能电芯的需求十分强劲。头部电池企业均表示工厂已处于满产状态,一些订单已经排到明年年初。此外,根据《专项行动方案》提出的目标,到2027年,中国新型储能装机规模将达到1.8亿千瓦以上,这将拉动新增项目投资约2500亿元。中信建投发布研报称,继续看好储能、锂电板块景气度抬升。

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Most Discussed

  1. 1
     
     
     
     
  2. 2
     
     
     
     
  3. 3
     
     
     
     
  4. 4
     
     
     
     
  5. 5
     
     
     
     
  6. 6
     
     
     
     
  7. 7
     
     
     
     
  8. 8
     
     
     
     
  9. 9
     
     
     
     
  10. 10