一、锂荒再起,资源才是王道新能源产业的故事,从来离不开锂。从电动汽车到储能电站,再到消费电子,锂已经成为21世纪的“白色石油”。但在全球锂价经历从高峰跌入低谷的两年后,资本市场的注意力重新转向那些——真正拥有资源、能稳定供给的企业。Critical Metals(CRML),就是这样一家在全球锂矿争夺战中异军突起的新锐玩家。不同于那些只讲概念、不见矿石的资本故事,CRML的逻辑极其清晰:它是一家...
Source Link一、锂荒再起,资源才是王道新能源产业的故事,从来离不开锂。从电动汽车到储能电站,再到消费电子,锂已经成为21世纪的“白色石油”。但在全球锂价经历从高峰跌入低谷的两年后,资本市场的注意力重新转向那些——真正拥有资源、能稳定供给的企业。Critical Metals(CRML),就是这样一家在全球锂矿争夺战中异军突起的新锐玩家。不同于那些只讲概念、不见矿石的资本故事,CRML的逻辑极其清晰:它是一家...
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