最近微信改版打乱发布时间,常有读者朋友错过文章更新,将“风口研习”设为星标⭐让我们一路前行,天天见!摩根大通突然“翻多”锂业龙头赣锋,底气何在?答案就藏在其未来3年“资源锁价+电池增效”的清晰盈利逻辑中——这也是投行上调评级的核心依据。很多投资者仍将赣锋等同于“锂原料供应商”,但它早已进化为全球锂产业链的“全能选手”:上游握优质锂矿稳成本,中游精锂盐加工控品质,下游拓锂电池制造提溢价。此次评级从“...
Source Link最近微信改版打乱发布时间,常有读者朋友错过文章更新,将“风口研习”设为星标⭐让我们一路前行,天天见!摩根大通突然“翻多”锂业龙头赣锋,底气何在?答案就藏在其未来3年“资源锁价+电池增效”的清晰盈利逻辑中——这也是投行上调评级的核心依据。很多投资者仍将赣锋等同于“锂原料供应商”,但它早已进化为全球锂产业链的“全能选手”:上游握优质锂矿稳成本,中游精锂盐加工控品质,下游拓锂电池制造提溢价。此次评级从“...
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