在近期涨价和AI推动储能订单需求暴涨的预期下,A股锂电板块迎来大规模上涨,许多个股逼近2021年的历史最高。不过上周五开始,随着广期所限制碳酸锂交易,业内否认明年涨价增量小作文传开,相关个股批量跌停。今天高盛再次发表报告下调碳酸锂和锂矿股的目标价位,使得锂矿股再次下跌,成为表现最差的行业。报告如下:我们更新了对中国基准锂化学品价格的预测以及全球锂市场的供需平衡,以反映主要来自储能系统(ESS)领域...
Source Link在近期涨价和AI推动储能订单需求暴涨的预期下,A股锂电板块迎来大规模上涨,许多个股逼近2021年的历史最高。不过上周五开始,随着广期所限制碳酸锂交易,业内否认明年涨价增量小作文传开,相关个股批量跌停。今天高盛再次发表报告下调碳酸锂和锂矿股的目标价位,使得锂矿股再次下跌,成为表现最差的行业。报告如下:我们更新了对中国基准锂化学品价格的预测以及全球锂市场的供需平衡,以反映主要来自储能系统(ESS)领域...
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