文|王介超覃静郭衍哲王晓芳邵三才依然重视资源自给率指标,重视未来几年产量有显著增长的标的;重视低成本优质资源,穿越牛熊的优质标的。资源自给率高意味着原料供应稳定、高毛利,可以摆脱纯锂盐加工未来可能走向薄利加工的风险;随着锂资源地位提升,海外各国对锂愈发重视,加拿大限制中国企业开发当地锂资源、南美锂三角筹划成立锂佩克以求控制供给和价格,本土资源保障我国新能源产业发展至关重要,拥有无可替代的战略地位。...
Source Link文|王介超覃静郭衍哲王晓芳邵三才依然重视资源自给率指标,重视未来几年产量有显著增长的标的;重视低成本优质资源,穿越牛熊的优质标的。资源自给率高意味着原料供应稳定、高毛利,可以摆脱纯锂盐加工未来可能走向薄利加工的风险;随着锂资源地位提升,海外各国对锂愈发重视,加拿大限制中国企业开发当地锂资源、南美锂三角筹划成立锂佩克以求控制供给和价格,本土资源保障我国新能源产业发展至关重要,拥有无可替代的战略地位。...
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