锂行业弹性表(2026年2月版)

浙商证券
Feb 28

预计2026年自有矿权益产量最多的公司为:赣锋锂业、天齐锂业、盐湖股份、华友钴业、紫金矿业、中矿资源;预计2025至2027年产量增速较快的为:大中矿业、紫金矿业、盐湖股份、永兴材料、国城矿业;增量分析:1)赣锋锂业:未来几年主要增量为Goulamina项目、Cauchari-Olaroz 盐湖、Mariana盐湖项目放量。2)天齐锂业:未来几年主要增量为格林布什矿山三期扩建,措拉矿投产,以及...

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