管理 来源:互联网 时间:2023-04-26 09:07:13
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中信证券研报指出,智利锂资源国有化战略反映出南美锂资源开发环境的日趋复杂,或造成未来针对南美锂资源开发的投资放缓并进而制约锂产能增长。国内锂价连续两个交易日企稳,叠加此次事件催化,锂板块或迎来反弹行情。看好具备资源保障和成本优势的企业以及出口业务占比高,有望享受海外锂产品溢价的公司。
本文到此结束,希望对大家有所帮助。
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