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八大券商主题策略："锂"大爷又回来了！持续上涨还是短暂反弹？核心标的曝光 _ 东方财富网

【八大券商主题策略：“锂”大爷又回来了！持续上涨还是短暂反弹？核心标的曝光】中国银河证券表示，锂资源紧缺成为了全产业链的痛点，资源的紧缺抬升了锂价的上涨，锂盐厂的抢矿大战下使行业利润向产业链最上游资源端转移。尤其是近期银河资源与Pilbara的锂精矿拍卖的定价模式，颠覆了以往传统锂盐厂锂矿生产商之间以市场锂盐价格为基准参数进行协商确定锂精矿长协价格的定价模式，使锂矿价格领先于锂盐价格，也使锂矿生产商获取了更多的产业链议价权与利润空间。 ....

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八大券商主题策略："锂"大爷又回来了！持续上涨还是短暂反弹？核心标的曝光_财经评论(cjpl)股吧_东方财富网股吧

八大券商主题策略："锂"大爷又回来了！持续上涨还是短暂反弹？核心标的曝光_财经评论(cjpl)股吧_东方财富网股吧
eastmoney.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from eastmoney.com Daily Mail and Mail on Sunday newspapers.

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京投发展三连板！三板精选概念走势强劲 逾10股涨停！"锂"大爷能牛多久？ _ 东方财富网

京投发展三连板！三板精选概念走势强劲逾10股涨停！"锂"大爷能牛多久？ _ 东方财富网
eastmoney.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from eastmoney.com Daily Mail and Mail on Sunday newspapers.

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早财经|给女职工较多企业优惠政策？国税总局：积极研究相关储备政策措施；市场监管总局立案调查化肥涨价违法企业；义翘神州中签号出炉

html+= +res.info.title+ for(var i=0;i +res.info.poll options[i].vote count+ 人 }; html+= 确定 ; html+= ; html+= ; $( #poll-box ).html(html); $( .poll span ).each(function(){ if($(this).attr( data-id )==res.self vote info){ $(this).addClass( active ) $( .poll text desc ).text($(this).attr( data-desc )); } }) if(res.self vote info!= ){ $( .poll span abbr ).css( display , block ); $( .poll sure,.poll cancal ).hide(); $( .poll text ).text( 你已经投票 ); $( #poll-box .poll span ).css({ text-align : left }); return; } // vote $( body ).on( click , #poll-box .poll span ,function(){ if($( .poll text ).text()== 你已经投票 ){ return } var self=$(this); var data id=self.attr( data-id ....

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8月5日晚间重要行业研究汇总(附股) _ 东方财富网

　　
　　投资策略：2021Q2 军工板块反弹明显，期间主动基金持仓占比及市值均明显回升，超配幅度环比扩大，考虑到目前已披露中报的公司整体表现强劲，后续超配幅度有望进入扩张周期。从持仓变动看，主动基金持续聚焦产业链中上游，同时加大关注军工集团企业类标的。综合考虑细分行业景气度、赛道壁垒、需求确定性、供给格局，以及公司质地、前瞻性布局，建议关注：中航重机(600765，买入)、钢研高纳(300034，买入)、中航光电(002179，买入)、航天电器(002025，买入)、振华科技(000733，增持)、火炬电子(603678，未评级)、中航电测(300114，买入)、光威复材(300699，买入)、利君股份(002651，买入)、振芯科技(300101，未评级)、航发动力(600893，未评级)、新光光电(688011，买入)、西部材料(002149，未评级)、电科院(300215，未评级)、三角防务(300775，未评 ....

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