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Vật liệu làm cao tốc lại 'tắc' vì đâu?

Vật liệu làm cao tốc lại 'tắc' vì đâu?
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Lợi nhuận Hóa An giảm, cổ đông lớn CIC39 muốn thoái toàn bộ vốn

Lợi nhuận Hóa An giảm, cổ đông lớn CIC39 muốn thoái toàn bộ vốn
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手握168亿现金紫金矿业欲布局锂矿，全球核心资源已瓜分完毕，有色一哥如何破局落子


2021-08-03 19:00:42　来源: 21世纪经济报道
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一种激进的观点认为，在碳达峰和汽车电动化大趋势下，锂资源的战略地位相当于“白色石油”。
想要加入这个圈子的玩家，也是越来越多，甚至是国内有色行业“一哥”的紫金矿业也难抑“抢矿”的冲动。
紫金矿业董事长陈景河8月2日接受财新专访时称，“公司将开拓布局锂资源，æ ....

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锂矿类资产火爆 有色一哥紫金矿业手握168亿现金如何布局？ _ 东方财富网


　　紫金矿业董事长陈景河8月2日接受财新专访时称，“
　　不过，旋即公司便迅速公告，“有关锂等新能源矿种的布局是基于公司战略上的初步规划，没有具体的时间进度表和具体项目安排。截至目前，公司没有筹划任何具体项目……”，8月3日，股价再次转跌。
　　收购春心萌动，虽尚未实施，但从侧面说明了当前锂矿类资产的火爆，就连有色一哥紫金矿业也不能超然置身事外了。
　　仅以二级市场走势为例，截至8月2日，锂矿、盐湖提锂板块年内平均涨幅便分别达到了153%和149%，远远超出了同期钴矿、动力电池及整车制造等新能源汽车细分板块。
　　反观紫金矿业，得益于近两年金、铜价格的上涨，手头十分宽裕。
　　不过，即便未来紫金矿业将“想法”付之于行动，也面临着不小的挑战。
　　南美“锂三角”、西澳 ....

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Kỳ vọng hưởng lợi từ đầu tư công nhưng lợi nhuận doanh nghiệp đá giảm vì đâu?

Kỳ vọng hưởng lợi từ đầu tư công nhưng lợi nhuận doanh nghiệp đá giảm vì đâu?
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