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题材概念快速轮动!盐湖提锂风起云涌,这只牛股2天大涨41%


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  据了解,由于盐湖提锂技术持续改善,再加上青藏高原气温回升,盐湖碳酸锂产量逐步提升。
  此前青海省发布《建设世界级盐湖产业基地规划及行动方案》,构建世界级现代盐湖产业体系。中信证券认为,我国盐湖锂资源开发潜力巨大。盐湖提锂技术经过多年发展趋于成熟,“吸附+膜”集成法有望成为主流。中国盐湖提锂产能远期规划达到30万吨,全球锂供应占比预计超过20%。
  华安证券指出,在锂资源自主可控的大背景下,基于盐湖提锂的成本与资源优势,一方面建议关注布局盐湖资源的公司,另一方面建议关注能够因地制宜选择合适的技术路线,稳定产出碳酸锂,且持续扩产同时成本下降的公司。建议关注科达制造(陶机主业经营改善,参股国内盐湖提锂龙头蓝科锂业、稳定产出 ....

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Life with lithium batteries is hard! Raw material price increase Recently, the life of lithium batteries has not been so good. Recently, the price of lithium iron phosphate has increased by more than 20%, lithium hydroxide has increased by nearly half, a ....