锂矿狂飙15%！埃克森美孚巨头纷纷入局，A股概念股集体暴涨！

金融界06-26

在全球能源转型的大背景下，锂矿市场迎来了一波强劲反弹。今天上午，锂矿概念股在A股市场上演了一场惊人的涨势，多只相关个股大幅上涨，其中天齐锂业港股一度暴涨超15%，A股也大涨近6%。与此同时，广期所碳酸锂期货盘中猛拉超5%，重新站上9.2万元/吨关口。这一波涨势背后，既有市场自身的技术性因素，也有长期基本面的支撑。锂矿供需格局或将逆转尽管2023年锂价曾暴跌逾80%，但市场预期正在发生显著变化。...

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ExxonMobil giants have entered the game one after another, and A-share concept stocks have collectively skyrocketed!","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"XOM":1},"content_text":"在全球能源转型的大背景下，锂矿市场迎来了一波强劲反弹。今天上午，锂矿概念股在A股市场上演了一场惊人的涨势，多只相关个股大幅上涨，其中天齐锂业港股一度暴涨超15%，A股也大涨近6%。与此同时，广期所碳酸锂期货盘中猛拉超5%，重新站上9.2万元/吨关口。这一波涨势背后，既有市场自身的技术性因素，也有长期基本面的支撑。锂矿供需格局或将逆转尽管2023年锂价曾暴跌逾80%，但市场预期正在发生显著变化。埃克森美孚锂业全球业务经理帕特里克·豪沃思在最新采访中表示，世界对锂的需求远超实际供给。这一观点得到了市场的广泛认同。事实上，2024年第一季度，部分海外锂矿企业已因锂价低位运行而主动减产，导致锂矿供应环比下滑。与此同时，电动汽车市场的持续增长正在推动锂需求稳步上升。这种供需格局的潜在逆转，为锂矿价格的反弹提供了坚实基础。能源巨头入局，锂矿产业链迎来新机遇值得注意的是，传统能源巨头埃克森美孚正积极布局锂矿产业。公司计划在2027年上线首个锂项目，并在2030年将产量提高到每年可支持100万辆电动汽车的水平。这一举动不仅彰显了锂矿市场的长期增长潜力，也为整个产业链带来了新的发展机遇。在此背景下，A股市场的锂矿概念股受到投资者的热捧也就不足为奇。融捷股份、中矿资源、赣锋锂业、盛新锂能等多只个股均出现大幅上涨，显示出市场对锂矿行业前景的乐观预期。随着全球能源转型的深入推进，锂矿作为新能源产业的关键原材料，其重要性日益凸显。尽管短期内锂矿价格可能仍会受到供需关系和市场情绪的影响而出现波动，但长期来看，随着电动汽车渗透率的不断提高和储能行业的快速发展，锂矿的需求有望保持稳定增长。对于投资者而言，密切关注锂矿产业链的发展动向，特别是像埃克森美孚这样的能源巨头的战略布局，将有助于把握A股市场中相关概念股的投资机会。当然，在进行投资决策时，也需要充分考虑到市场风险，保持理性和谨慎的态度。责任编辑：山上","kind":null,"is_publish_news":true,"is_publish_highlight":false,"is_publish_live":null,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"deviceId":"web-server-community-laohu8-v3","version":"4.25.1","shortVersion":"4.25.1","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2446351029"}