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- 真zhennn真zhennn
  ·2022-05-20
  这篇文章不错，转发给大家看
  全球锂矿巨头一季报远超预期锂矿股纷纷大涨为敬机构：锂电池产业链量价齐升机会将至
  智利矿业化工一季报业绩大幅增长远超市场预期，而天齐锂业一季报也不逞多让。这两方面或是影响锂矿巨头智利矿业化工及天齐锂业一季报大增的重要因素。山西证券称，近期原材料结束上涨势头，随着新能源车价格的上调，动力电池电芯价格有所上升，电池生产企业毛利率有所好转。考虑到锂电池板块估值处于近年来底部，储能需求的不断增加，以及下游非疫情区域新能源车销售仍然旺盛，看好后期锂电池产业链相关公司量价齐升。
  全球锂矿巨头一季报远超预期锂矿股纷纷大涨为敬机构：锂电池产业链量价齐升机会将至
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- 真zhennn真zhennn
  ·2022-05-04
  封在家研究研究
  @胡椒猪肚鸡：
  $优客工场(UK)$五一可以专心看看美股了哈哈哈
  $优客工场(UK)$五一可以专心看看美股了哈哈哈
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- 真zhennn真zhennn
  ·2022-05-04
  合股之后不得来一次大拉升吗$优客工场(UK)$
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17:26","market":"hk","language":"zh","title":"全球锂矿巨头一季报远超预期 锂矿股纷纷大涨为敬 机构：锂电池产业链量价齐升机会将至","url":"https://stock-news.laohu8.com/highlight/detail?id=2236677518","media":"智通财经","summary":"智利矿业化工一季报业绩大幅增长远超市场预期，而天齐锂业一季报也不逞多让。这两方面或是影响锂矿巨头智利矿业化工及天齐锂业一季报大增的重要因素。山西证券称，近期原材料结束上涨势头，随着新能源车价格的上调，动力电池电芯价格有所上升，电池生产企业毛利率有所好转。考虑到锂电池板块估值处于近年来底部，储能需求的不断增加，以及下游非疫情区域新能源车销售仍然旺盛，看好后期锂电池产业链相关公司量价齐升。","content":"<html><body><p>智通财经APP获悉，5月19日，全球锂矿巨头<a href=\"https://laohu8.com/S/SQM\">智利矿业化工</a>(SQM)最新披露其一季度实现营收20.2亿美元，净利润7.96亿美元，超市场预期。据悉，<a href=\"https://laohu8.com/S/002466\">天齐锂业</a>目前持有SQM共计62556568股A类股和3196193股B类股，合计持有65752761股SQM股份，持股比例约23.02%。受此消息提振，A股锂矿板块异动拉升，其中天齐锂业(002466.SZ)盘中涨超6%，<a href=\"https://laohu8.com/S/002240\">盛新锂能</a>(002240.SZ)、<a href=\"https://laohu8.com/S/002460\">赣锋锂业</a>(002460.SZ)、<a href=\"https://laohu8.com/S/603867\">新化股份</a>(603867.SH)等跟涨。近日来锂电板块表现持续强势，天齐锂业、新化股份及<a href=\"https://laohu8.com/S/01772\">赣锋锂业</a>等已连续多个交易日收涨。</p><p>智利矿业化工一季报业绩大幅增长远超市场预期，而天齐锂业一季报也不逞多让。天齐锂业一季度营业收入52.57亿元，同比增长481.41%，归属于上市公司股东的净利润33.28亿元，同比增长1442.65%。</p><p>一方面，据中汽协数据统计，2022年4月新能源车产销分别达到31.2万辆和29.9万辆，同比增长43.9%、44.6%。其中1-4月新能源汽车产销量为160.5万辆、155.6万辆。新能源车销售远高于上年同期水平，总体表现较好。另一方面，自去年9月以来，锂价大幅上涨，且碳酸锂现货于2022年4月1日创下的历史最高价481400元/吨。这两方面或是影响锂矿巨头智利矿业化工及天齐锂业一季报大增的重要因素。</p><p><span>锂价大幅上涨</span>，使得市场对锂矿更加热情高涨。据了解，5月17日，在<a href=\"https://laohu8.com/S/JD\">京东</a>破产拍卖平台中，成都兴能新材料股份有限公司持有的雅江县斯诺威矿业发展有限公司54.2857%股权的破产清算股权拍卖进行到第4天仍未结束。截至5月19日上午，这场标的物起拍价仅335万元的拍卖，最新竞价升至5.3亿元，参与竞拍企业为20家，出价次数达2733次，围观人数超73.6万人，且仍未有终止的迹象。值得注意的是，上述拍卖前，<a href=\"https://laohu8.com/S/002015\">协鑫能科</a>所属的协鑫系已完成对斯诺威矿业99%债权以及43%股权的收购，目前还在参与斯诺威矿业54.3%股权的竞拍，希望能够获得后者的控股权。</p><p>对此，<a href=\"https://laohu8.com/S/00665\">海通国际</a>认为，锂价在4月挺过了压力测试，5月电动车产业链的盈利情况会随着疫情缓解和上游部分材料降价实现底部反转。在此背景下，<strong>看好锂板块估值修复。考虑到锂精矿在二季度的补涨，建议关注锂矿产量较高、锂资源自给率更高的个股。</strong></p><p><a href=\"https://laohu8.com/S/002926\">华西证券</a>指出，目前二季度海外锂精矿长协签约价为5000-5500美元/吨，Pilbara最近拍卖价格折标后高达6250美元/吨，同时锂精矿评估价已经突破6000美元大关，在供需紧张的背景下，该行预计三季度澳洲锂精矿价格会进一步上涨，高成本支撑下锂盐难有回调。在2022Q2-3锂精矿长协价大幅上涨，且锂盐价格在该行看高位震荡的情况下，锂盐加工厂和一体化企业吨利润分化会愈加明显，<strong>建议关注上下游一体化的企业：<a href=\"https://laohu8.com/S/002192\">融捷股份</a>(002192.SZ)、<a href=\"https://laohu8.com/S/000155\">川能动力</a>(000155.SZ)、<a href=\"https://laohu8.com/S/002176\">江特电机</a>(002176.SZ)、天齐锂业(002466.SZ)。</strong></p><p><a href=\"https://laohu8.com/S/002500\">山西证券</a>称，近期原材料结束上涨势头，随着新能源车价格的上调，动力电池电芯价格有所上升，电池生产企业毛利率有所好转。考虑到锂电池板块估值处于近年来底部，储能需求的不断增加，以及下游非疫情区域新能源车销售仍然旺盛，看好后期锂电池产业链相关公司量价齐升。</p><p>对此，山西证券表示，<strong>锂电池产业链上游建议关注：天齐锂业、<a href=\"https://laohu8.com/S/603799\">华友钴业</a>(603799.SH)；</strong></p><p><strong>动力电池产业链中游建议关注：<a href=\"https://laohu8.com/S/002812\">恩捷股份</a>(002812.SZ)、<a href=\"https://laohu8.com/S/688005\">容百科技</a>(688005.SH)、<a href=\"https://laohu8.com/S/600884\">杉杉股份</a>(600884.SH);</strong></p><p><strong>动力电池产业链下游建议关注：<a href=\"https://laohu8.com/S/002594\">比亚迪</a>(002594.SZ)、<a href=\"https://laohu8.com/S/300750\">宁德时代</a>(300750.SZ)。</strong></p></body></html>","source":"stock_zhitongcaijing","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>全球锂矿巨头一季报远超预期 锂矿股纷纷大涨为敬 机构：锂电池产业链量价齐升机会将至</title>\n<style 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n全球锂矿巨头一季报远超预期 锂矿股纷纷大涨为敬 机构：锂电池产业链量价齐升机会将至\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-05-19 17:26 北京时间&nbsp;&nbsp;&nbsp;<a href=http://www.zhitongcaijing.com/content/detail/725831.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>智通财经APP获悉，5月19日，全球锂矿巨头智利矿业化工(SQM)最新披露其一季度实现营收20.2亿美元，净利润7.96亿美元，超市场预期。据悉，天齐锂业目前持有SQM共计62556568股A类股和3196193股B类股，合计持有65752761股SQM股份，持股比例约23.02%。受此消息提振，A股锂矿板块异动拉升，其中天齐锂业(002466.SZ)盘中涨超6%，盛新锂能(002240.SZ)、...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/725831.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"300750":"宁德时代","600884":"杉杉股份","603799":"华友钴业","603867":"新化股份","688005":"容百科技","002460":"赣锋锂业","BK1594":"碳中和概念股","002176":"江特电机","002192":"融捷股份","002594":"比亚迪","BK4545":"锂电池","000155":"川能动力","002466":"天齐锂业","SQM":"智利矿业化工","EVS.SI":"MSCI China Electric Vehicles and Future Mobility ETF-NikkoAM","002812":"恩捷股份","BK1190":"多种金属与采矿","BK4093":"化肥与农用药剂","BK1592":"有色金属","BK1509":"特斯拉概念股","01772":"赣锋锂业","002240":"盛新锂能"},"source_url":"http://www.zhitongcaijing.com/content/detail/725831.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2236677518","content_text":"智通财经APP获悉，5月19日，全球锂矿巨头智利矿业化工(SQM)最新披露其一季度实现营收20.2亿美元，净利润7.96亿美元，超市场预期。据悉，天齐锂业目前持有SQM共计62556568股A类股和3196193股B类股，合计持有65752761股SQM股份，持股比例约23.02%。受此消息提振，A股锂矿板块异动拉升，其中天齐锂业(002466.SZ)盘中涨超6%，盛新锂能(002240.SZ)、赣锋锂业(002460.SZ)、新化股份(603867.SH)等跟涨。近日来锂电板块表现持续强势，天齐锂业、新化股份及赣锋锂业等已连续多个交易日收涨。智利矿业化工一季报业绩大幅增长远超市场预期，而天齐锂业一季报也不逞多让。天齐锂业一季度营业收入52.57亿元，同比增长481.41%，归属于上市公司股东的净利润33.28亿元，同比增长1442.65%。一方面，据中汽协数据统计，2022年4月新能源车产销分别达到31.2万辆和29.9万辆，同比增长43.9%、44.6%。其中1-4月新能源汽车产销量为160.5万辆、155.6万辆。新能源车销售远高于上年同期水平，总体表现较好。另一方面，自去年9月以来，锂价大幅上涨，且碳酸锂现货于2022年4月1日创下的历史最高价481400元/吨。这两方面或是影响锂矿巨头智利矿业化工及天齐锂业一季报大增的重要因素。锂价大幅上涨，使得市场对锂矿更加热情高涨。据了解，5月17日，在京东破产拍卖平台中，成都兴能新材料股份有限公司持有的雅江县斯诺威矿业发展有限公司54.2857%股权的破产清算股权拍卖进行到第4天仍未结束。截至5月19日上午，这场标的物起拍价仅335万元的拍卖，最新竞价升至5.3亿元，参与竞拍企业为20家，出价次数达2733次，围观人数超73.6万人，且仍未有终止的迹象。值得注意的是，上述拍卖前，协鑫能科所属的协鑫系已完成对斯诺威矿业99%债权以及43%股权的收购，目前还在参与斯诺威矿业54.3%股权的竞拍，希望能够获得后者的控股权。对此，海通国际认为，锂价在4月挺过了压力测试，5月电动车产业链的盈利情况会随着疫情缓解和上游部分材料降价实现底部反转。在此背景下，看好锂板块估值修复。考虑到锂精矿在二季度的补涨，建议关注锂矿产量较高、锂资源自给率更高的个股。华西证券指出，目前二季度海外锂精矿长协签约价为5000-5500美元/吨，Pilbara最近拍卖价格折标后高达6250美元/吨，同时锂精矿评估价已经突破6000美元大关，在供需紧张的背景下，该行预计三季度澳洲锂精矿价格会进一步上涨，高成本支撑下锂盐难有回调。在2022Q2-3锂精矿长协价大幅上涨，且锂盐价格在该行看高位震荡的情况下，锂盐加工厂和一体化企业吨利润分化会愈加明显，建议关注上下游一体化的企业：融捷股份(002192.SZ)、川能动力(000155.SZ)、江特电机(002176.SZ)、天齐锂业(002466.SZ)。山西证券称，近期原材料结束上涨势头，随着新能源车价格的上调，动力电池电芯价格有所上升，电池生产企业毛利率有所好转。考虑到锂电池板块估值处于近年来底部，储能需求的不断增加，以及下游非疫情区域新能源车销售仍然旺盛，看好后期锂电池产业链相关公司量价齐升。对此，山西证券表示，锂电池产业链上游建议关注：天齐锂业、华友钴业(603799.SH)；动力电池产业链中游建议关注：恩捷股份(002812.SZ)、容百科技(688005.SH)、杉杉股份(600884.SH);动力电池产业链下游建议关注：比亚迪(002594.SZ)、宁德时代(300750.SZ)。","news_type":1},"isVote":1,"tweetType":1,"viewCount":858,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":616818182,"gmtCreate":1651668398556,"gmtModify":1651670523467,"author":{"id":"4114770023889860","authorId":"4114770023889860","name":"真zhennn","avatar":"https://static.tigerbbs.com/d0df65cbb0b43ef34b216b5278efa939","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4114770023889860","authorIdStr":"4114770023889860"},"themes":[],"htmlText":"封在家研究研究","listText":"封在家研究研究","text":"封在家研究研究","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/616818182","repostId":"616063636","repostType":1,"repost":{"id":616063636,"gmtCreate":1651239432551,"gmtModify":1651239432551,"author":{"id":"4112703565605110","authorId":"4112703565605110","name":"胡椒猪肚鸡","avatar":"https://static.tigerbbs.com/02ee43d5866a7c4a30cab34a0e909204","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4112703565605110","authorIdStr":"4112703565605110"},"themes":[],"htmlText":"<a 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