电池级碳酸锂价格大幅回升的同时,锂电上市公司也迎来新一波的调研热潮。Wind数据显示,5月以来,共有17家锂电企业获机构调研,其中中矿资源获得122家机构调研,排名居首,其余调研机构数量居前的上市公司还有金冠股份、格林美、金圆股份等,机构数量均在20家以上。
川财证券表示,5月以来,锂电行业上游原材料价格企稳反弹,对行业整体企稳起到支撑作用,建议关注锂电池行业的整体投资机会,关注电池头部企业以及行业新技术持续渗透的环节。
华安证券指出,中长期看,锂资源供需仍存在缺口,锂资源企业仍能享受锂价高位的利润,锂矿板块高业绩低估值,建议关注锂资源自供率高,低成本稳定产出且持续扩产的优质锂标的。与此同时,随着锂价回升,回收产业链景气开始修复,回收企业有望增加废料采购量且企业盈利能力将稳步提升。
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)
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