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研报掘金|光大证券:继续全面看好金属新材料板块 建议关注天齐锂业等

Research Report Nuggets | Everbright Securities: Continue to be fully optimistic about the new metal materials sector, suggest focusing on Tianqi Lithium and others

Gelonghui Finance ·  Dec 26, 2023 11:22
Glonghui, December 26 | Everbright Securities released a research report saying that the weekly operating rate of lithium carbonate hit a new low during the year, and the decline in spot prices caused the price of zirconium sand to reach a new high of nearly 22 weeks. The bank continues to be fully optimistic about the new metal materials sector. The high price of lithium concentrate still favors enterprises with a high self-sufficiency rate in lithium resources. It is recommended to focus on Tianqi Lithium, Ganfeng Lithium, and China Mining Resources; Qinghai's construction of a world-class salt lake industrial base was once again mentioned. The country's autonomous and controllable salt lake resources are of great strategic importance. It is recommended to focus on salt lake shares and Zangge mining. As a balancer for future lithium price adjustments, the industrialization of sodium batteries is being actively promoted. Priority attention is given to the hard carbon link of sodium cathodes from zero to one, and it is recommended to focus on Yuanli shares.

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