2024年11月1日,锂矿开采和加工商Lithium Americas Corp.(LAC)股价在盘前大涨6.86%。分析人士认为,这一上涨或主要受到以下几个利好因素影响:
一方面,澳大利亚锂矿商Pilbara公司宣布将于2024年12月1日暂停Ngungaju锂精矿工厂运营,意味着全球锂供应将在短期内出现缩减。作为一家专注于开采和加工锂矿的公司,Lithium Americas可能受益于锂价格上涨带来的利润增加。
另一方面,随着中国制造业PMI重新回到扩张区间,预计随着政策红利持续释放以及需求旺季到来,锂电池等相关产业链的需求将有所增长。作为上游锂矿供应商,Lithium Americas也将从中获益。
此外,近期多家投行也对港股后市持乐观预期,认为在宽松货币政策和经济复苏预期支撑下,港股后市仍有上涨空间。作为在港股上市的锂电池概念股,Lithium Americas的股价也跟随港股整体表现而上涨。
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