中信证券:力拓溢价收购锂矿厂商Arcadium 有望提振市场信心

美港电讯
10 Oct 2024

【中信证券:力拓溢价收购锂矿厂商Arcadium 有望提振市场信心】金十数据10月10日讯,中信证券研报指出,力拓宣布以67亿美元的价格收购全球头部锂矿厂商Arcadium Lithium,较Arcadium 10月4日的收盘价溢价90%。力拓具有雄厚的财务实力和跨国经营经验,双方合并后预计将产生一定的协同效应。此次溢价收购显示出海外矿企对锂价的乐观态度,这将给市场带来更多信心,锂资产并购也将提升行业集中度,锂价向下空间有限。近期锂价温和上涨,市场情绪回暖带动低估值的锂板块出现反弹行情。

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