边锋游戏

锂价下跌股价上涨 “拐点论”是啥?
发布时间:2019-11-27 15:27:34

ZUOWEIXINNENGYUANLINGYUDEZHONGYAOYUANLIAO,JINNIANYILAIGUONEITANSUANLISHICHANGKEWEIYIPIANCANDAN,JIAGECHIXUXIADIE,XIANGGUANSHANGSHIGONGSIDELIRUNYESHI“SUHUA”。


BUGUO,ZIJINNIANSANJIDUYILAI,LONGTOUQIYEGANFENGLIYE(002460)、TIANQILIYE(002466)SHANGZHANGFUDUJINSANCHENG,JIUQIYUANYINXINGYE“GUAIDIANLUN”ZHENGZAISHICHANGSHENGXING。


RIQIAN,XIANGGUANYENEIRENSHIBIAOSHI,JINNIANZHENGGELICHANYEDEZOUSHICHUHUSUOYOURENYULIAO,XIABANNIANJIAGEXIAHUADEFEICHANGLIHAI。


XIANZAIJUEDABUFENYUANLIAOGONGCHANGCHUYUKUISUNZHUANGTAI,YIQIANZHEIXIECHANGJIACAIGOULIJINGKUANGDEJIAGEMEIDUNBAJIUBAIMEIYUANSHENZHISHI1000MEIYUANDECHENGBEN,RUJINLIJINGKUANGDEYUANLIAOJIAGE600MEIYUAN/DUNBUDAO。


边锋游戏MAICHUQUYEMEIRENJIEPAN,ZHEIXIECHANGJIAZHINENGZHUANHUANCHENGLIYANXIAOSHOUCHUQU,JINLIANGDUOHUISHOUXIANJIN。ZHEIYESHIYIBIANSHICHANGLIJINGKUANGJIAGEYIJINGJIEJINXINKAIKUANGSHANDEXIANJINCHENGBENXIAN,YIBIANHAIYOUDALIANGCHUHUODEYUANYIN。


JUQILEJIE,MUQIANYIXIEZHONGSHANGYOUCHANGJIAKUCUNYEBIJIAOXIAO,DAJIABUGANYOUKUCUN,YIXIEGUONEICHANNENGZAILIANGSANWANDUNDEQIYEYEZHIYOULIANGTIANDEKUCUN,“YUANLIAOKUCUNSHAO,SHAOLIANGSHENGCHAN,YEZHUYAOSHIWEILEWEIXIZIJIDEKEHU。”


边锋游戏SHISHISHANG,JINJINWUNIANQIAN,LIHAISHIYIZHONGXIAODAOBUNENGZAIXIAODEXIYOUJINSHU,DABUFENDELIBEIYONGZAITAOCIHEYIYAOSHANGMIAN。


边锋游戏ZHIDAOXINNENGYUANCHEXINGYEBADIERQI,ZUOWEIDIANDONGQICHEDIANCHIZHONGZUICHANGJIANDEYIZHONGJINSHUYUANCAILIAO,TANSUANLIDEJIAGEZAI2016NIANHE2017NIANFANLEYIFAN。


BUGUO,2018NIANKAISHI,ZHONGGUODEXINNENGYUANQICHEBUTIETUICHAO,SUIZHEYINGXIANGDEBUDUANKUODA,ZUIZHONGCHUANDAODAOLEZUISHANGYOUDELIKUANGXINGYE。


2019NIANKAISHI,LIJINGKUANGKUANGSHANQIYECHANXIAOLVCHUXIANDAFUXIAHUA,LIKUANGJIAGEYILUXIAXING,JIHUYAOZHAN。


边锋游戏GUOWAILIKUANGBUTINGPUCHUGUANTING、JIANCHANHETUICHIKUOCHANDEXIAOXI,BAOKUOAlitaPOCHAN,MEIGUOYABAOXUANBU12.5WANTANSUANLICHANNENGYANCHIKUOCHAN,YINHEZIYUANJIANCHAN,MEIGUOYABAOGUANTINGWodginaKUANG,NemaskaXUANBUTINGCHANWhabouchiKUANGDENG。


SHANGSHUYENEIRENSHITOULU,MUQIANZHENGZHIGUONEIJIAGONGQIYEYUGUOWAILIKUANGDETANPANJI,XIANZAITANPANXIANGDANGJIANNAN。RUGUOYI450MEIYUAN/DUNTAN,KENDINGTANBUCHENG;RUGUOYI500MEIYUAN/DUNTAN,JIAGONGQIYEYOUDANXINJIAGEHAIHUIWANGXIAZOU。RUGUOJIAGEJIXUDIMI,BUPAICHUMINGNIANJIXUHUIYOUDAXINGKUANGSHANGUANTINGHUOZHEZHONGZU。


边锋游戏JULEJIE,ZHENGSHIJIYUTANSUANLIJUEDUIJIAGEDIERULEBENLUNZHOUQIQIDONGQIANQISHUIPING,QIEJIEJINQUANQIUTANSUANLICHENGBENQUJIAN,ZAIJIASHANGLIJINGKUANGKUANGQIDEMAOLILVCHIXUYASUO、GUONEIJINKOULIHUISHIJINGKUANGSHENGCHANTANSUANLIDEQIYECHUXIANKUISUNDENG。


JINQIGUONEIBUSHAOQUANSHANGHANCHULELIXINGYE“GUAIDIANLUN”,XINGYESUIZHICHUXIANTANSUANLIDEJIAGECHIXUXIADIE、XIANGGUANGAINIANGUDEGUJIAQUEYILUSHANGYANGDEBEILIQINGKUANG。


DUICI,SHANGSHUYENEIRENSHIPANDUAN,LIXINGYEQINGKUANGZHENZHENGHAOZHUAN,HAIYAONAIXINDENGDAOMINGNIANXIABANNIAN。BIJINGMUQIANGUONEIBUFENQIYEHAIYOUXIEKUCUN,“SHOUSHANGYOUDONGXI,ZIRANYAOPAOSHOUWAN,YOUDEYEZAIZHANGWANG,QIYEHUAIZHANGXIAOCHUTONGYANGXUYAOYIDINGSHIJIAN。”


DANJIBIANFANGYANQUANQIU,ZHENGGEXINGYEYINGLIBIJIAOFENGHOUDEQIYEYIJINGXIANGDANGSHAOLE。KUANGSHANQIYEGUANLEYIBUFEN,GUOWAIKUANGSHANJIAGEZAIWANGXIAJIANGNANDUYEBIJIAODA。


此外,锂电在5-10年是任何一个国家不会忽视的领域,从国内来说,未来新能源汽车发展的方向不会改变,锂行业回暖指日可待。


稿件来源: 金证券
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