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港股异动 | 赣锋锂业(1772.HK)大涨逾8% 港股通持仓比例持续攀升
格隆汇 10-08 10:58
格隆汇10月8日丨赣锋锂业(1772.HK)今日盘中快速拉升,现大涨8.33%,报13港元,暂成交1685.4万港元,最新总市值299亿港元。赣锋锂业A股则小幅下跌。

由于赣锋锂业A/H溢价比率较高,赣锋锂业(01772.HK)于港股上市后,南下资金持续买入。据格隆汇APP数据显示,南下资金(港股通)近一个月比例从6%持续上涨至最新的11.57%。

作为三元正极材料“三巨头”,钴、镍及锂价格波动时时牵动锂电池上下游目光。行业人士表示,长期看来,在锂电池需求量持续回升的背景下,未来锂价看涨预期较强。智利公司SQM早前也发表报告称,预计锂价到2025年将至1万至1.5万美元/吨。
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