港股異動 | 贛鋒鋰業(1772.HK)大漲逾8% 港股通持倉比例持續攀升
格隆匯10月8日丨贛鋒鋰業(1772.HK)今日盤中快速拉昇,現大漲8.33%,報13港元,暫成交1685.4萬港元,最新總市值299億港元。贛鋒鋰業A股則小幅下跌。

由於贛鋒鋰業A/H溢價比率較高,贛鋒鋰業(01772.HK)於港股上市後,南下資金持續買入。據格隆匯APP數據顯示,南下資金(港股通)近一個月比例從6%持續上漲至最新的11.57%。

作為三元正極材料“三巨頭”,鈷、鎳及鋰價格波動時時牽動鋰電池上下游目光。行業人士表示,長期看來,在鋰電池需求量持續回升的背景下,未來鋰價看漲預期較強。智利公司SQM早前也發表報告稱,預計鋰價到2025年將至1萬至1.5萬美元/噸。
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