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天齊鋰業:鋰行業基本面未來幾年將持續向好
天齊鋰業日前公佈盈利預警,預計首季虧損介乎36億至43億元。不過,公司最新業績交流記錄透露,公司判斷鋰行業基本面在未來幾年將持續向好。從鋰行業未來的需求增長點來看,主要包括兩個方面:第一個增長點是行業新電池技術的突破,尤其是金屬鋰負極材料的技術進步可能會對鋰原料的需求帶來增長;第二個增長點則來自未來有持續增長潛力的重要鋰應用領域——儲能市場。從中長期來看,公司整體上看好鋰行業的未來發展趨勢。
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