610 lines
31 KiB
HTML
610 lines
31 KiB
HTML
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<!DOCTYPE html>
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<html lang="zh-CN">
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<head>
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<meta charset="utf-8" />
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<meta name="viewport" content="width=device-width, initial-scale=1, shrink-to-fit=no">
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<title>锂资源概念分析报告</title>
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.table-container {
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overflow-x: auto;
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@media (max-width: 768px) {
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.table-container {
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overflow-x: scroll;
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</style>
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</head>
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<body class="bg-gray-50">
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<div class="container mx-auto px-4 py-8 max-w-7xl">
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<!-- 标题区域 -->
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<div class="text-center mb-12">
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<h1 class="text-4xl md:text-5xl font-bold text-gray-800 mb-4">锂资源概念分析报告</h1>
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<p class="text-lg text-gray-600 max-w-3xl mx-auto">
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深度解析锂资源行业现状、核心驱动力、市场认知与投资机会
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</p>
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<div class="mt-6 flex justify-center">
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<div class="inline-flex items-center px-4 py-2 bg-indigo-100 text-indigo-800 rounded-full text-sm font-medium">
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<i class="fas fa-bolt mr-2"></i>
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更新时间：2025年7月
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</div>
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</div>
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</div>
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<!-- 核心观点摘要 -->
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<div class="bg-white rounded-xl card-shadow p-6 mb-8">
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<h2 class="text-2xl font-bold text-gray-800 mb-4 flex items-center">
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<i class="fas fa-lightbulb text-yellow-500 mr-3"></i>
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核心观点摘要
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</h2>
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<div class="grid grid-cols-1 md:grid-cols-3 gap-6">
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<div class="bg-indigo-50 p-4 rounded-lg">
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<h3 class="font-semibold text-indigo-700 mb-2">阶段判断</h3>
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<p class="text-gray-700">
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锂资源概念正处于<span class="font-semibold text-indigo-600">"供给出清尾声→需求复苏验证"</span>的过渡阶段，价格底部已夯实（7-8万元/吨LCE），但向上弹性需等待库存去化+需求超预期。
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</p>
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</div>
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<div class="bg-green-50 p-4 rounded-lg">
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<h3 class="font-semibold text-green-700 mb-2">核心驱动力</h3>
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<p class="text-gray-700">
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<span class="font-semibold text-green-600">低成本产能收缩</span>（澳洲/非洲高成本矿停产）+<span class="font-semibold text-green-600">国内资源战略安全</span>（雅江、青海盐湖整合）+<span class="font-semibold text-green-600">储能需求爆发</span>（2025年全球储能电池+33.8%）。
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</p>
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</div>
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<div class="bg-purple-50 p-4 rounded-lg">
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<h3 class="font-semibold text-purple-700 mb-2">未来潜力</h3>
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<p class="text-gray-700">
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2025年全球锂供需缺口或收窄至<span class="font-semibold text-purple-600">5-10万吨LCE</span>，<span class="font-semibold text-purple-600">盐湖提锂</span>（3-5万元成本）和<span class="font-semibold text-purple-600">非洲中资矿</span>（4-6万元成本）将成为盈利弹性最大环节。
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</p>
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</div>
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</div>
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</div>
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<!-- 概念事件时间轴 -->
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<div class="bg-white rounded-xl card-shadow p-6 mb-8">
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<h2 class="text-2xl font-bold text-gray-800 mb-6 flex items-center">
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<i class="fas fa-history text-blue-500 mr-3"></i>
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概念事件时间轴
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</h2>
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<div class="relative pl-8">
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<div class="timeline-item relative pb-8">
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<div class="timeline-dot bg-blue-500"></div>
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<div class="timeline-line"></div>
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<div class="bg-blue-50 p-4 rounded-lg">
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<div class="flex flex-wrap items-center justify-between mb-2">
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<h3 class="font-bold text-lg text-blue-800">2024-09-11</h3>
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<span class="bg-blue-500 text-white text-xs px-2 py-1 rounded-full">+8%</span>
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</div>
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<p class="text-gray-700 mb-2">东吴电新专家会议：宁德时代宜春枧下窝矿"计划停产"消息流出，引发碳酸锂期货日内涨停，锂矿股集体反弹。</p>
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<p class="text-sm font-medium text-blue-600">供给收缩预期首次被市场定价</p>
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</div>
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</div>
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<div class="timeline-item relative pb-8">
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<div class="timeline-dot bg-green-500"></div>
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<div class="timeline-line"></div>
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<div class="bg-green-50 p-4 rounded-lg">
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<div class="flex flex-wrap items-center justify-between mb-2">
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<h3 class="font-bold text-lg text-green-800">2024-11-27</h3>
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<span class="bg-green-500 text-white text-xs px-2 py-1 rounded-full">机构报告</span>
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</div>
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<p class="text-gray-700 mb-2">中信证券连发三篇报告《海外锂资源更新》：指出澳洲高成本矿山（Wodgina、Marion）开始减产，行业并购加速，明确"锂价底部区间已现"。</p>
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<p class="text-sm font-medium text-green-600">机构一致预期"底部"形成，板块估值修复启动</p>
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</div>
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</div>
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<div class="timeline-item relative pb-8">
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<div class="timeline-dot bg-purple-500"></div>
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<div class="timeline-line"></div>
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<div class="bg-purple-50 p-4 rounded-lg">
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<div class="flex flex-wrap items-center justify-between mb-2">
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<h3 class="font-bold text-lg text-purple-800">2025-04-27</h3>
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<span class="bg-purple-500 text-white text-xs px-2 py-1 rounded-full">资源发现</span>
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</div>
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<p class="text-gray-700 mb-2">四川雅江官宣探明2.2亿吨锂辉石资源（306万吨LCE），宁德时代、天齐锂业、盛屯已锁定采矿权。</p>
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<p class="text-sm font-medium text-purple-600">国内资源自给率提升逻辑强化，政策端"资源安全"催化</p>
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</div>
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</div>
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<div class="timeline-item relative">
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<div class="timeline-dot bg-red-500"></div>
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<div class="bg-red-50 p-4 rounded-lg">
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<div class="flex flex-wrap items-center justify-between mb-2">
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<h3 class="font-bold text-lg text-red-800">2025-07-25</h3>
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<span class="bg-red-500 text-white text-xs px-2 py-1 rounded-full">+7%</span>
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</div>
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<p class="text-gray-700 mb-2">市场传言"江西宜春8个矿山因采矿证问题停产"，叠加青海藏格矿业被责令停产，碳酸锂期货再度+7%。</p>
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<p class="text-sm font-medium text-red-600">供给侧改革+环保督查成为短期价格核心驱动</p>
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</div>
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</div>
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</div>
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</div>
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<!-- 核心逻辑与市场认知分析 -->
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<div class="bg-white rounded-xl card-shadow p-6 mb-8">
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<h2 class="text-2xl font-bold text-gray-800 mb-6 flex items-center">
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<i class="fas fa-brain text-indigo-500 mr-3"></i>
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核心逻辑与市场认知分析
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</h2>
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<div class="grid grid-cols-1 lg:grid-cols-2 gap-8">
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<!-- 供给端 -->
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<div class="bg-gray-50 p-5 rounded-lg">
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<h3 class="text-xl font-bold text-gray-800 mb-4 flex items-center">
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<i class="fas fa-arrow-down text-red-500 mr-2"></i>
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供给端分析
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</h3>
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<div class="space-y-4">
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<div class="bg-white p-4 rounded-lg border-l-4 border-red-500">
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<h4 class="font-semibold text-gray-800 mb-2">高成本产能出清</h4>
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<p class="text-gray-700 text-sm">
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澳洲Wodgina（现金成本970美元/吨）、非洲部分项目（现金成本650-700美元/吨）已亏损现金成本，2025年预计减产15-20万吨LCE（中信数据）。
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</p>
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</div>
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<div class="bg-white p-4 rounded-lg border-l-4 border-blue-500">
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<h4 class="font-semibold text-gray-800 mb-2">国内资源战略</h4>
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<p class="text-gray-700 text-sm">
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雅江2.2亿吨锂矿（全球第一大伟晶岩矿）被宁德时代/天齐锂业锁定，中国锂资源自给率有望从当前30%提升至50%+（中国有色金属工业协会预测2027年自产77万吨LCE，+83%）。
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</p>
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</div>
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</div>
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</div>
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<!-- 需求端 -->
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<div class="bg-gray-50 p-5 rounded-lg">
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<h3 class="text-xl font-bold text-gray-800 mb-4 flex items-center">
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<i class="fas fa-arrow-up text-green-500 mr-2"></i>
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需求端分析
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</h3>
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<div class="space-y-4">
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<div class="bg-white p-4 rounded-lg border-l-4 border-green-500">
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<h4 class="font-semibold text-gray-800 mb-2">储能超预期</h4>
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<p class="text-gray-700 text-sm">
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2025年全球储能电池需求380GWh（+26.7%），对应锂需求38万吨LCE（占新增需求的40%）。
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</p>
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</div>
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<div class="bg-white p-4 rounded-lg border-l-4 border-purple-500">
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<h4 class="font-semibold text-gray-800 mb-2">技术迭代</h4>
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<p class="text-gray-700 text-sm">
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固态电池产业化（赣锋、宁德时代布局）可能提升单位锂用量70-100%（中信证券路演提及）。
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</p>
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</div>
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</div>
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</div>
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</div>
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<!-- 市场认知与预期差 -->
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<div class="mt-8 bg-gradient-to-r from-indigo-50 to-purple-50 p-5 rounded-lg">
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<h3 class="text-xl font-bold text-gray-800 mb-4 flex items-center">
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<i class="fas fa-exclamation-triangle text-yellow-500 mr-2"></i>
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市场认知与预期差
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</h3>
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<div class="grid grid-cols-1 md:grid-cols-3 gap-4">
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<div class="bg-white p-4 rounded-lg shadow-sm">
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<h4 class="font-semibold text-gray-800 mb-2">市场共识</h4>
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<p class="text-gray-700 text-sm">
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锂价已触底，但2025年仍过剩（中信预测过剩12.6万吨）。
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</p>
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</div>
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<div class="bg-white p-4 rounded-lg shadow-sm">
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<h4 class="font-semibold text-gray-800 mb-2">库存幻觉</h4>
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<p class="text-gray-700 text-sm">
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当前全球显性库存仅10万吨LCE（1个月用量），远低于2023年高点（5个月），若储能需求爆发可能快速反转。
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</p>
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</div>
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<div class="bg-white p-4 rounded-lg shadow-sm">
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<h4 class="font-semibold text-gray-800 mb-2">非洲供给不及预期</h4>
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<p class="text-gray-700 text-sm">
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马里Goulamina（赣锋持股65%）因基础设施滞后，2025年实际产量或低于指引50%。
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</p>
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</div>
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</div>
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</div>
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</div>
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<!-- 催化剂与路径 -->
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<div class="bg-white rounded-xl card-shadow p-6 mb-8">
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<h2 class="text-2xl font-bold text-gray-800 mb-6 flex items-center">
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<i class="fas fa-rocket text-orange-500 mr-3"></i>
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催化剂与路径
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</h2>
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<div class="grid grid-cols-1 lg:grid-cols-2 gap-8">
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<!-- 近期催化剂 -->
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<div>
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<h3 class="text-xl font-bold text-gray-800 mb-4 flex items-center">
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<i class="fas fa-clock text-blue-500 mr-2"></i>
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近期催化剂（3-6个月）
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</h3>
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<div class="space-y-4">
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<div class="bg-blue-50 p-4 rounded-lg">
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<h4 class="font-semibold text-blue-800 mb-2">政策催化</h4>
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<ul class="list-disc pl-5 text-gray-700 text-sm space-y-1">
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<li>江西宜春环保督查结果（8月）：若高成本云母矿（成本10-12万）被强制关停，直接减少供给10万吨LCE/年</li>
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<li>中国盐湖集团（五矿入主盐湖股份）整合青海盐湖，可能推动盐湖提锂产能利用率从60%回升至80%</li>
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</ul>
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</div>
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<div class="bg-green-50 p-4 rounded-lg">
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<h4 class="font-semibold text-green-800 mb-2">需求催化</h4>
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<p class="text-gray-700 text-sm">
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宁德时代2025年储能排产环比持平（传统Q1淡季不淡），验证储能需求韧性。
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</p>
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</div>
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</div>
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</div>
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<!-- 长期路径 -->
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<div>
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<h3 class="text-xl font-bold text-gray-800 mb-4 flex items-center">
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<i class="fas fa-road text-purple-500 mr-2"></i>
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长期路径（2025-2027）
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</h3>
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<div class="space-y-4">
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<div class="bg-purple-50 p-4 rounded-lg">
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<h4 class="font-semibold text-purple-800 mb-2">2025H2</h4>
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<p class="text-gray-700 text-sm">
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非洲中资矿（中矿Bikita、赣锋Goulamina）爬坡完成，低成本供给释放（成本4-6万）压制高价矿。
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</p>
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</div>
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<div class="bg-indigo-50 p-4 rounded-lg">
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<h4 class="font-semibold text-indigo-800 mb-2">2026-2027</h4>
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<p class="text-gray-700 text-sm">
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固态电池量产（赣锋重庆基地2026年投产），单位锂需求提升+回收锂占比达15%（当前10%），供需再平衡。
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</p>
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</div>
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</div>
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</div>
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</div>
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</div>
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<!-- 产业链与核心公司 -->
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<div class="bg-white rounded-xl card-shadow p-6 mb-8">
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<h2 class="text-2xl font-bold text-gray-800 mb-6 flex items-center">
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<i class="fas fa-sitemap text-teal-500 mr-3"></i>
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产业链与核心公司
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</h2>
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<!-- 产业链图谱 -->
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<div class="mb-8">
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<h3 class="text-xl font-bold text-gray-800 mb-4">产业链图谱</h3>
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<div class="bg-gray-50 p-6 rounded-lg flex flex-wrap items-center justify-center">
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<div class="bg-white p-4 rounded-lg shadow-sm mx-2 my-2 text-center">
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<div class="text-sm font-semibold text-gray-600 mb-1">上游资源</div>
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<div class="text-gray-800">锂辉石/盐湖/云母</div>
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</div>
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<div class="text-3xl text-gray-400 mx-2">→</div>
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<div class="bg-white p-4 rounded-lg shadow-sm mx-2 my-2 text-center">
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<div class="text-sm font-semibold text-gray-600 mb-1">中游冶炼</div>
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<div class="text-gray-800">碳酸锂/氢氧化锂</div>
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</div>
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<div class="text-3xl text-gray-400 mx-2">→</div>
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<div class="bg-white p-4 rounded-lg shadow-sm mx-2 my-2 text-center">
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<div class="text-sm font-semibold text-gray-600 mb-1">下游应用</div>
|
||
<div class="text-gray-800">动力电池/储能电池</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 核心玩家对比 -->
|
||
<div>
|
||
<h3 class="text-xl font-bold text-gray-800 mb-4">核心玩家对比</h3>
|
||
<div class="overflow-x-auto">
|
||
<table class="min-w-full bg-white">
|
||
<thead>
|
||
<tr class="bg-gray-100 text-gray-600 uppercase text-sm leading-normal">
|
||
<th class="py-3 px-6 text-left">公司</th>
|
||
<th class="py-3 px-6 text-left">资源类型</th>
|
||
<th class="py-3 px-6 text-left">2025年权益产能（万吨LCE）</th>
|
||
<th class="py-3 px-6 text-left">成本优势</th>
|
||
<th class="py-3 px-6 text-left">风险点</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody class="text-gray-600 text-sm">
|
||
<tr class="border-b border-gray-200 hover:bg-gray-50">
|
||
<td class="py-3 px-6 text-left font-semibold">天齐锂业</td>
|
||
<td class="py-3 px-6 text-left">锂辉石（Greenbushes 100%权益）</td>
|
||
<td class="py-3 px-6 text-left">15-20</td>
|
||
<td class="py-3 px-6 text-left">现金成本3-4万/吨（全球最低）</td>
|
||
<td class="py-3 px-6 text-left">澳洲政策风险（外资持股限制）</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-200 hover:bg-gray-50">
|
||
<td class="py-3 px-6 text-left font-semibold">赣锋锂业</td>
|
||
<td class="py-3 px-6 text-left">盐湖（阿根廷CO 46.67%）+锂辉石（马里Goulamina 65%）</td>
|
||
<td class="py-3 px-6 text-left">12-15</td>
|
||
<td class="py-3 px-6 text-left">盐湖成本3-5万/吨</td>
|
||
<td class="py-3 px-6 text-left">非洲项目基建滞后</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-200 hover:bg-gray-50">
|
||
<td class="py-3 px-6 text-left font-semibold">中矿资源</td>
|
||
<td class="py-3 px-6 text-left">锂辉石（津巴布韦Bikita 100%）</td>
|
||
<td class="py-3 px-6 text-left">5-7</td>
|
||
<td class="py-3 px-6 text-left">非洲矿现金成本4-5万/吨</td>
|
||
<td class="py-3 px-6 text-left">运输瓶颈（津巴布韦至中国45天）</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-200 hover:bg-gray-50">
|
||
<td class="py-3 px-6 text-left font-semibold">盐湖股份</td>
|
||
<td class="py-3 px-6 text-left">盐湖（青海察尔汗）</td>
|
||
<td class="py-3 px-6 text-left">8-10</td>
|
||
<td class="py-3 px-6 text-left">完全成本3万/吨</td>
|
||
<td class="py-3 px-6 text-left">钾肥业务拖累估值</td>
|
||
</tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 潜在风险 -->
|
||
<div class="bg-white rounded-xl card-shadow p-6 mb-8">
|
||
<h2 class="text-2xl font-bold text-gray-800 mb-6 flex items-center">
|
||
<i class="fas fa-exclamation-circle text-red-500 mr-3"></i>
|
||
潜在风险
|
||
</h2>
|
||
|
||
<div class="overflow-x-auto">
|
||
<table class="min-w-full bg-white">
|
||
<thead>
|
||
<tr class="bg-gray-100 text-gray-600 uppercase text-sm leading-normal">
|
||
<th class="py-3 px-6 text-left">风险类型</th>
|
||
<th class="py-3 px-6 text-left">具体表现</th>
|
||
<th class="py-3 px-6 text-left">数据支撑</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody class="text-gray-600 text-sm">
|
||
<tr class="border-b border-gray-200 hover:bg-gray-50">
|
||
<td class="py-3 px-6 text-left font-semibold">技术风险</td>
|
||
<td class="py-3 px-6 text-left">盐湖提锂吸附剂寿命不足（青海盐湖吸附剂3年需更换，成本增加2000元/吨）</td>
|
||
<td class="py-3 px-6 text-left">东吴专家会议</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-200 hover:bg-gray-50">
|
||
<td class="py-3 px-6 text-left font-semibold">商业化风险</td>
|
||
<td class="py-3 px-6 text-left">非洲锂矿运输成本占比30%+（津巴布韦至中国运费1200美元/吨）</td>
|
||
<td class="py-3 px-6 text-left">浙商路演</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-200 hover:bg-gray-50">
|
||
<td class="py-3 px-6 text-left font-semibold">政策风险</td>
|
||
<td class="py-3 px-6 text-left">墨西哥取消Sonora锂黏土特许权（赣锋100%权益项目搁置）</td>
|
||
<td class="py-3 px-6 text-left">赣锋公告</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-200 hover:bg-gray-50">
|
||
<td class="py-3 px-6 text-left font-semibold">信息矛盾</td>
|
||
<td class="py-3 px-6 text-left">中信预测2025年过剩12.6万吨 vs 浙商认为"供需平衡"——核心差异在非洲项目投产节奏（中信假设100%达产，浙商假设仅50%）</td>
|
||
<td class="py-3 px-6 text-left">机构预测差异</td>
|
||
</tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 综合结论与投资启示 -->
|
||
<div class="bg-gradient-to-r from-indigo-500 to-purple-600 rounded-xl card-shadow p-6 mb-8 text-white">
|
||
<h2 class="text-2xl font-bold mb-6 flex items-center">
|
||
<i class="fas fa-chart-line text-yellow-300 mr-3"></i>
|
||
综合结论与投资启示
|
||
</h2>
|
||
|
||
<div class="grid grid-cols-1 md:grid-cols-2 gap-6 mb-6">
|
||
<div>
|
||
<h3 class="text-xl font-bold mb-3">阶段判断</h3>
|
||
<p class="text-indigo-100">
|
||
锂资源已从"情绪炒作"（2022年50万/吨泡沫）进入"基本面驱动"阶段，低成本资源+需求超预期是核心逻辑。
|
||
</p>
|
||
</div>
|
||
<div>
|
||
<h3 class="text-xl font-bold mb-3">投资方向</h3>
|
||
<ul class="list-disc pl-5 text-indigo-100 space-y-1">
|
||
<li>首选盐湖提锂（盐湖股份、藏格矿业）：成本3-5万/吨+政策催化（中国盐湖集团整合）</li>
|
||
<li>次选非洲中资矿（中矿资源）：资源自给率86%+运输瓶颈缓解后弹性最大</li>
|
||
</ul>
|
||
</div>
|
||
</div>
|
||
|
||
<div class="bg-white bg-opacity-20 p-4 rounded-lg">
|
||
<h3 class="text-xl font-bold mb-3">跟踪指标</h3>
|
||
<ol class="list-decimal pl-5 text-indigo-100 space-y-1">
|
||
<li>库存去化速度：国内锂盐库存从10万吨降至5万吨（SMM周度数据）</li>
|
||
<li>储能电池排产：宁德时代2025年Q1储能排产是否环比持平（传统淡季验证需求）</li>
|
||
<li>非洲项目进度：中矿Bikita二期、赣锋Goulamina一期实际产量 vs 指引差异</li>
|
||
</ol>
|
||
</div>
|
||
|
||
<div class="mt-6 text-center">
|
||
<blockquote class="text-xl italic font-semibold">
|
||
"锂资源正在复制2019年光伏'过剩出清→龙头盈利'的路径，盐湖和非洲矿是2025年唯一可能超预期的两个环节"
|
||
</blockquote>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 关联股票数据 -->
|
||
<div class="bg-white rounded-xl card-shadow p-6">
|
||
<h2 class="text-2xl font-bold text-gray-800 mb-6 flex items-center">
|
||
<i class="fas fa-table text-green-500 mr-3"></i>
|
||
关联股票数据
|
||
</h2>
|
||
|
||
<div class="table-container">
|
||
<table class="min-w-full bg-white">
|
||
<thead>
|
||
<tr class="bg-gray-100 text-gray-600 uppercase text-sm leading-normal">
|
||
<th class="py-3 px-6 text-left">股票</th>
|
||
<th class="py-3 px-6 text-left">行业</th>
|
||
<th class="py-3 px-6 text-left">锂资源权益量(万吨LCE)</th>
|
||
<th class="py-3 px-6 text-left">冶炼端权益产能(万吨LCE)</th>
|
||
<th class="py-3 px-6 text-left">项目</th>
|
||
<th class="py-3 px-6 text-left">信源</th>
|
||
<th class="py-3 px-6 text-left">投资理由</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody class="text-gray-600 text-sm">
|
||
<tr class="border-b border-gray-200 hover:bg-gray-50">
|
||
<td class="py-3 px-6 text-left font-semibold">赣锋锂业</td>
|
||
<td class="py-3 px-6 text-left">锂资源</td>
|
||
<td class="py-3 px-6 text-left">4907</td>
|
||
<td class="py-3 px-6 text-left">27</td>
|
||
<td class="py-3 px-6 text-left">宁都河源锂辉石项目;澳大利亚、马里、爱尔兰锂辉石项目</td>
|
||
<td class="py-3 px-6 text-left">机构研报</td>
|
||
<td class="py-3 px-6 text-left">锂资源权益量最大，冶炼端产能领先</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-200 hover:bg-gray-50">
|
||
<td class="py-3 px-6 text-left font-semibold">天齐锂业</td>
|
||
<td class="py-3 px-6 text-left">锂资源</td>
|
||
<td class="py-3 px-6 text-left">1790</td>
|
||
<td class="py-3 px-6 text-left">8</td>
|
||
<td class="py-3 px-6 text-left">格林布什锂辉石矿(通过TLAC平台控股)</td>
|
||
<td class="py-3 px-6 text-left">互动</td>
|
||
<td class="py-3 px-6 text-left">控股全球最大锂辉石矿</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-200 hover:bg-gray-50">
|
||
<td class="py-3 px-6 text-left font-semibold">紫金矿业</td>
|
||
<td class="py-3 px-6 text-left">锂资源</td>
|
||
<td class="py-3 px-6 text-left">1066</td>
|
||
<td class="py-3 px-6 text-left">4</td>
|
||
<td class="py-3 px-6 text-left">-</td>
|
||
<td class="py-3 px-6 text-left">机构研报</td>
|
||
<td class="py-3 px-6 text-left">锂资源权益量排名第三</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-200 hover:bg-gray-50">
|
||
<td class="py-3 px-6 text-left font-semibold">盐湖股份</td>
|
||
<td class="py-3 px-6 text-left">锂资源</td>
|
||
<td class="py-3 px-6 text-left">1049</td>
|
||
<td class="py-3 px-6 text-left">4</td>
|
||
<td class="py-3 px-6 text-left">扎布耶二期盐湖项目</td>
|
||
<td class="py-3 px-6 text-left">调研</td>
|
||
<td class="py-3 px-6 text-left">盐湖提锂核心企业</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-200 hover:bg-gray-50">
|
||
<td class="py-3 px-6 text-left font-semibold">华友钴业</td>
|
||
<td class="py-3 px-6 text-left">锂资源</td>
|
||
<td class="py-3 px-6 text-left">268</td>
|
||
<td class="py-3 px-6 text-left">5</td>
|
||
<td class="py-3 px-6 text-left">-</td>
|
||
<td class="py-3 px-6 text-left">机构研报</td>
|
||
<td class="py-3 px-6 text-left">钴行业龙头延伸锂资源</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-200 hover:bg-gray-50">
|
||
<td class="py-3 px-6 text-left font-semibold">盛新锂能</td>
|
||
<td class="py-3 px-6 text-left">锂资源</td>
|
||
<td class="py-3 px-6 text-left">255</td>
|
||
<td class="py-3 px-6 text-left">14</td>
|
||
<td class="py-3 px-6 text-left">业隆沟锂辉石矿;SDLA盐湖项目</td>
|
||
<td class="py-3 px-6 text-left">年报</td>
|
||
<td class="py-3 px-6 text-left">锂精矿和盐湖提锂双布局</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-200 hover:bg-gray-50">
|
||
<td class="py-3 px-6 text-left font-semibold">藏格矿业</td>
|
||
<td class="py-3 px-6 text-left">锂资源</td>
|
||
<td class="py-3 px-6 text-left">232</td>
|
||
<td class="py-3 px-6 text-left">1</td>
|
||
<td class="py-3 px-6 text-left">察尔汗盐湖</td>
|
||
<td class="py-3 px-6 text-left">机构研报</td>
|
||
<td class="py-3 px-6 text-left">盐湖提锂产能逐步释放</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-200 hover:bg-gray-50">
|
||
<td class="py-3 px-6 text-left font-semibold">中矿资源</td>
|
||
<td class="py-3 px-6 text-left">锂资源</td>
|
||
<td class="py-3 px-6 text-left">210</td>
|
||
<td class="py-3 px-6 text-left">7</td>
|
||
<td class="py-3 px-6 text-left">Bikita锂矿</td>
|
||
<td class="py-3 px-6 text-left">公告</td>
|
||
<td class="py-3 px-6 text-left">锂矿石选矿产能增长</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-200 hover:bg-gray-50">
|
||
<td class="py-3 px-6 text-left font-semibold">永兴材料</td>
|
||
<td class="py-3 px-6 text-left">锂资源</td>
|
||
<td class="py-3 px-6 text-left">111</td>
|
||
<td class="py-3 px-6 text-left">3</td>
|
||
<td class="py-3 px-6 text-left">白市化山瓷石矿</td>
|
||
<td class="py-3 px-6 text-left">互动</td>
|
||
<td class="py-3 px-6 text-left">云母提锂龙头</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-200 hover:bg-gray-50">
|
||
<td class="py-3 px-6 text-left font-semibold">西藏矿业</td>
|
||
<td class="py-3 px-6 text-left">锂资源</td>
|
||
<td class="py-3 px-6 text-left">91</td>
|
||
<td class="py-3 px-6 text-left">2</td>
|
||
<td class="py-3 px-6 text-left">扎布耶盐湖</td>
|
||
<td class="py-3 px-6 text-left">年报</td>
|
||
<td class="py-3 px-6 text-left">西藏盐湖提锂</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-200 hover:bg-gray-50">
|
||
<td class="py-3 px-6 text-left font-semibold">融捷股份</td>
|
||
<td class="py-3 px-6 text-left">锂资源</td>
|
||
<td class="py-3 px-6 text-left">89</td>
|
||
<td class="py-3 px-6 text-left">1</td>
|
||
<td class="py-3 px-6 text-left">康定甲基卡锂辉石矿</td>
|
||
<td class="py-3 px-6 text-left">互动</td>
|
||
<td class="py-3 px-6 text-left">锂辉石矿采选一体化</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-200 hover:bg-gray-50">
|
||
<td class="py-3 px-6 text-left font-semibold">雅化集团</td>
|
||
<td class="py-3 px-6 text-left">锂资源</td>
|
||
<td class="py-3 px-6 text-left">86</td>
|
||
<td class="py-3 px-6 text-left">10</td>
|
||
<td class="py-3 px-6 text-left">李家沟锂辉石矿;津巴布韦锂矿</td>
|
||
<td class="py-3 px-6 text-left">互动</td>
|
||
<td class="py-3 px-6 text-left">锂精矿和锂盐产能扩张</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-200 hover:bg-gray-50">
|
||
<td class="py-3 px-6 text-left font-semibold">川能动力</td>
|
||
<td class="py-3 px-6 text-left">锂资源</td>
|
||
<td class="py-3 px-6 text-left">58</td>
|
||
<td class="py-3 px-6 text-left">2</td>
|
||
<td class="py-3 px-6 text-left">李家沟锂辉石矿</td>
|
||
<td class="py-3 px-6 text-left">互动</td>
|
||
<td class="py-3 px-6 text-left">锂矿资源开发</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-200 hover:bg-gray-50">
|
||
<td class="py-3 px-6 text-left font-semibold">海南矿业</td>
|
||
<td class="py-3 px-6 text-left">锂资源</td>
|
||
<td class="py-3 px-6 text-left">43</td>
|
||
<td class="py-3 px-6 text-left">2</td>
|
||
<td class="py-3 px-6 text-left">-</td>
|
||
<td class="py-3 px-6 text-left">机构研报</td>
|
||
<td class="py-3 px-6 text-left">锂资源权益量较小</td>
|
||
</tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</body>
|
||
</html>
|
||
``` |