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中信证券:业绩增厚将成为锂板块继续上行的催化剂

CITIC: the thickening performance will be the catalyst for the lithium plate to continue to rise.

新浪財經 ·  Nov 18, 2021 08:36
CITIC research newspaper pointed out that the shortage of lithium supply in 2022 may not be alleviated, lithium prices are expected to maintain an upward trend, plate allocation logic from "price increase" to "performance" shift. Thanks to the rising lithium price hub, lithium company's performance in 2022 is expected to be significantly thicker than the same period last year, bringing a significant valuation advantage. Companies with high self-sufficiency rate of lithium ore and continuous landing of lithium resources are recommended. Recommend Ganfeng Lithium, Shengxin Lithium Energy and Salt Lake shares, suggest to pay attention to Yongxing materials.
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