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锂矿股集体爆发:从库存见底到20万/吨,行情能走多远?

April 6, 2026 · 50 min

Show notes

本期嘉宾
时赟凯:华夏基金基金经理(在管产品:华夏新起点混合基金、华夏清洁能源龙头基金、华夏核心成长混合基金)
大家好,欢迎来到《大方谈钱》,这是一档由华夏基金出品的播客栏目。近期比较火热的一个事件是由于储能需求的大幅增加拉动了锂矿价格的大幅上升,就有很多朋友在问这波行情到底是怎么回事呢?锂矿和储能为什么突然受到了这么大的关注呢?因此,我们分别录制了两期节目,来讨论一下锂矿和储能两个产业背后的投资机会。今天这一期,我们就邀请到了华夏基金的基金经理时赟凯,先来分析一下锂矿的投资机会。如果大家对其他的细分产业也有希望了解的,欢迎在评论区留言告诉我们。
Timeline:
02:05 “白色石油”锂,为什么是元素周期表里的优等生?
03:17 盐湖派 vs 矿石派:锂矿界的“两大门派”
04:39 一湖一策:每个盐湖都是一道独家配方题
05:10 地球不缺锂,但好锂都在哪?
08:54 锂价一涨...去小宇宙查看完整单集简介
在小宇宙查看该单集文稿

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