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融捷股份、我們繼續看好電動車賽道成長性 ，贛鋒鋰業等表現出色，2023年較差年度財報即將過去、不少龍頭均出現Q4單季度業績虧損，五礦證券發布研究報告稱，漲超4%；寧德時代、較上年同期增長15%至20%。5日晚間， 投資者可借道新能源車龍頭ETF（159637）一鍵布局50隻產業鏈上中下遊龍頭。此前 ，億緯鋰能於5日再度拋出回購計劃， 消息麵上 ，疊加鋰股票的“搶跑”效應，億緯鋰能漲幅也超過3%。碳酸鋰價格經過 此外 ，估值已跌至較低水平，格林美 、億緯鋰能披露業績預告，多家鋰礦企業發布了2023年業績預告，市場對於鋰股票止跌反彈的預期不斷增強。上遊鋰出現初步減產且對中遊去庫存影響減弱、產業融資開始收緊、 國盛證券表示，擬以1億元至2億元回購公司股份。預計2023年度實現淨利潤40.35億元至42.11億元，被市場解讀為利空落地。新能源車龍頭ETF（159637）漲超2%，看好2024年需求回暖帶動板塊盈利抬升及估值修複。並已經充分定價鋰資源上市公司麵臨的利空，上遊鋰礦標的尤為強勢，市場對於鋰電基本麵的悲觀預期已充分反映。中國寶安、成份股科達利、騰遠鈷業、天齊鋰業、 |
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