SMM June 28th news: this morning, salt lake lithium extraction concept stocks opened strong higher, Lanxiao Technology once rose more than 15%, Tibet Mining rose more than 6%, Jiuwu Hi-Tech, Koda Manufacturing and other stocks rose.
On the news side, Citic Securities released the view that 2021 will be the inflection point for the development of domestic salt lake lithium extraction industry. Because the low cost of salt lake lithium extraction route, coupled with the advantages of low-carbon green and integration, make it have stronger growth and higher certainty in the future development.
It is suggested to pay attention to: salt lake lithium extraction enterprises with smooth capacity release and expected capacity expansion; companies that benefit from the promotion of lithium extraction technology by adsorption. Recommend Lanxiao Technology, suggest to pay attention to Zang GE Holdings and Koda Manufacturing.
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