锂矿股走强,中国储能政策推动锂价上涨

Core Viewpoint - The A-share market for lithium mining stocks has shown significant strength, driven by increased confidence in large-scale battery storage demand and supportive government policies [1] Group 1: Market Performance - Major lithium mining stocks such as Dazhong Mining, Keli Yuan, and Chuaneng Power have hit the 10% daily limit up, while Hainan Mining, Shengxin Lithium Energy, and Guocheng Mining have risen over 7% [1] - The most actively traded lithium carbonate futures on the Guangzhou Futures Exchange have increased for five consecutive trading days, with spot market prices reaching a two-month high [1] Group 2: Demand Drivers - The rise in lithium prices is attributed to the accelerating adoption of energy storage systems, driven by the demand for stable power supply in data centers and support from government policies [1] - China plans to double its energy storage system capacity to 180 GW by 2027 to support intermittent wind and solar power generation, which is expected to boost demand for lithium and other battery materials [1] Group 3: Price Context - Despite the recent price increases, current lithium prices remain approximately 85% lower than the peak levels seen in 2022 [1] - The government's recent measures aim to expand energy storage capacity and investment, including establishing compensation mechanisms to ensure adequate storage for peak electricity demand [1]