落日余晖
时隔5个月，电池级碳酸锂冲上50万元/吨！机构预计9月供需缺口达6000吨，业绩翻倍股名单来了_产能_数据_我的网站
A | A "super fog" in Louisiana has caused a multi-car pileup on Interstate 55 near New Orleans, Louisiana, after severely lowering visibility, according to police.The crash, involving dozens of cars, occurred on Monday morning due to heavy fog conditions, according to Louisiana State Police. A long stretch of Interstate 55, a 24-mile-long highway over Lake Pontchartrain near New Orleans, is expected to be closed "for the foreseeable future," police said.Interstate 10 and Interstate 310 were also closed as a result of the crash, police said. Louisiana Gov. John Bel Edwards confirmed the accident in a statement Monday that there were fatalities in the crash, but did not say how many people were killed or injured.For hours after the crash, emergency crews worked to clear debris from both northbound and southbound lanes, according to state police.The super fog was caused by smoke from marsh fires burning in the region combined with dense fog developing in the area early Monday morning bringing extremely low visibility. In some spots, visibility was near zero, creating dangerous driving conditions.Super fogs typically form when condensed water vapor mixes with the smoke and moisture released from damp organic material smoldering from a nearby fire, such as brush, leaves and trees, according to the National Weather Service. Visibility can be lowered to less than 10 feet as a result, according to the NWS.This has been occurring in the region over the past several mornings, with the location of the densest fog and most dangerous conditions varying day to day, forecasts show.Super fogs can be especially dangerous when they develop near and over highways. The localized nature of the weather phenomenon means that visibility conditions can worsen rapidly within a very short distance, which can lead to a hazardous combination of sudden low to near-zero visibility and vehicles traveling at a high speed on a highway.The very limited visibility then hinders a driver's ability to react to changing conditions on a roadway.The National Weather Service issued a dense fog advisory for much of southeastern Louisiana on Monday morning, including from Baton Rouge to New Orleans.Over the past several days, the National Weather Service has been warning of the threat of dense fog during the early mornings in the region that would be worsened in some areas by nearby marsh fires. State police advised drivers to use their low-beam headlights if they can't see at least 500 feet in front of them.The fog dissipated by mid Monday morning, and all fog alerts have since been canceled.While areas of smoke will continue to be possible in the area as various marsh fires continue to burn, fog is not forecast to be a major issue Monday night, as weather conditions will be less favorable for fog development.Morning fog is not uncommon this time of the year for the region, but more than 86% of the state is currently battling extreme drought conditions, which is elevating fire danger. This could mean more instances of super fog in the coming days and weeks as cooler temperatures settle in, but the drought and wildfire risk persist.In addition, devastating drought and wildfire conditions continue to impact Louisiana. More than 60% of the state is now categorized at exceptional drought, the highest category of concern, according to the U.S. Drought Monitor. Just three months ago, 0% of the state was listed under exceptional drought."The combination of wildfire smoke and dense fog is dangerous, and I want to encourage all Louisianans in affected areas to take extreme caution when traveling," Edwards said in a statement.State troopers are working to notify families and investigate the exact cause of the crash, according to state police.It is unclear how many fatalities and injuries occurred as a result of the crash. The St. John the Baptist Parish Sheriff's Office directed media requests to Louisiana State Police.Additional information was not immediately available. Louisiana State Police did not immediately reply to ABC News' request for comment.。
B |
受益于终端新能源汽车市场规模的飞速增长，碳酸锂价格从去年下半年起犹如“火箭发射”。今年3月，电池级碳酸锂均价突破50万元/吨。受公共卫生事件影响，4月起市场景气度下滑，碳酸锂价格一度降至46万元/吨。
C | 8月以来，下游采购、备货需求再起，碳酸锂价格快速上行。券商预计9月供需缺口达6000吨近几年，下游锂电池厂商的扩张速度快于上游的锂供应增量，这导致锂供应在短、中期内继续处于较为紧张的局面，锂供需平衡还需要一定的时间。碳酸锂产业链的利润集中在矿端，资源与产品相互依存，目前国内资源端紧缺程度未见缓解，锂辉石依赖于进口且海外矿价不减，成本将继续支撑碳酸锂价位。中邮证券研报指出，根据中汽协数据，8月新能源汽车产销分别完成69.1万辆和66.6万辆，同比增长1.2倍和1倍。随着下半年汽车、电池厂备货冲量，正极材料产能逐步放量，锂盐需求持续旺盛，预计9月国内碳酸锂仍存在6000吨左右的缺口。概念股业绩亮眼2022年各大锂盐企业相继扩产，众多电池、有色金属开采等企业抢抓市场机遇，进军锂电产业。
D | 证券时报·数据宝统计，A股中碳酸锂概念股有20余只，9月以来，中矿资源、融捷股份、西藏矿业的涨幅居前，均超10%。
E | 近日，在碳酸锂价格上行的背景下，多只概念股的股价连续录得上涨。业绩方面来看，概念股在上半年均实现盈利，仅亿纬锂能的业绩同比小幅度下滑，其余个股的净利润在上半年均实现同比增长。按照上半年归母净利润绝对值和同比增幅来看，锂矿龙头天齐锂业是最大的赢家，上半年实现营业收入142.96亿元，同比增长508.05%，净利润103.28亿元，同比增长11937.16%。天齐锂业持有国外矿业SQM公司23.75%的股权。
F | 据报道，SQM公司名下矿山2022年或达到18万吨碳酸锂、3万吨氢氧化锂产能。此外，泰利森精矿2021年建成产能162万吨/年，天齐锂业持有其26.01%的权益。盛新锂能子公司奥伊诺矿业在四川金川县拥有业隆沟采矿权，探明储量达到27.54万吨LCE，项目于2019年投产，当前年产能达到40.5万吨原矿。印尼盛新正在印尼中苏拉威西省建设年产6万吨锂盐产能，预计2023年建成投产。
G | 公司近期在互动平台称，遂宁盛新3万吨锂盐项目目前已接近设计产能。
H | 西藏矿业正在着力推进扎布耶二期年产1.2万吨碳酸锂项目，计划2023年9月份投产。
I | 2022年公司计划生产锂精矿9500吨，在宝武入主的推动下，扎布耶盐湖开发提速。声明：数据宝所有资讯内容不构成投资建议，股市有风险，投资需谨慎。责任编辑：何予校对：苏焕文数据宝数据宝（shujubao2015）：证券时报智能原创新媒体。返回搜狐，查看更多责任编辑：
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