“牛市旗手”大举看多 中信证券为何强推新能源和铜铝板块？
中信证券表示，上周基本金属价格涨跌互现，国内碳酸锂持续上行，流动性合理充裕，建议持续关注锂、正极材料、铜铝等板块走势。
流动性合理充裕是配置新能源、铜铝板块的核心
中信证券表示，当前流动性合理充裕，根据上周发布的第三季度金融统计数据，预计流动性合理充裕的环境仍将持续。
碳酸锂上涨趋势确立，行业拐点信号明确
碳酸锂上涨趋势确立，行业拐点信号明确，车企和电池企业对锂资源关注度大幅提升，较低的锂价无法满足未来需求增长，预计碳酸锂价格有望持续修复，供需格局更好的氢氧化锂产品也有望跟涨，具备锂盐产能增长预期和上游资源布局的公司更加受益。正极材料行业呈现积极变化，订单好转的同时头部企业领先优势或持续扩大。
持续关注新能源板块走势，四季度终端需求保持稳定增长态势，对锂钴产品价格有显著支撑；碳酸锂价格超跌造成行业大面积亏损的状况不可持续，锂价上涨趋势已经形成，预计年底锂价将保持温和上涨态势，钴价预计稳中有升，新能源板块公司利润有望持续释放。
持续关注铜铝板块走势
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