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浙商证券-赣锋锂业(002460)深度报告:锂行业龙头,全产业链布局,进入锂资源收获期-230221

□ 公司提前精心布局锂资源,多地域、多种类、多阶段,保证自身资源安全的同时,为公司成长性保驾护航。未来几年将进入公司项目的收获期,Cauchari-Olaroz 盐湖、Mariana 盐湖、Goulamina 锂辉石等项目接续放量,提升公司资源自给率。锂盐端马洪四期2.5万吨氢氧化锂、丰城一期2.5万吨氢氧化锂项目的逐步建成放量也将保证中游转化产能。电池端公告多个新建/扩建项目,产能快速扩张,带来

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