原标题：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数据是个宝数据宝炒股少烦恼受物流运输限制、锂矿开采进度低于预期等因素影响，锂盐供应紧张进一步加剧。电池级碳酸锂均价再破50万元/吨时隔5个月，电池级碳酸锂均价再破50万元/吨。9月13日，上海钢联数据显示，电池级碳酸锂价格单日涨2600元/吨，均价站上50万元/吨，较去年年初上涨近八倍，较今年年初上涨近80%。    Music duo Sachet and Parampara Tandon have set off a major buzz online after dropping a detailed video where they accuse composer Amaal Mallik of spreading what they call “false and baseless” claims about their 2019 hit Bekhayali from the Shahid Kapoor starrer Kabir Singh. The couple shared the video on Instagram and described it as an “expose” on Amaal Mallik. Their caption strongly stated, “Warning. This video could have been a 10 second proof to shut down all rumours, but exposing some people became important for our mental peace. @amaal_mallik SHAME ON YOU AMAAL MALIK.”                                                                 View this post on Instagram          A post shared by सचेत टंडन (@sachettandonofficial)               In the video, Sachet and Parampara respond to Amaal’s recent statements where he allegedly hinted that Bekhayali sounded similar to an older tune of his. They firmly maintain that the track was “entirely original” and was created during joint sessions with Shahid Kapoor and director Sandeep Reddy Vanga. According to them, they have complete chat records with Amaal and the Kabir Singh team that show every melody, beat and lyric came out of those meetings. They also clarify that they had no association with T Series before Kabir Singh, while Amaal had been working with the label since 2015, raising the question, “Why would anyone favour us when we were complete outsiders?”     The duo also put out screenshots of Amaal’s earlier messages where he had congratulated them after Bekhayali released and said he was “waiting” for the song. They add that they did not even have Amaal’s number in the beginning and that he was the one who contacted them first. Calling out his public remarks, they accuse him of speaking without any concrete proof and of “misleading fans” while repeatedly blaming the industry for his professional struggles. They stress that their music, including tracks like Har Har Mahadev, is original and built through their own hard work.                Sachet and Parampara conclude the video by demanding a public apology, saying Amaal’s comments have affected their image. They caution that they are ready to take legal steps if needed. The online reaction to their post has been sharply split, with many listeners appreciating their decision to speak openly, while others have voiced support for Amaal Mallik, keeping the debate very active across the internet.Also Read: After A R Rahman, Prasoon Joshi Expresses his Displeasure over Masakali 2.0。两年前，电池级碳酸锂价格仅为4万元/吨，两年间涨幅接近12倍。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。

B | 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。

D | 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。

E | 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。

F | 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%。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。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。

G | 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。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。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。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：