A股異動丨融捷股份漲停 行業大單引爆鋰電池產業鏈
格隆匯11月27日丨融捷股份(002192.SZ)漲停,報18.37元,總市值47.7億元。

11月21日,寶馬宣佈向寧德時代追加鉅額訂單,2020-2031年訂單金額將從原先的40億歐元大幅提升至73億歐元,其中45億歐元將供應寶馬集團,28億歐元供應中國華晨寶馬。近期大眾發佈5年規劃,2025年實現新能源車年銷300萬輛,寶馬電動化推進亦呈加速之勢,奔馳、福特等國際主流車企模塊化平台車型密集發佈,第一輪強產品週期即將開啟。券商分析認為,新能源汽車產業長週期景氣拐點即將來臨,隨着國內外主流車企第一輪產品週期啟動疊加行業真正從導入期進入成長期,將形成長短週期共振,板塊迎來景氣週期。融捷股份致力於打造成為中國能源材料與能源裝備領軍企業,已形成鋰礦、鋰鹽、鋰電自動設備、鋰電池全產業鏈佈局。
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