中港新能源车与钴业板块荣辱互见 比亚迪及洛钢分别续涨8%及续挫11% 传特斯拉拟弃钴改用LFP电池
据外媒报道,美国电动车生产商特斯拉(Tesla)正与全球领先的动力电池系统提供商宁德时代(300750.SZ)洽谈在其上海厂房使用无钴电池,以供应磷酸锂铁(LFP)予Model 3,双方谈判已进入尾声,意味着特斯拉为削减成本正尝试考虑首次把LFP电池纳入其产品线。有分析指,过往电动车制造商多数采用镍钴铝及镍锰沽电池,但由於钴价昂贵且存量不多,加上有污染环境问题,故愈来愈多同业看好LFP电池应用前景。大摩指过去也有报道,比亚迪(01211.HK)将於今年推出旗舰房车「汉」中采用LFP。
获大摩升目标价的特斯拉股价昨晚逆市急涨逾7%。内地能源车个股今早逾十只涨停。至於宁德时代A股先升5.4%至165.1元人民币遇压,半日收154.65元人民币,倒跌1.3%。
本港比亚迪(01211.HK)三连涨,最高见50.1元,创逾半年高,现造48.95元,急涨逾8%,成交达1,797万股,已接近昨天全日成交量;其A股曾涨8.4%高见64.48元人民币,半日收63.48元人民币,升6.7%。
相反,中港镍钴相关板块今早逆市捱沽,尤其是寒锐钴业(300618.SZ)及华友钴业(603799.SH)跌停分别报80.5元及48.01元人民币。
洛阳钼业(603993.SH)也曾跌停低见4.73元人民币,半日收4.77元人民币,挫9%;於本港洛阳钼业(03993.HK)股价由约年半高位连吐第二天,今天更跌破10天线,最低见3.44元,现造3.49元,逆市续挫11%,成交急增至1.24亿股。(sz/t)~
阿思达克财经新闻
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