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A股異動 | 湘潭電化三連板 特斯拉與寧德時代商討使用無鈷電池
格隆匯 02-21 13:47
格隆匯2月21日丨湘潭電化(002125.SZ)三連板,報11.29元,總市值62.43億元。據外媒報道,新能源車龍頭特斯拉正在與寧德時代商討在中國工廠使用無鈷電池的事宜。如果最終落地,這也意味着LFP(磷酸鐵鋰)電池首度進入特斯拉生產線,有望進一步拉低生產成本,提高相關車型在中國的銷量。磷酸鐵鋰是目前價格最優勢的動力電池,相比於傳統的NCA/NVM三元鋰電池,LFP電池的生產成本有望“下浮超過兩位數百分比”。湘潭電化銷售的錳酸鋰專用電解二氧化錳是作為錳酸鋰的原材料,是鋰電池正極材料之一。目前電動汽車動力電池有磷酸鐵鋰、鉛酸、錳酸鋰、鎳氫電池、超級電容等多個發展方向。
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