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鋰電池板塊走強 當升科技、恩捷股份漲超6%
格隆匯 04-01 10:32
格隆匯4月1日丨鋰電池板塊走強,嘉元科技漲近10%,當升科技、恩捷股份漲超6%,華友鈷業、天齊鋰業、雅化集團等紛紛跟漲。為促進汽車消費,國務院常務會議確定,將新能源汽車購置補貼和免徵購置税政策延長2年。國金證券研報指出,補貼延後2年,政策“組合拳”有助國內新能源汽車市場恢復,疊加融資環境放寬,優質鋰電池廠商預計擴產提速。補貼時間延長是整個產業鏈一針強心劑,有助於國內新能源汽車短期市場恢復、培養中長期全球競爭力。國內新能源汽車市場提振、融資環境放寬情況下,優質鋰電池廠商有望加大擴產力度。
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