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動力電池板塊大漲 產業鏈回暖 電解液價格大幅上行
格隆匯 10-09 09:59
格隆匯10月9日丨動力電池板塊大幅走高,當升科技大漲15%,新宙邦漲超15%,欣旺達漲近9%,恩捷股份、孚能科技漲超8%,比亞迪、寧德時代大漲超7%。近期動力電池市場不斷回暖,電解液等原料價格持續攀升。Wind數據顯示,9月28日電解液(磷酸鐵鋰)報3.6萬元/噸,本月累計上漲20%,創近10個月以來新高;電解液(錳酸鋰)報2.9萬元/噸,本月累計上漲49%,創近17個月以來新高。電解液價格上行的背後是下游需求回暖。9至10月是車市旺季,加上新能源汽車下鄉活動的影響,動力電池產業鏈全面回暖。

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