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鋰電池概念板塊走強 “鋰產業聯盟”正式成立
格隆匯 10-28 14:14
格隆匯10月28日丨鋰電池概念板塊午後走強,南都電源觸及漲停,星源材質、福能東方漲超10%,比亞迪大漲超9%續創新高,新宙邦、天賜材料、杉杉股份、贛鋒鋰業等紛紛跟漲。27日,2020年中國(遂寧)鋰電產業大會舉行,“鋰產業聯盟”正式成立。廣發證券最新研報認為,後疫情時代全球經濟轉型推動鋰電供給端加碼,疊加汽車電動化浪潮催生需求端爆發,全球即將迎來新一輪新能源產業擴產週期,作為產業鏈上游的鋰電設備行業有望充分受益。“整車+電池”產業聯盟形式將使得雙方形成牢固的供需關係,電池產能釋放後的銷售將得到保障,這將有力推動未來新建產能步伐加快。

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