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A股異動丨湘潭電化(002125.SZ)漲近5% 磷酸鐵鋰電池裝車量同比倍增
格隆匯 11-17 10:06
格隆匯11月17日丨湘潭電化(002125.SZ)漲近5%,報7.61元,總市值48億元。據上證資訊,中汽協數據顯示,10月份磷酸鐵鋰電池裝車2.4GWh,同比上升127.5%。特斯拉Model 3和五菱宏光MINI EV等熱銷電動車,均大面積使用成本更低的磷酸鐵鋰電池。券商調研顯示,9月份以來動力電池廠產量逐月增加,磷酸鐵鋰主要廠商在10月進入滿產狀態。從需求端看,下游企業仍在增加磷酸鐵鋰訂單,供不應求狀況愈加明顯。湘潭電化參股的裕能新能源是磷酸鐵鋰優勢企業。

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