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A股異動丨鋰電池板塊拉昇 磷酸鐵鋰主流廠家突然停止接單 醖釀新一輪漲價
格隆匯 01-20 09:45
格隆匯1月20日丨鋰電池板塊拉昇,德方納米大漲9.55%,容百科技漲7.34%,億緯鋰能漲6.56%。據中證網,近日頭部磷酸鐵鋰材料廠封盤不報價,原因是訂單非常飽滿,拿到的訂單也在“挑肥揀瘦”,且正在醖釀2月新一輪提價。此前碳酸鋰價格上漲導致磷酸鐵鋰廠商成本端承壓,若後續漲價落實,將理順原材料漲價傳導機制,疊加2021年磷酸鐵鋰需求增長80%,優質供給緊缺。

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