A股異動丨億緯鋰能(300014.SZ)漲4.76% 與比亞迪等聯合成立新材料公司
格隆匯4月28日丨億緯鋰能(300014.SZ)漲4.76%,報86.26元,總市值1629億元。本週一,華北鋁業新材料科技有限公司成立,註冊資本11.4億元人民幣,經營範圍包含新材料技術研發、諮詢、轉讓及推廣應用,高性能動力電池鋁箔、新能源動力電池外殼用鋁合金帶材等的生產、銷售。該公司由華北鋁業有限公司、億緯鋰能、比亞迪等共同持股。華創證券最新研報稱,億緯鋰能為全球鋰原電池龍頭,三元軟包電池深度綁定戴姆勒、現代起亞、小鵬等大客户,同時48V電池進入德國寶馬供應鏈,磷酸鐵鋰電池擴產持續加速,預計未來公司出貨量將大幅度增加,規模效應帶動公司業績持續高增。給予公司目標價118.61元,維持“強推”評級。

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