鋰電池板塊持續走強 多隻個股漲停 寧德時代市值逼近萬億元
格隆匯5月31日丨鋰電池板塊持續走強,龍頭寧德時代盤中股價再創歷史新高,市值逼近10000億元;

科恆股份、天際股份、石大勝華等多股漲停,容百科技、合縱科技大漲超14%,多氟多、當升科技、贛鋒鋰業、恩捷股份等個股均走強。

近日鋰電行業內合作消息不斷,表明整個鋰電景氣仍在持續提升,如天賜材料全資子公司與寧德時代簽訂協議,向寧德時代供應預計六氟磷酸鋰使用量為1.5萬噸的對應數量電解液產品;中核鈦白與寧德時代共同出資設立白銀中核時代新能源有限公司等。
開源證券指出,2021年上半年鋰電材料各環節的龍頭企業基本都處於滿產狀態,全產業鏈需求高速增長的確定性越來越強,下半年景氣度將進一步提升。具體到各個環節來看,磷酸鐵鋰正極、電解液環節在2019-2020年上半年已經經歷行業洗牌,集中度已明顯提升,龍頭企業深度綁定鋰電廠,競爭力不斷加強。
Follow us
Find us on
Facebook,
Twitter ,
Instagram, and
YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the
uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!

Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.