鋰電池板塊走強 六氟磷酸鋰供需偏緊格局或延續
格隆匯6月3日丨鋰電池板塊走強,多氟多拉昇封板,石大勝華、江蘇國泰此前漲停,璞泰來大漲超9%,天際股份、天賜材料、新宙邦等繼續衝高。新能源汽車行業的發展,帶動鋰電池市場需求大幅增長。研究機構分析指出,六氟磷酸鋰作為電解液核心原料,是鋰電池製作的關鍵,其庫存處於近三年來同期最低水平。考慮到下游新能源汽車產銷數據良好,六氟磷酸鋰供需偏緊的格局或延續。國信證券認為,2021年六氟磷酸鋰供需偏緊態勢有望延續全年,每噸毛利從低點4000元漲至當前的5萬元,盈利彈性較大。

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