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部分PVDF概念股再度走強 新能源汽車行情火爆
格隆匯7月8日丨部分PVDF概念股再度走強,港股市場東嶽集團大漲7.3%,股價再創歷史新高;A股市場璞泰來漲逾9%,迴天新材漲7.65%。隨着新能源汽車板塊行情向縱深發展,市場開始加大對產業鏈各個環節的深入挖掘。近期聯創股份連續漲停的走勢,引發了市場對聚偏氟乙烯(PVDF)概念的關注。分析人士表示,鋰電需求的快速增長以及行業較長的擴產週期,帶來了PVDF行業目前的供需緊張局面。有機構預計,鋰電用PVDF供應緊張局面可能會延續到明年下半年。近3個月PVDF粉料、粒料價格從7萬元/噸上漲到14萬元/噸。鋰電用PVDF從11萬元/噸上漲到15-20萬元/噸。

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