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鋰電池板塊再度走強 贛鋒鋰業漲超7%再創新高
格隆匯7月21日丨鋰電池板塊再度走強,滄州明珠漲停,江蘇國泰漲超8%,贛鋒鋰業漲超7%再創歷史新高,盛新鋰能漲超6%,天齊鋰業、雅化集團、恩捷股份、天賜材料等跟漲。天風證券研報指出,2021年多家下游鋰電企業均進行了大規模的擴產,鋰電設備戴維斯雙擊有望即將來臨。由於鋰電設備普遍產能緊張,終端訂單逐步擴散至二線廠商。據統計,2021年鋰電設備主流廠商獲取訂單近450億,其中鋰電業務訂單達到了348億左右,分別為其2020年收入的2.98倍、2.31倍,鋰電設備轉入賣方市場,供需非常緊張。

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