鋰電電解液板塊大幅走高 行業高景氣持續
格隆匯8月24日丨天賜材料驚人三季報預吿驗證行業景氣度,鋰電電解液板塊大幅走高,天賜材料封漲停,奧克股份、多氟多雙雙漲超9%,天際股份、石大勝華、新宙邦等集體跟漲。天賜材料昨日公吿,預計前三季度盈利14億元-16億元,同比增長170.08%-208.66%;預計第三季度淨利潤6.2億元-8.2億元,同比增長198.65%-295.40%;鋰離子電池材料電解液產品市場需求旺盛,銷量及價格有較大幅度增長,同時產品原材料自產率提升,毛利率提升。中信證券指出,電解液是鋰電池四大關鍵材料,兼具上游化工行業的週期屬性和下游製造業的長期降本訴求。短期需求爆發、供需錯配下,未來1年行業高景氣度有望持續,各環節供應商有望充分受益。長期來看,看好產業鏈適度延伸、持續高強度研發投入、率先擴產深度綁定下游客户的一體化龍頭公司穿越週期持續成長。

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