PVDF概念股集體走強 東嶽集團、聯創股份均漲超8%
格隆匯9月7日丨今日港股PVDF龍頭東嶽集團超8.57%至26.6港元,總市值561億港元;A股PVDF概念股大幅上漲,其中新宙邦漲超20%,聯創股份漲超8%,氯鹼化工、三美股份、雲天化和永太科技漲停,永和股份和興發集團漲超6%。行業數據顯示,鋰電級PVDF產品已從今年初的11萬元/噸上漲到目前31萬/噸,漲幅達182%,從去年初至今漲幅已達343%,高端鋰電池級PVDF報價最高更是達到了50萬元/噸。國金證券認為,PVDF受益於下游動力電池正極粘結劑需求提升影響,PVDF整體呈現供給偏緊狀態,新建產能週期相對較長,不用應用領域的產品生產過程的控制具有差異,不同廠家的客户基礎不同,轉產空間較為有限,因而伴隨鋰電下游需求的提升,PVDF將在未來持續保持高景氣運行狀態。建議關注具有PVDF產能的東嶽集團、巨化股份、東陽光以及未來將有產能釋放的聯創股份、昊華科技。


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