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A股異動丨鋰電概念股逆勢走強 動力電池價格上調,產業鏈價格順利傳導
格隆匯10月18日丨鋰電概念股逆勢走強,寧德時代漲逾3%,天齊鋰業和贛鋒鋰業分別漲3.39%和4.65%,石大勝華漲超7%。國內9月新能源車產銷分別完成35.3萬輛和35.7萬輛,同比均增長1.5倍;歐洲六國9月新能源車銷量17.45萬輛,同比增長41%,環比增長54%。全球新能源產業景氣度持續上升,上游原材料價格上行趨勢不斷強化。鑑於原材料價格大幅上漲,鵬輝能源擬上調電池價格,產業鏈價格傳導順利,將利於新能源車產業鏈排產持續增加。華西證券判斷,目前鋰鹽價格已經突破上輪週期高點,預計還將創下新高。鋰鹽價格持續增長,主要是下游需求旺盛,導致供給偏緊,同時疊加原料端鋰精礦供應緊缺,價格加速上漲。

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