鋰電池龍頭企業正在大規模導入天然石墨
格隆匯10月26日丨據券商中國,某券商電新研究團隊表示,據他們草根調研,鋰電池行業的龍頭企業正在大規模導入天然石墨。該公司從下半年開始導入天然石墨、10月份使用量已上千噸,預計11月份需求量進一步爬升到2000噸以上,在負極佔比提升至10%以上。分析人士認爲,隨着天然石墨的導入,鋰電池的壽命和充電速度皆可能發生質的變化。由此,也會帶來鋰電池產業鏈供需上的變動。
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