A股異動 | PVDF概念股走強 供應緊張 PVDF將保持高位運行
格隆匯10月27日丨PVDF概念股走強,聯創股份漲逾11%領漲,璞泰來漲6.39%。德邦證券認為,需求端,鋰電和光伏打開PVDF下游需求市場;供給端,雙控政策打擊企業開工率,原料無水氟化氫價格居高不下,PVDF的供給更為緊張,截至10月22日,東嶽神舟鋰電池級PVDF日均價格突破4萬元/噸,達41.5萬元/噸,較去年同比增長277.3%。預計短期內開工率難以回升,PVDF將保持高位運行。華創證券認為,PVDF在下游鋰電和光伏的帶動下,需求空間持續擴張,同時生產企業在雙控限制和開工滿負荷下暫停開工和報價,PVDF供應明顯緊張。此外,原料電石和無水氫氟酸價格持續高位下,PVDF成本端強勢支持,本週電池級價格再破40萬元/噸新高。

Follow us
Find us on
Facebook,
Twitter ,
Instagram, and
YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the
uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!

Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.