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鋰電池板塊拉昇:鋰價第三輪漲價開啟,一線電池廠漲價2成
格隆匯11月26日丨鋰電池板塊拉昇,璞泰來漲停,藍曉科技漲超9%,鵬輝能源、杉杉股份、科恆股份和諾德股份漲超7%,天齊鋰業和中科電氣漲超6%,盛新鋰能、國軒高科、嘉元科技漲超5%,億緯鋰能和贛鋒鋰業漲超3%,寧德時代、比亞迪和天賜材料漲超1%。有數據顯示,截止11月25日,電池級碳酸鋰連續三日報價突破20萬元/噸,較去年同期的4.35萬元/噸上漲359.8%,年初至今上漲277.4%。標誌着鋰價第三輪漲價正式開啟,預計春節前後鋰價會漲到23-25萬/噸。在鋰價正式開啟第三輪漲價的同時,動力電池產商的漲價預期也在上升。原先對於2022年鋰電池合約價格仍堅持不調漲的一線電池廠,近期開始通知已簽約定合約的客户重新協議價格,原則上報價拉昇2成左右。

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