鋰電正極材料公司業績爆發 產業鏈上下遊加速綁定
格隆匯1月19日丨受益於鋰電正極材料銷量增長以及高鎳產品實現快速放量,相關材料上市公司持續擴產,業績集中釋放。隨着高鎳三元電池上遊原材料相對碳酸鋰的成本優勢逐步凸顯,以及海外鎳、鈷產能將逐步恢復和提升,高鎳三元材料的價格競爭優勢將會進一步顯現。綜合來看,正極材料上市公司紛紛掀起擴產潮,而市場中高鎳產品路線滲透率不斷提升;另一方面,上下遊產業鏈加速綁定。
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