A股異動 | 鋰電池概念走強 鎳漲價或推動電動車成本漲1000美元 鋰電池回收市場爆發
格隆匯3月15日丨鋰電池概念走強,其中壹石通,德方納米漲8%,容百科技、華友鈷業、震裕科技漲7%,中礦資源、北方華創、天華超淨、科達利、中科電氣漲5%。青山與銀團達成協議同意不平倉、不增保證金,今早滬鎳早盤一度拉昇8%,而近期鎳價已經突破了每噸10萬美元的大關。大摩料鎳價的飛漲可能導致一輛電動汽車的生產成本增加1000美元。據市場預測,全球鋰電池回收市場規模在2020年約36億美元,但在2026年有望增長至107億美元,期間複合年均增長率高達19.4%。長江證券稱,回收動力電池具備環保及經濟價值,當前國內回收體系處於逐步規範完善的時期,回收技術成熟度正在提升。以電池再造為核心,構建多方合作生態將會是未來發展的趨勢。動力電池回收利用需求未來逐步放量,規範、技術領先、和整車廠深度合作、多地佈局的企業將率先受益。

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