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A股異動丨容百科技大漲7.6% 266家機構上週扎堆調研
格隆匯 03-15 13:27
格隆匯3月15日丨容百科技(688005.SH)大漲7.6%,報128.49元,總市值576億元。上週,伴隨鎳價大幅波動,公司容百科技緊急組織機構調研,共接待了265家機構,包括千合資本、高毅資產、汐泰投資、星石投資、銀葉投資等多家百億私募。資料顯示,容百科技是首批實現NCM811大批量產的正極材料生產企業,其NCM811正極材料產品技術水平與量產規模均屬於第一梯隊。鎳價上漲也引起了市場對鋰電池技術路線發展的擔憂,高鎳三元技術路線的的發展是否會受到影響。有業內人士表示,本輪鎳價上漲是由炒作引起,磷酸鐵鋰電池能量密度的劣勢難以改變,高鎳三元鋰電池依然是方向。青山集團已經與由期貨銀行債權人組成的銀團達成了一項靜默協議,不平倉、不增保證金 。LME鎳合約將在當地時間3月16日恢復交易。光大期貨稱,LME鎳開盤後大概率會走弱。

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