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鋰電池板塊走強,寧德時代(300750.SZ)漲超7%
格隆匯 03-16 14:42

格隆匯3月16日丨鋰電池板塊午後走強,寧德時代(300750.SZ)直線拉昇漲超7%,億緯鋰能漲超10%,海目星漲超9%,江特電機、和勝股份、中天科技等多隻個股漲停

中原證券研報指出,截至2022年3月11日,鋰電池和創業板估值分別為59.61倍和41.81倍,結合行業發展前景,維持行業“強於大市”評級。2月鋰電池板塊總體強於主要指數表現,主要系前期充分回調和板塊估值有所回落,其中部分優質標的估值合理。結合國內外行業動態、細分領域價格走勢、月度銷量及行業發展趨勢,行業景氣總體持續向上。

此外據悉,近期鎳價上漲對鋰電池的供需造成衝擊。俄羅斯與烏克蘭的衝突進一步加劇了部分原材料的供應緊缺,由衝突引發的斷供擔憂,再加上近期期貨市場上出現的逼空行情,使得鎳價已經突破了每噸10萬美元的大關。摩根士丹利估計,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。近些年,鋰電池的回收也變成了一個越來越大的賽道。據估計,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%。

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