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A股異動丨杉杉股份(600884.SH)漲超8% 擬50億加碼負極材料產能
格隆匯 06-28 09:43
格隆匯6月28日丨杉杉股份(600884.SH)續升超8%,5日連漲超20%。現報31.93元創逾5個月新高,總市值近700億元。公司昨晚公吿,擬50億元投建年產四萬噸鋰離子電池硅基負極材料一體化基地項目。華安證券認為,目前鋰電負極材料以石墨類為主,佔比高達98%,硅基負極2021年出貨量僅為1.1萬噸,滲透率不足2%,方向明確,潛力巨大。據悉,杉杉股份近年來持續大手筆擴產,今年投資已經高達170億元。

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