A股異動 | 鋰電池概念股大漲 寧德時代漲4% 福特汽車發佈動力電池新增產能計劃
格隆匯7月22日丨動力電池概念股集體走強,格林美漲8%,長虹能源漲6%,天能股份、欣旺達、先導智能漲4%,億緯鋰能、利元亨漲;寧德時代(300750.SZ)盤中一度漲4.41%,報543.99元,總市值1.32億元。7月21日,寧德時代發佈公吿稱,公司擬投資建設濟寧新能源電池產業基地項目,項目投資總額不超過140億元。公吿表示,本次投資建設生產基地事項將進一步完善公司產能佈局,滿足公司未來業務發展和市場拓展的需要。寧德時代董事長曾毓羣在2022世界動力電池大會上表示,公司的邦普對鎳鈷錳的回收率已經達到了99.3%,鋰的回收利用率也達到了90%以上。另外,福特汽車發佈動力電池新增產能計劃,將通過新增磷酸鐵鋰電池方案和鎖定相關原材料供應,達到60GWh動力電池年產能,確保公司2023年60萬輛電動車的年化產能目標。此外,福特與寧德時代達成全球動力電池供應戰略合作協議。中原證券稱,結合原材料價格走勢,我國新能源汽車產業鏈優勢和新能源汽車銷量預測,總體預計2022年板塊業績將持續高增長。結合行業政策及發展預期,維持行業“強於大市”評級。2022年行業投資主線:一是鋰動力電池龍頭及二線優質標的;二是上游資源型優質標的,以鋰細分領域為主;三是鋰電關鍵材料龍頭,重點關注正極材料和隔膜細分領域;四是產業鏈細分設備優勢標的。


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