A股異動 | 鈉離子電池板塊走強 明年或是產業化量產元年
格隆匯10月18日丨9月底以來,A股鈉離子電池概念持續火熱,多隻個股接連漲停。今天概念股再度走強,維科技術漲近9%領漲,傳藝科技漲逾7%,美聯新材漲6.62%。東方財富發佈研究報吿稱,鈉電池與鋰電池工作原理相似,核心優勢在於材料端成本。該行測算,現階段鈉電池電芯成本在0.8-0.9元/Wh,隨着工藝成熟、產業鏈完備,成本有望下探至0.5元/Wh以下,相較於磷酸鐵鋰電池具備顯著經濟性。鈉電池性價比優勢凸顯,有望在價格敏感的低速電動車領域逐漸滲透,該行預計,至2025年鈉電需求超100GWh。當前,國內廠商產業化加速,鈉電池技術逐步趨於成熟,2023年有望成為量產元年。

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