A股異動丨動力電池回收概念股普漲 機構預計市場規模將全面爆發
格隆匯11月24日丨動力電池回收概念股普漲,科力遠強勢漲停,南都電源漲逾8%。據上海有色網,截止2022年11月23日,電池級碳酸鋰現貨均價報56.7萬元/噸,較20201年年初的5.3萬元/噸上漲51.4萬元/噸,漲幅高達969.81%。在鋰價高企的背景下,除了繼續加快國內鋰資源的開發,回收行業也開始悄然興起,並早已有愈演愈烈的趨勢。SMM預計,2022年,我國鋰電回收市場規模或將達到31萬噸左右。從電池類型來看,三元廢料回收量佔比高達63%,磷酸鐵鋰廢料回收量佔比在31%左右,鈷酸鋰廢料佔比約6%。SMM預計到2026年,我國鋰電回收市場規模將達到81萬噸左右。中國銀河此前預計,按平均4至6年的報廢年限計算,2021年至2025年,動力電池回收市場將小規模放量,理論上累計退役規模可達298GWh,而2026-2030年,動力電池回收市場將全面爆發,其累計規模將達到2.05TWh。天風證券也早在此前便大膽預計,樂觀預期下,到2030年我國動力電池回收市場總規模有望達到1048.9億元。

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