港股異動 | 鋰電池概念股集體下跌 贛鋒鋰業連跌6天
格隆匯2月17日丨鋰電池概念股集體下跌,贛鋒鋰業跌2.5%,為連續第6個交易日下跌,累計跌幅13%,天齊鋰業、比亞迪股份、中創新航跌約2%。中國科學院院士、中國電動車百人會副理事長歐陽明高今日表示,今年國內鋰離子電池出貨量約10億千瓦時,增長率將大幅下降。原因為新能源整車增長率降低,及插混等帶電量較低車型對動力電池需求量較低。歐陽明高表示,這將緩解市場對鋰離子電池的需求壓力,預計今年下半年碳酸鋰價格將降至35萬至40萬元/噸;為保證電池回收行業的發展,較為合理的平衡價格區間為30萬至40萬元/噸。

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