A股異動 | 恩捷股份盤中升約7% 4-5月訂單有明顯好轉跡象
格隆匯5月15日丨鋰電池股全線上升,其中隔膜龍頭恩捷股份(002812.SZ)盤中升約7%,現報107.59元,總市值961億元。公司表示,相比於一季度的市場疲軟,4-5月訂單有明顯好轉跡象。從市場角度看,未來隨着材料價格特別是碳酸鋰的價格逐漸企穩,汽車價格的波動也逐漸平息,帶來整個產業的補庫存,釋放需求。此外,公司在手訂單相對充足,目前來看全年設備預計將保持較高運轉率,後續按計劃將新增產能在下半年逐漸釋放出來,保障全年交付能力。

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