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尚太科技(001301.SZ):預計2024年內負極材料價格水平將隨着市場波動,逐漸呈現“觸底反彈”的態勢
格隆匯 03-18 08:14

格隆匯3月18日丨尚太科技(001301.SZ)披露投資者關係活動記錄表顯示,總體來看,負極材料市場整體仍呈現產能結構性過剩局面,2023年以來呈現下行趨勢,價格水平面臨挑戰,難以恢復至以往年度的較高水平,但是,隨着春節假日結束,3月起,部分電動車開啟降價策略,同時新一代智能化電動車持續推出,下游動力電池市場需求回暖,復甦態勢明顯,帶動對負極材料需求有所增加,對市場供方壓力有所緩解,預計2024年內負極材料價格水平將隨着市場波動,逐漸呈現“觸底反彈”的態勢,行業整體價格在2024年有望得到一定修復。

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