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國泰君安:磷酸鐵鋰出現升價信號,量利齊升可期
國泰君安表示,鋰電是政策驅動下基本面實際好轉的板塊,短期車市疊加儲能的需求排產超預期,中長期歐洲碳排放法案及美國儲能搶裝推升明年需求預期。產業對高端磷酸鐵鋰需求大幅增長,行業已出現供不應求的情況,存在升價預期,負極存在出清可能性,鋰電產業鏈龍頭都存在重估空間。
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