華泰證券:4月鋰電排產總體環比提升 看好需求
華泰證券研報稱,鑫欏鋰電發佈鋰電產業鏈4月預排產情況,樣本企業中電池排產108.1GWh,環比增長2.0%,正極11萬噸,環比下降5.2%,負極11.7萬噸,環比增長3.1%,隔膜14.7億平,環比增長7.3%,電解液7.3萬噸,環比增長5.8%。排產數據較為強勁,主要系國內新車密集發佈+以舊換新各地細則明確帶動需求,全球大儲需求快速增長所致。看好鋰電產業鏈供需邊際持續改善,格局較好的電池、結構件、負極龍頭,以及受益於高壓密升級的鐵鋰正極龍頭。
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