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華泰證券:7月鋰電排產總體環比增長
華泰證券研報表示,鑫欏鋰電發佈鋰電產業鏈7月預排產,樣本企業中電池排產108.3GWh,環比+1.9%;正極13.3萬噸,環比-0.4%;負極12.1萬噸,環比+1.7%;隔膜14.4億平,環比+1.1%;電解液7.5萬噸,環比+2.7%;正極環比下滑主要系三元材料受海外需求節奏影響,其餘整體環比提升,主要系國內商用車電動化滲透率提升帶來需求持續增長,美國對華關稅下調後儲能迎來新一輪搶出口。長期而言,國內新車型新技術不斷推出,歐洲及亞非拉儲能市場前景向好,看好電池環節供需邊際持續改善,看好頭部電池企業提升產能利用率,實現量利齊升。
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