金吾财讯 | 锂业股盘初走强，截至发稿，天齐锂业(09696)涨9.21%，赣锋锂业(01772)涨5.01%。消息面上，储能电芯需求激增也同步拉动上游锂电材料产能与价格的变化。在储能市场需求持续火热的推动下，部分锂电企业生产线也普遍保持满负荷运转。天齐锂业高级市场分析师宋莺歌指出，作为磷酸铁锂的关键原材料，碳酸锂的市场需求也因储能环节的拉动而显著增长，有数据显示，在三季度下游的储能环节需求相比于二季度要环比增长20%到30%以上。
金吾财讯 | 锂业股盘初走强，截至发稿，天齐锂业(09696)涨9.21%，赣锋锂业(01772)涨5.01%。消息面上，储能电芯需求激增也同步拉动上游锂电材料产能与价格的变化。在储能市场需求持续火热的推动下，部分锂电企业生产线也普遍保持满负荷运转。天齐锂业高级市场分析师宋莺歌指出，作为磷酸铁锂的关键原材料，碳酸锂的市场需求也因储能环节的拉动而显著增长，有数据显示，在三季度下游的储能环节需求相比于二季度要环比增长20%到30%以上。
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