新能源汽车行业周报据上海有色网,本周,动力电池市场在车用需求驱动下,呈现 “供需紧平衡、价格回升、结构优化” 的特征。成本端,核心原材料价格支撑增强。电池级碳酸锂均价持续上涨,期现价格同步上行,且市场可流通现货偏紧,叠加下游企业备货积极,直接推高磷酸铁锂电池成本。镍盐受供应偏紧与月末车企备库需求拉动,价格小幅上浮,对三元电池成本形成一定压力。需求端呈爆发式增长,车用市场是核心动力,头部企业基本...
Source Link新能源汽车行业周报据上海有色网,本周,动力电池市场在车用需求驱动下,呈现 “供需紧平衡、价格回升、结构优化” 的特征。成本端,核心原材料价格支撑增强。电池级碳酸锂均价持续上涨,期现价格同步上行,且市场可流通现货偏紧,叠加下游企业备货积极,直接推高磷酸铁锂电池成本。镍盐受供应偏紧与月末车企备库需求拉动,价格小幅上浮,对三元电池成本形成一定压力。需求端呈爆发式增长,车用市场是核心动力,头部企业基本...
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