新能源汽车销量增长与储能需求带动下 锂电上中下游盈利修复

Ofweek光电信息网
Nov 11

A股三季报已披露收官,三季度电池企业在旺盛的需求带动下盈利悉数改善,稼动率进一步提升,行业排产数据不断超预期。在供应紧张的背景下,六氟磷酸锂、碳酸锂等部分产品涨价,带动企业盈利修复。对于下游电池企业而言,在新能源汽车销量持续增长与储能需求超预期带动下,电池企业需求高增,头部电池企业实现满产。根据中国汽车动力电池产业创新联盟数据,1-9月我国动力电池总产量为1122GWh,同比增长51%。进入四季度...

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