截至11月7日,电解液核心材料——六氟磷酸锂均价已达11.98万元/吨,较9月15日的5.59万元/吨累计上涨114.31%。在其带动下,电解液VC添加剂、产成品纷纷从底部快速反弹。伴随该材料价格飙升,电解液板块上市公司股价同步“起飞”:天赐材料、多氟多、华盛锂电、天际股份、海科新源等企业年内股价均实现了一倍以上的涨幅。一场由供需逆转引发的产业链价值重估正在上演。01、跌九成到突然翻倍,周期凭何...
Source Link截至11月7日,电解液核心材料——六氟磷酸锂均价已达11.98万元/吨,较9月15日的5.59万元/吨累计上涨114.31%。在其带动下,电解液VC添加剂、产成品纷纷从底部快速反弹。伴随该材料价格飙升,电解液板块上市公司股价同步“起飞”:天赐材料、多氟多、华盛锂电、天际股份、海科新源等企业年内股价均实现了一倍以上的涨幅。一场由供需逆转引发的产业链价值重估正在上演。01、跌九成到突然翻倍,周期凭何...
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