六氟磷酸锂是电池电解液的主要材料,11月7日报价突破12万元/吨,相较于9月底涨幅高达99.18%。AiFinD大事解析一、核心结论与事件深层解读1.价格修复的本质:供给出清叠加储能放量的寡头重定价周期拐点来源:经历约两年低价周期后,中小产能因亏损停产与设备老化难以复产,2024年国内有效产能约37万吨/年,CR3(天赐材料(002709)、多氟多(002407)、天际股份(002759))合计...
Source Link六氟磷酸锂是电池电解液的主要材料,11月7日报价突破12万元/吨,相较于9月底涨幅高达99.18%。AiFinD大事解析一、核心结论与事件深层解读1.价格修复的本质:供给出清叠加储能放量的寡头重定价周期拐点来源:经历约两年低价周期后,中小产能因亏损停产与设备老化难以复产,2024年国内有效产能约37万吨/年,CR3(天赐材料(002709)、多氟多(002407)、天际股份(002759))合计...
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