电力设备与新能源行业点评:电池材料景气度强化,涨价周期开启

信达证券
Nov 10

(以下内容从信达证券《电力设备与新能源行业点评:电池材料景气度强化,涨价周期开启》研报附件原文摘录)本期核心观点事件:11月7日,据SMM,本周电解液市场价格呈现明显上涨态势,主盐六氟磷酸锂及VC、FEC等关键添加剂均受下游需求持续增长影响陷入供应紧张格局需求:储能驱动新一轮锂电周期,26Q1有望淡季不淡。锂电历史上大级别周期大部分由需求周期推动,2014-2016是政策驱动的商用车周期,2020...

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