签单与扩产进入活跃期,锂电产业新一轮周期重启?

第一财经
Nov 19

需求提振与涨价不断之际,锂电产业链的躁动还在持续。11月18日晚间,两家产业链上市公司不约而同地发布重磅公告:上游锂盐龙头盛新锂能(002240.SZ)宣布,与有望成为其战略股东的华友控股集团签署了为期五年的《合作框架协议》,约定在2026年至2030年间供应高达22.14万吨的锂盐产品,提前锁定未来产能;同日,锂电材料厂商厦钨新能(688778.SH)宣布,将投资15.25亿元设立全资子公司,...

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