摘要20-22年基本面复盘:需求连续超预期,涨价周期持续2年,传导顺畅。中游:1)电解液:6F20年9月价格从底部7万开始上涨,年底10万,21初价格加速上涨,3月至20万横盘,7月超预期上涨至40万,22年2月见顶至58万/吨。但长协价格基本维持20-30万/吨。2)铁锂正极:磷酸铁和加工费21年均翻番增长,21年底高点至4万+。3)负极:21Q3拉闸限电石墨化产能紧缺,价格开始上涨,石墨化价格...
Source Link摘要20-22年基本面复盘:需求连续超预期,涨价周期持续2年,传导顺畅。中游:1)电解液:6F20年9月价格从底部7万开始上涨,年底10万,21初价格加速上涨,3月至20万横盘,7月超预期上涨至40万,22年2月见顶至58万/吨。但长协价格基本维持20-30万/吨。2)铁锂正极:磷酸铁和加工费21年均翻番增长,21年底高点至4万+。3)负极:21Q3拉闸限电石墨化产能紧缺,价格开始上涨,石墨化价格...
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