金吾财讯 | 锂电池板块强势,龙蟠科技(02465)涨7.49%,锐信控股(01399)涨6.90%,赣锋锂业(01772)涨6.09%,天齐锂业(09696)涨5.01%,中创新航(03931)涨3.30%,天能动力(00819)涨2.94%。华泰证券研报指,全球锂电池需求保持增长,欧洲新能源车渗透率今年有望突破30%,叠加单车带电量提升,产业链供需逐步趋紧。上半年锂电材料企业产能利用率走高,产品价格回升,行业盈利进入修复阶段,产业链量价同步上行。
金吾财讯 | 锂电池板块强势,龙蟠科技(02465)涨7.49%,锐信控股(01399)涨6.90%,赣锋锂业(01772)涨6.09%,天齐锂业(09696)涨5.01%,中创新航(03931)涨3.30%,天能动力(00819)涨2.94%。华泰证券研报指,全球锂电池需求保持增长,欧洲新能源车渗透率今年有望突破30%,叠加单车带电量提升,产业链供需逐步趋紧。上半年锂电材料企业产能利用率走高,产品价格回升,行业盈利进入修复阶段,产业链量价同步上行。
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