【磷酸铁锂正极材料行业迎全面复苏 龙头公司业绩增超8倍】磷酸铁锂正极材料行业迎来全面复苏。从已发布或预告半年度业绩的情况来看,多家磷酸铁锂上市公司盈利能力显著修复。其中,龙头厂商湖南裕能上半年净利润同比大增超8倍。当前,磷酸铁锂行业高端有效产能持续紧缺,叠加原材料价格上涨带来的成本压力,业内企业正在掀起新一轮涨价潮,并瞄准高端化赛道精准扩产,持续优化产能结构和市场布局。
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