产业链景气回暖!锂电概念持续走强,宁德时代盘中涨超5%,时代万恒等近十股涨停

中金财经
Oct 09
  产业链景气回暖!锂电概念持续走强,宁德时代盘中涨超5%,时代万恒等近十股涨停    分时图   10月9日消息,锂电池概念盘中持续走高,宁德时代盘中涨超5%,天赐材料涨停;时代万恒5连板,封单近25万手,近5个交易日大涨超60%;紫竹高科、科力远、雄韬股份等多股涨停,科恒股份涨超20cm涨停,力王股份涨超25%。   消息面上,据产业链最新调研,10月6家电池样本企业计划排产合计214.6GWh,同比大增57%,环比增长4%。正极、负极、电解液排产同比增幅均逼近或超过48%。   工信部等七部门联合印发的《新型电池产业发展“十五五”规划》提出,到2030年全固态电池初步实现规模化应用、长寿命锂电池循环寿命达1.5万次等目标,并持续开展锂电池标准体系建设、推进全固态电池与钠电池等重点领域标准研制。   国投证券表示,前述政策从国家顶层层面确立固态电池战略定位,明确产业攻关主线与中长期目标,有望显著提振产业资本、车企与供应链的投入信心,加速固态电池落地进展。

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