硫铁矿概念龙头股价连续10涨停：该板块如何掘金？

市场资讯2024-11-21

炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！　　来源：财富投资网　　周四A股市场上热点风口仍然围绕着硫铁矿概念。业内人士解析，近期随着我国固态电池技术进展明显加速，硫化物技术路线越来越受到市场关注，华为、宁德时代等大厂聚焦硫化物路线标志着硫化物技术路线或成为当前我国固态电池技术发展的主流方向。在这样的大背景下，近期以粤桂股份（000833）为代表的拥有硫铁矿资源的...

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　　来源：财富投资网 \n　　周四A股市场上热点风口仍然围绕着硫铁矿概念。业内人士解析，近期随着我国固态电池技术进展明显加速，硫化物技术路线越来越受到市场关注，华为、宁德时代等大厂聚焦硫化物路线标志着硫化物技术路线或成为当前我国固态电池技术发展的主流方向。在这样的大背景下，近期以粤桂股份（000833）为代表的拥有硫铁矿资源的...</p>\n\n<a 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On等。据不完全统计，选择硫化物路线的电池企业超过50%。\n　　（1）近期，华为公布了一项硫化物固态电解质新专利，名为《掺杂硫化物材料及其制备方法、锂离子电池》：通过掺杂氮元素等材料，让掺杂硫化物稳定性更佳，带来显著性能提升，包括高能量密度、高安全性、长循环寿命、高稳定性能等。\n　　（2）宁德时代主攻硫化物方向，目前方案已进入20Ah试制阶段。在CIBF2024电池前沿技术研讨会上，宁德首席科学家吴凯表示，宁德时代的目标是2027年实现全固态电池小批量生产。\n　　从目前公布的专利结果来看，宁德时代、华为、比亚迪等巨头布局的路线都纷纷选择硫化物固态电池，硫化物固态电池极有可能成为将来固态电池的最主要路径。\n　　与氧化物、聚合物等电解质相比，硫化物电解质具有较高的锂离子电导率（室温离子电导率10-3~10-2 S/cm），其离子电导率最接近液态电解质。同时由于硫化物材料质地柔软，易于机械加工，适合批量制备成高致密度的电解质膜，而且在制备电极时，能够与活性材料保持良好的接触，因此被选为固态电池电解质材料的潜力最大。硫化物电解质的主要缺点是成本高、电化学稳定性和空气稳定性不好。但是规模效应是企业成功的不二法门，固态电池的大规模商业化应用将大幅降低硫化物电解质生产成本，据报道其成本有望降至400元/kg以下，从而满足商业应用的需求。\n　　有业内人士透露，华为、宁德时代等聚焦硫化物路线，或标志着硫化物技术路线已经成为当前固态电池技术发展的主流方向。\n　　对于A股市场投资机会而言，在粤桂股份（000833）的股价连续涨停的示范效应下，周四A股市场上的硫铁矿概念股再度受到关注，六国化工（600470）、辉隆股份（002556）股价表现突出。那么A股上市公司中还有哪些公司拥有硫铁矿储备资源呢？\n\n\n新浪声明：此消息系转载自新浪合作媒体，新浪网登载此文出于传递更多信息之目的，并不意味着赞同其观点或证实其描述。文章内容仅供参考，不构成投资建议。投资者据此操作，风险自担。\n\n\n海量资讯、精准解读，尽在新浪财经APP\n\n责任编辑：张恒星","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":1,"need_auth":false,"need_login_tip":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 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