中金：PVDF涨势初现 2026锂电行情可期

智通财经2025-11-21

智通财经APP获悉，中金发布研报称，假设11/12月排产环比持平，该行测算我国2025年锂电级PVDF需求量约为7.87万吨(YoY+65.4%)，若2026年电池端维持相同增速，锂电级PVDF需求有望达到11万吨。锂电池强需求有望维持，PVDF涨价有望。该行推荐东岳集团(00189)、昊华科技(600378.SH)、巨化股份(600160.SH)等。中金主要观点如下：行业近况根据百川盈孚数据，...

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