港股异动 | 东岳集团(00189)涨超5% 机构称锂电池强需求有望维持 PVDF涨价有望

智通财经网11-28

智通财经APP获悉，东岳集团(00189)涨超5%，截至发稿，涨4.23%，报10.84港元，成交额7857.28万港元。

消息面上，根据百川盈孚数据，截至11月20日，PVDF主流市场价格由11月初的4.9万元/吨上涨至目前的5.2万元/吨。根据鑫椤资讯数据，截至11月20日，磷酸铁锂/三元/隔膜涂覆用PVDF市场均价分别收报6.0/11.95/18.2万元/吨，较年中低点分别上涨0.35/0/1.0万元/吨，PVDF价格涨势初现。

中金发布研报称，锂电材料供应链头部集中趋势明显，新增有效产能或集中在现有供应商的扩产技改，供应端实际增量或明显低于预期。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，同比增长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。

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