新能源汽车与储能双增长锂电材料迎来涨价潮

金证研12-19

继锂电材料迎来涨价潮，随着市场需求持续扩大，近期锂电池企业也开始陆续调价，部分产品已涨价落地。在新能源汽车销量持续增长与储能需求超预期带动下，市场对锂电池需求不断上修。随着供需格局改善带来产业链盈利预期提升，产业链高景气持续。在新能源汽车市场，中国汽车工业协会发布数据显示，1-11月我国新能源汽车产销量分别达1490.7万辆、1478万辆，同比大幅增长31.4%、31.2%，增速远超行业整体水平。...

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新能源汽车与储能双增长 锂电材料迎来涨价潮

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新能源汽车与储能双增长锂电材料迎来涨价潮