东方证券：电池巨头加码高压实铁锂看好草酸景气向上机遇

智通财经2025-12-22

智通财经APP获悉，东方证券发布研报称，宁德时代(300750.SZ)对高压实铁锂供应链的重视度提升。草铁法铁锂在高压实领域具备性能和工艺优势，该行认为草铁法铁锂的需求增速有望超过铁锂整体的需求增速，行业渗透率也将逐步提升。整体而言，该行看好草酸在下游高压实密度磷酸铁锂需求增长的背景下迎来景气的上行机会。看好华鲁恒升(600426.SH，买入)以及万凯新材(301216.SZ，买入)。东方证券主要...

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东方证券：电池巨头加码高压实铁锂 看好草酸景气向上机遇

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东方证券：电池巨头加码高压实铁锂看好草酸景气向上机遇