新能源车以旧换新政策落地锂电企业停产检修释放涨价信号

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受储能需求超预期及新能源汽车销量持续增长拉动，市场对锂电池需求不断上修，2025年六氟磷酸锂、电解液添加剂等多种锂电材料涨价。而近期锂电产业链在需求端、供给端与成本端进一步迎来多重催化。当前锂电材料盈利修复周期刚刚开始，行业经历三年亏损，资本开支已较低，随着下游需求增长刚刚迎来盈利修复，供给增速显著小于需求增速。从基本面来看，在需求端，2026年汽车“以旧换新”补贴政策出台，市场对新能源车销量的...

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新能源车以旧换新政策落地 锂电企业停产检修释放涨价信号

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新能源车以旧换新政策落地锂电企业停产检修释放涨价信号