中信建投：看好锂电新周期下以6F、VC为代表的电解液产业链迎来盈利重塑

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智通财经APP获悉，中信建投发布研报称，储能需求非线性增长推动下，锂电新周期愈发明确。需求端，预计2026年全球锂电需求达到3065GWh，同比增长33.7%，带动锂电池电解液需求快速增长。结合供需，预计6F及VC将在2026年处于紧平衡状态，其余电解液环节供给关系有望改善。同时溶剂价格也有望回归合理水平。看好锂电新周期下，以6F、VC为代表的电解液产业链迎来盈利重塑，首推6F和VC环节。中信建投...

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中信建投：看好锂电新周期下 以6F、VC为代表的电解液产业链迎来盈利重塑

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中信建投：看好锂电新周期下以6F、VC为代表的电解液产业链迎来盈利重塑