诺德股份：机构普遍预判2027年储能板块铜箔需求依旧具备较好增长空间

证券日报网08-04

证券日报网8月4日讯，诺德股份（维权）在接受调研时表示，根据行业机构测算，2026年储能赛道锂电铜箔需求量同比提升明显，机构普遍预判2027年储能板块铜箔需求依旧具备较好增长空间；汽车领域需求增长相对平稳。经历2024年全行业亏损后，行业扩产意愿显著下降，2026年新增产能相对有限。同时，因电子电路铜箔盈利水平更高，部分产能被改造用于生产电子电路铜箔，进一步压缩锂电铜箔有效供给，供需格局偏紧，预计...

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