港股异动 | 锂电池概念集体走高 宁德时代麒麟电池实现量产 碳酸锂降价带动电池厂毛利率回升

Changes in Hong Kong stocks | The lithium battery concept collectively climbed higher in the Ningde era, Kirin Battery achieved a price reduction in mass production of lithium carbonate, driving up the gross margin of battery manufacturers

Zhitong Finance ·  Mar 22, 2023 10:23

The Zhitong Finance App learned that the lithium battery concept is rising collectively. As of press release, Hongqiao Group (08137) rose 4.82% to HK$0.87; Ganfeng Lithium (01772) rose 4.39% to HK$49.9; BYD shares (01211) rose 4.26% to HK$210.6; Tianqi Lithium (09696) rose 2.93% to HK$54.5.

According to the news, Kirin batteries from the Ningde era have already been mass-produced. Under the same chemical system and the same battery pack size, the battery capacity of the Kirin battery pack can be increased by 13% compared to the 4680 large cylindrical battery system.

Furthermore, according to data released by the Shanghai Steel Federation on the 21st, the price of battery-grade lithium carbonate dropped by 12,500 yuan/ton, to an average price of 300,000 yuan/ton; the price of industrial grade lithium carbonate fell 12,500 yuan/ton, with an average price of 260,000 yuan/ton. Industry insiders said that at present, the industry is still selling lithium carbonate at an accelerated pace. Battery manufacturers' gross margins are expected to pick up.

The translation is provided by third-party software.

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