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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 ·  03/22 10:23

智通财经APP获悉,锂电池概念集体走高,截至发稿,洪桥集团(08137)涨4.82%,报0.87港元;赣锋锂业(01772)涨4.39%,报49.9港元;比亚迪股份(01211)涨4.26%,报210.6港元;天齐锂业(09696)涨2.93%,报54.5港元。

消息面上,宁德时代的麒麟电池已经实现量产,在相同的化学体系、同等电池包尺寸下,麒麟电池包的电量,相比4680大圆柱型电池系统可以提升13%。

此外,据上海钢联21日发布数据显示,电池级碳酸锂报价跌12500元/吨,均价报30万元/吨;工业级碳酸锂报价跌12500元/吨,均价报26万元/吨。业内人士表示,目前业内还在加快抛售碳酸锂。电池厂毛利率有望回升。

Risk disclosure: The above content only represents the opinion of the authors or guests, and does not represent any positions of Futu or constitute any investment advice on the part of Futu. Before making any investment decision, investors should consider the risk factors related to investment products based on their own circumstances and consult professional investment advisers where necessary. Futu makes every effort to verify the authenticity, accuracy, and originality of the above content, but does not make any guarantees or promises.

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