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。
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.