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锂電材料全線大漲!排產大增引爆板塊行情
锂電材料板塊持續走強,锂礦、電解液、隔膜全線活躍。融捷股份3連板,滄州明珠、石大勝華、麗島新材、大東南漲停,海科新源、宏源藥業漲超10%。
據鑫璐資訊,3月國內電池樣本企業排產環比大增21.93%,正極、負極、隔膜、電解液均環比上漲,其中正極、電解液增速領先。機構預計,4月電池排產環比將繼續明顯提升,行業景氣度持續回暖。