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智通A股机构动向参考(09 30) | 锂电池强势反弹 _ 东方财富网

智通A股机构动向参考(09 30) | 锂电池强势反弹 _ 东方财富网
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深度解读北京证交所：怎么组建？如何错位发展？利好谁？ _ 东方财富网

深度解读北京证交所：怎么组建？如何错位发展？利好谁？ _ 东方财富网
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盛新锂能：上半年归母净利润2 91亿元扭亏为盈 _ 东方财富网

盛新锂能：上半年归母净利润2 91亿元扭亏为盈 _ 东方财富网
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亿纬锂能拟投20 5亿布局上游锂资源总市值2436亿再创新高 _ 东方财富网

　　自2月起，亿纬锂能已陆续与新宙邦、德方纳米、贝特瑞德国等上游公司进行合作，并在此期间与控股股东亿纬控股共同参与华友钴业的定增项目，对镍、电解液、钛锂正极、高镍正极等环节均进行了布局。　　目前，亿纬锂能已经具备17GWH动力电池产能，铁锂、软包、方形电池分别为6GWH、9GWH、2GWH，已向戴姆勒、现代、小鹏等客户稳定供货。　　消费电池业务上，随着LG、村田逐步退出，国产替代浪潮下产品供不应求。目前，亿纬锂能子的TWS耳机纽扣电池产能已经达到1亿颗，产品已进入三星产品链，另有苹果、华为产品链正在验证中。　　此外，长江商报记者注意到，近几年，新能源动力电池概念股在A股市场上备受关注，亿纬锂能股价也应声而涨，自2018年末持续攀升。受本次收购消息影响，亿纬锂能股价在收购公告之后的首个交易日高

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