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电解液关键材料紧缺 价格飞涨！厂商蹲点抢购 产能缺口或持续到明年（附股） _ 东方财富网

电解液关键材料紧缺 价格飞涨！厂商蹲点抢购 产能缺口或持续到明年（附股） _ 东方财富网
eastmoney.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from eastmoney.com Daily Mail and Mail on Sunday newspapers.

United statesWood fujianTechnology august noticeInnovation unionTechnology shandongProcurement priceChina sheng suzhouChina shengChina sheng theChemical zhejiang rongcheng green wood fujianSuzhou chinaChina march notice

电解液关键材料紧缺 价格飞涨！厂商抢购 产能缺口或持续到明年（附股） _ 东方财富网

电解液关键材料紧缺 价格飞涨！厂商抢购 产能缺口或持续到明年（附股） _ 东方财富网
eastmoney.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from eastmoney.com Daily Mail and Mail on Sunday newspapers.

United statesWood fujianTechnology august noticeInnovation unionTechnology shandongProcurement priceChina sheng suzhouChina shengChina sheng theChemical zhejiang rongcheng green wood fujianSuzhou chinaChina march notice

A股市场晚报：7只股票上演20cm涨停 工业母机 站上风口 _ 东方财富网

A股市场晚报：7只股票上演20cm涨停 工业母机 站上风口 _ 东方财富网
eastmoney.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from eastmoney.com Daily Mail and Mail on Sunday newspapers.

United statesSheng zhejiang sea friedmanWood fujianHunan yueyangKing asiaJin jiChangan automobile group tibetTechnology innovationCentral committeeResearch centerGreat wall holdingsBaoding great wall holdings groupTechnology limited suining huzhouTechnology shandongCommittee officeCommission ministry of finance industrial

疯狂的锂电：巨头驻厂 盯防 抢产能，VC添加剂短缺何时解

◎锂电缺货的关键是关键材料供给不足，特别是作为电解液主要添加剂的VC（碳酸亚乙烯酯）。比亚迪通过投资华盛锂电，从而获得大量VC产能；宁德时代则选择与永太科技合作，对旧产线进行改造。 ◎VC（碳酸亚乙烯酯）火热的现状，与磷酸铁锂“大时代”重新降临密不可分。头豹研究院认为，与三元锂电池相比，磷酸铁锂电池对VC的需求比例更高，因此磷酸铁锂电池的产销拉升将会进一步加剧VC供不应求的态势。 ◎对于什么时候可以达到VC（碳酸亚乙烯酯）的产需平衡，有预计是到明年上半年，也有预计要到明年下半年去了。

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