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LTN經濟通》中國禁澳煤遭反噬 引爆全國性限電

今年中國6大電力集團煤庫存僅有15天

〔財經頻道／綜合報導〕中國政府致力於「能耗雙控」，引發中國製造業重鎮限電危機，包括台廠在內多間位於限電區域的工廠被迫減產、停工，全球半導體供應鏈再度陷 ....

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国泰君安：七月定不负锂 锂电爆发、风云再起

【国君电新】隔膜环节涨价在即，电池出海彰显全球竞争力
首先我们还是继续重申我们对整个新能源汽车赛道的看好，目前10%左右的渗透率仍有较大的提升空间；同时政策影响逐步减弱，C端消费的崛起也让我们对于整个新能源汽车销量增长有了更充分的信心。首先我们先看一下整体销量的情况，5月份我国新能源汽车销量达到21.7万辆，环比增长5.4%，单月渗透率达到10.2%，继续维持在10%以上的水平；前五个月累计销量达到95万辆，同比累计增长达到224%，累计渗透率达到8.74%，较去年全年5.4%的渗透率有显著提升，上半年来看我们预计销量将超过115万辆。7月排产继续延续了当前非常饱满的生产趋势；全年销量预计将超过260万辆，全球市场销量突破520万辆。
展望2022年我们认为除了国内市场继续保持40%以上的增长外，海外市场尤其是美国市场也� ....

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