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锂电用PVDF供不应求价格走高 概念股闻讯大涨-股票频道-和讯网

PVDF在锂电应用领域需求增长最快。伴随电动车市场的快速增长，PVDF（正极粘结剂、隔膜材料）需求正在迅猛提升，锂电用PVDF从去年第四季度开始供应偏紧,产品价格也不断上涨。锂电级产品从去年的每吨7万元左右均价上涨到目前17万以上。另外，光伏产品也较大幅度涨价。
从需求端看，锂电行业随着新能源车火爆销售而进入高景气周期，PVDF 需求正在迅猛提升。按照国泰君安测算，从2020年到2025年，PVDF需求量有望从4.3万吨提升至12.5万吨，其中电池级PVDF或从0.71万吨提升至6.73万吨，需求持续高增。
供给方面，按照百川资讯的测算，国内电池用PVDF供应量仅为6000 吨，相较当前市场需求具有较大缺口。从短期产能规划来看，除联创股份0.8 万吨扩建外，行业无大规模扩建计划，对应电池用产品的产能更是少之又少。从长期产能扩张角度看，尽� ....

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锂电用PVDF供应紧缺价格飙升，概念股集体爆发，联创股份三日大涨超70% _ 证券时报网

锂电用PVDF供应紧缺价格飙升，概念股集体爆发，联创股份三日大涨超70% _ 证券时报网
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动力电池与电气系统系列报告之(77)：锂电用PVDF供需缺口扩大 紧张可能持续到明年__新浪财经_新浪网

动力电池与电气系统系列报告之(77)：锂电用PVDF供需缺口扩大紧张可能持续到明年__新浪财经_新浪网
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想把我唱给你听！百年记忆中的国企经典歌曲-滚动新闻-中工网

想把我唱给你听！百年记忆中的国企经典歌曲-滚动新闻-中工网
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