华泰证券：7月电池排产181.4GWh
2026-07-02 00:11:33
华泰证券指出，鑫椤锂电发布锂电产业链7月预排产数据，样本企业中电池7月排产181.4GWh，环比+3.2%；正极合计23.7万吨，环比+6.2%；负极19.9万吨，环比+4.5%；隔膜22.1亿平，环比+1.4%；电解液13.3万吨，环比+6.8%。据36氪报道，华泰证券称旺季效应持续，国内外储能需求维持强劲，预计下半年排产有望加速提升，并重申看好本轮锂电涨价周期及钠电池、固态电池产业化趋势。
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