锂电池概念股涨麻了,相比正负极材料、隔膜、电解液、碳酸锂、氢氧化锂、溶剂去年至今 10%-100% 的涨幅,六氟磷酸锂从每吨 7 万元暴涨到 35 万元,价格已经翻了快 5 倍,但是仍然供不应求。。相关概念股 $DFD(002407.SZ) $TONZE(002759.SZ) 半年报业绩预期有 20 倍的增幅。多氟多新增 5000 吨六氟磷酸锂已经投产,目前具有 1.5 万吨的产能,是全球六氟磷酸锂巨头,定价权一目了然。
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