边锋游戏

锂钴电池产业链可能迎来大机会?
发布时间:2019-11-21 11:42:14

2019NIAN7YUE,JIANENGKEXUANBUGUANTINGQUANQIUZUIDATONGGUKUANGMutanda,YINFASHICHANGDUIGUGONGJIBUZUDEDANYOU;8YUE,XIAOAlitaLIKUANGXUANBUPOCHANZHONGZU,BEIYENEISHIWEILIKUANGCHANNENGGUOSHENGZHIHOUDE“SHENGSIJIE”。


ZUOWEIDUILIGUCHANYELIANYANJIUZUITOUCHEDEMAIFANGTUANDUI,GUOTAIJUNANYANJIUSUOYOUSETUANDUIZAIBENQISHOUXIXIANGDUILUNZHONGDAILAIYOUSEXINGYEMUQIANZUISHOUGUANZHUDEHUATISHENDUTANTAO——LIGUGONGZHEN。


YIMIANSHIQUEKOUWEIJI,YIMIANSHIKUCUNJIYA,ZAI2020NIANXINNENGYUANQICHEHE5GSHOUJIHUANJICHAODELADONGXIA,WEISHENMESHUOLIGUDIANCHICHANYELIANKENENGYINGLAIDAJIHUI?


▼JINGCAIGUANDIANJIJIN▼


WEISHENMESHUOLIHUIZAIWEILAIJINIAN,CONGYIGEXIAOJINSHU,BIANCHENG“CHAOJIDAJINSHU”?


WOMENRENWEIZAIJINSHUBANKUAI,LISHIWEISHUBUDUODEWEILAIJINIANKENENGHUICHENGWEIDAJINSHUDEKUANGCHAN。


CONGXUQIUDUANLAIKAN,MUQIANTANSUANLIDEQUANQIUXUQIUCHABUDUOZAI28WANDUNZUOYOU,SANFENZHIYISHIXINNENGYUANQICHE,SANFENZHIYISHIXIAOFEIDIANZI,PINGBANDIANNAO、SHOUJIZHEIXIE,HAIYOUSANFENZHIYISHIYONGZAICHUANTONGXINGYE,BIRUBOLITAOCIHAIYOURUNHUAJIDENGDENG。JIBENSHANGSHIYIGESANFENTIANXIADEJUMIAN。DANSHIMINGHOULIANGNIANWOMENHUIYINGLAIXUQIUDUANYIGEXIANGDANGDADEZENGLIANG,ZHUYAOJIZHONGZAI3CCHANPINHEDONGLIDIANCHIZHEILIANGGELINGYU,ZHEISHIWOMENMUQIANNENGGOUYUCEDAODEYIGEFEICHANGQUEDINGDEXINGQING。


边锋游戏TANSUANLIXINGYEMINGNIANDEZENGSUDAGAIHUIYOUDUOSHAO?


SUIRANCHANYEJIEXIANZAIDUIXINNENGYUANQICHEYOUYIXIEXIANGDUIBEIGUANDEYUQI,DANSHIWOMENRENWEIXINNENGYUANQICHEPUJISHIDASHISUOQU,ZHANGQILAIKANFANGXIANGBUBIAN,ERXINNENGYUANQICHEZHANDAOZHENGGETANSUANLIBANKUAIXUQIUDESANFENZHIYI。RUGUOXINNENGYUANQICHEWEILAISHI30-40%DEXINGYEZENGSU,ZHISUANSANFENZHIYIDEGONGXIAN,NEIMEDUIYUTANSUANLIXINGYEDELADONGDAYUEZAI15%YISHANG,NEIMEZAIJIASHANGYUANLAI3CLINGYUGONGXIANDE5GEDIANDEZENGZHANG,WEILAIZHENGGETANSUANLIXINGYEDEXUQIULADONGJIUSHI20GEDIANYISHANG。


MUQIANQUANQIUTANSUANLIXINGYEDEGONGJIGUOSHENGDEQINGKUANGXIA,LIJIAGENENGYINGLAISHANGZHANGMA?


XIANZAIZHENGGEXINGYEQUESHIMIANLINBIJIAOYANJUNDECHANNENGCHUQINGDEQINGKUANG。


SHOUXIANSHISIHUQIKUANGLIMIANYOUYIGEGAOCHENGBENDEKUANGSHAN,JIAOZUOAlita,YIJINGXUANBUPOCHANLE,ZHEIGEXINWENHAISHIYINQILEYENEIXIANGDANGDADEGUANZHU。HAIYOUYIGEKUANGSHANJIAOAtura,MUQIANYESHIZIJINLIUCHUXIANLEHENDADEWENTI。LINGWAIZHENGGEXINGYECHUQINGDEJIEZOUQISHIBIWOMENXIANGXIANGZHONGYAOMANHENDUO,YINWEIWOMENHAIKANDAOLEYIXIEDIANCHICAILIAOXINGYE,QISHIYIZHIDUISHANGYOUDELIKUANGYOUZHUZIHESHOUGOUGUFENDEQINGKUANG,YIXIEYUANBENZIJINLIANHENJINZHANGDEKUANGSHAN,YEYINCIDEDAOLEXINDESHUXUE。


边锋游戏DANJIUXIANGWOMENGANGCAIZUIKAISHIJIANGDEYIYANG,LIQISHISHIYIGEXUQIUQUDONGDEYIGEXINGYE。


WEILAISUIZHEXINNENGYUANQICHETADEYIGEZHANBIDETISHENG,WOMENXIANGXINHUIJITANSUANLIDAILAIXINYILUNDEJINGQISHANGZHANG。


DANSHIZHEIGECHAOJIXINGQINGSHIFOUHUIDAOLAI,JUEDINGXINGYINSUHAISHIZAIYUXUQIUDUANDEZONGLIANGSHIFOUNENGGOUDAYUMUQIANKUANGSHANDECHANNENG。


边锋游戏GUDEYINGYONGHELIYOUSHENMEBUTONG?


GUXINGYEQISHIHETANSUANLIXINGYEYOUHENDUOXIANGSIDIAN。


比如碳酸锂在新能源汽车、消费电池上面的应用,钴其实刚好也是这些领域,但是比例上会有很大的差别。


边锋游戏GUZAIXINNENGYUANQICHEDEZHANBIZHIYOU18%ZUOYOU,50%YISHANGDEGUQISHISHIYONGZAIXIAOFEIDIANZIXINGYE。


XIAOFEIDIANZIZHEIKUAI,MINGNIANQUESHIYOUYIGEKEYIQIDAIDE5GHUANJICHAO,DUISHOUJIDIANCHIDECHUHUOLIANGWOMENKEYIZUOYIGEQIDAI,DANSHIZHENGTILAIKAN,WOMENRENWEIZENGSUKENDINGHAISHIMEIYOUXINNENGYUANQICHENEIMEKUAI。


SUOYIGUXINGYEDEXUQIU,ZHENGTILAIKANBURUTANSUANLI,DANSHIYINGGAISHIYOUSEXINGYELIMIANXUQIUDIERHAODE。


GUDEQUANQIUGONGJIGEJUHELIYOUSHENMEBUTONG?


GANGGANGWEISHENMEWOMENHUISHUOLIKENENGHUICHENGWEIYIGEDAJINSHU,YIGEHENZHONGYAODEYUANYINSHIYINWEILIDECHULIANGFEICHANGDA,FENBUYEBIJIAOHELI,ZHUYAOZAIXIAOYIXIEZHENGJUBIJIAOWENDINGDEGUOJIA。


边锋游戏DANGUDEGONGJI,HETANSUANLIYINGGAISHUOSHIWANQUANXIANGFANDE。


边锋游戏GUBUJINCHULIANGXIAO,TA70%DECHANLIANGZHUYAOJIZHONGZAIFEIZHOUYIGEJIAOGANGGUOJINDEGUOJIA。ZHEIGEGUOJIADEZHENGJUXIANGDUIHUNLUAN,HUANJUHUASHUO,TADEGONGYINGLIANBINGBUSHIJUEDUIANQUANDE。


NENGBUNENGHEWOMENZHANWANGYIXIA,WEILAIYINIANGUCHANLIANGDEZENGJIANQINGKUANG?


MINGNIANZHENGTISHANGKENENGHUICHUXIANYIGEGONGXUPINGHENGDEQINGKUANG。


边锋游戏SHOUXIANGUXINGYELIMIANZUIDADEYIGELONGTOUGONGSIYESHIKONGPANGONGSI,JIUSHIDAJIADOUZHIDAODEJIANENGKE。TAYOUYIGEKCCXIANGMU,NENGGOUJIXINGYEZENGJIA3WANDUNZUOYOUDEXINZENGGONGJI。ZHEIGEXIANGMUMUQIANYIJINGJINZHANDAOYIBAN,JINNIANDAGAIYIJINGSHIFANGLECHABUDUO1.4-1.5WANDUNDECHANNENG,MINGNIANHAIHUIJIXUSHIFANG。


边锋游戏ZAIYIGEOUYAZIYUANZAIGANGGUOJINDETONGGUKUANGXIANGMU,ZHENGTIGUIMODAGAIZAI1.4WANDUNZUOYOU,JINNIANYESHISHIFANGLECHABUDUOYIBANDECHANNENG。DISANGESHIJINCHUANGONGSI,YESHIZHONGGUODEYIGEGONGSI,MINGNIANDAGAIHUIYOU6000DUN-8000DUNDECHANNENG,DISIGEZHONGGUOYOUSEKUANGYEJIGUAN,MINGNIANDAGAIYEHUIYOU6000-8000DUNDEXINZENGCHANNENG。


边锋游戏SUOYIZHENGTILAIKAN,MINGNIANGONGJIZENGLIANGYINGGAISHIYIGEBUJINZHANGDEZHUANGTAI。DANSHIYIGEBIJIAOYOUCHONGJIXINGDEXINWEN,JIUSHIJINNIANQIBAYUEFEN,JIANENGKEXUANBUYAOGUANTINGTAZUIDADEYIGEMUTANKUANGSHAN,ZHEIGEKUANGSHANDECHANNENGCHABUDUO2.7WANDUN,ZHANXINGYEGONGJIDE20%ZUOYOU。


SUOYIZHEIYANGYIJIAJIANDEHUA,WOMENHUIFAXIAN,YUANBENXINZENGDE20%BEIGUANTINGDE20%DIXIAODIAO,ZUIHOUCHUXIANDEJIEGUOKENENGHAISHIHUIGUIGONGXUPINGHENG。


KAITOUNINYETIDAOLEMINGNIAN5GSHOUJIKENENGHUIDUIGUXINGYEDAILAIYIGEBIJIAODADELASHENG,ZHEIYANGDEGUGONGJIZHUANGTAISHIFOUHUIGONGBUYINGQIU?


RUGUO5GSHOUJIFAZHANCHAOYUQIDEHUA,MINGNIANWOMENDAGAILVHUIKUAGUOGUDEGONGQIUPINGHENGDIAN,JINRUYIGEPIANJINDEZHUANGTAI。GUYINGGAIHUIXIANYULI,LVXIANKUARU5GSHOUJIHEDONGLIDIANCHIDEGAOJINGQIXUNHUANZHONG。


稿件来源: 国泰君安证券研究
相关阅读:
发布
验证码: