备货旺季来临？天赐材料、国轩高科、尚太科技等多股飙升，电池ETF(561910)一度涨超2.3%！

金融界06-17

6月17日，锂电大幅走高。截至11时8分，表征板块的电池ETF(561910)涨1.62%，一度涨2.31%；成分股天赐材料、国轩高科、尚太科技、多氟多、新宙邦、亿纬锂能涨幅居前！根据高工锂电，从全球动力电池装机市场来看，2024 年1-4 月乘用车装机量达191.2GWh，专用车和客车装机量分别达到15.7GWh、2.6GWh，两者合计装机量占动力电池装机量达8.7%。而商用车在国内市场的增速...

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Many stocks such as Tianci Materials, Guoxuan Hi-Tech, and Shangtai Technology soared, and the battery ETF (561910) once rose by more than 2.3%!","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"159755":1,"561910":1,"002074":1,"002709":1,"001301":1},"content_text":"6月17日，锂电大幅走高。截至11时8分，表征板块的电池ETF(561910)涨1.62%，一度涨2.31%；成分股天赐材料、国轩高科、尚太科技、多氟多、新宙邦、亿纬锂能涨幅居前！根据高工锂电，从全球动力电池装机市场来看，2024 年1-4 月乘用车装机量达191.2GWh，专用车和客车装机量分别达到15.7GWh、2.6GWh，两者合计装机量占动力电池装机量达8.7%。而商用车在国内市场的增速表现更快。2024 年1-4 月，国内新能源商用车销量超过13 万台，同比增速超过130%；其中4 月份销量超过4.5 万台，同比增速超150%。在渗透率方面，截至今年4 月，新能源商用车在商用车的单月渗透率已达到16%，相比于去年同期提升8 个百分点。动力电池在商用车渗透率得以持续提升的原因，则主要源自于动力电池安全性得以验证和不断的技术进步。甬兴证券发布研报表示，国内锂电产业从材料到电池厂商已经逐渐进入备货旺季，二季度产能利用率明显好于一季度。根据高工锂电市场数据，1-4 月份国内动力电池累计装车120.6GWh，同比增长32.6%；仅4 月份，国内动力电池装车量达35.4GWh，同比增长40.9%。这一增长速度也明显高于全球动力电池市场的增长速度。且从锂电产业出货规律来看，目前国内锂电产业从材料到电池厂商已经逐渐进入备货旺季。在备货旺季来临，多家国内锂电企业均表示，二季度产能利用率明显好于一季度。在国内产业旺季带动下，全球动力电池装机市场也将进一步扩大。据统计，电池ETF(561910)跟踪的中证电池指数从沪深市场中选取业务涉及动力电池、 储能电池、消费电子电池以及相关产业链上下游的上市公司证券作为指数样本，以反映电池主题上市公司证券的整体表现。场外投资者可以借道联接基金（A类：016019；C类：016020）介入。责任编辑：栎树","kind":null,"is_publish_news":true,"is_publish_highlight":false,"is_publish_live":null,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"deviceId":"web-server-community-laohu8-v3","version":"4.25.1","shortVersion":"4.25.1","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2444118475"}