厦门钨业：AI智能及折叠手机将给钴酸锂带来新发展机遇

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厦门钨业近日接受机构调研时表示，钴酸锂方面，预计AI智能及折叠手机的逐渐普及，将给钴酸锂带来新的发展机遇。一方面手机换机潮将对钴酸锂带来量的增长，另一方面电耗增长对钴酸锂能量密度提出更高的要求，技术门槛进一步提升，作为钴酸锂龙头企业，公司将充分受益。三元材料方面，未来增长预计可能来自于对能量密度和功率密度要求较高的领域，公司在高电压、高功率上有显著优势，2024年前三季度公司三元材料销量增速明显...

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