锂电池行业点评：3月锂电排产提升材料涨价预期或延续全年

西部证券股份有...03-03

3 月锂电排产环比提升，行业供需格局25 年有望改善。根据鑫椤预排产数据，2025 年3 月电池/正极/负极/隔膜/电解液排产环比预计分别为+14.76%/+17.33%/+1.84%/+13.47%/+14.06%，下游订单需求旺盛，头部厂商维持较高开工率；根据我们测算，25 年多数环节新增产能扩张放缓，从供需平衡表来看，磷酸铁锂、负极、六氟、铜铝箔等环节25 年供需关系有望明显改善。同时，1、...

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href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025030319105496376e04&s=b><strong>西部证券股份有...</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>3 月锂电排产环比提升，行业供需格局25 年有望改善。根据鑫椤预排产数据，2025 年3 月电池/正极/负极/隔膜/电解液排产环比预计分别为+14.76%/+17.33%/+1.84%/+13.47%/+14.06%，下游订单需求旺盛，头部厂商维持较高开工率；根据我们测算，25 年多数环节新增产能扩张放缓，从供需平衡表来看，磷酸铁锂、负极、六氟、铜铝箔等环节25 年供需关系有望明显改善。同时，1、...</p>\n\n<a 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锂电池行业点评：3月锂电排产提升 材料涨价预期或延续全年

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锂电池行业点评：3月锂电排产提升材料涨价预期或延续全年