锂电池关注两个股比亚迪多氟多_老虎社区_美港股上老虎 - 老虎社区

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锂电池关注两个股比亚迪多氟多

淡月悬山海
2021-06-01

$比亚迪(002594)$ $多氟多(002407)$

比亚迪

多氟多

2021年上半年锂电材料各环节的龙头企业基本都处于满产状态，全产业链需求高速增长的确定性越来越强，下半年景气度将进一步提升。具体到各个环节来看，磷酸铁锂正极、电解液环节在2019-2020年上半年已经经历行业洗牌，集中度已明显提升，龙头企业深度绑定锂电厂，竞争力不断加强。

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