锂电池股向好 比亚迪电子(00285)涨4.3% 8月锂电池装车同比增35%

金吾财讯
23 Sep 2024

金吾财讯 | 锂电池股向好,比亚迪电子(00285)涨4.3%,赣锋锂业(01772)涨2.24%,天能动力(00819)涨2.23%,天齐锂业(09696)涨1.22%。消息面上,乘联会秘书长崔东树表示,2024年8月的锂电池装车47GWh,同比增35%。三元电池装车12.1GWh同比增长12%,占比26%,低于同期;而磷酸铁锂电池装车量35GWh,同比增速46%,占比74%,三元电池增长有所放缓。1-8月锂电池装车292G,同比增长33%。

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