金吾财讯 | 锂电池股个别向好，赣锋锂业(01772)涨5.97%，天齐锂业(09696)涨4.31%，彩客新能源(01986)涨1.25%。近期，锂电行业频现磷酸铁锂大单，头部企业确认产品涨价消息，磷酸铁锂赛道景气度攀升。隆众资讯磷酸铁锂分析师表示，市场需求放量及产品技术迭代是近期磷酸铁锂价格上涨的两大主因。鑫椤资讯高级研究员张金惠表示，前两年多数磷酸铁锂厂商处于亏损状态，目前都急于扭亏，对于价格的敏感度变高，“赔本赚吆喝”的情况大幅减少，整体挺价情绪较浓。
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