寧德(03750.HK)抽升7% 內地電源行業協會倡議抵制磷酸鐵鋰惡性價格競爭
內地電池封裝板塊股份今早(29日)抽上,寧德時代(03750.HK)高開近1.6%後持續向上,盤中曾高見443元一度彈高近8.8%,最新報436.8元升7.3%,成交額18.2億元。比亞迪(01211.HK)揚2.6%報114.9元,瑞浦蘭鈞(00666.HK)走高6.1%,中創新航(03931.HK)彈5.7%。此外,近日提交H股上市招股書的先導智能(300450.SZ)飆20%漲停,國軒高科(002074.SZ)彈10%漲停。
《財聯社》報道,中國化學與物理電源行業協會近日發佈《關於維護磷酸鐵鋰材料行業健康有序發展的倡議(徵求意見稿)》,其中提出,堅決抵制惡性價格競爭,維護市場公平秩序。建議行業內各企業嚴格遵守國家法律法規,堅決杜絕任何形式的低於成本價格銷售、濫用市場支配地位等不正當競爭行爲。爲有效抵制惡性價格競爭、維護公平有序的市場環境,協會倡議建立「磷酸鐵鋰產品成本價格指數」,並委託具備相應資質的第三方機構定期開展成本調研與指數編制發佈工作,爲企業合理定價提供客觀參考。協會呼籲廣大企業積極支持和參與此項倡議,共同維護行業整體利益,促進行業健康、可持續的良性發展生態。歡迎更多企業踊躍報名參與。共建良性供應鏈生態,協同應對原材料市場波動。鋰、磷等關鍵原材料的價格劇烈波動已對產業鏈穩定造成顯着影響。倡議上下遊企業加強戰略協作,通過簽訂長期協議、參考期貨市場價格等方式,構建良性的供應鏈生態圈,增強全鏈條抗風險能力。
據寧德時代今年中期業績報告指,公司動力電池產品包括電芯、模組/電箱及電池包。公司可提供磷酸鐵鋰電池、三元高壓中鎳電池、三元高鎳電池、鈉鈉離子電池、M3P電池、凝聚態電池等覆蓋不同能量密度區間的多種化學體系產品系列。
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