鋰電池商機湧,美琪瑪、康普強強滾 - 股票
By Kelly
at 2017-10-03T20:41
at 2017-10-03T20:41
Table of Contents
1.原文連結:
http://www.chinatimes.com/realtimenews/20171003002803-260410
2.原文內容:
電動車及3C產品帶動鋰電池商機湧現,鋰電池正負極材料廠深獲投資人青睞,今天美琪瑪
(4721)及康普(4739)盤中股價同步飆漲,美琪瑪盤中股價強攻漲停板,在興櫃掛牌的榮炭
(6555)今天亦同步飆漲,一度站上40元關卡。
鋰電池分為正極材料及負極材枓,正極材料一般以錳酸鋰(LiMn2O4)、磷酸鐵鋰(LiFePO4)
、鎳鈷鋰(LiNiCOO2)三種為主要材料,在正極活性物質中再加入導電劑、樹脂粘合劑,並
塗覆在鋁基體上,呈細薄層分佈;負極材料主要以碳材料為主,又分為石墨系與焦碳系,
石墨系的重量能量密度高且材料本身的結構具有規則性,對電子產品的使用和充電器的設
計較具優勢,焦碳系的負極材料在第一次充放電反應的不可逆電容量很高,但此材料可在
較高的C-rate下作充放電,加上此材料的放電曲線較斜,有利於使用電壓來監控電池容量
的消耗;目前國內掛牌的鋰電池正極材料廠有:美琪瑪及康普等,負極材料則中碳(1723)
及榮炭等。
受惠於電動車市場高度成長,讓美琪瑪、康普、中碳及榮炭獲得投資人力挺,近期股價雖
然一度因獲利了結賣壓出籠而走跌,但經過整理後,今天漲勢再起,美琪瑪強攻漲停板,
榮炭盤中漲幅亦達10%。
(時報資訊)
3.心得/評論:
整理了一段時間,電池概念股再次上攻
美琪瑪漲停,康普漲了9%
電動車相關概念股真的很吸引人呢~
大盤可以趕快山山讓偶們撿好貨嗎 > <
--
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