节点:中游(冶炼、中间品)位置:中游情绪:利好参考度:10/10
国际镍协会市场发展总监Pierre Derieux说,2024年全球原生镍消费量有335万吨。在各个使用领域里,不锈钢领域占比最大,达到66%,排在第一位。而动力电池领域占比16%,位居第二,并且它是过去十年里增速最快的板块,成为拉动镍需求增长的关键力量。
从2022到2024年的消费结构来看,镍消费复合年增长率稳稳保持在6%,各个领域的占比也比...
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既然动力电池领域增速最快,未来它有望超越不锈钢,成为镍消费占比最大的领域吗?
既然动力电池领域增速最快,未来会不会超越不锈钢领域,成为镍消费占比最大的板块呢?