11月17日，赣锋锂业（01772）股价表现强劲，盘中大涨7.48%，引发市场广泛关注。这一涨势主要受到碳酸锂期货价格上涨和行业前景乐观等因素的推动。
当日，碳酸锂主力合约涨幅超过4%，报90860元/吨，带动整个锂矿板块走强。作为全球领先的锂产品供应商，赣锋锂业的股价对锂价变动较为敏感。此外，公司董事长李良彬在近期一场行业峰会上发表的言论也为股价提供了支撑。李良彬预测，2026年全球碳酸锂需求将增长30%，达到190万吨，而供应能力预计增长25万吨左右，市场将基本达到供需平衡。他还表示，如果明年需求增速超过预期，碳酸锂价格可能突破15万元/吨甚至20万元/吨。
值得注意的是，摩根大通近期上调了赣锋锂业的投资评级，从"减持"调整至"中性"。分析师认为，此前可能低估了储能需求激增对锂价的推动作用。这一评级调整也为赣锋锂业股价提供了额外支撑。此外，整个新能源和储能行业近期表现活跃，市场对锂电池需求持续增长的预期也推动了赣锋锂业等相关个股的上涨。
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