赣锋锂业（01772）今日盘中大涨5%，引发市场关注。分析认为，此轮涨势主要受益于锂电池需求旺盛以及锂价上行预期。
据报道，2025年1-9月中国动力及储能电池产量同比增长62.7%，其中储能电池销量同比增长75.5%。多家券商研报指出，储能政策推动储能电池需求超预期增长，加上新能源汽车单车带电量提升，锂盐需求料将继续超预期。
与此同时，锂盐库存水平已降至2022年的水平，供需关系趋紧。中信证券预计2026年锂价运行区间为8-10万元/吨，较当前价格有较大上涨空间。作为全球领先的锂产品供应商，赣锋锂业有望从行业景气度提升中受益。投资者对公司未来业绩预期向好，推动股价上涨。
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