11月13日，港股“锂电双雄”再掀升势，赣锋锂业、天齐锂业双双涨超5%。
摩根大通在最新中国锂行业报告中，罕见地承认了此前的误判，并宣布将天齐锂业和赣锋锂业的评级从“减持”上调至“中性”。此举标志着摩根大通对锂市场基本面的重大修正，摩根大通表示，核心在于此前严重低估储能(ESS)市场的爆发性需求。摩根大通预计，全球锂市场在2025和2026年仍将面临供应缺口。这一判断迫使该行将2026年锂价预测从人民币7万元/吨大幅上调至9万元/吨，涨幅近30%。
摩根大通电池分析师预计，在政策激励和电网级项目持续部署的支持下，2026年全球储能电池出货量将同比增长30%，达到约770GWh。正是考虑到储能带来的额外14-16.5万吨碳酸锂当量(LCE)需求，摩根大通才将其对锂市场的中期供需预测从过剩扭转为短缺。此外，中信建投表示，看好储能超预期增长带来的锂电电池和材料端出货量和价格上修带来的机会。预计2026年国内、海外动力电池需求分别同比+16%/20%，全球动力电池需求1559GWh，同比+17%。
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