港股市场今日(11月13日)再现"锂电狂欢"，赣锋锂业(01772.HK)盘中大涨12.09%，领涨锂电池板块。截至发稿，该股报59.15港元。
多重利好因素驱动赣锋锂业股价大涨。首先，储能市场需求激增成为推动锂电池产业链景气度提升的关键因素。摩根大通在最新研报中罕见承认此前对储能市场需求的低估，并将赣锋锂业评级从"减持"上调至"中性"。该行预计2026年全球储能电池出货量将同比增长30%，达到约770GWh，仅储能领域就将带来14-16.5万吨额外碳酸锂当量需求。
其次，摩根大通大幅上调锂价预测，将2026年锂价预测从7万元/吨上调30%至9万元/吨。与此同时，碳酸锂期货价格今日继续走强，盘中一度升至88080元/吨。这些因素均支撑了市场对锂价上涨的预期。
此外，赣锋锂业最新发布的2025年第三季度业绩显著改善，单季实现归母净利润5.57亿元，同比大增364%，显示公司盈利能力正在随锂价回暖而快速恢复。国家能源局近期发布的《关于促进新能源集成融合发展的指导意见》也为锂电池产业链带来新的需求增长点，进一步提振了投资者信心。
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