智通财经APP获悉，锂业股逆市走高，截至发稿，天齐锂业(09696)涨3.14%，报26.25港元；赣锋锂业(01772)涨2.76%，报24.2港元。
消息面上，GGII发布报告称，预计数据中心储能锂电池出货量未来五年复合增速超80%。此外，锂电行业迎来产能扩张的热潮，从2月份以来，锂电池产业链的多家企业宣布扩建产能。业内人士表示，今年以来，国内锂电池排产整体呈现回暖态势。湘财证券则指出，2025年储能集采相关招标依旧火热，储能需求依旧持续向好。
五矿证券指出，节后锂盐厂陆续开工，头部企业供应恢复，总体产量增速较快。同时由于海外主流锂矿矿山多采取长协出货，市场流通散货主要来自非洲津巴布韦、尼日利亚等地区，且非洲近期船运受阻，导致锂矿价格相对盐厂出现倒挂情况，目前锂盐厂由于24年底存在高位套保所以对矿价接受度尚可。若后续需求无超预期情况，矿价将难以继续维持高位。
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