金吾财讯 | 锂电池股走高，赣锋锂业(01772)涨5.21%，天齐锂业(09696)涨4.56%，洪桥集团(08137)涨4.55%，中创新航(03931)涨2.09%，比亚迪股份(01211)涨1.5%。花旗表示，锂价在过去数周加速下跌，估计未来三个月应会削减更多供应，令锂市场由供过于求转为勉强达致平衡的状态，短期锂价有上行风险。不过，今年供过于求的情况仍然存在，未来12个月仍面临持续压力。五矿证券提到，2024年锂电及材料全行业归母净利润合计615.2亿元，其中电池环节为590.9亿元，电池环节净利润占全行业比例96%；2025Q1锂电及材料全行业归母净利润同比增速32%，是2023年以来首次出现转正。铁锂、铜箔仍呈现较大面积亏损，变化点在于25Q1铜箔部分企业开始扭亏为盈，铁锂环节仅具备高压密技术的企业盈利。基于2024&2025Q1锂电材料产业链供需、盈利能力、现金储备、资本开支、库存等因素考量，该机构认为锂电材料行业盈利边界有所改善，拐点逐渐清晰.
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