宁德时代AH股齐飙升带动锂电板块普涨 锂矿供给收缩与行业“反内卷”共塑回暖预期

金吾财讯
Aug 29, 2025

金吾财讯 | 宁德时代(03750)股价走高,截至发稿,涨7.91%,报439.4港元,成交额12.73亿港元。A股宁德时代(300750)涨势更为强劲,现报313.7元,大涨13.08%。消息面上,8月9日宁德时代旗下枧下窝锂矿因采矿许可证到期停产,引发市场对锂资源供给收缩的预期,推动碳酸锂价格震荡上行。目前,电池级碳酸锂市场均价已回升至约8万元/吨。在龙头企业的带动下,锂电板块集体走强。天能动力(00819)涨15.85%,中创新航(03931)涨7.37%,赣锋锂业(01772)涨4.92%,超威动力(00951)涨4.23%,比亚迪股份(01211)涨3.66%。行业层面近期释放出一系列“反内卷”信号。8月8日,干法锂电池隔膜骨干企业召开闭门座谈会,与会8家企业就价格自律、控制产能及暂停扩产等达成多项共识。8月13日,中国化学与物理电源行业协会发布《关于维护公平竞争秩序促进储能行业健康发展的倡议(征求意见稿)》,从成本价格、产品履约、技术创新等多方面呼吁行业良性发展。8月22日,该协会磷酸铁锂材料分会也召开会议,共同商讨应对产能过剩的解决方案。行业自律举措的密集推出,为锂电产业链营造了更加有序的竞争环境。

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