锂电排产爆单+固态电池技术突破,新能源连续两天爆了!

格隆汇
Sep 04, 2025

AI硬件板块早盘继续回调,新能源板块连续第二日强势领涨,亿纬锂能盘中涨超12%,股价创逾两年半新高;天际股份封板,宁德时代盘中涨近5%。消息面上: ①锂电旺季行情来临,九月预排产向好,据产业链反馈Q3整体排产环比增长15%-20%,特别是储能环节。 ②今年固态电池技术持续获突破,亿纬锂能固态电池9.2号龙泉二号电池下线,年内龙泉四号预计下线;先导智能预计全固态设备新增订单体量全年突破10亿元。多家车企计划于2027年左右开始搭载全固态电池。 财通证券认为随着固态电池中试线的陆续落地以及锂电扩产周期的重启,设备企业基本面有望持续改善。 值得关注的产品: “创业板+新能源”双重贝塔:创业板新能源ETF华夏(159368)近5个交易日有3日获资金净申购,该产品跟踪创新能源指数,同标的规模最大,权重股包括宁德时代(全球动力电池提供商)、汇川技术(自动化设备业务龙头)、阳光电源(逆变器龙头)、亿纬锂能、欣旺达(锂电巨头)、先导智能(固态电池龙头)。 规模最大+新能源车全产业链覆盖:新能源车ETF(515030),最新规模为49.53亿元,居同类第一,权重股包括华友钴业、天齐锂业和赣锋锂业等上游资源龙头、宁德时代、汇川技术、国轩高科等中游电池制造龙头,以及比亚迪、长安汽车等整车龙头。

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