智通财经APP获悉，锂电池概念股涨幅居前，截至发稿，中创新航(03931)涨10.67%，报34.24港元；天能动力(00819)涨7.27%，报8.85港元；赣锋锂业(01772)涨4.19%，报38.86港元；宁德时代(03750)涨3.3%，报548港元。
消息面上，据央视财经报道，目前国内储能电芯的需求十分强劲。头部电池企业均表示工厂已处于满产状态，一些订单已经排到明年年初。此外，根据《专项行动方案》提出的目标，到2027年，中国新型储能装机规模将达到1.8亿千瓦以上，这将拉动新增项目投资约2500亿元。
中信建投证券表示，继续看好储能、锂电板块景气度抬升。当前核心矛盾为储能需求持续性是否能够带动2026年需求预期在20%的增速上继续上修，关注四季度储能招标、11月底电池企业要货预期以及2026年电动车以旧换新政策及锂电排产情况。
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