金吾财讯 | 锂电池股普升，中创新航(03931)涨5.54%，天齐锂业(09696)涨3.82%，宁德时代(03750)涨2.71%，赣锋锂业(01772)涨2.35%，比亚迪电子(00285)涨2.13%，天能动力(00819)涨1.21%，超威动力(00951)涨0.71%，比亚迪股份(01211)涨0.10%。消息面上，广期所碳酸锂主力合约日内涨超2.5%，站上80500元/吨，续创2个月新高。华西证券指出，10月供应虽稳步增长，但动力与储能领域的强劲需求将推动市场进入大幅去库阶段，预计形成阶段性供应偏紧态势。上游矿山方面，海外矿端延续挺价态势；其他持货商因前期库存去化明显，当前惜售情绪较为浓厚，报价随期货价格同步震动。下游锂盐厂因维持前期排产节奏，对原料的需求保持高位，采购意愿较前期有所提升。整体来看，锂矿市场现货供应偏紧，市场询价与成交活跃度均高于前期。中原证券表示，中长期而言，国内外新能源汽车行业发展前景确定，板块值得重点关注，同时预计个股业绩和走势也将出现分化，建议持续重点围绕细分领域龙头布局。
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