智通财经APP获悉，锂电股午后走高，截至发稿，中创新航(03931)涨5.73%，报32.5港元；天齐锂业(09696)涨5.63%，报46.9港元；正力新能(03677)涨3.91%，报9.3港元；赣锋锂业(01772)涨3.03%，报48.94港元。
消息面上，11月3日，上海有色网六氟磷酸锂报价最高达11.7万元/吨，较10月初几近翻倍。财联社记者以投资者身份致电相关上市公司，石大胜华、新宙邦等公司均表示订单饱满。有公司表示，当下该产品需求旺盛，“订单还在增加。”但多氟多管理层认为，市场对六氟磷酸锂的需求具有较高的确定性，但价格波动幅度将趋于理性，不会重现上一轮行业周期中的暴涨行情，各厂家扩产趋于谨慎。
开源证券指出，自9月中旬以来，六氟磷酸锂价格便开启快速上行通道。短期内，市场供应紧平衡状态可能持续至2026年，价格仍有上行空间。我们认为六氟磷酸锂价格的快速上行有可能意味着部分锂电材料的供需矛盾已经得到缓解，并有望迎来涨价周期。
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