碳酸锂直逼10万大关!锂电已进入景气周期,概念股狂飙!

摩研讯达
Nov 17, 2025

今天市场上锂电板块狂飙,盛新锂能、融捷股份强势涨停,天齐锂业涨超9%,永兴材料涨超8%、赣锋锂业涨超7%,整个锂电板块呈现普涨格局。图源:东方财富软件在行业供给侧,锂电受益于“反内卷”政策,在需求侧,在新能源车销量较好,储能装机量大幅提升环境下,锂电行业新一轮景气周期或已到来,近期锂电材料大幅涨价或也反映这一趋势。根据SMM数据,截至11月13日,1)六氟磷酸锂平均报价13.1万元/吨,较10月初...

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