金吾财讯 | 锂电池股集体调整，中创新航(03931)跌3.81%，宁德时代(03750)跌3.56%，理士国际(00842)跌2.16%，赣锋锂业(01772)跌1.93%。东莞证券指出，新能源汽车市场处于年末冲量和购置税减免政策窗口期，月度销量持续创新高，同时储能需求保持旺盛，锂电池整体需求维持景气，锂电产业链12月预排产环比继续微增。即将进入明年一季度是新能源汽车销量的传统淡季，叠加购置税政策影响，短期动力排产可能转淡，但储能需求旺盛或带来淡季不淡，后续关注产业链的排产情况。对于明年锂电池需求展望保持乐观，反内卷落实推进，产业链供需格局有望继续趋于改善。
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