金吾财讯 | 锂电池股走强，比亚迪电子(00285)涨4.04%，赣锋锂业(01772)涨3.66%，中创新航(03931)涨2.23%，理士国际(00842)涨2.09%，比亚迪股份(01211)涨1.87%，天齐锂业(09696)涨1.94%，宁德时代(03750)涨1.29%。华福证券表示，在多年的下行周期中，多数高成本项目在亏损压力下被迫出清。当前锂行业至暗时刻已过，供需基本面改善趋势确定性强。一方面，短期江西矿证扰动供给叠加下游排产环比提升，支持短期锂盐价格；中期国内动力需求稳步增长叠加储能需求爆发式增长，支撑终端需求增速大幅上修；远期固态电池有望产业化，翻倍式需求推动行业长期维持高景气度。另一方面，海外资源开发面临地缘政治不确定性、当地政局不稳定性等问题，低价无法刺激额外供给，供给增速下滑或将显现。在供给增量有限，下游需求旺盛的背景下，行业周期性拐点或已到来。在新一轮周期中，建议关注增量明显，业绩弹性较大的标的。
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