摘要锂电利润修复冒头:资源与材料先回暖锂电产业链的回暖,正在以一种更“财务报表化”的方式出现。在2025年底到2026年初的两周里,多家与锂电产业链直接相关的上市公司发布2025年度业绩预告:资源端(盐湖股份、紫金矿业)与材料端(天赐材料、立中集团)利润修复更显著,一体化公司(华友钴业)则把“价格回升”和“效率提升”叠加成更强的盈利弹性。先看资源端。盐湖股份预计2025年归母净利润82.9亿至...
Source Link摘要锂电利润修复冒头:资源与材料先回暖锂电产业链的回暖,正在以一种更“财务报表化”的方式出现。在2025年底到2026年初的两周里,多家与锂电产业链直接相关的上市公司发布2025年度业绩预告:资源端(盐湖股份、紫金矿业)与材料端(天赐材料、立中集团)利润修复更显著,一体化公司(华友钴业)则把“价格回升”和“效率提升”叠加成更强的盈利弹性。先看资源端。盐湖股份预计2025年归母净利润82.9亿至...
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