碳酸锂价格飙升200% 锂业双雄“翻身仗” 谁才是真正的“复苏王”?

ITBEAR科技资讯
Feb 08

碳酸锂价格回暖的浪潮中,两家锂业巨头——赣锋锂业与天齐锂业,先后交出2025年业绩预告,从巨亏到盈利的“逆袭”剧本引发市场热议。前者预计净利润11亿至16.5亿元,后者预计盈利3.69亿至5.53亿元,看似赣锋锂业规模领先,但若深挖盈利质量,天齐锂业的主业反转成色更足,二者复苏路径的差异,折射出锂行业战略选择的深层逻辑。碳酸锂价格是这场“翻身仗”的关键变量。自2025年下半年起,储能需求爆发叠加...

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