智通财经APP获悉，锂电概念股涨幅扩大，截至发稿，瑞浦兰钧(00666)涨12.17%，报15.49港元；中创新航(03931)涨7.58%，报28.4港元；龙蟠科技(02465)涨3.21%，报10.92港元；宁德时代(03750)涨2.28%，报538港元。
消息面上，中国有色金属工业协会锂业分会此前发布2026年1月锂行业运行情况。1月，碳酸锂价格大幅上涨，市场交易活跃，基差拉大。供应端，碳酸锂生产平稳，部分正极材料企业产线检修。需求端，国补延续提升新能源车市场预期，锂电池出口退税下降提振一季度抢出口需求。
爱建证券日前发布研报称，随着电网侧独立新型储能容量电价机制落地，或进一步推动储能装机需求，促进锂电行业增长，建议关注动力电池与储能协同布局的锂电核心企业。国金证券则认为，锂电供给确立穿越过剩周期，库存周期正式转入“主动补库”的繁荣期。
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