智通财经APP获悉，锂电概念股全线爆发，截至发稿，宁德时代(03750)涨8.7%，报712.5港元；赣锋锂业(01772)涨5.48%，报82.75港元；比亚迪股份(01211)涨4.29%，报111.9港元；天齐锂业(09696)涨3.34%，报55.65港元。
消息面上，2026年一季度，锂电行业呈现“淡季不淡”特征。根据中国汽车动力电池产业创新联盟公布的最新数据，今年1-3月，我国动力和储能电池累计销量为437.1GWh，累计同比增长52.9%，其中储能电池销量同比增幅高达111.8%；另外，我国动力和储能电池产量同期也同比增长了49.3%。
展望2026年第二季度，长城证券发布研报称，动储需求同环比预计仍然保持高速增长。碳酸锂市场价重回15万元/吨以上，下游动储需求保持旺盛的情况下，产业链有望进入涨价周期。另外，隔膜价格或逐步提升，迎来供需反转的关键节点。
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