Tiger Brokers

锂电池板块多股扬升 天能动力(00819)涨3.73%、宁德时代(03750)涨2.45%

金吾财讯
May 05

金吾财讯 | 锂电池板块多股扬升，截止发稿，天能动力(00819)涨3.73%，龙蟠科技(02465)涨2.52%，宁德时代(03750)涨2.45%，彩客新能源(01986)涨2.35%，洪桥集团(08137)涨1.27%。东莞证券分析认为，乘联分会初步推算4月新能源乘用车零售量86万左右，较上月持平微增，渗透率约60.6%。北京国际车展开幕，新车密集发布亮相，终端市场有望逐步回暖。在当前高油价背景下提升电动车经济性，电动化趋势更加鲜明。储能保持供需两旺，国内新型储能容量电价补偿政策鼓励，近日中央印发《关于更高水平更高质量做好节能降碳工作的意见》提出大力发展新型储能，海外AI数据中心建设热潮，中东地缘冲突进一步提升储能需求。Q1全球锂电池产量达687.5GWh，同比增长47%，其中储能电池产量224.69GWh，同比增长119%。5月锂电产业链预排产环比继续增长，显示下游需求旺盛。同时行业反内卷工作持续推进。产业链供需格局趋于改善，量利齐升可期。固态电池产业化持续推进，年内全固态电池中试线将迎来密集落地。固态电池发展为产业链材料体系和设备环节带来迭代升级的增量需求。建议关注产业链各环节细分龙头，尤其是电池、碳酸锂、6F、VC、磷酸铁锂、隔膜等涨价弹性环节。固态电池领域优先关注先行受益的设备环节和核心材料固态电解质环节，持续关注新型正负极、单壁碳纳米管、复合铜箔等迭代升级材料环节。

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