金吾财讯 | 锂电池板块盘中走高，截至发稿，正力新能(03677)涨4.12%，超威动力(00951)涨1.81%，宁德时代(03750)涨1.56%，锐信控股(01399)涨1.39%，彩客新能源(01986)涨1.16%。消息面上，据证券日报消息，今年4月份以来，多家锂电上市公司密集披露扩产公告，涵盖上游锂盐、中游材料及下游电池制造等多个环节。市场人士普遍认为本轮锂电扩产更理性，其背后是供需关系改善、需求结构升级与产业链盈利格局重塑的多重逻辑。中原证券研究指，2026年以来，锂电产业链主要材料价格均价较2025年总体上涨，逻辑在于需求持续增长、产业链价格多年调整致部分产能出清，以及开工率提升，但不同细分产品逻辑有差异。截至5月15日:碳酸锂价格19.20万元/吨，较2026年初上涨60.0%，氢氧化锂价格较年初上涨62.0%。该机构维持行业“强于大市”投资评级。结合锂电池行业发展趋势、国内外新能源汽车行业发展特点、锂电产业链价格走势以及细分领域业绩概况，建议持续围绕四条主线布局。
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