金吾财讯 | 港股锂电池概念股午后普涨，截至发稿，龙蟠科技(02465)涨3.88%，理士国际(00842)涨3.16%，彩客新能源(01986)涨2.41%，洪桥集团(08137)涨2.35%，宁德时代(03750)涨2.04%。消息面上，东莞证券表示，在需求旺盛与供给结构优化的双重驱动下，产业链已步入新一轮上行周期，供需紧平衡格局将延续，行业盈利修复趋势明确。固态电池产业化持续推进，将为产业链带来结构性的增量需求。建议持续关注电芯、碳酸锂、6F、VC、LFP、隔膜、铜箔等涨价弹性品种，固态电池领域优先关注先行受益的设备端和核心材料固态电解质环节，持续关注新型正负极、碳纳米管、复合集流体等迭代升级材料方向。
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