金吾财讯 | 港股锂电池板块整体走强，截至发稿，洪桥集团(08137)涨5.45%，中创新航(03931)涨5.19%，正力新能(03677)涨4.00%，比亚迪股份(01211)涨3.31%，宁德时代(03750)涨3.12%，超威动力(00951)涨2.41%。消息面上，中信证券最新研究称，展望2026年下半年，锂电行业整体供需结构料将持续改善。需求端，受益我国内需修复以及全球油价上行，全球动力电池需求高景气料将延续；此外，收益模式丰富、新型应用领域等因素推动储能装机经济性继续提升，全球储能迎来国内外需求共振向上的发展阶段。供给端，电池和中游材料环节扩产主要聚焦于高端产品及海外，该机构预计2026年下半年行业供需有望进一步改善；受益供需结构改善，产业链价格企稳回升，高端产品有望攫取更高的技术溢价。此外，固态电池产业化加速，有望带来电池、材料、设备环节的投资机会。重点关注技术差异化程度更高、成本控制能力更强的供应链优质头部企业。1)新能源车及储能应用端；2)三电及锂电中游环节。
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