金吾财讯 | 锂业股多数走强，中国石墨(02237)涨10.89%，龙蟠科技(02465)涨4.03%，天齐锂业(09696)涨3.44%，赣锋锂业(01772)涨3.33%，理士国际(00842)涨3.45%，宁德时代(03750)涨1.61%，比亚迪股份(01211)涨1.65%。
中金公司表示，展望2026年下半年，结合需求和产能周期位置，该机构认为本轮锂电周期仍然处于上行趋势中，各环节2H26供需关系维持良性、部分环节有望趋紧，产业链利润表有望持续修复；而随着行业“反内卷”逐步推进，该机构看好本轮锂电景气周期延续。新技术看好钠电和固态电池产业化持续推进。固态电池相关技术持续迭代、固态电池上车开启测试等，推动固态商业化进程加速。钠电26年迈入0-1规模化量产阶段，在储能、动力、启停等场景逐步应用；后伴随产业链规模降本、经济性改善，该机构预计钠电渗透有望加速。
中信证券指出，今年5月以来，需求担忧和库存变动压制锂价表现，但预计供需紧张格局短期内不会逆转，锂价在2026年下半年仍有望走强，维持25万元/吨的目标价预测，较目前碳酸锂价格有50%的上涨空间。
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