金吾财讯 | 锂电池板块走低，宁德时代(03750)跌0.76%，超威动力(00951)跌1.48%，天能动力(00819)跌1.85%，比亚迪电子(00285)跌2.34%，中创新航(03931)跌3.38%，正力新能(03677)跌4.44%，天齐锂业(09696)跌5.22%，龙蟠科技(02465)跌6.38%，赣锋锂业(01772)跌6.69%，锐信控股(01399)跌6.90%消息面上，碳酸锂主力合约日内下跌5.5%，现报150840元/吨。今日MMLC电池级碳酸锂（早盘）价格较昨日下跌1000元/吨，中间价报157250元/吨。东兴证券发布研报称，锂电板块25Q3确立反转后，各环节基本面持续修复，该行认为本轮锂电板块景气度上行基调有望延续，同时新技术产业化应用进程加速有望形成持续催化。在此背景下，该行建议关注两个维度的投资机遇：板块景气度提升各环节盈利修复向上的机遇，以及钠电池产业化应用进程加速，各核心环节有望持续受益。
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