港股锂业双雄齐齐走高机构指国内外新能源汽车行业发展前景确定板块值得重点关注

金吾财讯

Aug 21

金吾财讯 | 港股锂业双雄齐齐走高，赣锋锂业（01772）涨10.38%，天齐锂业（09696）涨9.66%。中原证券表示，2026年7月锂电池板块走势持续弱于沪深300指数，主要系短期市场主要指数承压、产业链价格短期总体回落，叠加产业链部分标的二季度业绩环比回落。结合国内外行业动态、细分领域价格走势、月度销量及行业发展趋势，行业景气度持续向上，短期重点关注上游原材料价格走势、月度销量、国内外相关政策及固态电池相关进展。考虑行业相关政策表述、原材料价格走势、板块业绩情况、目前市场估值水平及行业未来增长预期，短期建议适度关注板块投资机会，同时密切关注指数走势及市场风格。中长期而言，国内外新能源汽车行业发展前景确定，板块值得重点关注，同时预计个股业绩和走势也将出现分化，建议持续重点围绕细分领域龙头布局。华福证券表示，碳酸锂价格上涨，库存去化与仓单增长并存。本周碳酸锂期货价格震荡上行，盘面情绪回暖带动现货价格上涨。市场上优质新货流通偏紧，部分锂盐厂仍存惜售情绪。贸易商库存偏低，叠加交割需求及补库需求，近期收货较为积极。下游材料厂依靠长协、客供保障一定供给，采购维持按需补库节奏，市场观望情绪仍存。

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