锂电上市公司中报业绩分化

证券日报
Aug 31

截至8月30日记者发稿,A股锂电板块上市公司均已披露2026年半年报。在上半年锂价回暖的背景下,锂电板块业绩整体呈现向好态势,其中,锂矿、锂盐公司的盈利修复态势显著,锂电池公司的业绩则有所分化。  多位业内人士认为,短期锂价仍受供需紧平衡格局影响,长期来看,锂电行业竞争逻辑已经生变,单纯扩产能比拼的时代已然落幕,技术、供应链、全球化布局将成为企业竞争突围的核心抓手。  锂价上行成为关键因素  ...

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