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锂电池板块全线下挫 天齐锂业（09696）跌逾7% 碳酸锂主力合约跌破13万关口

金吾财讯
Sep 11

金吾财讯 | 港股锂电池板块全线下挫，截至发稿，天齐锂业（09696）跌7.01%，赣锋锂业（01772）跌6.13%，龙蟠科技（02465）跌5.33%，星源材质（06067）跌4.26%，中国石墨（02237）跌3.55%，正力新能（03677）跌3.14%，超威动力（00951）跌3.08%，宁德时代（03750）跌2.94%，中创新航（03931）跌2.75%，锐信控股（01399）跌2.70%，比亚迪电子（00285）跌2.49%，理士国际（00842）跌2.23%。消息面上，最新数据显示，碳酸锂主力合约跌破13万关口，跌幅逾8%，创2月6日以来新低。此外，东吴证券新近研究指，近期锂电板块超跌明显，而基本面强劲，看好板块反弹。其中9月排产预期小幅环增，旺季预计持续至年底，该机构判断今年需求增长35%+，27年预计仍有25%+，其中增量主要来自海外动力和储能，储能电池预计26年出货1100gwh，同比+70%+，27年预计近40%增长至1500gwh+，整体行业需求持续向上，7月国内储能装机高增，预计持续高增可期。价格方面，碳酸锂旺季震荡，产业链龙头Q2盈利水平预计依旧亮眼，VC短期价格上涨，负极部分客户涨价落地，铜箔、隔膜等二轮涨价近期有望落地，估值已回调至27年10-14xPE，Q3旺季行情确定。

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