金吾财讯 | 锂电池板块盘中走软，截至发稿，正力新能（03677）跌5.11%，中创新航（03931）跌3.77%，天齐锂业（09696）跌1.86%，比亚迪电子（00285）跌1.67%，天能动力（00819）跌1.61%，赣锋锂业（01772）跌1.53%，龙蟠科技（02465）跌1.46%，宁德时代（03750）跌1.27%。消息面上，花旗研究认为，中国十五五规划下的电池计划重点由产能扩张转向技术、质量及绿色合规，优先发展固态电池、更长储能循环寿命及碳足迹可追溯。可尽管计划长远利好电池行业，惟该行认为短期内难推动相关股份估值重评，因行业基本面偏弱，9月新能源车零售量料同比录得双位数跌幅。
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