智通财经APP获悉，锂电池概念股延续跌势，截至发稿，宁德时代(03750)跌4.93%，报444港元；中创新航(03931)跌4.13%，报15.07港元；赣锋锂业(01772)跌3.08%，报25.78港元；龙蟠科技(02465)跌3.07%，报7.43港元。
消息面上，财政部、税务总局联合发布的公告：自2027年4月1日起，新能源汽车增值税出口退税率由13%下调至9%。华泰证券表示，以出口金额静态测算，乘用车单车成本增加约5000元。分析指出，退税下调削弱整车出口需求预期，或将进一步传导至上游锂矿和电池材料环节。
东海期货发布碳酸锂10月投资策略研报，锂电池产量多月环增，但进入旺季后增速有下滑可能性。关于10月锂电池排产，大东时代智库（TD）预估排产环增3.9%至345GWh，SMM预估环增6%至320.4GWh。下游排产增速放缓，且三元排产和实际落地产量下滑，反映出动力需求在旺季不旺。
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