金吾财讯 | 锂电池板块持续走软，截至发稿，宁德时代（03750）跌4.82%，比亚迪股份（01211）跌2.88%，彩客新能源（01986）跌2.78%，天齐锂业（09696）跌2.12%，星源材质（06067）跌2.09%，中创新航（03931）跌2.00%，正力新能（03677）跌1.52%，天能动力（00819）跌1.31%。消息面上，东吴证券研究指，市场持续反应27年需求降速和11-12月排产减弱的担忧，且电动车车出口退税退坡、欧洲对中国混动车的贸易政策等利空已落地，当前板块核心龙头估值已调整至10-12x，高位回调超50%，而核心材料龙头三季度业绩环比增长明确同比高增，且该机构27年需求预计仍有20%+增长，部分环节价格仍处于上升通道。开源证券亦指，前三季度锂电池出口增36.4%。海关统计数据显示，前三季度电动汽车、锂电池等绿色产品出口分别增长72.3%、36.4%，锂电等绿色产品成为外贸增长核心力量。多家锂电公司披露前三季度业绩预告，盈利大幅修复。锂电估值处于低位，已充分反应市场悲观预期。
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