Mysteel锂电早读：15家上市锂企公布2025年业绩预告特斯拉最新人形机器人2026年底前启动量产（2月5日）

Mysteel新能源02-05

▌聚焦◎ 据Mysteel不完全统计，截至2月4日，15家上市锂企公布2025年业绩预告，9家锂企盈利，其中赣锋锂业、天齐锂业及华盛锂电3家锂企实现扭亏为盈。◎ 2月3日，富临精工公告称，公司与宁德时代拟共同对公司控股子公司江西升华增资扩股，公司拟将所持有的江西升华5亿元债权转作对其增资，认购江西升华新增注册资本人民币4.07亿元，宁德时代拟现金增资人民币7.47亿元，认购江西升华新增注册资本...

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2月2日，特斯拉官方微博宣布，第三代特斯拉人形机器人即将亮相，预计年产百万台。记者从特斯拉内部人士处获悉，美国弗里蒙特工厂的ModelS/X生产线将改为人形机器人产线，预计2026年底前启动量产，最终规划年产能为100万台。因为特斯拉人形机器人拥有完全独立的供应链，所有部件均基于第一性原理设计，其量产爬坡期预计比汽车产品更长。▌Mysteel调研▌期货市场◎2月4日SHFE基本金属仓单变化情况： 铜仓单增加751吨至159772吨；铝仓单减少423吨至150289吨；锌仓单增加1099吨至29966吨；铅仓单增加174吨至33613吨；镍仓单减少108吨至48072吨；锡仓单减少377吨至7411吨。◎  2月4日凌晨LME镍3M收盘价17395美元/吨，涨350美元；持仓289601手，增3934手；仓单285528吨，持平。◎ 广州期货：精炼镍库存压力凸显，关注印尼端扰动 本周镍价冲高回落，印尼镍矿政策暂未有进一步炒作话题，镍矿配额仍在逐步审批中。不锈钢行业多家钢厂计划春节检修停产，2月排产下降。本周全国主流市场不锈钢89仓库口径社会总库存952674吨，周环比增3.37%。精炼镍供应维持高位而下游节前备货意愿不足，库存累库斜率扩大。◎ 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Mysteel锂电早读：15家上市锂企公布2025年业绩预告 特斯拉最新人形机器人2026年底前启动量产（2月5日）

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Mysteel锂电早读：15家上市锂企公布2025年业绩预告特斯拉最新人形机器人2026年底前启动量产（2月5日）