长城证券：锂电板块Beta已至各环节涨价共振

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智通财经APP获悉，长城证券发布研报称，2026年1-2月我国动储电池累计销量为262.0GWh，累计同比增长53.8%，该行预计2026Q2动储需求同环比仍然保持高速增长。碳酸锂市场价重回15万元/吨以上，下游动储需求保持旺盛的情况下，产业链有望进入涨价周期。另隔膜价格或逐步提升，迎来供需反转的关键节点。该行建议关注各环节龙头企业。长城证券主要观点如下：原油价格高企，催化能源转型受地缘冲突等因素...

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长城证券：锂电板块Beta已至 各环节涨价共振

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长城证券：锂电板块Beta已至各环节涨价共振