中原证券：月度占比创新高锂电池板块持续关注

智通财经05-14

智通财经APP获悉，中原证券发布研报称，维持行业“强于大市”投资评级。2026年4月锂电池板块走势强于沪深300指数，主要是板块2025年年报和2026年一季报财报表现总体较好，动力电池需求回升，储能电池需求超预期。行业景气度持续向上，短期重点关注上游原材料价格走势、月度销量、国内外相关政策及固态电池相关进展。短期建议持续关注板块投资机会，同时密切关注指数走势及市场风格。中长期而言，国内外...

网页链接

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

精彩评论

我们需要你的真知灼见来填补这片空白

发表看法

{"i18n":{"language":"zh_CN"},"isChannel":false,"data":{"share":"https://www.laohu8.com/m/news/2635365793?lang=zh_CN&edition=full","thumbnail":"","is_english":false,"pubTime":"2026-05-14 14:28","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"2635365793","market":"sh","top_or_hot":-1,"title":"中原证券：月度占比创新高 锂电池板块持续关注","media":"智通财经","content":"<div>\n<p>智通财经APP获悉，中原证券发布研报称，维持行业“强于大市”投资评级。2026年4月锂电池板块走势强于沪深300指数，主要是板块2025年年报和2026年一季报财报表现总体较好，动力电池需求回升，储能电池需求超预期。行业景气度持续向上，短期重点关注上游原材料价格走势、月度销量、国内外相关政策及固态电池相关进展。短期建议持续关注板块投资机会，同时密切关注指数走势及市场风格。中长期而言，国内外...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1441633.html\">网页链接</a>\n\n</div>\n","source":"stock_zhitongcaijing","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>中原证券：月度占比创新高 锂电池板块持续关注</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n中原证券：月度占比创新高 锂电池板块持续关注\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-05-14 14:28 北京时间&nbsp;&nbsp;&nbsp;<a href=http://www.zhitongcaijing.com/content/detail/1441633.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>智通财经APP获悉，中原证券发布研报称，维持行业“强于大市”投资评级。2026年4月锂电池板块走势强于沪深300指数，主要是板块2025年年报和2026年一季报财报表现总体较好，动力电池需求回升，储能电池需求超预期。行业景气度持续向上，短期重点关注上游原材料价格走势、月度销量、国内外相关政策及固态电池相关进展。短期建议持续关注板块投资机会，同时密切关注指数走势及市场风格。中长期而言，国内外新能源...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1441633.html\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"601375","symbol_name":"中原证券","start_time":0,"source_url":"http://www.zhitongcaijing.com/content/detail/1441633.html","article_id":"2635365793","we_media_id":null,"thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2635365793","pubTimestamp":1778740085,"columns":[],"sourceInfo":{"source_id":"stock_zhitongcaijing","name":"智通财经网"},"weMediaInfo":null,"summary":"中原证券主要观点如下：4月锂电池板块指数走势强于沪深300指数2026年4月，锂电池指数上涨15.43%，新能源汽车指数上涨8.21%，而同期沪深300指数上涨8.03%，锂电池指数走势强于沪深300指数。4月我国新能源汽车占比创新高2026年4月，我国新能源汽车销售134.40万辆，同比增长9.62%，环比增长7.35%，月度销量占比53.21%创历史新高，同比增长主要是新能源汽车出口持续高增长。","collect":0,"end_time":0,"defaultTopTitle":"zhitongcaijing.com","property":[],"viewcount":null,"language":"zh","relate_stocks":{"601375":"中原证券","BK0276":"资本市场","BK0201":"可转债","BK4588":"碎股","BK4585":"ETF&股票定投概念","LIT":"Global X Lithium & Battery Tech ETF"},"translate_title":"Zhongyuan Securities: Monthly Proportion of Record High Lithium Battery Sector Continues to Pay Attention","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"601375":1.5,"LIT":1.5},"content_text":"智通财经APP获悉，中原证券发布研报称，维持行业“强于大市”投资评级。2026年4月锂电池板块走势强于沪深300指数，主要是板块2025年年报和2026年一季报财报表现总体较好，动力电池需求回升，储能电池需求超预期。行业景气度持续向上，短期重点关注上游原材料价格走势、月度销量、国内外相关政策及固态电池相关进展。短期建议持续关注板块投资机会，同时密切关注指数走势及市场风格。中长期而言，国内外新能源汽车行业发展前景确定，板块值得重点关注，同时预计个股业绩和走势也将出现分化，建议持续重点围绕细分领域龙头布局。中原证券主要观点如下：4月锂电池板块指数走势强于沪深300指数2026年4月，锂电池指数上涨15.43%，新能源汽车指数上涨8.21%，而同期沪深300指数上涨8.03%，锂电池指数走势强于沪深300指数。4月我国新能源汽车占比创新高2026年4月，我国新能源汽车销售134.40万辆，同比增长9.62%，环比增长7.35%，月度销量占比53.21%创历史新高，同比增长主要是新能源汽车出口持续高增长。2026年4月，我国动力电池装机62.40GWh，同比增长15.34%，其中三元材料装机占比18.43%;宁德时代、比亚迪和国轩高科装机位居前三。上游原材料价格涨跌互现截至2026年5月13日，电池级碳酸锂价格为19.70万元/吨，较2026年4月初价格上涨22.36%;氢氧化锂价格为18.93万元/吨，较4月初上涨25.12%，预计二者价格短期高位震荡为主。电解钴价格42.70万元/吨，较4月初上涨0.59%，短期预计震荡为主;钴酸锂价格39.70万元/吨，较4月回落1.0%;三元523正极材料价格19.84万元/吨，较4月初上涨8.47%;磷酸铁锂价格6.82万元/吨，较4月初上涨18.44%，短期震荡为主。六氟磷酸锂价格为9.90万元/吨，较4月初回落5.71%，持续关注碳酸锂价格走势;电解液为3.12万元/吨，较4月初回落1.89%，短期预计总体承压。风险提示：行业政策执行力度不及预期;细分领域价格大幅波动;新能源汽车销量不及预期;行业竞争加剧;系统风险。","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":1,"need_auth":false,"need_login_tip":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"tenantId":"TBCN","deviceId":"web-server-community-laohu8-v3","version":"4.42.2","shortVersion":"4.42.2","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2635365793","isCrawlerRequest":true}

中原证券：月度占比创新高 锂电池板块持续关注

精彩评论

中原证券：月度占比创新高锂电池板块持续关注