炸裂！锂电巨头一季度业绩暴增超275倍！_老虎社区_美港股上老虎

炸裂！锂电巨头一季度业绩暴增超275倍！

维科网04-09

4月8日晚，锂电材料巨头天华新能（300390.SZ）发布一份“炸裂”的2026年第一季度业绩预告：在储能与动力电池下游需求强劲增长的推动下，预计一季度归属于上市公司股东的净利润为9亿元至10.5亿元，同比增长幅度高达275倍至321倍（27517.53% - 32120.45%）！扣除非经营性损益后的净利润则为8.78亿元-10.28亿元，同比增长3307.58%-3855.57%。图片来源：...

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Lithium battery giant's performance in the first quarter soared more than 275 times!","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"300390":1.98,"300750":1.87,"03750":1.87,"EVS.SI":0.6},"content_text":"4月8日晚，锂电材料巨头天华新能（300390.SZ）发布一份“炸裂”的2026年第一季度业绩预告： 在储能与动力电池下游需求强劲增长的推动下，预计一季度归属于上市公司股东的净利润为9亿元至10.5亿元，同比增长幅度高达275倍至321倍（27517.53% - 32120.45%）！扣除非经营性损益后的净利润则为8.78亿元-10.28亿元，同比增长3307.58%-3855.57%。图片来源：天华新能公告凭借这一表现，天华新能由此成为目前A股市场上的“预增王”！二级市场上，受业绩大增利好的刺激，4月8日天华新能大幅高开，并一度创下2022年8月以来的新高。盘中虽有震荡，但截至收盘，仍录得上涨4.98元/股，涨幅8.73%，报收62.00元/股，当前总市值为515.15亿元。值得一提的是，天华新能并非垂直一体化的矿企。在锂盐涨价的背景下，垂直一体化企业的利润弹性无疑更大。天齐锂业、赣锋锂业等掌握上游矿端的锂企，会不会也有炸裂的业绩表现？ 锂电材料是绝对支柱资料显示，天华新能成立于1997年，2014年在深圳证券交易所上市，2023年成为中国制造业民营企业500强企业。经过近三十年的专业积累，业务先后覆盖静电及微污染防控、医疗、新能源等领域。在新能源领域，天华新能于2018年与长江晨道、宁德时代等公司共同投资天宜锂业而正式切入锂电产业，主要生产和销售电池级氢氧化锂等锂电材料系列产品。从业务结构来看，锂电材料是天华新能的绝对支柱。根据2025年年报，该板块营业收入为66.67亿元，占总收入比重高达88.32%。市场动态方面，2025年上半年，受成本下降、需求不足等因素影响，氢氧化锂价格重心下探，直至7月触底。从8月起，受上游锂矿及碳酸锂价格持续走强带动，氢氧化锂价格跟涨；进入四季度，碳酸锂价格持续上行，叠加需求旺季来临及供应收紧，氢氧化锂价格中枢不断抬升。天华新能的业绩走势与锂价高度吻合：2025年上半年：净利润亏损1.56亿元；2025年Q3：净利润1.89亿元，同比增长113.22%；2025年Q4：净利润3.69亿元，同比增长512.79%；2026年Q1：净利润预计9-10.5亿元，环比增长超144%，同比增长超275倍。值得一提的是，天华新能正通过整合上游锂矿资源及布局固态电池前沿技术，逐步构建从原材料到正极材料的完整产业链。2025年年报显示，公司以包销、控股、参股等形式，与巴西、刚果（金）、尼日利亚、津巴布韦、澳大利亚等国的锂矿紧密合作，全球化矿源布局覆盖非洲、南美洲、大洋洲、亚洲四大洲。报告期内，公司还完成了多项关键布局：收购苏州天华时代75%股权；子公司宜春盛源取得江西奉新县—宜丰县陶瓷土（含锂）矿采矿权；子公司四川天华竞得四川省道孚县容须卡南锂矿勘查探矿权……深度绑定宁德时代天华新能与全球电池龙头宁德时代的关系，远不止普通的上下游合作，而是贯穿供应链、合资公司、相互持股的“全方位深绑”。客户关系方面，宁德时代多年来一直是天华新能第一大客户，采购产品为电池级氢氧化锂。合资公司方面，双方共同投资设立天宜锂业（宁德时代持股25%，天华新能持股75%），并进一步成立奉新时代，在宜春布局3万吨碳酸锂项目。相互持股方面，宁德时代目前持有天华新能13.54% 股权，为第二大股东；天华新能实控人裴振华通过旗下宁波联创持有宁德时代6.23% 股权，为其第四大股东。扩产进行时天华新能已布局四川宜宾、四川眉山和江西宜春三大锂盐生产基地，产能分别为7.5万吨、6万吨和3万吨。2026年2月24日，四川天华时代锂电材料二期项目在甘眉工业园区启动建设，总投资30亿元。该项目将建设6万吨/年电池级氢氧化锂（可柔性转化为5.3万吨碳酸锂）及6万吨/年电池级碳酸锂产能，预计2026年底建成、2027年一季度投产。截至目前，天华新能的客户矩阵已覆盖宁德时代、LG化学、SK On、三星SDI等全球头部电池企业。总结天华新能已完成上游矿源+中游产能+下游客户的完整闭环。经历了2023-2024年的周期下行与2025年上半年的亏损后，天华新能正凭借成本控制能力、与宁德时代的深度绑定、以及持续的矿源与产能扩张，重回增长轨道。2026年Q1天华新能的超预期业绩，或是锂业新一轮景气周期开启的信号。未来的天华新能，更加值得期待。\n\n\n\n海量资讯、精准解读，尽在新浪财经APP","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"2","news_tag":"dataReport","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":1,"need_auth":false,"need_login_tip":false,"code":"91000000","status":"200"},"commentList":[],"hasMoreComments":false,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"isCrawlerRequest":true}