港股概念追踪 | Q1全球储能电池出货同比增长117% 行业“量价齐升”格局基本确立(附概念股)_老虎社区_美港股上老虎

港股概念追踪 | Q1全球储能电池出货同比增长117% 行业“量价齐升”格局基本确立(附概念股)

智通财经04-14

智通财经APP获悉，机构统计数据显示，2026年第一季度中国储能电池出货量为209GWh，同比增长115%；全球储能电池出货量216GWh，同比增长117%。一季度，电芯需求主要集中在特斯拉、阳光电源、比亚迪（电芯自供）、三巨头头部系统厂商身上，头部10家系统集成商占市场份额接近50%，行业集中度未来还有很大的提升空间。消息方面，根据相关报道，智利即将打破其长期以铜为单一经济支柱的传统，在下周举行...

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The pattern of \"volume and price increase\" in the industry has basically been established (with concept stocks)","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"81211":0.6,"159566":1.79,"300750":1.96,"BYDDY":1.93,"HYDD.SI":0.6,"002466":1.95,"03750":1.96,"09696":1.95,"002460":1.95,"002594":1.93,"01211":1.93,"01772":1.95},"content_text":"智通财经APP获悉，机构统计数据显示，2026年第一季度中国储能电池出货量为209GWh，同比增长115%；全球储能电池出货量216GWh，同比增长117%。一季度，电芯需求主要集中在特斯拉、阳光电源、比亚迪（电芯自供）、三巨头头部系统厂商身上，头部10家系统集成商占市场份额接近50%，行业集中度未来还有很大的提升空间。消息方面，根据相关报道，智利即将打破其长期以铜为单一经济支柱的传统，在下周举行的年度全球铜业大会上首次开设为期一天的锂矿专题论坛。此举标志着该国正加速推进资源多元化战略。与此同时，受中东地缘政治风险推高石油供应担忧的影响，作为电动汽车电池关键原料的锂，其价格已强势反弹至两年多来的高位。由咨询机构CRU与国际锂业协会联合主办的首届“世界锂资源大会”将于周一在圣地亚哥率先启幕。CRU数据显示，过去四年全球活跃锂矿项目数量已翻倍，预计到2026年将接近80个，但供给增速仍难以匹配需求扩张。CRU锂及电池材料主管Martin Jackson指出，尽管电动汽车市场增长有所放缓，但固定式储能电池需求的持续爆发有效对冲了这一疲软态势。他强调：“凭借无可比拟的能量密度优势，锂在未来多年内仍将是最具竞争力的电池技术。”麦格理银行预测，在储能需求的强力驱动下，即便电动车增速放缓，全球锂需求到本十年末仍将保持超20%的年均复合增长率。J. Safra Sarasin可持续资产管理的Asad Farid更是直言，当前市场已进入“需求不可避免地超过延迟供应”的紧平衡状态，价格上行趋势强劲。国内市场方面，2026年一季度，中国新型储能装机规模同比近乎翻倍，户用、大型及工商业储能全面放量。叠加上游碳酸锂价格自底部强势反弹、产业链库存处于历史低位等因素，行业“量价齐升”的格局基本确立。同期产业数据进一步佐证了市场的高景气度。大东时代智库最新调研显示，2026年4月，中国锂电(涵盖储能、动力及消费电池)市场排产总量预计达235GWh，环比增长7.3%，其中储能电芯占比高达41.3%。中国汽车动力电池产业创新联盟数据显示，3月，我国动力和储能电池合计产量为177.7GWh，环比增长25.5%，同比增长50.2%。1-3月，我国动力和储能电池累计产量为487.4GWh，累计同比增长49.3%。3月，我国动力和储能电池销量为175.1GWh，环比增长54.7%，同比增长51.6%。其中，动力电池销量为114.7GWh，占总销量65.5%，环比增长53.9%，同比增长31.1%；储能电池销量为60.4GWh，占总销量34.5%，环比增长56.2%，同比增长115.9%。除了以上利好之外，4月9日，工信部、国家发改委、市场监管总局及国家能源局四部门联合召开动力及储能电池行业企业座谈会，旨在规范产业竞争秩序，为行业健康发展保驾护航。财信证券认为，2025年全球动力电池出货快速增长，2026年预计增速有所放缓，而储能电池需求有望持续增长，成为拉动电池需求增长的重要动力。磷酸铁锂是储能电池的主流体系，未来磷酸铁锂电池产业链相关公司有望充分受益。中信证券称，储能行业从成本竞争转向价值创造，投资价值逐步显现。2026年国内储能装机有望高速增长，看好储能产业链相关的头部厂商：1)储能系统集成商；2)电芯供应商；3)PCS供应商。相关概念股：宁德时代(03750)：宁德时代专注于动力电池、储能电池系统的研发、生产和销售，其动力电池与储能电池市占率连续多年稳居全球第一，2025年总收入为4237.02亿元，同比增长17%；净利润为722亿元，增长42%。赣锋锂业(01772)：2025年，该公司营业收入约230.82亿元，同比增长22.08%；归属于上市公司股东的净利润约16.13亿元，同比扭亏为盈；基本每股收益0.8元，拟每 10 股派发现金红利1.5 元(含税)。天齐锂业(09696)：2025年，该公司取得收益人民币103.22亿元，同比减少20.78%；公司的权益股东应占溢利4.58亿元，同比扭亏为盈；每股盈利0.28元。比亚迪股份(01211)：比亚迪在动力电池领域，第二代刀片电池完成关键技术迭代，成功破解行业快充与续航难以兼顾的痛点，搭配电芯终身质保等优化售后政策，进一步强化了产品用户体验。","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":false,"editions":null,"column":"","sentiment":"0","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":[],"hasMoreComments":false,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"isCrawlerRequest":true}