金吾财讯 | 锂电池股多数下挫，中国石墨(02237)跌7.95%，赣锋锂业(01772)跌3.51%，比亚迪股份(01211)跌2.46%，天齐锂业(09696)跌2.1%，天能动力(00819)跌1.71%中原证券发研称，全球及我国新能源汽车销售持续增长，我国新能源汽车行业发展驱动力过渡至产品驱动；展望2025年，锂电池需求持续增长，关注动力和储能领域需求；结合产能释放及下游需求增速，产业链价格总体震荡为主，行业盈利总体仍不乐观，分化将持续。新能源汽车景气上升推动锂电池板块业绩改善，维持行业“强于大市”投资评级。
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