智通财经APP获悉，中创新航(03931)尾盘涨超8%，截至发稿，涨7.57%，报13.92港元，成交额1027.74万港元。
消息面上，中国汽车动力电池产业创新联盟数据显示，2024年动力电池累计装车量548.4GWh，同比增长41.5%。中国汽车动力电池产业创新联盟方面表示，2024年全年动力电池材料类型结构发生变化，磷酸铁锂电池占比加快提升，全年磷酸铁锂装车量累计409.0GWh，市场份额超七成。从动力电池企业装车量排名来看，宁德时代以45.08%的市占率排名第一；比亚迪排名第二，市占率为24.74%。中创新航、国轩高科、亿纬锂能分别位列第三至第五。
东莞证券指出，储能需求预期保持高增长，动储双驱动，锂电池需求保持较高预期。1月锂电排产淡季不淡，环比有所下降，但同比保持高增长，尤其是铁锂电池排产增幅大，龙头电池厂商保持强势。近期产业链价格整体持稳运行。中期而言，随着产能扩张放缓，落后产能持续出清，行业供需结构逐步改善，产业链库存基本触底，盈利有望向上修复。固态电池产业化进程有加速之势，将驱动材料体系迭代升级需求。
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