金吾财讯 | 锂业股集体走强，截至发稿，赣锋锂业(01772)涨5.49%，天齐锂业(09696)涨4.07%。消息面上，工信部日前称，2024年，我国锂离子电池(下称“锂电池”)产业延续增长态势。根据锂电池行业规范公告企业信息和行业协会测算，全国锂电池总产量1170GWh，同比增长24%。行业总产值超过1.2万亿元。电池环节，1—12月消费型、储能型和动力型锂电池产量分别为84GWh、260GWh、826GWh。锂电池装机量(含新能源汽车、新型储能)超过645GWh，同比增长48%。受锂电池产品价格下跌影响，1—12月全国锂电池出口总额达到4348亿元，同比下降5%，较2024年上半年降幅收窄七个百分点。东莞证券认为，2月锂电排产环比有所下降，同比保持高增长，产业链价格整体持稳运行。随着产能扩张放缓，落后产能持续出清，行业供需关系逐步改善，优质产能利用率将提升，行业盈利有望向上修复。近期固态电池产业进展不断，多家企业公布全固态电池量产时间表，产业化进程呈加速势头，将驱动材料体系和设备环节迭代升级的需求增长。建议关注业绩有较强支撑的电池环节、边际改善预期的材料环节头部企业，以及固态电池产业链受益环节。
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