---
title: "储能需求持续释放，碳酸锂 “量价齐升” 有望延续"
description: "储能需求持续释放，碳酸锂产业有望延续量价齐升的趋势。赣锋锂业、雅化集团和盐湖股份的第三季度净利润分别同比增长 364.02%、278.06% 和 113.97%。行业高管指出，储能需求的增长是推动业绩爆发的重要因素，预计碳酸锂需求将继续保持增长。"
type: "news"
locale: "zh-CN"
url: "https://longbridge.com/zh-CN/news/263913984.md"
published_at: "2025-11-02T23:46:41.000Z"
---

# 储能需求持续释放，碳酸锂 “量价齐升” 有望延续

> 储能需求持续释放，碳酸锂产业有望延续量价齐升的趋势。赣锋锂业、雅化集团和盐湖股份的第三季度净利润分别同比增长 364.02%、278.06% 和 113.97%。行业高管指出，储能需求的增长是推动业绩爆发的重要因素，预计碳酸锂需求将继续保持增长。

赣锋锂业同比增长 364.02%，雅化集团同比增长 278.06%，盐湖股份同比增长 113.97%……翻看 A 股锂矿企业的第三季度净利润增长数据，碳酸锂产业或已熬过 “寒冬”。“先是行业 ‘反内卷’ 引发的期货价格上涨，再是储能产业爆发带来的实际需求，算是喘过一口气了。” A 股某锂盐企业高管感慨道。对于行业公司第三季度业绩的集体爆发，该人士认为，储能需求拉动 “功不可没”，目前从储能排产来看，碳酸锂需求未来一段时期内将保持增长。（上证报）

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