---
title: "儲能需求持續釋放，碳酸鋰 “量價齊升” 有望延續"
description: "儲能需求持續釋放，碳酸鋰產業有望延續量價齊升的趨勢。贛鋒鋰業、雅化集團和鹽湖股份的第三季度淨利潤分別同比增長 364.02%、278.06% 和 113.97%。行業高管指出，儲能需求的增長是推動業績爆發的重要因素，預計碳酸鋰需求將繼續保持增長。"
type: "news"
locale: "zh-HK"
url: "https://longbridge.com/zh-HK/news/263913984.md"
published_at: "2025-11-02T23:46:41.000Z"
---

# 儲能需求持續釋放，碳酸鋰 “量價齊升” 有望延續

> 儲能需求持續釋放，碳酸鋰產業有望延續量價齊升的趨勢。贛鋒鋰業、雅化集團和鹽湖股份的第三季度淨利潤分別同比增長 364.02%、278.06% 和 113.97%。行業高管指出，儲能需求的增長是推動業績爆發的重要因素，預計碳酸鋰需求將繼續保持增長。

贛鋒鋰業同比增長 364.02%，雅化集團同比增長 278.06%，鹽湖股份同比增長 113.97%……翻看 A 股鋰礦企業的第三季度淨利潤增長數據，碳酸鋰產業或已熬過 “寒冬”。“先是行業 ‘反內卷’ 引發的期貨價格上漲，再是儲能產業爆發帶來的實際需求，算是喘過一口氣了。” A 股某鋰鹽企業高管感慨道。對於行業公司第三季度業績的集體爆發，該人士認為，儲能需求拉動 “功不可沒”，目前從儲能排產來看，碳酸鋰需求未來一段時期內將保持增長。（上證報）

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