---
title: "麥格理上調了對理想汽車的評級，而贛鋒鋰業則聲稱其電池技術取得了突破性進展"
type: "News"
locale: "zh-HK"
url: "https://longbridge.com/zh-HK/news/288160133.md"
description: "麥格理將理想汽車評級上調至中性，預測其股價有 28.33% 的上漲空間。同時，贛鋒鋰業宣佈初步生產出 500 Wh/kg 的固態電池，可能在驗證後實現電動車能量密度的翻倍。此外，美國和麻省理工學院主導的新提取方法旨在降低成本並提升國內鋰供應，挑戰中國在精煉領域的主導地位"
datetime: "2026-05-31T03:41:07.000Z"
locales:
  - [zh-CN](https://longbridge.com/zh-CN/news/288160133.md)
  - [en](https://longbridge.com/en/news/288160133.md)
  - [zh-HK](https://longbridge.com/zh-HK/news/288160133.md)
---

# 麥格理上調了對理想汽車的評級，而贛鋒鋰業則聲稱其電池技術取得了突破性進展

Analyst upgrade: Macquarie raised Li Auto’s rating to Neutral, projecting a 28.33% upside from its latest share price. Battery breakthrough: Ganfeng Lithium announced initial production of a 500 Wh/kg solid-state cell, potentially doubling current EV energy densities, pending independent verification. Extraction innovations: New U.S. and MIT-led methods could lower costs and boost domestic lithium supply, challenging China’s refining dominance.

### 相關股票

- [002460.CN](https://longbridge.com/zh-HK/quote/002460.CN.md)
- [01772.HK](https://longbridge.com/zh-HK/quote/01772.HK.md)
- [159881.CN](https://longbridge.com/zh-HK/quote/159881.CN.md)
- [DBB.US](https://longbridge.com/zh-HK/quote/DBB.US.md)
- [PICK.US](https://longbridge.com/zh-HK/quote/PICK.US.md)
- [159880.CN](https://longbridge.com/zh-HK/quote/159880.CN.md)
- [CARU.US](https://longbridge.com/zh-HK/quote/CARU.US.md)
- [516380.CN](https://longbridge.com/zh-HK/quote/516380.CN.md)
- [MOTO.US](https://longbridge.com/zh-HK/quote/MOTO.US.md)
- [561330.CN](https://longbridge.com/zh-HK/quote/561330.CN.md)
- [562260.CN](https://longbridge.com/zh-HK/quote/562260.CN.md)
- [515030.CN](https://longbridge.com/zh-HK/quote/515030.CN.md)
- [XME.US](https://longbridge.com/zh-HK/quote/XME.US.md)
- [CARZ.US](https://longbridge.com/zh-HK/quote/CARZ.US.md)
- [516650.CN](https://longbridge.com/zh-HK/quote/516650.CN.md)
- [562700.CN](https://longbridge.com/zh-HK/quote/562700.CN.md)
- [512400.CN](https://longbridge.com/zh-HK/quote/512400.CN.md)
- [159608.CN](https://longbridge.com/zh-HK/quote/159608.CN.md)
- [159323.CN](https://longbridge.com/zh-HK/quote/159323.CN.md)
- [IXN.US](https://longbridge.com/zh-HK/quote/IXN.US.md)
- [516110.CN](https://longbridge.com/zh-HK/quote/516110.CN.md)
- [159876.CN](https://longbridge.com/zh-HK/quote/159876.CN.md)
- [DRIV.US](https://longbridge.com/zh-HK/quote/DRIV.US.md)
- [159565.CN](https://longbridge.com/zh-HK/quote/159565.CN.md)
- [159871.CN](https://longbridge.com/zh-HK/quote/159871.CN.md)
- [159306.CN](https://longbridge.com/zh-HK/quote/159306.CN.md)
- [MQG.AU](https://longbridge.com/zh-HK/quote/MQG.AU.md)
- [MQBKY.US](https://longbridge.com/zh-HK/quote/MQBKY.US.md)
- [LI.US](https://longbridge.com/zh-HK/quote/LI.US.md)
- [02015.HK](https://longbridge.com/zh-HK/quote/02015.HK.md)

## 相關資訊與研究

- [月銷前十首次沒有燃油車](https://longbridge.com/zh-HK/news/289252889.md)
- [【車企血戰】新能源車包攬內地 5 月乘用車銷量前十，吉利星願居首](https://longbridge.com/zh-HK/news/289133740.md)
- [中國大陸 5 月擴大鋁出口以填補戰爭引發的全球缺口 原油進口大降至八年低點](https://longbridge.com/zh-HK/news/289203281.md)
- [華爾街老兵 Dan Dreyfus：AI 下一個瓶頸是銅，數據中心每年新增 75 萬噸需求，銅價將輕鬆翻倍](https://longbridge.com/zh-HK/news/289299153.md)
- [中信證券：鋰價在 2026 年下半年仍有望走強 關注板塊調整後的配置機遇](https://longbridge.com/zh-HK/news/289114995.md)