Energy storage + power batteries dual-wheel drive, lithium battery industry迎来 turning point, billion-dollar market capitalization Ganfeng Lithium hits the daily limit

MaticHoleFiller

2026-03-28 21:16:06

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(Source: 财闻)

          Global lithium battery shipments in 2026 will exceed 2.5TWh, of which energy storage battery shipments will be over 900GWh, and industry concentration will further increase.

On March 27, in Hong Kong-listed lithium battery stocks, trading continued to strengthen in the afternoon. Ganfeng Lithium (01772.HK) rose more than 11%, Tianqi Lithium (09696.HK) rose more than 7%, Contemporary Amperex Technology (03931.HK) rose more than 5%, BYD Company (01211.HK) rose nearly 5%, and CATL (03750.HK) rose more than 3%. In addition, Ganfeng Lithium (002460.SZ) hit the daily limit on A-shares, with trading value exceeding RMB 8 billion.

In terms of market news, the March production plans of domestic battery sample enterprises increased 21.93% month-over-month. For cathodes and anodes, month-over-month growth was 23.3% and 16.42%, respectively; for separators and electrolytes, month-over-month increases were 8.7% and 18.78%, respectively. According to industry research, it is expected that in April, the overall production plan for lithium batteries (core stocks) will reach 204GWh, up 4% month-over-month.

Looking ahead, full-year demand will continue to benefit from the dual pull of energy storage (core stocks) and power batteries. Demand for lithium battery production plans is expected to remain favorable. According to a prediction from the Guangdong Battery Industry Association, global lithium battery shipments in 2026 will exceed 2.5TWh, including energy storage battery shipments of over 900GWh, and industry concentration will further improve.

In a research report, the Power Equipment and New Energy team at Haitong Securities stated that every global energy crisis is an opportunity for energy transition. While the Middle East geopolitical conflict brings an energy price shock, it also highlights the importance of energy security. Haitong Securities believes that energy security mainly relies on localization and diversification. The energy transition will bring higher rates of local electrification and lower dependence on imports. New energy will once again become a choice for development in various countries, so it is bullish on the two major investment themes of lithium and energy storage.

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