截至(zhi)收盤(pan)，中證(zheng)新能源指(zhi)數上(shang)(shang)漲2.3%，國(guo)證(zheng)新能源電(dian)池指(zhi)數上(shang)(shang)漲1.8%，中證(zheng)上(shang)(shang)海環交所碳中和(he)指(zhi)數上(shang)(shang)漲1.4%，中證(zheng)光伏產業(ye)指(zhi)數上(shang)(shang)漲0.4%，中證(zheng)綠(lv)色電(dian)力指(zhi)數下跌0.4%。

中信(xin)證券(quan)指(zhi)出，2024年(nian)以(yi)(yi)來，頭部(bu)電(dian)(dian)(dian)池(chi)(chi)廠(chang)、整車(che)廠(chang)以(yi)(yi)及專(zhuan)家學者對全固(gu)態(tai)電(dian)(dian)(dian)池(chi)(chi)的裝車(che)節奏預期逐(zhu)步(bu)收(shou)斂，即(ji)2027年(nian)小批(pi)量(liang)/示范性上車(che)，2030年(nian)大規模(mo)量(liang)產，裝車(che)節點明確，固(gu)態(tai)電(dian)(dian)(dian)池(chi)(chi)憑借其優異性能有望拓寬鋰電(dian)(dian)(dian)池(chi)(chi)的應(ying)用場景，預計2030年(nian)全球固(gu)態(tai)電(dian)(dian)(dian)池(chi)(chi)出貨量(liang)將超過600GWh，帶動(dong)全球碳酸鋰需求量(liang)增長5%。