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净利最高大涨超13倍，两大锂电巨头业绩爆发

2026-10-25 21:02:09来源：21世纪经济报道  


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10月25日，两大锂电巨头公布最新业绩。

天齐锂业(002466.SZ)公告称，第三季度营业收入为60.37亿元，同比增长135.40%；净利润为13.60亿元，同比增长1323.97%。前三季度营业收入为182.79亿元，同比增长147.11%；净利润为56.02亿元，同比增长3013.86%。公司第二季度净利润23.66亿元，据此计算，第三季度净利润环比下降42%。

公告称，业绩增长主要系受益于新能源产业发展与下游需求增长等多重利好因素驱动，公司主要锂产品的销售均价较上年同期均明显增长，使得营业收入及毛利额较上年同期大幅增长；同时，根据彭博社预测数据，SQM业绩预计将同比大幅增长，公司确认的对该联营公司的投资收益较上年同期增长所致。

10月23日，天齐锂业股价涨超3%，报35.99元/股，最新市值为578亿元。

华盛锂电(688353.SH)公告称，第三季度营收为6.78亿元，同比增长259.10%；净利润为3.13亿元，同比增长800.58%。前三季度营收为14.70亿元，同比增长172.97%；净利润为5.36亿元，同比扭亏为盈。公司第二季度净利润1.26亿元，据此计算，第三季度净利润环比增长148%。

公告称，业绩变动主要系公司主要产品销售数量增加，销售价格大幅上涨所致。

10月23日，华盛锂电股价涨超4%，报75.6元/股，最新市值为120亿元。

责任编辑：hnmd003

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