市场担忧锂价过高压制下游需求且锂的供应短缺将导致电动车产量被迫下调， 锂价与股价走势背离。预计随着四季度业绩出炉，业绩增厚将带动相关标的估 值回落，锂板块将重拾涨势。此外，估值处于低位的钴镍标的和三元正极材料 板块同样具备配置价值。推荐赣锋锂业、盛新锂能、厦钨新能和洛阳钼业。

一周行业要闻 .................................................................................................................... 3

一周市场回顾 .................................................................................................................... 4

钴 ...................................................................................................................................... 5

锂 ...................................................................................................................................... 7

镍/锰.................................................................................................................................. 8

正极材料及前驱体 ............................................................................................................. 9

上市公司公告 .................................................................................................................. 12