节点：下游（终端消费/应用）位置：下游情绪：利好参考度：8/10
今日港股锂电板块表现活跃，截至发稿，赣锋锂业(01772.HK)涨4.27%、天齐锂业(09696.HK)涨3.19%、宁德时代(03750.HK)涨2.02%。
消息层面，美国国防部通过国家国防储备计划大规模囤积锂、钴、石墨及稀土等38种能源转型核心矿产，此举凸显全球对战略资源安全的高度重视，也为锂资源长期需求提供支撑。同时，欧洲最大锂生产项目迎来实质性进展，Vulcan Energy于12月3日宣布获得近25亿美元融资，用于推进德国Lionheart锂项目。该项目一期工程规划年产能2.4万吨锂，已锁定前十年全部承购合同，所产锂资源可满足约50万辆电动汽车年需求，进一步强化欧洲本土供应链能力。
需求端释放积极信号，中信建投研报预测，2026年全球锂电池总需求有望突破2700GWh，同比增长超30%，其中储能电池需求将超过900GWh，多个环节或现供应紧张。供给端方面，华泰证券指出，2025至2027年全球锂..
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