节点：下游（终端消费/应用）位置：下游情绪：利好参考度：8/10
4月16日晚，赣锋锂业披露2026年第一季度业绩预告，预计实现净利润16亿元至21亿元，同比增长549.65%至690.17%；预计扣非净利润12.5亿元至17.5亿元，同比增长616.12%至822.56%。
对于业绩同比大幅增长的核心驱动因素，赣锋锂业指出，一季度全球新能源产业保持快速发展态势，下游客户对锂盐产品的需求呈现强劲增长，公司锂盐产品销售价格较上年同期实现较大幅度上涨；同时，随着公司锂资源项目产能逐步释放，成本结ĉ00;持续优化；叠加动力电池及储能市场的持续扩容，锂电池板块产销量明显提升，共同推动经营业绩同比增长。
此外，报告期内公司持有的PLS Group Ltd（PLS）股票价格上涨产生公允价值变动收益，经领式期权相关既定风险管理策略对冲后，整体公允价值变动收益约2.59亿元..
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