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98.3%；海外市场同样表现亮眼，欧洲、澳洲、北美等核心区域需求持续放量。高盛预测，2026年储能领域对碳酸锂的需求增速将高达48.7%，其中一季度储能需求有望超越动力电池，成为碳酸锂第一大需求来源。与此同时，独立储能盈利模式持续优化，容量电价机制落地与峰谷套利空间拓宽，显著提升项目投资经济性，进一步驱动储能电池排产攀升，带动碳酸锂采购需求大幅增长。2、动力电池需求边际改善年末新能源汽车“以旧换新

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